Business Details
45 Years
experience
Expert Accounting & Tax Services in Ocala, FL
Established in 1981, our firm builds upon decades of combined experience from our family of CPAs and tax professionals. We specialize in income tax preparation, business tax planning, QuickBooks integration, and IRS compliance solutions tailored to individuals and businesses. Our team combines generational expertise with cutting-edge technology to deliver personalized accounting services. With a 99% client retention rate, we prioritize clear communication, proactive guidance, and long-term relationships.Our third-generation family practice bridges traditional work ethic with modern financial tools, ensuring clients receive reliable, forward-thinking solutions. As active members of the AICPA and FICPA, we maintain rigorous professional standards while remaining accessible partners for our community.
Services
Tax Preparation
Business Tax Planning
QuickBooks Training
IRS Audit Support
Accounting Systems
Business Consulting
Payroll Services
Estate Tax Planning
Corporate Compliance
Tax Software Integration
Details
- Year established: 1981
Highlights and features
- We offer over 40 years of experience in accounting and tax services
- Our team includes certified QuickBooks ProAdvisors
- We provide personalized tax planning strategies tailored to individual and business needs
- 99% client retention rate demonstrates our commitment to satisfaction
- We combine old-world dedication with new-world technology
Services
Tax Preparation
We prepare personal, business, and corporate tax returns including forms 1040, 1120, 1120-S, and 1065. Our team develops strategic tax planning solutions to minimize liabilities while ensuring 100% IRS compliance. With IRS authorized e-file capabilities and decades of experience handling audits, we provide accurate, timely submissions tailored to each client's unique financial situation.
QuickBooks Training
Our certified ProAdvisors offer customized QuickBooks installation, training, and system integration. We help businesses implement efficient accounting processes, troubleshoot existing systems, and maximize software capabilities. From basic bookkeeping to complex financial reporting, we ensure clients can effectively manage their accounting needs using modern technology solutions.
IRS Audit Support
We provide expert representation and preparation for IRS audits and compliance reviews. Our services include document organization, tax code analysis, and communication with tax authorities. With extensive experience in audit resolution and tax dispute resolution, we help clients navigate complex IRS requirements while protecting their financial interests throughout the audit process.
Business Consulting
Our consultants assist with business formation, operational planning, and process development. We help clients establish accounting systems, develop tax strategies, and implement growth plans. Third-generation expertise combined with technological innovation enables us to deliver solutions for business startups, established corporations, and succession planning scenarios.
Accounting Systems
We design customized accounting information systems and financial management solutions. Our team implements technology-driven processes that integrate with tax preparation services, ensuring accurate financial reporting. From small business bookkeeping to corporate financial infrastructure, we create systems that improve efficiency, reduce errors, and support long-term business success through data-driven decision making.
People
Lowell J. Chick
CPA
With decades of experience in tax preparation and planning, Lowell specializes in creating strategic financial solutions. As an active AICPA and FICPA member, he combines construction industry knowledge with tax expertise.
Alice Chick
CPA
Certified QuickBooks ProAdvisor with corporate accounting experience at major companies. She specializes in implementing technology-driven accounting systems and has been working with financial software since the 1970s.
Sidney Chick
Enrolled Agent
Third-generation accountant with expertise in tax systems integration. Former KPMG and BearingPoint consultant who specializes in bridging accounting software with tax compliance requirements using modern process management techniques.
Questions
What accounting services do you offer?
We provide tax preparation, QuickBooks training, IRS audit support, business consulting, and customized accounting systems. Our services cover personal tax, corporate tax, payroll, and estate planning needs.
How long have you been in business?
Our firm has been serving clients since 1981, building on accounting expertise that dates back to 1944 through our third-generation family practice.
Do you offer QuickBooks support?
Yes, we provide QuickBooks installation, training, and system integration as certified ProAdvisors with decades of experience in accounting software implementation.
How do you handle client data security?
We use encrypted client portals hosted in secure data centers with 256-bit encryption. Our systems include password protection and redundancy measures to safeguard your financial information.
What makes your firm different from other accountants?
We combine generational experience with modern technology. Our third-generation family practice offers personalized service with the expertise of certified professionals and the convenience of digital solutions.
Reviews (1)
Andrew M.
Apr 12, 2017
Report
Chick & Karo CPA's certainly ease the pain of taxes. I typically put my taxes off for as long as I can, pushing tax documents aside, filing extensions, etc. It's nice to have found a team of accountants that lighten the load and take some of the stress out of tax season. I have zero complaints for Sidney or Alice, they are always fast to respond, extremely organized, and very detailed oriented.
I know they will quickly earn your trust and you'll gain confidence in their skills if you give them a shot, as I am sure glad I did! I will continue to use their services and would definitely recommend them to anyone!
I know they will quickly earn your trust and you'll gain confidence in their skills if you give them a shot, as I am sure glad I did! I will continue to use their services and would definitely recommend them to anyone!
