Business Details
50+ Years
experience
Comprehensive Accounting & Tax Services in Sarasota
With over 50 years of combined expertise, Famiglio & Associates has established itself as a leader in accounting, tax planning, and financial consulting. Our firm, founded in 1971 by George V. Famiglio, Jr., specializes in guiding businesses and individuals through complex financial landscapes while prioritizing client education and proactive strategies. Our team of certified professionals holds prestigious designations including CPA, CFP, and CGMA, ensuring rigorous adherence to industry standards. We offer personalized solutions for federal and state tax preparation, estate planning, asset protection, and international tax matters, leveraging decades of experience to simplify intricate financial challenges. Our commitment to transparency and ethical practices has earned us long-term trust from clients nationwide.By combining technical mastery with accessible communication, we empower clients to make informed decisions aligned with their goals. From audit representation to business succession planning, we deliver tailored services that anticipate evolving needs. Our proficiency in QuickBooks consulting and remote support further enhances operational efficiency for clients. Rooted in Sarasota, Florida, we serve a diverse client base across industries while maintaining the personalized attention of a boutique firm. This enduring dedication to excellence positions us as a reliable partner for navigating todays dynamic financial environment.
Services
Tax Preparation
Estate Planning
IRS Audit Representation
International Tax Services
QuickBooks Consulting
Asset Protection
Financial Consulting
Business Sale Analysis
Details
- Year established: 1971
Highlights and features
- We offer 50+ years of combined experience in complex tax and financial planning.
- Our team holds elite certifications including Certified Public Accountant and Chartered Global Management Accountant.
- We provide customized strategies for asset protection and international tax compliance.
- Our proprietary QuickBooks consulting optimizes accounting workflows for businesses.
- We guarantee transparent pricing with no hidden fees across all services.
Associations and certifications
- CPA
- CFP
- CFS
- CGMA
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate federal and state filings for individuals and businesses. With 50+ years of combined expertise, we optimize deductions while maintaining full compliance. We handle complex scenarios including multi-state operations and international tax obligations.
Estate Planning
We design customized estate plans that minimize tax exposure and ensure smooth asset transition. Our strategies incorporate trusts, charitable giving, and legal safeguards tailored to each client's unique family and financial situation.
IRS Audit Representation
Professional defense service for IRS or state tax audits. Our certified specialists negotiate settlements, payment plans, and penalty abatements while handling all agency communications on your behalf.
International Tax Services
Specialized compliance and planning for cross-border financial activities. We navigate complex reporting requirements and tax treaties to ensure compliance while optimizing international investment structures.
QuickBooks Consulting
ProAdvisor-certified consulting for QuickBooks setup, cleanup, and optimization. We enhance system functionality through customized configurations and remote training to improve accounting efficiency.
People
George V. Famiglio, Jr.
Founder & CPA
Certified Public Accountant with 50+ years of experience, admitted to U.S. Tax Court. Holds advanced certifications including CFP, CGMA, and CFS. Specializes in complex tax planning and international compliance.
Questions
Is Beneficial Ownership Information (BOI) filing still required for U.S. companies?
No, FinCEN has exempted domestic U.S. companies from BOI reporting under the Corporate Transparency Act as of March 2025.
What tax planning services do you offer for business owners?
We provide life-stage tax strategies covering business formation, maintenance, and exit planning to minimize liabilities at every phase.
Do you handle international tax matters?
Yes, our firm specializes in cross-border tax compliance and planning for businesses and individuals with global financial interests.
Can you assist with QuickBooks accounting software issues?
Our ProAdvisor-certified team offers remote support and system optimization for QuickBooks users nationwide.
What happens if I receive an IRS audit notice?
We provide audit representation services, negotiating with tax authorities to resolve discrepancies while protecting your interests.
Do you offer estate planning services?
Yes, we create customized estate plans to ensure tax-efficient wealth transfer while protecting assets from unintended exposure.
Reviews (6)
Geoff Rayner-Canham
Apr 08, 2022
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My wife and I are Canadians who, for the last 30 years have had to also file tax returns with the IRS, in addition to the CRA. We became clients of Famiglio & Assoc. way back then. We were advised on additional business expenses which we could claim in the U.S., and they tracked down a significant refund due which the IRS had "lost." Lucy has handled our accounts for (nearly?) all of the time, and we have been very happy with her promptness and helpfulness - even though we must have the record for the smallest account that they have on their books!
Alexandra Sherwood
Oct 02, 2021
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In my brief experience speaking with George, he called me sweetheart and babe. When I asked him to not call me sweetheart, he told me that he treats everyone like family. This was our first and only interaction. Also, a simple request took multiple calls and over 10 days.
Randy Strauss
May 30, 2021
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Famiglio and Associates seeks the best outcomes for their clients while making safety and risk avoidance their main priorities. They create the best tax scenario without EVER compromising on ethics or guidelines. I recommend Famigio and Associates in Sarasota FL to any person or business who wants their taxes prepared right! George and Jane are both wonderful people with kind hearts and a genuine interest in their clients' financial well being.
V. Lippa
Aug 22, 2020
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What I look for in an accounting firm is capability, knowledge, honesty, fidelity to customers and dependability. George V. Famiglio & Associates has an abundance of all these fine traits. The personalized service is very much appreciated, this is a firm that truly cares about its customers!
R. C.
Mar 28, 2020
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Called George to ask him about another LLC we were starting. He said we could do that ourselves and save some money, should be complete in 30-90 days. We wanted it soonest so he said come in Monday ask for Judy. She explained everything to our satisfaction and that a third party would be involved should be done in 5-7 days. The next day she called us back to say our LLC was good to go and to come in for some documents! George has been doing our taxes for 19 years.
Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases/sales the more he thrives! He makes certain that we pay the IRS all that we owe but not a penny more! Many of you could likely get your taxes prepared for about the same amount that other tax attorneys pay to hear him speak! Thanx to George and your staff for all that you do for us!
Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases/sales the more he thrives! He makes certain that we pay the IRS all that we owe but not a penny more! Many of you could likely get your taxes prepared for about the same amount that other tax attorneys pay to hear him speak! Thanx to George and your staff for all that you do for us!
Paula L.
Mar 20, 2020
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I am so lucky to have found George Famiglio 25 years ago. I owe so much to him and would never have reached my financial goals without his dedication and guidance. I am so indebted to him. He has systematically guided and propelled me to financial independence and the life I am blessed with today. His wisdom of tax law and accounting is unsurpassed. He is a true master in taxation and has a continued passion for what he does that is palpable in every conversation we have.
He has always had my best interest at heart with a no-nonsense approach. He navigated my very complex tax needs as a travel nurse in many different states while simultaneously helping me develop and cultivate my real estate portfolio. His long term staff will treat you like family. I've never written a review before, but I am so honored to write this one. Look no further for any of your tax needs. George is a real pro with a genius brain and a good heart.
He has always had my best interest at heart with a no-nonsense approach. He navigated my very complex tax needs as a travel nurse in many different states while simultaneously helping me develop and cultivate my real estate portfolio. His long term staff will treat you like family. I've never written a review before, but I am so honored to write this one. Look no further for any of your tax needs. George is a real pro with a genius brain and a good heart.
