Saving our clients from overpaying their taxes, one client at a time.
At Acorn Tax & Wealth Advisors, our mission is to save our clients from overpaying their taxes. We invite you to visit us for a complimentary consultation. Our team of experienced CPA's and financial experts are dedicated to providing high-quality work at reasonable prices.
Our Team
Our team is led by Austin Vealey, a partner at Acorn Tax and Wealth Advisors. Austin is an Ocala, FL native who started his career in public accounting in Naples, FL. He holds a Master's degree in Accounting and Taxation and is passionate about accounting and taxation. Holly Vealey, an accountant and notary, rounds out our team. Holly is currently attending McKinley College for her degree in accounting and is committed to assisting our clients with their accounting and tax return needs.
Our Services
At Acorn Tax & Wealth Advisors, we offer a range of services to help you achieve your financial goals. From financial and retirement planning to estate planning and insurance, we can help. Our services include:
- Financial Services: Financial planning, retirement planning, estate planning, insurance (life, health, disability, and long-term care)
- Accounting Services: Bookkeeping, financial statements, QuickBooks Pro Advisor, sales tax returns, payroll tax returns, and tax returns
- Tax Services: Tax planning and return preparation for individuals, businesses, corporations, estates, and trusts
Pricing
Our pricing is competitive and transparent. Our rates are as follows:
- Monthly bookkeeping: starting at $150/month
- Sales tax returns: $25
- Quarterly payroll reports: $100
- Payroll services: $50/month for 2 employees, including all reporting
We offer a complimentary consultation to discuss your specific needs and provide a personalized quote.
Contact Us
To schedule a consultation or learn more about our services, please call us at (352) 369-9933. We look forward to serving you.
Exceptional Customer Service and Expertise
The authors of these reviews consistently praise Austin for his exceptional customer service, expertise, and knowledge in accounting and tax preparation. Trustworthiness, patience, and thoroughness are common themes throughout the reviews, highlighting Austin's dedication to his clients.
Many reviewers highlight Austin's communication skills, with one reviewer stating that his communication is "fantastic". Others praise his "impressive" ability to identify errors and provide clear explanations. Reviews also emphasize Austin's professionalism, honesty, and willingness to go the extra mile to ensure client success.
Exceptional Accounting Services
Austin's accounting services are consistently praised for being "precise", "thorough", and "on time". Reviewers appreciate his "big picture" approach, taking the time to provide a "bird's eye view" of their financial situation. Some reviewers mention specific benefits, such as "saving thousands of dollars in taxes", while others appreciate his "immediate tasks" and "explanations".
Consistent 5-Star Ratings
All reviews boast a perfect 5-star rating, with no negative comments or criticisms. The reviewers' enthusiasm for Austin's services is evident, with many expressing "gratitude" and "impression".
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