Business Details
50+ Years
experience
Trusted Accounting Services in Sarasota, FL
Established in 1954, our firm has served Southwest Florida for over six decades, providing comprehensive accounting, tax, auditing, and consulting services to individuals, businesses, and organizations. With 55 professional staff members, including six Principals, we operate from three offices in Bradenton, Sarasota, and Tampa, combining local expertise with international resources through our membership in CPAmerica, Inc. Our team prioritizes understanding each client's unique needs to deliver high-quality service and tailored solutions.We are deeply committed to community involvement, with Principals and staff actively participating in local nonprofit boards, community events, and charitable initiatives. Our reputation for excellence is built on a foundation of technical expertise, personalized service, and a dedication to exceeding client expectations.
Services
Tax Planning
Audit & Assurance
CFO Services
International Tax
Successor Wealth Planning
Estate Planning
Management Advisory
Pension Administration
Corporate Tax
Financial Consulting
Details
- Year established: 1954
Highlights and features
- We have over 60 years of experience serving Southwest Florida clients.
- Our team includes 18 CPAs and 55 professionals with industry-specific expertise.
- We combine local service with international resources through CPAmerica membership.
- Our Principals actively contribute to community development and nonprofit initiatives.
- We offer personalized solutions tailored to each client's unique financial situation.
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial strategies through strategic tax planning and compliance solutions. We provide IRS representation, multi-state filings, retirement planning, and tax preparation tailored to your specific needs. Our CPAs combine local expertise with global knowledge to develop tax-efficient strategies aligned with your financial goals.
Audit & Assurance
We offer comprehensive audit and assurance services including financial statement audits, reviews, and compilations. Our team conducts benefit plan audits, risk assessments, and lease accounting compliance to ensure accurate financial reporting. With deep industry knowledge, we minimize operational disruption while delivering timely, reliable financial insights for Florida-based organizations.
CFO Services
Our outsourced CFO services provide strategic financial leadership for businesses and nonprofits. We offer cash flow planning, budgeting, financial reporting, and internal controls development. With expertise in QuickBooks and over $80 million in managed assets, we help organizations maintain effective financial operations while focusing on growth.
International Tax
We specialize in international tax matters including cross-border transactions, global market analysis, and foreign investment compliance. Our specialists provide tax-efficient structuring for joint ventures, partnerships, and global acquisitions, helping clients navigate complex international tax regulations and optimize global business strategies.
Successor Wealth Planning
Our wealth planning services focus on preserving family assets through estate and gift tax planning, business succession strategies, and charitable gift planning. We help clients develop comprehensive plans for transferring wealth across generations while addressing both domestic and international tax considerations.
People
Robert Stanell
Managing Principal
With decades of experience, Robert Stanell leads our firm's strategic direction while maintaining active client relationships. He specializes in tax planning and business advisory services, combining technical expertise with practical business insights to help clients achieve their goals.
Aubrey Lynch
Tax Principal
Aubrey Lynch focuses on international tax matters and wealth planning strategies. With specialized expertise in cross-border transactions, she helps businesses and high-net-worth individuals navigate complex tax regulations while optimizing their financial positions.
Jay Clarkson
Principal
Jay Clarkson provides audit and consulting services to clients across multiple industries. His expertise includes financial reporting, internal controls evaluation, and business systems analysis, helping organizations improve operational efficiency and financial accuracy.
Jeff Gerhard
Principal
Jeff Gerhard specializes in forensic accounting and pension administration. With CFE certification, he conducts detailed financial investigations and manages retirement plan audits, bringing both technical skill and integrity to complex financial matters.
Susan Thompson
Principal
Susan Thompson provides tax and consulting services to businesses and individuals. Her expertise spans estate planning, corporate taxation, and financial strategy development, helping clients create sustainable financial solutions aligned with their long-term objectives.
Questions
What accounting services do you offer?
We provide tax planning, audit & assurance, CFO services, international tax solutions, estate planning, and management advisory services for businesses and individuals.
How long has your firm been in business?
We've served clients since 1954, combining six decades of local expertise with international resources through our CPAmerica membership.
Do you work with specific industries?
Yes, we specialize in construction/real estate, government, healthcare, nonprofits, professional services, and retail/manufacturing sectors.
What makes your firm different from other accounting firms?
Our combination of personalized service, 18 CPAs on staff, community commitment, and access to global resources sets us apart.
How do you handle complex tax situations?
Our tax specialists provide strategic planning, compliance solutions, and IRS representation for individuals and businesses with complex needs.
Reviews (2)
Tammy N. Darrin Shelton
May 18, 2021
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Would not recommend this group! We told her that we would pay our taxes online as we were paying with a different account. She said, no problem, and she was was deleting our account number as we spoke on the phone. That was a lie because we were notified by our bank via text that our account was overdrawn by thousands and this also caused. multiple NSF fees! We're very thankful the bank alerted us immediately, otherwise we would've paid our taxes twice!
Of course we tried calling their office multiple times and kept getting voicemail. We of course left messages and no one has called us back! Total incompetence and not okay! We obviously will never use this CPA nor recommend to anyone we know!
Of course we tried calling their office multiple times and kept getting voicemail. We of course left messages and no one has called us back! Total incompetence and not okay! We obviously will never use this CPA nor recommend to anyone we know!
J. L.
Jul 27, 2020
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Jennifer Messal is a good accountant in this firm but I'm giving a one star because I was stuck with Aubrey Lynch, who is terrible. She is rude, didn't spend enough time on my taxes and I ended up with a real mess. She didn't return calls in a timely manner and I needed a second person to get her botched tax returns
