Our story
Sarasota's Tax Planning Partner
For years, we've helped Sarasota residents and small business owners keep more of what they earn — through proactive strategy, not just annual filings.
Built for Sarasota
Sarasota Tax Planning was founded with a single conviction: that most people pay far more in taxes than they should — not because the law requires it, but because no one ever showed them a better way.
We started as a small practice focused exclusively on the Sarasota community. Over time, word spread. Retirees relocating from high-tax states, local entrepreneurs, medical professionals, and real estate investors found their way to us — all looking for the same thing: a trusted advisor who understood their situation and could build a real strategy around it.
Today, we serve clients across Sarasota County and the surrounding Gulf Coast region. Our approach has never changed: understand your full financial picture, identify every legal opportunity to reduce your tax burden, and stay by your side year-round — not just in April.
Our mission
"To give every Sarasota client the same proactive tax strategy that was once reserved for the wealthy — delivered with clarity, integrity, and genuine care."
How we work
Proactive, not reactive
We plan ahead. The best tax strategies are built throughout the year, not assembled at the last minute before a filing deadline.
Local expertise
We know Florida's tax landscape — the Homestead Exemption, no state income tax, Opportunity Zones — and how to make them work for you.
Relationships first
We take the time to understand your goals, not just your numbers. Every recommendation we make is grounded in your specific situation.
Results that compound
Smart tax planning builds on itself. The savings you capture this year create opportunities for even greater savings next year.
Ready to pay less and plan more?
Schedule a consultation and let's build a tax strategy that actually works for your life in Sarasota.