Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Altamonte Springs, FL
Established in 1975, Glickstein Laval Carris has built a legacy of delivering comprehensive accounting and tax solutions to small businesses, nonprofit organizations, and individuals across Central Florida. Our team of certified professionals brings decades of collective experience in auditing, tax planning, and financial consulting, serving industries ranging from mortgage companies to homeowner associations. We adhere to rigorous quality standards through independent peer reviews by the American and Florida Institutes of Certified Public Accountants.Our philosophy of Personal Partner Service ensures clients receive direct access to partners for timely, tailored advice. With expertise in complex tax compliance and international tax matters, we prioritize client education and proactive financial strategies. Our commitment to excellence extends to employee benefit plan audits, where we combine specialized knowledge with cost-effective solutions. Over 50 years, we have maintained a reputation for integrity, technical proficiency, and unwavering dedication to client success.
Services
Accounting
Auditing
Tax Services
Estate Planning
Management Consulting
Employee Benefit Plan Audits
International Tax Services
Homeowner Association Services
Details
- Year established: 1975
Highlights and features
- We offer 50 years of experience in accounting and tax services for Central Florida businesses.
- Our Personal Partner Service ensures direct access to CPAs for timely, customized solutions.
- We specialize in complex audits for employee benefit plans and homeowner associations.
- Our team maintains rigorous quality standards through independent peer reviews.
- We provide international tax expertise for corporate and individual cross-border compliance.
Associations and certifications
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- AICPA Employee Benefit Plan Audit Quality Center
Services
Tax Services
Our tax professionals provide comprehensive compliance and strategic planning for individuals and businesses. We stay current with evolving tax laws to maximize deductions while ensuring regulatory adherence. Services include corporate tax returns, international tax filings, and IRS representation for audits.
Employee Benefit Plan Audits
We specialize in limited-scope and full-scope audits for retirement plans, complying with ERISA requirements. Our team provides fixed-fee pricing based on participant count and offers system improvement recommendations to enhance plan administration efficiency.
Management Consulting
We deliver strategic guidance on business operations, cash flow analysis, and acquisition planning. Our consulting services focus on improving financial decision-making through customized reporting and process optimization tailored to each client's industry-specific challenges.
Homeowner Association Services
We provide financial statement preparation, tax compliance, and audit services for condominium and homeowner associations. Our team stays updated on Florida-specific regulations to ensure accurate reporting and budget planning for community organizations.
Estate Planning
Our CPAs collaborate with estate attorneys to develop tax-efficient wealth transfer strategies. We focus on minimizing estate taxes through trust structures, gift tax planning, and life insurance policy analysis while ensuring compliance with current tax codes.
People
Martin R. Glickstein
CPA
Co-founder with over 45 years of experience in public accounting, specializing in tax compliance and small business advisory services.
Rodney S. Laval
CPA
Co-founder recognized for expertise in audit standards and quality control processes for closely held corporations.
W. Neal Carris
CPA
Experienced auditor with specialization in nonprofit organization financial reporting and compliance.
Leslie A. Ellis
CPA, MSA, CGMA
Management consultant providing strategic business planning and operational efficiency solutions to diverse industries.
Mary C. Dantuma
CPA, MST, CGMA
Tax specialist with focus on international tax compliance and cross-border transaction planning for corporate clients.
Questions
What accounting services do you offer for small businesses?
We provide audits, tax planning, financial reporting, and management consulting tailored to small business needs.
Do you specialize in any specific audit types?
Yes, we specialize in employee benefit plan audits and homeowner association financial reviews.
How do you handle international tax compliance?
Our team prepares complex international tax filings and advises on cross-border tax optimization strategies.
What sets your firm apart from other accounting practices?
Our Personal Partner Service model ensures direct CPA access and industry-specific expertise developed over 50 years.
Do you offer estate planning services?
Yes, we collaborate with legal and financial professionals to create tax-efficient estate plans.
Reviews (2)
Bob Johnson
Jun 27, 2021
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They keep me out of trouble with the IRS. So far I find all employees to be cordial and courteous, and kowledgeable
Birdie Sakama
Nov 24, 2017
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I have been dealing with Richard Ornstein C.P.A since 2004 and his work is perfect. His team members specially Jill Carlton are a great support & resource for me for my Business & Personal tax returns.
