Business Details
15 Years
experience
Trusted Accounting Services in Naples, FL
Anstett CPA PA is a certified public accounting firm serving clients in Southwest Florida since 2011. Our team specializes in tax preparation, planning, and business accounting services, prioritizing personalized relationships with clients. We stay current with evolving tax laws to deliver strategies that minimize liabilities, maximize cash flow, and align with financial goals. With expertise in individual, corporate, and estate tax planning, we also assist with IRS resolution and investment tax strategies.Our professionals, including founder Robert H. Anstett, CPA, bring decades of combined experience from regional and local firms. We emphasize proactive tax-saving recommendations, client education, and seamless service customization. Our commitment extends to community involvement and professional collaborations, ensuring comprehensive support for clients' financial needs.
Services
Tax Preparation
Business Accounting
Tax Planning
IRS Resolution
Investment Tax Strategy
Estate Tax Services
Corporate Tax Services
Self-Employed Tax Advising
Details
- Year established: 2011
Highlights and features
- We offer personalized tax strategies tailored to individual client needs.
- Our team stays current with evolving tax laws and complex regulations.
- We maintain transparent communication and prioritize client education.
- We provide proactive tax-saving recommendations beyond basic compliance.
- Our professionals collaborate with local attorneys and financial planners for comprehensive solutions.
Services
Tax Preparation
We prepare individual, corporate, estate, and trust tax returns with precision. Our process includes reviewing documentation, identifying deductions, and ensuring compliance with current tax codes. Clients receive clear explanations of their returns and potential tax-saving opportunities for future planning.
Business Accounting
Our business accounting services cover transaction recording, financial statement preparation, and year-end reconciliation. We support corporations and self-employed professionals with accurate record-keeping, cash flow analysis, and tax-efficient financial management tailored to business needs.
Tax Planning
We develop customized tax planning strategies to minimize liabilities and maximize after-tax income. This includes retirement planning, business succession strategies, and investment tax optimization using 529 plans or Roth IRAs for long-term financial benefits.
IRS Resolution
We represent clients in resolving IRS notices, audits, and tax disputes. Our team communicates directly with tax authorities, negotiates settlements, and implements solutions to address back taxes, penalties, or compliance issues efficiently.
Investment Tax Strategy
We provide tailored advice on tax-efficient investment strategies. This includes analyzing capital gains, recommending retirement accounts, and structuring portfolios to defer taxes while aligning with clients' long-term financial objectives and risk tolerance.
People
Robert H. Anstett
Owner/Principal
Founder and CPA with 15+ years of experience in tax planning, estate strategies, and business succession. Graduated from Florida Gulf Coast University with advanced degrees in accounting and taxation.
Christina Anstett
Marketing/Office Manager
Manages office operations and client communications. Coordinates marketing initiatives to expand the firm's community presence and client engagement.
Jose Depaz
Staff Accountant
Provides accounting and tax preparation services for individual and business clients. Ensures accurate documentation and compliance with tax regulations.
Rosie Anstett
Client Retention Specialist
Focuses on maintaining client relationships through personalized support and follow-up services to ensure long-term satisfaction and retention.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, financial statement preparation, tax compliance, and strategic planning tailored to corporations and self-employed professionals.
How do you help with IRS tax issues?
We represent clients in resolving IRS notices, audits, and tax disputes by negotiating settlements and implementing compliance solutions.
Do you offer tax planning for individuals?
Yes, we create personalized tax strategies for retirement, estate planning, and investment optimization to minimize liabilities.
What sets your firm apart from others?
We combine technical expertise with personalized service, proactive planning, and community-focused relationships to meet client needs.
How can I schedule a consultation?
Contact us via phone or email to arrange an initial meeting where we'll review your financial situation and goals.
