Pella & Associates

Business Details

Trusted Accounting and Tax Services in Sebring, FL

Pella & Associates has been dedicated to providing exceptional accounting and tax services to the Sebring, Florida community for over 36 years. Our approach centers on personalized client care, ensuring each individual and business receives tailored solutions that align with their unique financial needs. We maintain a proactive stance in navigating the complexities of evolving tax laws and accounting standards, empowering clients with informed decision-making. Our team of certified professionals combines technical expertise with a commitment to integrity, delivering accurate and efficient services ranging from tax preparation to estate planning. We prioritize transparency and open communication, fostering long-term relationships built on trust and reliability.

As a locally rooted firm, we understand the specific challenges faced by businesses and individuals in Highlands County, allowing us to offer contextually relevant advice. Our use of advanced technology ensures precision in every service, from QuickBooks support to comprehensive financial statement preparation. We take pride in simplifying complex financial matters, helping clients achieve their goals while maintaining compliance with all regulatory requirements. Our reputation for excellence is reflected in our decades of service and the continued trust of our community. At Pella & Associates, your financial well-being is our foremost priority.

Services

Tax Preparation Accounting Services Estate Planning QuickBooks Support Management Consulting Financial Statements Non-Profit Accounting Guardianship Accounting Tax Planning Payroll Services

Highlights and features

We have over 36 years of experience serving Highlands County clients.
Our team includes Certified Public Accountants with specialized tax expertise.
We provide personalized service with a focus on proactive tax planning.
We offer comprehensive QuickBooks support for business accounting needs.
Our firm maintains rigorous work ethics and professional integrity.

Website

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Services

Tax Preparation

We prepare federal, state, and local tax returns for individuals and businesses. Our services include multi-state returns, electronic filing, and audit representation. We ensure compliance with current tax regulations while optimizing deductions and credits. Our CPA-certified team provides accurate, timely filings tailored to each client's unique financial situation.

Estate Planning

Our estate planning services include tax return preparation, court reporting, and gift tax documentation for guardianships and estates. We assist with retirement planning, trust creation, and minimizing estate tax liabilities. Our team ensures proper documentation and compliance with probate requirements for seamless asset transfer.

Accounting Services

We offer full-cycle accounting solutions including QuickBooks support, payroll processing, financial statement preparation, and bank reconciliations. Our services cover all business types and sizes, from sole proprietorships to corporations. We implement efficient systems for accurate financial record-keeping and regulatory compliance.

Management Consulting

Our consulting services focus on strategic business planning, cash flow management, and financial analysis. We assist with business acquisitions, succession planning, and performance benchmarking against industry standards. Our goal is to help businesses optimize operations and achieve long-term financial objectives through data-driven recommendations.

Non-Profit Accounting

We provide specialized accounting and tax services for non-profit organizations, including charitable groups, homeowner associations, and political entities. Our support covers compliance reporting, grant management, and financial statement preparation. We help non-profits maintain tax-exempt status while ensuring transparent financial operations.

People

Patricia S. Pella

CPA

With over 36 years of experience, Patricia S. Pella leads our firm's commitment to excellence in accounting and tax services. Her expertise in tax law and financial planning ensures clients receive strategic, compliant solutions tailored to their unique needs.

Gelene Cochran

Accountant

Gelene Cochran brings extensive experience in financial reporting and compliance to our team. Her attention to detail and client-focused approach ensures accurate, timely delivery of accounting services for individuals and businesses in Highlands County.

Dylan Pella

Accountant

Dylan Pella contributes fresh perspective and technical expertise to our tax and accounting services. His focus on emerging tax regulations and digital accounting solutions helps clients navigate modern financial challenges effectively.

Questions

What accounting services do you offer for businesses?

We provide full-cycle accounting services including QuickBooks support, payroll processing, financial statement preparation, bank reconciliations, and compliance reporting for all business types.

Do you handle multi-state tax returns?

Yes, we prepare multi-state tax returns for individuals and businesses, ensuring compliance with all applicable state and local tax regulations.

What estate planning services are available?

Our estate planning services include tax return preparation, court reporting, gift tax documentation, and retirement planning to help clients manage asset transfer and minimize tax liabilities.

Are you available for IRS audit representation?

Yes, our CPA-certified team provides audit representation services for both federal and state tax examinations, ensuring professional support throughout the process.

Do you work with non-profit organizations?

Yes, we offer specialized accounting and tax services for non-profits including compliance reporting, grant management, and financial statement preparation to maintain tax-exempt status.

Reviews (4)

Write a Review

Sally Perry

Jun 05, 2021 Report

We have used Pella and Assoc for yrs and this yr sent our son to get help with his taxes that didn't look good! They did a wonderful job of helping him save a lot of money that he can now use to help raise his 3 sons Thank you Dillon and all the crew at Pella's for their hard work

Christine Cooper

Jun 12, 2020 Report

I have always been a simple tax return kind of person. Nothing but w-2's to file. Then my mom passed away and I suddenly found myself lost in the world and taxes were the LAST thing on my mind. And I had new things to consider that I never had to consider before. inheritance type things. The folks here helped me through it all and were patient with me when I had no idea what they were talking about. Will definitely continue to use them and will highly recommend them.

Sara Krist

Jan 14, 2020 Report

Absolutely great! It was my first time having to file my taxes on my own and they couldn't have made it easier for me and less scary. They answered any and all my questions so I understood it all.

J. Presto Exe LaRs

Dec 29, 2019 Report

When it was time to do my taxes I did not know where to even start, I came to Pella & Associates to see if they could lend a hand to get me started on the right track. I went in to the office and was blown away by their services! The representative not only got me started but explained everything I needed step by step, was very professional & patient with me when I had so many questions. Not only was the experience great, the services were affordable & I felt comfortable knowing it was being done right. I will be going back every year to file, thank you for making this stressful process so easy!