Business Details
Trusted Tax & Accounting Services in St Petersburg, FL
At Tax & Accounting By The Bay, we deliver expert tax and accounting services with a personal touch, empowering clients to make informed financial decisions while minimizing stress. Our team combines decades of industry experience with a deep understanding of local business needs, offering tailored solutions for individuals and small to mid-sized businesses. We specialize in tax preparation and planning, IRS problem resolution, monthly accounting, and strategic CFO advisory services, ensuring clients remain audit-ready and financially optimized year-round.Our proven processes prioritize accuracy, compliance, and proactive support, with a focus on building long-term relationships grounded in trust and integrity. With office hours Monday through Friday and a commitment to personalized service, we strive to be the trusted partner businesses rely on for comprehensive financial guidance.
Services
Tax Preparation & Planning
IRS Tax Problems Resolution
Monthly Accounting
CFO Advisory Services
Highlights and features
- We offer 35+ years of combined accounting and tax expertise.
- Our team provides personalized service tailored to local business needs.
- We deliver comprehensive solutions from tax preparation to CFO advisory.
- Our IRS resolution specialists handle audits and debt negotiations directly.
- We maintain audit-ready compliance and proactive financial planning year-round.
What people say
Quality service
Knowledgeable staff
Stress-free accounting
Audit-ready compliance
Growth-oriented advice
Services
Tax Preparation & Planning
Maximize deductions and minimize tax liability through proactive planning and expert preparation. Our services cover individual and business returns, audit-ready documentation, and life event consultations. With strategic forecasting and IRS-compliant processes, we ensure accurate filings while optimizing financial outcomes year-round.
IRS Tax Problems Resolution
Resolve back taxes, audits, and IRS notices with expert representation. We negotiate payment plans, penalty abatement, and debt settlements while handling all agency communications. Our proven process reduces stress through direct negotiation, ensuring compliance and financial relief for individuals and businesses facing complex tax challenges.
Monthly Accounting
Maintain organized financial records with customized monthly accounting. Services include transaction reconciliation, financial reporting, and compliance support for payroll and sales tax. Using QuickBooks/Xero platforms, we deliver clear insights and audit-ready books to help businesses track performance and prepare for growth opportunities.
CFO Advisory Services
Access strategic financial leadership without hiring a full-time CFO. We provide cash flow analysis, budgeting, and growth planning tailored to business lifecycle needs. From startup guidance to investor reporting, our advisory services drive profitability through data-driven forecasting and customized financial modeling for long-term success.
People
Gabriella (Gabby)
Operations & Client Care
Gabby ensures smooth client management with her Florida-born business expertise. Her associate degree in business and dedication to excellence create welcoming experiences. She balances client support with exploring local restaurants and hobbies.
Doug
Director
Doug brings 35+ years of accounting experience, including roles at Deloitte and executive finance positions. A University of Florida graduate, he provides tax consulting while serving local boards. His expertise spans corporate finance and community leadership.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, proactive planning, audit representation, and compliance support. Our services include quarterly filings, deduction optimization, and strategic tax-saving strategies tailored to industry-specific needs.
How does your IRS problem resolution process work?
We review your IRS notice, develop a negotiation strategy, and handle all agency communications. Services include payment plans, penalty abatement, and debt settlement to achieve reduced liabilities or structured repayment terms.
Can you assist with accounting software setup?
Yes, we support QuickBooks and Xero setup, customization, and training. Our team ensures proper configuration for accurate bookkeeping aligned with your business operations and reporting requirements.
What CFO advisory services are available for startups?
Startups receive financial modeling, cash flow analysis, and investor reporting. We provide budgeting guidance and growth planning to establish financial foundations while scaling operations effectively.
Do you offer free initial consultations?
Yes, we provide free 30-minute consultations for tax, accounting, and CFO services. This allows us to understand your needs before customizing solutions that match your financial goals.
Reviews (6)
Syn
Jun 14, 2022
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The team over at Tax & Accounting are always friendly and move swift. If I have any questions they are always prompt and thorough with their replies. I'm thankful I found them two years ago as I was in a jam with the IRS and they helped me through it. I wouldn't trust my tax needs with any other company & I plan on being a long-term client. Thank you for all of the hard work you do!
Lee Brock
Jun 12, 2022
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I have been a client of Kim's since 2013. Kim has done a wonderful job for my personal taxes and my business taxes. I have the upmost respect for Kim and her organization because of the simple fact that she is a wonderful person. For our LGBTQ+ Community trust Kim she was the only one that provided me with respect when I was originally searching for an accountant and I just contacted her today to start my second business with her as my accountant and advisor. Thank you Kim and your team for everything that you do.
Charlie B.
Jun 12, 2022
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Kim Justice sat and spent hours with me, reviewing and showing me ways to help my business. As a young professional, I needed help from a local firm, that could walk me through the entanglements of setting up and managing my small business. Kim Justice hooked me up with a monthly plan, my goals, and helping my business in all ways she could. Strongly recommend, if you like a dedicated professional to help with accounting, taxes, my payroll etc.
John Mark
May 15, 2022
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Kim Justice has always responded to our questions in a very timely manner. She encourages us to get in touch with her whenever we need answers to problems we may have.
Ryan Talbert
Apr 18, 2022
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Kim and her team have been doing my taxes now for about 3 years and for once I finally feel comfortable and relieved knowing that there will not be any problems. I can literally always count on Kim getting back to me right away, making the process clear and as easy to understand as possible, and just helping me save money when and where I can - at the very least I rest easy knowing that there are not going to be any surprises from the IRS. I really do recommend Kim and plan on continuing to use her every tax season!
Liz K.
Jan 17, 2022
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Kim, Nia, and the whole team at Tax & Accounting by the Bay have been amazing to work with! I'm a freelance contractor and my taxes became a mess; they helped me get current with tax filings and went above and beyond in getting it done. It was messy with a lot of moving parts and they handled it so well. I couldn't have asked for more friendly, helpful, and knowledgeable support. I will be working with them moving forward for all of my tax needs and highly recommend them to anyone in need!
