Business Details
We are a full-service CPA firm located in Venice, Florida, dedicated to delivering expert financial guidance. For nearly four decades, we have served the Venice community with comprehensive tax, audit, and bookkeeping solutions. Our team of licensed CPAs brings deep industry knowledge and a commitment to staying current with evolving regulations. We specialize in personalized tax planning, strategic business consulting, and meticulous financial record-keeping. We solve complex compliance challenges with precision and clarity. Our professional standards are rooted in integrity, transparency, and rigorous quality control.
We adopt a proactive approach that anticipates client needs and mitigates risks before they arise. We value long-term relationships, treating each client as a partner. Our client satisfaction is measured by measurable results, not just paperwork. We continuously invest in training and technology to provide the highest level of service. We are proud to support businesses and nonprofits across South Sarasota County with trusted expertise.
We adopt a proactive approach that anticipates client needs and mitigates risks before they arise. We value long-term relationships, treating each client as a partner. Our client satisfaction is measured by measurable results, not just paperwork. We continuously invest in training and technology to provide the highest level of service. We are proud to support businesses and nonprofits across South Sarasota County with trusted expertise.
Highlights and features
- Weve served the Venice community for nearly 40 years.
- We reduce tax liabilities by up to 30% through tailored planning.
- Our team achieves a 95% success rate in IRS audits.
- We offer free initial tax consultation to all new clients.
- Our audits include comprehensive review of internal controls.
Services
QuickBooks Setup
We provide a complete QuickBooks setup service for small businesses and nonprofits. Our team installs the software, configures chart of accounts, and trains staff on best practices. Clients gain accurate financial records, streamlined reporting, and time savings that free up resources for growth.
QuickBooks Training
Our QuickBooks training programs empower accounting teams to master the platform. We deliver customized workshops, handson exercises, and ongoing support tailored to each businesss workflow. Participants leave with increased proficiency, reduced errors, and the confidence to manage daytoday finances independently.
Audits
We conduct comprehensive audits that assess financial integrity and compliance. Our auditors review transaction records, internal controls, and statutory requirements to identify discrepancies and risks. Clients receive a detailed audit report and actionable recommendations that strengthen governance and support strategic decisionmaking.
Tax Preparation
Our tax preparation service covers personal, business, and nonprofit filings with precision. We analyze financial data, apply current tax laws, and maximize eligible deductions to minimize liabilities. Clients benefit from accurate, timely returns and peace of mind knowing they are compliant with IRS regulations.
IRS Audit Representation
We provide dedicated IRS audit representation to protect clients during examinations. Our seasoned CPAs negotiate settlements, gather evidence, and present compelling arguments to reduce penalties. Clients experience lower audit costs, swift resolutions, and confidence in professional advocacy for your business.
Reviews (1)
Steve & Marlene Renz
Apr 29, 2025
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We have used your account for a few years. This year has been a nightmare!!! We dropped off our tax info on March 4th and they have done nothing. We called numerous times and now we are told we have to pay 1300 dollars and they are not even finished with the review! Very upset! The front desk has been nice but we want to find out why we owe this year! Last year we got money back!
Steve and Marlene Renz
Steve and Marlene Renz
