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Specialties
Our firm is focused on providing accounting, tax and consulting services to businesses and individuals throughout Central Florida. We have a group of highly specialized staff that are committed to providing service excellence to all of our clients. All phone calls are returned the same day, and all work is completed in a timely manner. We pride ourselves on having the heart of a teacher, insuring that you understand any strategies that we recommend.
Individual Financial Services in Orlando:
We will begin by discussing your values and goals. We will then tailor a strategy that will keep money in your pocket and away from the IRS, while ensuring that you remain compliant with all relevant tax regulations. Whether you are saving to get married, need to put money aside for your children’s college education, or wish to plan for retirement, we can devise a strategy that will work best for you.
Financial Services for Businesses:
Small businesses often lack financial expertise, which puts them at a disadvantage in an increasingly competitive marketplace. We can assist the owners of small businesses to understand their financial data, so they can make prompt and confident decisions. By working in partnership with our business clients, we can add value to their companies. When you draw from the expertise of our Orlando CPA team, we can help to identify where to maximize efficiency and develop plans for growth.
History
Established in 2009.
We serve individuals, entrepreneurs and small business owners to help manage complexities of the tax world and to grow their businesses, profitably.
With over 18 years of experience working side-by-side with Individuals from all walks of life and companies such as law firms, medical practices, construction firms, engineering firms, real estate companies, property management companies, distribution centers, and businesses of all sizes, we are a full service CPA firm that provides central Florida’s top professionals and businesses with turnkey financial services and strategic planning. This includes:
–Comprehensive full-service outsourced accounting, outsourced CFO, tax planning and preparation and more.
–Tax services including income tax return preparation of Individual, Corporation, S-Corp, Partnership returns as well as implementation of tax minimization strategies.
–Compilation and review services.
Let us take care of the complicated regulatory and financial details.
Meet the Business Owner
Jim A.
Business Owner
Jim Adkinson brings with him over 18 years of experience in providing accounting, tax, and consulting services for closely held businesses from the following industries: health care, manufacturing/distribution, financial services, service industry, agriculture, retail, and others. Previous experience includes having worked at the national firms of BKD, LLP and McGladrey & Pullen LLP.