Sarasota, FL CPA  & Tax Accountant/ Sarasota Tax Planning
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Sarasota Tax Planning: Accounting & Tax Preparation

Sarasota Tax Planning - Tax Preparation, QuickBooks®, & Small Business Accountants

Katie C. Pepin, EA, President & C.E.O.

                                        (941)926-5122              

1990 Main Street, Suite 750

Sarasota, FL 34236                                            

                                              

Sarasota Tax Planning - Tax Preparation, QuickBooks® & Small Business Accountants.  Our accountants include Certified Public Accountant's (CPA), tax preparers, and enrolled agents licensed to practice before the IRS that enable us to offer a broad range of services including small business accounting, QuickBooks® bookkeeping services and training, income tax preparation, offer in compromise to the IRS, and daily money management for busy professionals and seniors.  Most accounting firms just want to fill in your tax return with the information you provide as quickly as possible; and, they rarely offer advice on how to increase your deductions.  Our accountants help you year round to organize and plan your deductions and investments to minimize your tax bill.  With offices in Sarasota and Venice, we serve clients in Bradenton, Longboat Key, Siesta Key, Nokomis, Tampa, Brandon, Osprey, Lakewood Ranch, Palmetto, St. Petersburg, and in 7 other states.  

Services

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. 

Small business accounting & Bookkeeping including payroll, financial statement preparation, accounts receivable/payable: Click here to schedule a Certified QuickBooks® ProAdvisor house call to setup QuickBooks® for your small business for only $99 or to inquire about our bookkeeping services.

Small business PROFITABILITY ANALYSIS by one of our specially trained PROFITABILITY CONSULTANTS can result in big improvements to your bottom line.  Click here to request more information.

Income Tax Preparation and e-filing for individuals and corporations:  Click here to get started with our FREE Tax Organizer. 

Daily Money Management including budgeting, Microsoft Money® reconciliation, Quicken® reconciliation and initial setup, Executive BillPay Service for busy professionals, or our exclusive Peace of Mind eldercare bill paying service, click here.

Our Firm

Our Sarasota FL based accounting firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.

Free Reports and Newsletters

Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.   

10 Reasons Why You Should Use QuickBooks

Retirement Plan Options for Small Business

The Home Office Deduction

10 Overlooked Quickbooks Reports

How To Make Money on Vacation

Which Moving Expenses are Deductible?

Getting Married (or Divorced):  Some Financial Guidelines

QuickBook Tips

Tools and Resources

Check the current tax rates, tax due dates, when you'll get your tax refund, and more at www.irs.gov.  

For more information about QuickBooks visit http://quickbooks.intuit.com.

Need help keeping up with your financial life?  Try these sites.

http://www.businessonmain.msn.com

http://www.google.com/finance

http://www.finance.yahoo.com

http://www.mint.com

http://www.money.aol.com

www.moneycentral.msn.com

www.my.earthlink.net/channel/FINANCE/

www.bankrate.com



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