Empowering Our Clients with Knowledge and Expertise
At Accounting Solutions & Automation, Inc., our mission is to provide exceptional professional accounting and tax services to individuals and businesses, while fostering long-term relationships built on trust, integrity, and excellent customer service. With over 35 years of combined experience in taxation and accounting, our team of certified public accountants (CPAs) is dedicated to helping our clients achieve their financial goals.
Our Services
As a Certified Public Accounting Firm located in Gulf Breeze, Florida, we offer a broad range of CPA accounting and tax services, including:
- Accounting: We provide comprehensive accounting services, including financial statement preparation, budgeting, and financial planning.
- Taxes: We prepare and file individual and business tax returns, including federal and state income tax returns, as well as provide tax planning and consulting services.
- Payroll: We offer payroll processing and payroll tax compliance services to ensure accurate and timely payment of wages and taxes.
- Bookkeeping: We provide accurate and timely financial record-keeping and bookkeeping services to help individuals and businesses manage their finances effectively.
- IRS Representation: We assist clients with IRS audits, appeals, and other tax-related issues.
- Temp. CFO Services: We offer temporary CFO services to help businesses manage their finances, make strategic decisions, and achieve their financial objectives.
Our Team
At Accounting Solutions & Automation, Inc., we pride ourselves on our experienced and certified professionals. Our team is led by Bert Roberge, CPA/PFS, who has over 35 years of experience in accounting and taxation. With a comprehensive understanding of both personal and corporate taxation, Bert has helped numerous individuals and businesses achieve their financial goals. Our team is committed to staying up-to-date with the latest tax laws, regulations, and industry developments to provide the highest level of service and expertise to our clients.
Investment Advisory Services
In addition to our accounting and tax services, we also offer investment advisory services through FIA Services, Inc., a Florida Licensed Investment Advisory Firm. Our investment advisors work closely with clients to create personalized investment plans that align with their financial goals and risk tolerance.
Get in Touch
If you're looking for a trusted partner to help you achieve your financial goals, contact us today. We're dedicated to providing exceptional service, expert advice, and personalized attention to every client. Call us at (850) 934-2832 to learn more about our services and how we can help you achieve your financial objectives.
Overall Review Summary
Accounting Solutions and Bert Roberge, CPA, have received overwhelmingly positive reviews from satisfied clients. The firm's services have been praised for being friendly, reasonably priced, and comprehensive, covering various aspects of accounting and tax requirements.
Key Services
The firm has been successful in helping clients with a range of services, including accounting, tax requirements, financial planning, and investments. Their expertise and guidance have been particularly appreciated by clients seeking assistance in these areas.
Client Testimonials
Clients have expressed their satisfaction with the firm's services, citing friendly and professional staff, reasonable pricing, and effective problem-solving skills. Many have also committed to using the firm's services again in the future.
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