Business Details
50+ Years
experience
Your Trusted CPA Partner in Apollo Beach
Founded in 1975 by Jos A. Alvarez Company, our CPA firm has delivered comprehensive accounting, tax, and consulting services to businesses and individuals across the Tampa Bay region. With over 45 years of continuous operation, we combine deep industry expertise with personalized service, specializing in tax planning, QuickBooks ProAdvisor support, business entity selection, and estate planning. Our team holds prestigious certifications including Certified Public Accountant (CPA) and Enrolled Agent designations, ensuring authoritative guidance for complex financial matters.We maintain a strong commitment to community service through initiatives like the Alvarez Company Award for local high school soccer excellence. Our experience spans audits for diverse industries, SEC financial statements, and strategic business consulting, positioning us as trusted advisors for both emerging and established organizations.
Services
Tax Preparation
Business Consulting
QuickBooks Support
Estate Planning
Payroll Services
Details
- Year established: 1975
Highlights and features
- We offer 45+ years of experience in Tampa Bay accounting services
- Our team includes Certified Public Accountants and Enrolled Agents
- We provide personalized QuickBooks ProAdvisor support for small businesses
- We maintain active community involvement through local initiatives
- We deliver comprehensive tax planning strategies for individuals and businesses
Associations and certifications
- QuickBooks ProAdvisor
What people say
Professional expertise
Personalized service
Exceptional communication
Tax optimization
Community commitment
Services
Personal Tax Preparation
We prepare comprehensive federal and state income tax returns for individuals, specializing in maximizing deductions through strategic planning. Our services include Section 1231 exchange guidance, real estate investment tax strategies, and specialized state tax return preparation. With Florida's unique tax environment, we help clients optimize their returns while maintaining full compliance with evolving regulations.
Business Entity Selection
Our experts guide business owners through optimal entity structure decisions, evaluating C-Corp, S-Corp, LLC, and sole proprietorship options. We analyze tax implications, liability protection, and long-term business goals to recommend customized solutions that balance compliance with financial efficiency for new and existing businesses.
QuickBooks Consulting
As Certified QuickBooks ProAdvisors since 2006, we provide software selection, implementation, and training services. We help businesses optimize their accounting processes through system setup, financial reporting configuration, and integration with third-party applications for enhanced operational efficiency.
Estate Planning
We develop comprehensive estate plans incorporating trusts, gift tax strategies, and retirement account management. Our approach coordinates with legal and insurance professionals to create tax-efficient wealth transfer solutions while addressing clients' unique family and financial circumstances.
Payroll Services
We manage complete payroll processing including tax withholding calculations, regulatory filings, and financial reporting integration. Our services ensure compliance with federal and state requirements while providing accurate, timely payment processing and year-end tax document preparation.
People
Jos A. Alvarez
Managing Director
Certified Public Accountant with 45+ years experience. Founded Alvarez Company in 1975, leading through mergers and acquisitions. Specializes in business consulting, SEC financial statements, and tax strategy for complex organizations.
Steven M. Alvarez
Director
Enrolled Agent with extensive tax expertise. Specializes in individual and business tax planning, QuickBooks implementation, and entity structure optimization. Active in community financial education initiatives.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including QuickBooks setup and support, payroll processing, financial statement preparation, tax compliance, and business entity consulting tailored to Tampa Bay small businesses.
How can you help with tax planning?
Our tax planning services focus on maximizing deductions through strategic timing, entity optimization, retirement planning, and real estate investment strategies while ensuring full regulatory compliance.
Are you available for remote clients?
Yes, we serve clients remotely across Florida through secure digital platforms while maintaining the same personalized service quality as in-person engagements.
What makes your firm different from online tax services?
Our personalized approach combines CPA expertise with customized planning strategies, unlike automated online services. We provide year-round advisory support tailored to your specific financial situation.
Do you offer QuickBooks training?
Yes, our Certified QuickBooks ProAdvisors provide customized training for business owners and staff to maximize software efficiency and accounting accuracy.
Reviews (3)
Ryan A.
Mar 07, 2020
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Excellent suggestions, quick turnaround, and definitely received back a LOT more money than when I went with the "quicker" big brand tax return companies. Thanks, Steven Alvarez!
Gene Way
Jan 03, 2020
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Mr. Steven Alvarez is very knowledgeable, and he was very patient when answering the numerous tax questions I had pertaining to the sale of a rental property. He will definitely be my "go-to man" for tax information from now on.
Wanda Blankenship
May 26, 2018
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Got back a refund larger than if I had done my own return. They gave me the peace of mind of knowing it was done properly. They looked for things that I would not have thought of to maximize my refund.
