Top-ranked Tax Preparation and Tax Advisory Firms in Tampa, Florida: Comprehensive Guide and Review

Navigating the complexities of tax laws and regulations can be a daunting task for individuals and businesses alike. In Tampa, Florida, with its progressive tax system and ever-evolving regulations, it’s crucial to seek professional guidance to ensure compliance and maximize tax efficiency. 

1. CBIZ MHM Solutions in Florida

CBIZ MHM is a leading national accounting and professional services firm, offering a comprehensive suite of tax, audit, advisory, and consulting services to businesses, individuals, and organizations across the United States.

 

Services Offered:

– Tax Planning and Compliance

– Audit and Assurance

– Risk and Advisory Services

– Private Client Services

– Specialized Tax Services

 

What Sets CBIZ MHM Apart:

CBIZ MHM prides itself on its client-centric approach, delivering tailored solutions to meet each client’s unique needs and objectives. The firm’s team of seasoned professionals possesses extensive knowledge and expertise across various industries, drawing from diverse backgrounds in accounting, taxation, finance, and business advisory.

 

CBIZ MHM is committed to maintaining the highest ethical standards and leveraging cutting-edge technologies to deliver efficient and effective services. The firm’s deep understanding of complex financial and regulatory matters, coupled with its nationwide presence and industry specialization, has earned it a reputation for excellence in the accounting and advisory industry.

 

CBIZ MHM’s commitment to building long-lasting relationships with its clients, combined with its focus on continuous improvement and innovative solutions, enables the firm to provide exceptional value and support clients in achieving their goals. The firm’s collaborative approach and extensive resources allow it to tackle even the most complex challenges, making it a trusted advisor to businesses, individuals, and organizations across the country.

Top-ranked Tax Preparation and Tax Advisory Firms in Tampa, Florida: Comprehensive Guide and Review

2. Aviaan Accounting- Florida

Aviaan is a premier aviation consulting firm headquartered in Dallas, Texas, providing strategic advisory services to clients in the global aviation industry.

 

Services Offered:

– Aviation Strategy and Business Planning

– Aircraft Transaction Support

– Airline Operations and Management Consulting  

– Airport Planning and Development

– Aviation Safety and Security Consulting

– Maintenance, Repair, and Overhaul (MRO) Consulting

 

What Sets Aviaan Apart:

Aviation takes great pride in its team of seasoned aviation experts who bring extensive industry experience and in-depth knowledge to every engagement. The firm’s professionals have held leadership roles at major airlines, aircraft manufacturers, and regulatory bodies, giving them unique insights into the aviation sector’s complexities.

 

Aviaan is renowned for its independent and objective advice, tailoring solutions to each client’s specific needs and goals. The firm maintains the highest ethical standards and leverages cutting-edge industry tools and methodologies to deliver comprehensive and actionable recommendations.

 

Aviaan’s commitment to building long-term partnerships with clients, coupled with its deep understanding of the dynamic aviation landscape, has earned it a reputation for excellence in the industry. The firm’s global reach and collaborative approach enable it to tackle even the most complex aviation challenges, making it a trusted advisor to clients worldwide.

 

3. Rivero, Gordimer & Company Advisors in Florida

Rivero, Gordimer & Company is a respected accounting and advisory firm based in Tampa, Florida, serving clients across various industries throughout the state and beyond.

 

Services Offered:

– Tax Planning and Compliance

– Audit and Assurance

– Business Advisory Services

– International Tax Consulting

– Expatriate Tax Services

– Forensic Accounting and Litigation Support

 

What Sets Rivero, Gordimer & Company Apart:

Rivero, Gordimer & Company prides itself on its client-focused approach, providing personalized solutions tailored to each client’s unique needs and circumstances. The firm’s professionals possess extensive knowledge and expertise across a wide range of industries and specialized areas, particularly in international taxation and expatriate tax matters.

 

Rivero, Gordimer & Company is committed to upholding the highest ethical standards and leveraging advanced technologies to deliver efficient and effective services. The firm’s deep understanding of complex tax laws and regulations, coupled with its commitment to building long-lasting relationships, has earned it a strong reputation in the Tampa area and beyond.

 

The firm’s professionals are recognized for their technical proficiency, attention to detail, and ability to provide practical, actionable advice. Rivero, Gordimer & Company places a strong emphasis on continuous professional development, ensuring its team stays up-to-date with the latest industry trends and best practices.

4. Gregory, Sharer & Stuart Consultancy Florida

Gregory, Sharer & Stuart is a full-service certified public accounting and consulting firm based in Tampa, Florida, serving clients across various industries throughout the region.

 

Services Offered:

– Tax Planning and Compliance

– Audit and Assurance

– Business Advisory Services

– Retirement Plan Services

– Estate and Trust Planning

– Forensic Accounting and Litigation Support

 

What Sets Gregory, Sharer & Stuart Apart:

Gregory, Sharer & Stuart prides itself on its client-centric approach, delivering tailored solutions to meet each client’s unique needs and objectives. The firm’s professionals possess extensive knowledge and expertise across a wide range of industries, including real estate, construction, healthcare, and manufacturing.

 

Gregory, Sharer & Stuart is committed to maintaining the highest ethical standards and leveraging advanced technologies to deliver efficient and effective services. The firm’s deep understanding of complex tax and accounting matters, coupled with its commitment to building long-lasting relationships, has earned it a reputation for excellence in the Tampa area.

 

The firm’s professionals are recognized for their technical proficiency, proactive approach to tax planning and advisory services, and ability to provide practical, actionable advice. Gregory, Sharer & Stuart places a strong emphasis on continuous professional development, ensuring its team stays up-to-date with the latest industry trends and best practices.

 

5. Saltmarsh, Cleaveland & Gund Tax Solutions- Florida

Saltmarsh, Cleaveland & Gund is a regional accounting and consulting firm with a strong presence in Tampa, Florida, serving clients across the Southeast United States.

 

Services Offered:

– Tax Planning and Compliance

– Audit and Assurance

– Business Advisory Services

– Estate and Trust Planning

– State and Local Tax Consulting

– Employee Benefit Plan Services

 

What Sets Saltmarsh, Cleaveland & Gund Apart:

Saltmarsh, Cleaveland & Gund prides itself on its client-focused approach, providing tailored solutions to meet each client’s unique needs and objectives. The firm’s professionals possess extensive knowledge and expertise across various industries, including healthcare, construction, manufacturing, and non-profit organizations.

 

Saltmarsh, Cleaveland & Gund is committed to maintaining the highest ethical standards and leveraging advanced technologies to deliver efficient and effective services. The firm’s deep understanding of complex tax and accounting matters, coupled with its strong regional presence and specialized expertise in state and local taxation, has earned it a reputation for excellence in the Tampa area and throughout the Southeast.

 

The firm’s professionals are recognized for their technical proficiency, dedication to client service, and ability to provide practical, actionable advice. Saltmarsh, Cleaveland & Gund places a strong emphasis on continuous professional development, ensuring its team stays up-to-date with the latest industry trends and best practices.

 

Case Studies:

Case Study 1:

A rapidly growing technology startup in Tampa engaged CBIZ MHM to streamline its tax compliance processes and identify opportunities for tax optimization. CBIZ’s tax experts conducted a comprehensive review of the company’s business operations, financial records, and tax obligations across multiple states.

 

Through strategic tax planning and restructuring, CBIZ implemented strategies to minimize the company’s overall tax burden while ensuring full compliance with state and federal tax regulations. This included leveraging research and development tax credits, optimizing the treatment of stock options and equity compensation, and implementing tax-efficient structures for intellectual property management.

 

Furthermore, CBIZ provided guidance on the company’s planned international expansion, ensuring compliance with cross-border tax laws and mitigating the risk of double taxation. The client benefited from CBIZ’s proactive approach, receiving timely advice and support throughout their growth journey, enabling them to focus on core business operations while maximizing tax efficiency.

 

Case Study 2:  

A multi-generational family in Tampa sought the expertise of Gregory, Sharer & Stuart to manage their complex tax affairs, including personal income, investments, trusts, and estate planning. The firm’s team conducted a thorough analysis of the family’s financial situation, taking into account their long-term goals and aspirations.

 

Through a collaborative approach, Gregory, Sharer & Stuart developed a comprehensive tax strategy that addressed the family’s various tax obligations and opportunities. This included optimizing investment structures, implementing tax-efficient estate planning strategies, minimizing the impact of capital gains and gift/estate taxes, and establishing trusts for asset protection and wealth transfer.

 

The firm’s experts also provided guidance on charitable giving and philanthropic initiatives, ensuring that the family’s contributions were structured in a tax-efficient manner. Regular reviews and adjustments were made to the tax strategy as the family’s circumstances evolved, ensuring ongoing tax optimization and compliance with changing tax laws and regulations.

 

Frequently Asked Questions (FAQs) on Taxation Services in Tampa, Florida:

  1. When is the best time to seek tax advice?

It’s advisable to seek tax advice well before the end of the tax year or when significant life events occur, such as starting a business, buying or selling real estate, getting married or divorced, or receiving an inheritance. Early tax planning can help you maximize deductions and minimize tax liabilities.

 

  1. What documents are required for individual income tax preparation?

The required documents typically include wage statements (W-2 forms), investment income statements (1099 forms), receipts for deductible expenses (e.g., medical expenses, charitable contributions, mortgage interest), and any other relevant financial documents. Your tax preparer will guide you through the necessary documentation.

 

  1. How often should businesses review their tax situation?

It’s recommended that businesses review their tax situation annually or whenever there are significant changes in their operations, such as expansion, restructuring, changes in ownership, or mergers and acquisitions. Regular reviews ensure compliance with tax laws and help identify potential tax-saving opportunities.

 

  1. Can tax advisors represent clients during an IRS audit or dispute?

Yes, many tax advisory firms offer representation services during IRS audits and disputes. Their experienced tax professionals can advocate on your behalf, handle communications with the IRS, prepare documentation, and navigate the legal complexities of the process.

 

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