Certified Public Accountants in Estero, Florida

Connect with licensed CPAs throughout Florida who understand the state's no income tax advantage and tourism-driven economy. Florida's diverse population, thriving real estate market, and retirement communities create unique tax planning and accounting needs. Search our directory for professionals specializing in business accounting, estate planning, and multi-state tax issues..

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Showing 1 to 10 of 16 CPAs in Estero, Florida

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Stephen S. Galliker

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Stephen S. Galliker is a certified public accountant based in Estero, Florida, with over a decade of experience in the field. He specializes in providing comprehensive financial planning services to individuals and families, as well as entrepreneurs and startups, assisting them in achieving their long-term financial goals. Galliker's expertise also extends to sales tax compliance and business tax services, ensuring that clients are in full compliance with relevant tax regulations. His areas of specialization include general accounting and advisory services, financial planning, and basic accounting services.

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Stanley Roy

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Mr. Stanley Roy is a certified public accountant with over 15 years of experience, serving clients in the Estero, Florida area. He specializes in providing basic accounting services, business tax services, and financial planning to small and medium-sized businesses with various structures, including S-Corps, partnerships, and LLCs. Mr. Roy's expertise also extends to tax planning and consulting, specifically focusing on retirement account tax reporting and other complex tax-related matters.

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Kimberley C. Vail

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Based in Estero, Florida, Kimberley C. Vail provides accounting services to individuals and family-owned enterprises. With over 15 years of experience, her expertise lies in small business accounting, business tax services, and basic accounting services. Her practice includes sales tax compliance and retirement account tax reporting, ensuring clients meet their tax obligations and make informed financial decisions.

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Joseph L. Bickley

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Joseph L. Bickley is a certified public accountant based in Estero, Florida, with over a decade of experience providing personalized accounting services to entrepreneurs and startups, as well as family-owned enterprises. His expertise includes financial planning, basic accounting services, and small business accounting, with a focus on helping clients navigate complex tax situations through his IRS representation services. Bickley prepares individual and business tax returns, utilizing his knowledge of tax laws and regulations to ensure accuracy and compliance. Operating in the Southwest Florida region, Joseph L. Bickley is dedicated to delivering professional and expert accounting solutions to his clients.

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Barbara J. Bolick

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Located in Estero, Florida, Barbara J. Bolick is a seasoned accounting professional with over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. Her expertise spans basic accounting services, financial planning, and individual tax services, making her a valuable resource for entrepreneurs and startups. With a focus on IRS representation and payroll processing & compliance, Bolick provides clients with expert guidance to navigate complex tax and financial issues.

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John W. Allen

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Located in Estero, Florida, John W. Allen is a certified public accountant with over 15 years of experience providing financial guidance to entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. His expertise encompasses basic accounting services, business tax services, and small business accounting, with a focus on helping clients navigate complex financial regulations. Allen's services include bookkeeping and financial statement compilation, as well as sales tax compliance, allowing clients to maintain accurate financial records and stay up-to-date with tax obligations.

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Dale S. Katz

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Dale S. Katz is a practicing certified public accountant with over 25 years of experience in providing individualized accounting and tax services. Based in Estero, Florida, his areas of specialization include basic accounting services, individual tax services, and financial planning. He serves clients from various industries, including individuals and families, as well as family-owned enterprises, offering services such as retirement account tax reporting and sales tax compliance.

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Lana Kupferschmid

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Lana Kupferschmid is a certified public accountant based in Estero, Florida, with extensive experience in the field dating back to 2005. Her areas of specialization include basic accounting services, individual tax services, and financial planning, catering to the needs of individuals and families as well as family-owned enterprises. Kupferschmid's services encompass sales tax compliance, payroll processing, and compliance, ensuring that her clients meet the necessary requirements and regulations. With a focus on comprehensive financial planning, Kupferschmid helps her clients make informed decisions and achieve their long-term goals.

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Julio Barina

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Located in Estero, Florida, Julio Barina provides expert accounting services to a diverse range of clients. With over a decade of experience in the field, he specializes in basic accounting services, small business accounting, and tax compliance for various business structures, including S-Corps, partnerships, and LLCs. His services include bookkeeping and financial statement compilation, as well as retirement account tax reporting for individuals and families. Julio's extensive experience serving family-owned enterprises and small businesses has equipped him with the knowledge to navigate complex financial situations and provide personalized guidance to his clients.

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Ray T. Kest

Certified Public Accountant

Verified Licensed

Location Estero, Florida 33928

Based in Estero, Florida, Ray T. Kest is a certified public accountant with over a decade of experience providing accounting services to family-owned enterprises and various business structures. His practice specializes in small business accounting, individual tax services, and basic accounting services, offering expertise in payroll processing and compliance, as well as tax planning and consulting. With a focus on serving the diverse needs of his clients, Ray T. Kest serves S-Corps, partnerships, and LLCs, providing tailored advice and support for their financial management and planning needs.

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Florida's large and growing CPA market serves a diverse, tax-friendly state with no personal income tax. The Florida Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics, 8 hours in accounting subjects, and 4 hours in technology.

Key Tax Considerations: Florida has no state income tax, making it attractive for high-income individuals and retirees. CPAs focus on federal tax compliance, sales and use tax, tangible personal property tax, and estate planning to preserve the no-income-tax advantage. Multi-state taxation is common for snowbirds and businesses operating in multiple states. The state's retirement population creates significant demand for retirement income planning, Medicare planning, and estate administration.

Industry Specializations: Tourism and hospitality, real estate development and property management, healthcare and senior living, international trade (Miami), aviation and aerospace, financial services, and agriculture are key practice areas. Miami CPAs often specialize in Latin American business and international taxation, while Orlando focuses on tourism and entertainment, and Tampa serves financial services and healthcare.

For CPA Professionals: The Florida Institute of CPAs (FICPA) provides extensive resources across the large state. Major markets include Miami, Tampa, Orlando, Jacksonville, and Fort Lauderdale, with growing opportunities in Naples, Sarasota, and the Treasure Coast. Competition is strong in metro areas, but the continued population influx creates expanding opportunities. The no-income-tax environment attracts both clients and CPA professionals seeking tax advantages and lifestyle benefits.