Business Details
28 Years
experience
Your Trusted Partner for Accounting and Tax Services in Dunedin
Founded in 1998, our firm has dedicated over 25 years to delivering exceptional accounting and tax services to individuals and businesses in our community. We take pride in saving clients over $5.4 million through strategic tax planning while maintaining a commitment to fair pricing and personalized service. Our team combines deep technical expertise with local market knowledge to address diverse financial needs. Principal accountant Bob Ferraro, an Enrolled Agent with the IRS, brings decades of corporate banking experience and active community involvement. Brenda Dixon Buie, a seasoned tax preparer with over 30 years in the field, contributed significantly to our success before her passing in 2023.We specialize in tax preparation, business start-up counseling, payroll services, and entity selection while offering free reviews of prior-year tax returns. Our approach emphasizes transparency, proactive planning, and comprehensive support throughout the tax process. Active participation in local organizations demonstrates our commitment to community development. We maintain affiliations with professional associations including the National Association of Tax Professionals and the Tampa Bay Diversity Chamber of Commerce. Our legacy of trust and expertise continues to serve clients across Florida's Gulf Coast region.
Services
Tax Preparation
Payroll Services
Business Start-up Counseling
Entity Selection
IRS Audit Representation
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of local accounting expertise
- Our team includes IRS-licensed Enrolled Agents
- We provide personalized tax strategies for maximum savings
- We maintain active community involvement and local knowledge
- We offer free reviews of prior-year tax returns
Associations and certifications
- Enrolled Agent (EA)
What people say
Exceptional tax savings
Personalized attention
Deep expertise
Community involvement
Proactive planning
Services
Tax Preparation
We prepare individual and business tax returns with expertise in complex scenarios. Our process includes document review, tax optimization strategies, and comprehensive return explanations. Clients receive guidance on future tax planning and documentation requirements.
Payroll Services
We handle payroll processing for businesses of all sizes, including tax calculations, quarterly reports, and annual filings. Our services accommodate various pay schedules and include W-2 and 1099 preparation with automated payment options.
Business Start-up Counseling
We provide comprehensive business formation advice including entity selection, bookkeeping systems, and regulatory requirements. Our counseling covers tax implications, operational structure, and necessary documentation for new businesses.
IRS Audit Representation
Our Enrolled Agents represent clients during IRS audits with full authority to negotiate and communicate with tax authorities. We develop strategic responses to audit findings while protecting client interests throughout the process.
Entity Selection
We analyze business needs to recommend optimal entity structures including corporations, LLCs, and partnerships. Our evaluation considers tax benefits, liability protection, and long-term business goals with complete setup assistance.
People
Robert "Bob" Ferraro
Principal Accountant
Enrolled Agent with 30+ years of experience, former corporate banking executive, and active community treasurer. Holds MBA from Pepperdine University and specializes in tax strategy and business advisory.
Brenda Dixon Buie
Tax Preparer
30-year tax preparation veteran and former Jackson Hewitt professional. Served as finance committee member at Bethany CME Church and held leadership roles in missionary organizations before passing in 2023.
Questions
What accounting services do you offer?
We provide tax preparation, payroll processing, business start-up counseling, entity selection, and IRS audit representation with personalized financial guidance.
Are you IRS-certified professionals?
Yes, our principal accountant holds Enrolled Agent status, the highest IRS tax credential with unlimited representation rights.
How do you handle business tax planning?
We analyze business structures, recommend optimal entities, and implement tax-saving strategies while ensuring compliance with regulatory requirements.
What makes you different from other firms?
Combining corporate expertise with local knowledge, we offer personalized service backed by 25+ years of community experience and professional certifications.
Do you offer free tax consultations?
We provide free reviews of prior-year tax returns and initial consultations for new clients seeking tax optimization strategies.
