Business Details
20 Years
experience
Expert Accounting & Tax Services in Plantation, FL
Established in 2006, Ivy Defino, CPA, PA represents a culmination of decades of expertise in public accounting. Our firm was founded by Ivy Lynn Defino, a Florida-licensed CPA with over three decades of experience in the accounting profession since 1985. We pride ourselves on delivering exceptional service grounded in our three core principles: professionalism, responsiveness, and quality. Our team of seasoned professionals specializes in accounting, tax preparation and planning, business advisory services, and QuickBooks consulting. We understand that managing financial matters can be complex, which is why we work diligently to minimize our clients' tax burdens while maximizing their financial efficiency. Our commitment to continuous professional development ensures we stay at the forefront of evolving tax codes and accounting practices.We serve both individuals and small to mid-sized businesses in South Florida, providing tailored solutions that address each client's unique circumstances. Our dedication to personalized attention means every client receives the direct expertise of our entire firm, not just a single accountant. With a proven track record of helping clients navigate complex financial landscapes, we have earned the trust of the business community through our unparalleled service and technical proficiency. Our mission extends beyond mere compliance; we strive to be strategic partners in our clients' financial success. This philosophy, combined with our extensive industry experience and commitment to excellence, positions us as one of the leading accounting firms in the region.
Services
Tax Preparation
Payroll Services
Business Valuation
QuickBooks Consulting
Forensic Accounting
Strategic Planning
Succession Planning
IRS Representation
Cash Flow Management
Internal Controls
Details
- Year established: 2006
Highlights and features
- We offer personalized accounting services tailored to your unique needs
- Our CPA-certified team ensures accurate and reliable financial solutions
- We provide ongoing tax planning to minimize future liabilities
- Our services are responsive and client-focused with 24/7 support
- We have over 30 years of combined experience in accounting and tax services
Associations and certifications
- AICPA
- FICPA
- AWSCPA
- National Association of Women Business Owners
What people say
Leading firm in the area
Personal and professional attention
Professional and responsive
Quality service
Expertise
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate and timely filing of federal, state, and local tax returns for individuals and businesses while identifying all eligible deductions and credits. Our experienced CPAs analyze your financial situation to maximize refunds and minimize liabilities. We maintain compliance with current tax regulations while providing strategic guidance for future tax planning.
IRS Representation
We provide expert representation before the IRS for audits, collections issues, and tax disputes. Our certified professionals negotiate payment plans, offers in compromise, and lien/levy releases while resolving back taxes owed. With extensive experience in tax controversy matters, we protect clients' interests and work to achieve favorable resolutions for complex IRS issues.
QuickBooks Consulting
Our QuickBooks consulting includes software setup, data migration, customized training, and ongoing support to optimize accounting processes. We help businesses configure the system for their specific needs, provide troubleshooting assistance, and conduct tune-ups to ensure accurate financial records. Our goal is to help clients maximize efficiency through proper software implementation.
Payroll Services
We offer full-service payroll processing including check preparation, tax filing, and regulatory reporting. Our solutions handle federal, state, and local tax deposits while providing comprehensive reports on employee benefits and tax withholdings. We ensure compliance with changing payroll regulations while offering flexible options from complete outsourcing to online processing solutions.
Business Valuation
Our professional business valuation services determine accurate company worth for mergers, acquisitions, succession planning, or litigation purposes. Using recognized valuation methodologies, we analyze financial statements, market conditions, and industry benchmarks to provide objective assessments. Our certified professionals deliver reliable valuations that meet legal and regulatory standards for various business contexts.
People
Ivy Lynn Defino
Founder and CPA
Ivy Lynn Defino established the firm in 2006 after gaining over two decades of experience in public accounting across South Florida. A Florida CPA license holder since 1985, she graduated with a BA in Business Administration from Florida Atlantic University and earned her Master of Accounting from Nova University. She serves as the National President of the American Woman's Society of CPAs and maintains memberships with AICPA, FICPA, and NAWBO.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, financial statement preparation, cash flow management, and internal controls assessment to help businesses maintain accurate financial records.
How can you help with tax problems and IRS issues?
Our firm specializes in resolving tax problems through IRS audit representation, back taxes owed solutions, payroll tax problem resolution, and negotiating offers in compromise to settle tax debt efficiently.
Do you offer QuickBooks support and training?
Yes, we provide QuickBooks setup, training, ongoing support, and tune-up services to ensure businesses maximize the software's capabilities for their specific accounting needs.
What business advisory services are available?
We offer part-time CFO services, business valuation, strategic planning, succession planning, bank financing assistance, and forensic accounting to support business growth and decision-making.
How are you different from other accounting firms?
We combine over 30 years of collective experience with personalized service, maintaining memberships in leading professional organizations while prioritizing responsiveness and quality in every client interaction.
