Business Details
10 Years
experience
Trusted Accounting Services in Palm Coast, FL
At Convery Tax & Accounting, we exist to help small business owners and individuals navigate the complexities of the tax code with personalized, client-centric solutions. Founded in 2016 by Jonathan Convery, a CPA with over 15 years of experience in public accounting and financial management, our firm combines deep technical expertise with a commitment to simplicity and transparency. Our team of 12 professionals, including CPAs, EAs, and senior accountants, handles over 2,000 tax returns annually while offering strategic tax planning, bookkeeping, and CFO services tailored to each client's unique needs.We prioritize continuous improvement, leveraging our collective experience to deliver accurate filings, maximize deductions, and implement proactive strategies that foster long-term financial growth. With a focus on building trust through honest communication and actionable insights, we empower clients to make informed decisions while alleviating the stress of compliance. Our dedication to local community values, paired with nationwide service capabilities, ensures that every client receives the attention and expertise necessary to thrive in today's complex financial landscape.
Services
Tax Preparation
Tax Planning
Bookkeeping
CFO Services
Payroll Management
Details
- Year established: 2016
Highlights and features
- We handle over 2,000 tax returns annually with specialized expertise in multi-state filings
- Our team includes CPAs and EAs with decades of combined experience in tax strategy
- Family-owned firm prioritizing personalized service and local community values
- Proven track record saving business clients an average of $18,733 annually through tax planning
- We implement a proprietary SIMPLE accounting process for clear financial reporting
Associations and certifications
- CPA
- EA
What people say
Professional and timely
Friendly staff
Trustworthy and prompt
Knowledgeable team
Personalized advice
Services
Tax Preparation
Our Tax Preparation division handles over 2,000 returns annually for individuals and businesses. We specialize in complex multi-state filings, W2s, 1099s, K1s, and business returns including 1065s and 1120S forms. Our team ensures accurate submissions while maximizing available deductions and credits. Clients benefit from clear explanations of tax liabilities and nationwide filing capabilities.
Tax Planning
Our proactive Tax Planning services identify opportunities to reduce annual tax liabilities through strategic financial positioning. We've achieved savings up to $452,000 for single clients while implementing lifelong strategies that deliver ongoing benefits. The process begins with a free 15-minute consultation to develop customized plans that require minimal client investment beyond initial implementation.
Bookkeeping/CFO
The Bookkeeping/CFO division provides comprehensive accounting solutions using our proprietary SIMPLE process for clear financial reporting. Services include job costing, cash flow analysis, and full CFO-level oversight to support business growth. We handle payroll management for S-Corp owners and offer training to enhance existing accounting teams while maintaining accurate financial records.
People
Jonathan Convery
CPA
Founder with CPA credentials in New Jersey and Florida, 15+ years experience in public accounting and financial management, previously CFO at a multi-million dollar construction company, established firm in 2016.
Sara Bailey
CPA Tax Manager
Tax Manager since 2018, advanced from Junior Accountant role, specializes in individual tax preparation, provides expert guidance to new clients transitioning to Florida, known for thorough client consultations.
Ted Geppner
CPA
35+ years public accounting experience, former financial executive with international business expertise, active in local business community through Flagler Chamber of Commerce and Rotary Club memberships.
Sterling Young
CPA
Tax division specialist since 2021, reviews complex returns prepared by data entry team, assists small business owners with accounting needs, brings technical expertise to challenging tax situations.
Tanya Andersen
Senior Accountant/Payroll Manager
15+ years accounting experience, manages quarterly payroll filings for S-Corp clients, provides bookkeeping services to dozens of small business owners while ensuring regulatory compliance and accurate financial reporting.
Questions
What tax services do you offer for small businesses?
We provide business tax returns (1065s, 1120S, 1120C, 1120H), multi-state filings, year-end correcting entries, and strategic tax planning to maximize deductions while ensuring compliance with all regulatory requirements.
How can tax planning benefit my business financially?
Our tax planning identifies opportunities to reduce annual liabilities, with average savings of $18,733 for business clients. We implement strategies that deliver ongoing benefits through lifetime financial tools and proactive planning.
What accounting solutions are available for small business owners?
We offer bookkeeping services using our SIMPLE accounting process, CFO-level financial oversight, job costing analysis, cash flow management, and complete payroll administration tailored to small business needs.
Do you handle tax preparation for out-of-state residents?
Yes, we can file returns in all 50 states with experience handling complex multi-state tax situations for both individuals and businesses regardless of location.
What sets your firm apart from other accounting services?
We combine technical expertise with personalized service as a family-owned firm, offering nationwide capabilities while maintaining local community values and transparent client communication.
How do you support new Florida residents with tax transitions?
We assist with state-specific requirements for new Florida residents, including establishing proper filings, optimizing tax positions for the state's unique regulations, and providing comprehensive transition support.
