Business Details
Trusted Accounting & Tax Services in Ocala, FL
At Acorn Tax & Wealth Advisory, we prioritize our clients as our most valuable asset, delivering quality work and accurate financial advice tailored to individual and business needs. Our team of experienced CPAs specializes in tax planning, bookkeeping, IRS resolution, and financial statement preparation, serving clients ranging from small businesses to corporations and estates. With a focus on saving clients from overpaying taxes, we combine decades of expertise with personalized service to address complex tax situations and achieve high-quality results.Our commitment to transparency and client success is reflected in our complementary consultation process, which provides actionable insights and a clear roadmap for financial growth. Clients consistently praise our professionalism, attention to detail, and genuine interest in their financial well-being, making us a trusted partner for accounting and tax needs in Ocala, Florida, and beyond.
Services
Tax Planning
Bookkeeping
IRS Resolution
Payroll Services
Financial Statements
QuickBooks Support
Estate Tax Preparation
Highlights and features
- Our CPAs have decades of experience serving businesses and individuals.
- We offer a free initial consultation to understand your unique needs.
- Specialized expertise in resolving IRS and payroll tax issues.
- Transparent pricing with no hidden fees for all services.
- Client-focused approach prioritizing long-term financial growth.
What people say
Knowledgeable, trustworthy
Best move I ever made
Highly recommend
Genuine interest in success
Professional and honest
Services
Tax Planning & Return Preparation
Our CPAs develop customized tax strategies to minimize liabilities for individuals, businesses, and estates. We combine in-depth knowledge of tax codes with personalized analysis to ensure compliance while maximizing savings. Clients receive detailed guidance through every step of the filing process.
IRS Issue Resolution
We specialize in resolving IRS audits, collections, and penalty abatements. Our team negotiates directly with tax authorities to achieve favorable outcomes while protecting client interests. Proactive solutions help prevent future compliance issues for both individuals and businesses.
Bookkeeping & Payroll Services
From monthly bookkeeping to payroll processing, we maintain accurate financial records and ensure timely tax filings. Our QuickBooks expertise streamlines accounting workflows, providing businesses with reliable financial data for informed decision-making.
Financial Statement Preparation
We create comprehensive financial statements that meet regulatory requirements and support business growth. Services include balance sheets, income statements, and cash flow analysis tailored to small businesses and corporations.
Sales Tax Compliance
Our team manages sales tax filings and compliance across multiple jurisdictions. We help businesses implement systems to track taxable transactions and avoid costly errors in state tax reporting.
People
Austin Vealey
Partner & CPA
Austin Vealey, a Florida native, holds a Master's in Accounting and Taxation. With over 15 years in public accounting, he specializes in strategic tax planning and IRS resolution for businesses and individuals.
Holly Vealey
Accountant & Notary
Holly Vealey brings extensive experience in tax preparation and accounting services. Currently pursuing her accounting degree, she focuses on delivering accurate, client-centered solutions for individual and business tax needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, and tax compliance services tailored to small business needs.
How can you help reduce my tax liability?
Our CPAs analyze your financial situation to identify deductions, credits, and strategic planning opportunities that legally minimize tax payments.
Do you offer free initial consultations?
Yes, we provide complimentary consultations to understand your specific requirements and recommend appropriate services.
Can you assist with IRS audit representation?
Our team specializes in IRS dispute resolution, including audit representation and collection negotiation services.
What tax preparation options are available?
We handle individual, corporate, partnership, and estate tax returns with customized solutions for complex financial situations.
