Business Details
19 Years
experience
Your Trusted CPA for Personal Financial & Estate Planning Services
Laurie A Sloat Pa: Sloat Laurie A, C.P.A., P.A. has been serving clients in Florida since 2007, providing specialized financial and accounting services tailored to retired individuals, post-divorce clients, and out-of-state residents. Our expertise includes managing financial obligations, coordinating tax planning, and administering estate-related tasks while collaborating with attorneys, investment advisors, and insurance agents. With over two decades of experience in accounting and financial management, including roles at prominent firms like Grant Fridkin Pearson Athan & Crown, P.A., we offer personalized solutions to help clients maintain financial independence.Our team combines technical proficiency in auditing, tax preparation, and estate planning with a commitment to client education and transparency. We pride ourselves on delivering reliable, ethical services that simplify complex financial matters while maintaining strict confidentiality. Our approach emphasizes proactive communication and tailored strategies to meet each client's unique needs.
Services
Financial Management
Tax Planning
Estate Administration
Accounting Services
Post-Divorce Support
Details
- Year established: 2007
Highlights and features
- Certified Public Accountant licensed in Florida with 20+ years of experience
- Specialized expertise in estate planning and post-divorce financial transitions
- Collaborative approach with legal and financial professionals
- Personalized financial coordination services for seniors and their families
- Commitment to continuing education exceeding 40 hours annually
Associations and certifications
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
Services
Financial Management
We provide comprehensive financial management for retirees and post-divorce clients, including cash flow monitoring, investment coordination, and bill payment services. Our team ensures accurate accounting of notes receivable and creates amortization schedules to maintain financial clarity. Clients benefit from personalized coordination with investment advisors and financial planners to align financial activities with long-term goals.
Estate Administration
Our estate administration services coordinate with attorneys and fiduciaries to execute estate plans efficiently. We gather financial documentation, prepare tax returns, and facilitate meetings between executors and professionals. The process includes reviewing trust activities, verifying third-party calculations, and ensuring compliance with legal requirements while maintaining open communication with surviving family members.
Tax Planning
We offer strategic tax planning and preparation services covering income, estate, and gift tax considerations. Our approach includes data collection for tax filings, coordination with preparers, and guidance on record-keeping requirements. Clients receive tailored advice for household employment taxes and receive timely support to meet all tax deadlines through our collaborative network of professionals.
People
Laurie A Sloat Pa: Sloat Laurie A
President
Certified Public Accountant with 20+ years of experience in financial management and estate planning. Former paralegal at Grant Fridkin Pearson Athan & Crown, P.A. Specializes in assisting retirees and post-divorce clients with financial transitions.
Questions
What accounting services do you specialize in?
We specialize in personal financial management, estate administration, tax planning, and post-divorce financial transitions for individuals needing personalized accounting solutions.
How do you assist senior clients?
We help seniors maintain financial independence by managing cash flow, coordinating estate planning, and providing trusted financial oversight while collaborating with their existing professional network.
What experience do you have with estate planning?
With over 15 years of experience, we work closely with attorneys to execute estate plans, review trust activities, and ensure proper tax compliance for executors and beneficiaries.
How are you different from other CPAs?
Our unique approach combines CPA expertise with hands-on financial coordination, acting as a central point of contact between clients, attorneys, and financial advisors to simplify complex matters.
