Business Details
22 Years
experience
Certified Accounting & Tax Services in Gulf Breeze
Accounting Solutions & Automation is a Certified Public Accounting Firm dedicated to delivering comprehensive financial services tailored to individuals and businesses. With over 35 years of expertise in tax planning, accounting, and financial advisory, we prioritize reducing clients' tax burdens while fostering wealth growth through personalized solutions. Our team, led by Florida CPA Bert Roberge, combines extensive corporate experience with specialized certifications to ensure accurate, timely, and strategic financial guidance. We maintain year-round support to address client inquiries and align services with evolving financial goals, adhering to the highest standards of professionalism and industry compliance. 
Services
Accounting
Tax Services
Payroll
Bookkeeping
IRS Representation
Temp CFO Services
Details
- Year established: 2004
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team includes Florida CPA-certified professionals with specialized credentials.
- We provide year-round financial guidance tailored to client objectives.
- We combine corporate expertise with personalized, local service delivery.
- We prioritize accurate, compliant, and strategic financial solutions.
Associations and certifications
- American Institute of Certified Public Accountants
Services
Accounting
Our accounting services provide comprehensive financial management solutions tailored to businesses and individuals. With over 35 years of experience, we ensure accurate financial reporting, tax compliance, and strategic advisory to support business growth and personal financial objectives. Our CPA-certified team delivers customized solutions to meet specific client needs.
Tax Services
Specialized tax services focus on minimizing liabilities while maximizing refunds for individuals and businesses. Our CPAs leverage deep expertise in federal and state tax codes to ensure compliance, optimize deductions, and implement strategic year-round tax planning strategies tailored to each client's unique circumstances.
Payroll
Payroll solutions streamline employee compensation processes with accurate tax withholding, compliance reporting, and timely payment processing. We handle complex payroll tax regulations to reduce administrative burdens, ensuring businesses meet federal and state requirements while maintaining employee satisfaction.
Bookkeeping
Professional bookkeeping services maintain precise financial records, including accounts payable/receivable, bank reconciliations, and financial statements. Our systematic approach ensures businesses have reliable data for decision-making, audits, and tax preparation, supporting long-term financial health and regulatory compliance.
IRS Representation
IRS representation services advocate for clients during audits, collections, or disputes with tax authorities. Our certified professionals handle communications, negotiate settlements, and implement resolution strategies to minimize penalties while protecting client interests throughout the process.
People
Bert Roberge
CPA/PFS
Bert Roberge, Florida CPA and Personal Financial Specialist, brings 35+ years of corporate accounting experience as former CFO/Controller. He founded Accounting Solutions & Automation in 2004, combining CPA expertise with QuickBooks certification and estate planning specialization to deliver client-focused financial solutions.
Questions
What accounting services do you offer?
We provide full-service accounting, including financial reporting, tax compliance, payroll processing, bookkeeping, and strategic financial advisory tailored to businesses and individuals.
How can you help reduce my tax liability?
Our CPAs use advanced tax planning strategies, leveraging deductions and credits to minimize liabilities while ensuring compliance with federal and state regulations.
Do you offer year-round tax support?
Yes, we provide ongoing tax guidance beyond filing season to help clients make informed financial decisions throughout the year.
What experience do your accountants have?
Our team includes Florida CPAs with 35+ years of corporate experience, specialized certifications in financial planning, and expertise in QuickBooks and estate planning.
How do you handle IRS disputes?
We offer IRS representation services, negotiating settlements and resolving audits or collection issues to protect client interests and minimize penalties.
