Business Details
31 Years
experience
Trusted Accounting & Tax Solutions in Naples, FL
For two decades, I have dedicated myself to providing personalized accounting and tax services in Naples, FL. My career began in New York City with roles at Coopers & Lybrand and Kidder, Peabody & Co., where I honed my expertise in financial services and auditing. Since relocating to Naples in 1995, I have operated as the sole practitioner of a small practice focused on delivering efficient, client-centric solutions. My commitment to staying current with tax law changes ensures accurate and timely filings, while my use of QuickBooks Pro and ProSeries software streamlines accounting processes.I prioritize direct communication via email and maintain competitive fees by working independently. Clients value my responsiveness, detailed approach, and ability to resolve complex tax issues, as evidenced by long-standing relationships and referrals. My practice emphasizes transparency, electronic filing, and quarterly financial consultations to meet small business and individual needs effectively.
Services
Tax Preparation
Business Consulting
Accounting & Bookkeeping
Tax Planning
Tax Problem Resolution
Details
- Year established: 1995
Highlights and features
- We offer 20+ years of experience in accounting and tax services.
- Our team provides personalized, one-on-one client consultations.
- Competitive fees maintained through independent, efficient operations.
- QuickBooks Pro and ProSeries software ensure accurate financial management.
- Proven track record resolving IRS audits and complex tax issues.
Associations and certifications
- CPA
What people say
Knowledgeable and up-to-date
Timely manner
Great results
Trusted friend
Professional and fair
Services
Tax Preparation
Personal and business tax return preparation using ProSeries software. Services include e-filing, review of prior-year returns, and financial statement analysis to ensure accuracy. Clients receive detailed explanations of filings and tax-saving opportunities tailored to their specific needs.
Business Consulting
Quarterly financial reporting and analysis for small businesses. Includes electronic access to financial statements, performance evaluation against targets, and strategic recommendations. Focuses on identifying growth areas and resolving financial inefficiencies through expert consultation.
Accounting & Bookkeeping
Full-cycle accounting services using QuickBooks Pro. Covers financial statement preparation, payroll processing, and cash flow management. Designed for small businesses needing reliable, accurate financial tracking and reporting to support informed decision-making.
Tax Problem Resolution
Representation and resolution services for tax disputes and audits. Includes preparation of documentation, negotiation with tax authorities, and development of corrective action plans. Successfully resolved multiple IRS audits with no additional penalties or taxes owed by clients.
Tax Planning
Proactive tax planning to minimize liabilities and maximize refunds. Involves year-round consultation on deductions, credits, and compliance strategies. Tailored to individual and business needs with a focus on long-term financial benefits and regulatory compliance.
People
Mark Curtis
Owner & CPA
Certified Public Accountant with 20+ years in Naples, FL. Former auditor at Coopers & Lybrand and financial controller at Kidder, Peabody & Co. Specializes in tax resolution, small business accounting, and electronic financial management solutions.
Questions
What services does Mark Curtis CPA offer?
We provide tax preparation, business consulting, accounting/bookkeeping, tax planning, and IRS audit resolution services for individuals and small businesses.
What should I bring to our first meeting?
Please provide prior-year tax returns, current financial statements, and any specific documents related to your tax or accounting questions for effective evaluation.
Do you handle IRS audit cases?
Yes, we represent clients during IRS audits with a proven track record of resolving cases without additional penalties or taxes owed.
How are fees determined?
Fees are based on service complexity after reviewing your financial documents during the initial consultation. We maintain competitive rates through efficient, independent operations.
What accounting software do you use?
We utilize Intuit's QuickBooks Pro for accounting and ProSeries for tax preparation, ensuring accurate, electronic management of financial and tax documentation.
