Business Details
Trusted Accountants in Ocala, FL
We are a family-owned accounting firm dedicated to providing quality tax and accounting services to individuals, businesses, and nonprofit organizations in Ocala, Florida. With over 27 years of experience serving the Ocala/Marion County community, we prioritize personalized attention, continuous education in evolving tax and accounting standards, and leveraging modern technology to deliver efficient solutions. Our commitment to excellence is demonstrated through our enrollment in the American Institute of CPAs peer review program, where we consistently receive unqualified opinions.We specialize in tax preparation, business accounting, nonprofit consulting, and audit services, while maintaining a strong focus on client relationships and community involvement. Our team invests in ongoing professional development to stay current with regulatory changes and technological advancements, ensuring our clients receive accurate, forward-thinking advice tailored to their unique needs.
Services
Tax Preparation
Business Accounting
Nonprofit Services
Audit Services
Tax Planning
Highlights and features
- We offer 27 years of localized accounting expertise in Ocala/Marion County.
- Our team maintains AICPA peer-reviewed quality control standards.
- Personalized service tailored to individual, business, and nonprofit needs.
- Continuous investment in tax law and technology education ensures up-to-date solutions.
- Active community involvement through nonprofit board participation and financial literacy initiatives.
Associations and certifications
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
Services
Tax Preparation
Our tax preparation service ensures accurate federal and state tax filings while maximizing deductions and credits. With over 25 years of experience, we provide year-round tax planning advice and personalized consultations to minimize liabilities. Our process includes initial document review, return preparation, and final client review meetings to ensure compliance and clarity.
Business Accounting
We offer comprehensive accounting solutions for small to mid-sized businesses, including bookkeeping, financial statement preparation, payroll management, and tax return filing. Our services help businesses maintain organized records, improve profitability, and meet regulatory requirements through tailored financial strategies and ongoing advisory support.
Nonprofit Services
Specialized accounting, audit, and tax services for nonprofit organizations, including Form 990 preparation, budget creation, internal control development, and compliance with donor restrictions. We assist with tax-exempt applications, governance consulting, and financial reporting to support mission-driven organizations in achieving operational efficiency.
Audit Services
We provide audit, review, and compilation services for non-public businesses and nonprofits, ensuring financial statements meet GAAP standards. Our team delivers timely, budget-conscious audits with a focus on internal controls, risk assessment, and regulatory compliance to enhance organizational transparency and credibility.
Tax Planning
Proactive tax planning services help individuals and businesses anticipate liabilities, optimize deductions, and structure transactions for maximum savings. We analyze changing tax laws and client-specific circumstances to develop strategies that reduce tax burdens while maintaining full compliance with evolving federal and state regulations.
People
Douglas Day
CPA, Shareholder
Douglas Day, CPA with 30 years of experience, specializes in accounting and tax services for diverse industries. He holds advanced education in accounting and actively contributes to nonprofit governance through board leadership roles in local organizations.
Questions
What electronic payment methods does the IRS accept after September 30, 2025?
The IRS accepts Direct Pay, EFTPS, credit/debit cards, and electronic funds withdrawal through tax software for payments after September 30, 2025.
How does your tax preparation process work?
Our two-step process includes an initial consultation to review documents, followed by return preparation and a final meeting to review and sign completed forms.
Do you offer services for nonprofit organizations?
Yes, we provide tax-exempt applications, Form 990 preparation, audits, budget creation, and compliance consulting specifically for nonprofit organizations.
What accounting services do you provide for businesses?
We offer bookkeeping, financial statement preparation, payroll management, tax filings, and operational advisory services for small to mid-sized businesses.
How do you ensure quality control in your accounting services?
We participate in AICPA's peer review program and maintain rigorous internal quality control systems to ensure accurate, compliant accounting practices.
Reviews (2)
J. J. Dagostaro
Jan 29, 2021
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Outstanding professional and a true trusted advisor. Highly recommend to anyone. Especially any small business owners!
William Boroody
Nov 20, 2017
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My previous company and myself have made repeated requests for my 1099 for contract labor to Day and Day. They have failed to send the information to me. I left several messages to them and received no response. I finally drove to Day and Day office ( for the second time- first time the office was closed during posted buisiness hours) and finally received the information requested. Poor business practices!
