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Eustis
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Eustis
Showing 1 to 10 of 18 CPAs in Eustis, Florida
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Keith J. Shamrock
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32727
Based in Eustis, Florida, Keith J. Shamrock is a certified public accountant with over 15 years of experience. He provides expert individual and business tax return preparation services, ensuring accurate and timely submissions to the IRS. With a focus on tax compliance and financial planning, Shamrock offers specialized guidance to individuals and families, as well as small and medium-sized businesses, helping them navigate complex financial regulations. As a seasoned accountant, Shamrock also handles retirement account tax reporting, providing clients with peace of mind and assurance that their tax obligations are met. His comprehensive approach to accounting and financial planning has built trust with his clients, who value his honesty, integrity, and expertise.
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Juanita G. Newell
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32726
Juanita G. Newell is a certified public accountant established in Eustis, Florida, with extensive experience in tax preparation and financial consultation. Her areas of specialization include tax compliance, business tax services, and basic accounting services, making her a suitable choice for individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. As a seasoned IRS representative, she provides guidance and support in case of audits or other tax-related issues. Newell's expertise spans over 20 years, catering to the diverse accounting needs of her clients in the Central Florida region.
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Dennis J. Helms
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32727
Dennis J. Helms is an accountant based in Eustis, Florida, with over 15 years of experience providing accounting services to small and medium-sized businesses, entrepreneurs, and startups. His areas of specialization include basic accounting services, individual tax services, and financial planning, as well as tax planning and consulting, and payroll processing and compliance. Helms advises clients on various financial matters, including tax planning and financial forecasting, helping them make informed business decisions and achieve their goals.
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Rita J. Mcadams
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32727
Rita J. McAdams is a licensed CPA with over 15 years of experience serving small and medium-sized businesses in Eustis, Florida. Her areas of specialization include basic accounting services, tax compliance, and business tax services, which cater to the unique needs of entrepreneurs and startups. She advises on and prepares sales tax compliance reports, bookkeeping, and financial statement compilations, ensuring accuracy and adherence to tax regulations. Her clients appreciate her attention to detail and ability to provide personalized support in navigating complex financial issues.
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David C. Logan
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32726
David C. Logan is a certified public accountant (CPA) based in Eustis, Florida, with over 15 years of experience providing financial guidance to small businesses and family-owned enterprises. His areas of specialization include basic accounting services, tax compliance, and general accounting and advisory services, catering to various business structures such as S-Corps, partnerships, and LLCs. Logan's services encompass bookkeeping and financial statement compilation, allowing clients to maintain accurate and up-to-date financial records.
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Barry E. Vallee
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32726
Located in Eustis, Florida, Barry E. Vallee is a seasoned accounting professional with over 20 years of experience. His practice focuses on providing expert financial planning and small business accounting services to family-owned enterprises and small to medium-sized businesses. Barry offers specialized payroll processing and compliance services, as well as retirement account tax reporting, to ensure his clients' financial records are accurate and up-to-date. With a strong background in basic accounting services, he helps his clients make informed financial decisions and achieve their long-term goals.
MD
Melanie D. Bradley
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32726
Located in Eustis, Florida, Melanie D. Bradley is a certified public accountant with extensive experience in tax compliance and basic accounting services. With over 15 years of experience in public accounting, Bradley provides specialized services to small businesses, entrepreneurs, and startups, including S-Corps, partnerships, and LLCs. Her expertise also extends to IRS representation and retirement account tax reporting, ensuring her clients' financial matters are accurately and efficiently resolved.
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Harold E. Koppel
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32736
Based in Eustis, Florida, Harold E. Koppel is a seasoned accountant with over 20 years of experience providing financial guidance to family-owned enterprises and entrepreneurs. His expertise includes tax planning and consulting, as well as individual and business tax return preparation. Koppel specializes in basic accounting services and individual tax services, with a focus on helping small businesses navigate financial complexities. Through his work, Harold E. Koppel aims to deliver accurate and timely financial solutions, supporting the growth and stability of his clients' businesses.
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David R. Billingsley
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32726
David R. Billingsley, a certified public accountant, is based in Eustis, Florida, and has over 10 years of experience in the field. His areas of specialization include basic accounting services, business tax services, and individual tax services, providing tailored solutions for individuals and families, as well as entrepreneurs and startups. Billingsley also offers IRS representation, helping clients navigate tax disputes and resolve issues with the Internal Revenue Service.
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Sarah R. Lamarche
Certified Public Accountant
Verified Licensed
Location Eustis, Florida 32736
Located in Eustis, Florida, Sarah R. Lamarche provides accounting services to entrepreneurs and startups as well as individuals and families. With over 10 years of experience in accounting and tax preparation, she specializes in basic accounting services, financial planning, and small business accounting. Her expertise includes tax planning and consulting as well as sales tax compliance, helping clients navigate complex financial matters and ensure compliance with regulations.

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.