Business Details
Trusted Accounting and Tax Services in Winter Park
Felsing has established itself as a trusted partner in financial advisory services, dedicated to helping clients achieve their personal and professional financial goals. With a team of experienced professionals, we specialize in accounting, tax planning, and trust administration for entrepreneurs, high-net-worth individuals, and businesses. Our approach combines decades of public accounting experience with forward-thinking strategies tailored to each client's unique needs. We provide hands-on support in business formation, succession planning, and multi-entity structuring while maintaining a strong focus on accuracy and responsiveness.Our expertise extends to fiduciary services, IRS representation, and litigation support, ensuring comprehensive financial solutions. As active community members, we integrate professional excellence with a commitment to local growth through affiliations with organizations like Florida Executive Women and the Central Florida Estate Planning Council. Our technology proficiency, including QuickBooks certification, enhances our ability to deliver modern financial solutions while maintaining traditional values of integrity and client-centric service.
Services
Accounting Services
Tax Planning
Trust Administration
QuickBooks Training
IRS Representation
Business Succession Planning
Entity Formation
Litigation Support
Gift Tax Preparation
Estate Tax Filing
Highlights and features
- We offer 25+ years of CPA experience in fiduciary accounting
- Our team includes QuickBooks Certified ProAdvisors
- Specialists in S Corp and partnership tax returns
- We provide court-appointed trustee services
- Active members of Central Florida Estate Planning Council
Associations and certifications
- AICPA
- FICPA
What people say
Exceptional experience
Proactive with information
Knowledgeable and prepared
Helped grow business
Creative tax strategies
Services
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and QuickBooks support for businesses of all sizes. Our certified professionals ensure accurate financial records that enable informed business decisions. By combining technical expertise with personalized attention, we help clients maintain financial clarity and compliance.
Tax Planning
Our specialized tax services include year-round planning, entity selection, and compliance for individuals and businesses. We develop customized strategies to minimize tax liabilities while ensuring adherence to evolving regulations. Our team represents clients before the IRS to resolve audits and tax notices.
Trust Administration
We offer complete trust administration including accounting, tax preparation, and court reporting. Our professionals serve as court-appointed trustees and assist with trust litigation support. Services cover revocable and irrevocable trusts, generation-skipping trusts, and estate administrations.
Business Succession Planning
Our experts help business owners develop transition plans for retirement or sale. We address tax implications, entity structuring, and wealth transfer strategies. The process safeguards business continuity while protecting owners' financial interests through proper documentation and implementation.
IRS Representation
We provide professional representation during IRS audits and tax disputes. Our certified team negotiates with tax authorities to resolve issues efficiently. Services include preparing audit responses, attending meetings, and developing solutions for tax payment plans.
People
Carol Felsing
Founder / Managing Partner
Carol Felsing leads Felsing with 25+ years as a CPA partner in regional firms. She specializes in tax services for corporations, trusts, and high-net-worth individuals. A University of Central Florida graduate, she serves as court-appointed trustee and active member of professional accounting organizations.
Debra Backer
Tax Manager / Partner
Debra Backer brings 20+ years as a tax professional and Enrolled Agent. She specializes in individual and business tax preparation while serving as Winter Park Rotary Club treasurer. Her expertise includes QuickBooks solutions for small businesses.
Brian Siegler
Tax Manager
Brian Siegler is a CPA with expertise in business tax services and technology solutions. He earned his Master of Science in Accounting from the University of Central Florida. His technical proficiency supports clients in financial reporting and compliance.
Carl Erickson
Tax Manager
Carl Erickson combines 20+ years in finance with CPA credentials. He delivers tax solutions informed by experience at major financial institutions. His background includes E*Trade Financial and JP Morgan Chase, providing practical insights for client advisory services.
April Peters
Office Manager
April Peters manages firm operations with 20+ years administrative experience. Her background includes Fortune 500 companies and financial services. She ensures efficient client service delivery and supports tax return processing operations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, QuickBooks support, and business advisory services tailored to small businesses.
Do you handle complex trust and estate tax filings?
Yes, we prepare all trust tax forms including 1041 returns and provide fiduciary accounting services.
Can you represent me during an IRS audit?
Our tax professionals will represent you before the IRS and develop resolution strategies for audits.
What areas do you serve?
We primarily serve Winter Park, Central Florida, and Tampa Bay areas with virtual services available.
How do you help entrepreneurs with business formation?
We advise on entity selection, tax structure optimization, and financial setup for new businesses.
What sets Felsing apart from other accounting firms?
Our combination of CPA expertise, fiduciary experience, and personalized service creates unique client value.
