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Fort Myers Beach
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Fort Myers Beach
Showing 1 to 8 of 8 CPAs in Fort Myers Beach, Florida
HJ
H. J. Smith
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33931
H. J. Smith, a practicing CPA in Fort Myers Beach, Florida, has been providing accounting services to individuals and families, as well as family-owned enterprises, since 2005. The firm specializes in basic accounting services, individual tax services, and financial planning, catering to the unique needs of its clients. Additionally, H. J. Smith is well-versed in sales tax compliance and offers bookkeeping and financial statement compilation services, helping clients maintain accurate financial records.
ML
Monica L. Tezak
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33932
Based in Fort Myers Beach, Florida, Monica L. Tezak provides accounting and advisory services to small and medium-sized businesses and individuals and families. With over 20 years of experience, her practice focuses on basic accounting services, financial planning, and individual tax services, as well as tax planning and consulting. Monica is well-versed in general accounting and advisory matters, helping clients navigate complex financial situations and make informed decisions.
PA
Peter A. Cartwright
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33931
Peter A. Cartwright is a certified public accountant with over 25 years of experience serving clients in various business structures. Based in Fort Myers Beach, Florida, he specializes in providing basic accounting services, ensuring tax compliance, and expertly managing small business accounting needs. With a focus on individual and business tax return preparation, as well as bookkeeping and financial statement compilation, Cartwright delivers accurate and timely financial solutions to his clients. His experience working with entrepreneurs and startups has equipped him with the knowledge to navigate the unique financial challenges faced by these businesses.
SM
Sanmukh M. Swami
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33931
A Fort Myers Beach, Florida-based Certified Public Accountant, Sanmukh M. Swami has over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. With a focus on small and medium-sized businesses, Sanmukh provides basic accounting services, individual tax services, and small business accounting to ensure accurate financial reporting and compliance. Additionally, Sanmukh handles sales tax compliance and IRS representation to mitigate potential risks and penalties.
CZ
Carol Z. Klaben
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33931
Based in Fort Myers Beach, Florida, Carol Z. Klaben is a seasoned accounting professional with over 10 years of experience. Her expertise includes providing individual and business tax return preparation, as well as tax planning and consulting services tailored to meet the specific needs of her clients. Klaben's areas of specialization encompass basic accounting services, tax compliance, and business tax services, with a focus on serving various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises.
TR
Terry R. Campbell
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33931
Terry R. Campbell is a certified public accountant with over 20 years of experience in providing financial guidance and tax expertise. Based in Fort Myers Beach, Florida, he specializes in serving family-owned enterprises and small to medium-sized businesses, catering to their unique accounting and financial needs. His services include payroll processing and compliance, individual and business tax return preparation, as well as basic accounting services and financial planning.
DN
Donald N. Corcelli
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33931
Donald N. Corcelli is a certified public accountant based in Fort Myers Beach, Florida, with over 20 years of experience in providing accounting and tax services. His areas of specialization include basic accounting services, financial planning, and business tax services, catering specifically to family-owned enterprises and entrepreneurs and startups. Mr. Corcelli's services also encompass retirement account tax reporting, as well as bookkeeping and financial statement compilation.
DV
David V. Kolson
Certified Public Accountant
Verified Licensed
Location Fort Myers Beach, Florida 33932
With over 10 years of experience in public accounting, David V. Kolson provides expert taxation and accounting services to small and medium-sized businesses. Based in Fort Myers Beach, Florida, Kolson's specialization in business tax services, financial planning, and basic accounting services enables him to cater to the diverse needs of various business structures, including S-corps, partnerships, and LLCs. Kolson's service expertise extends to retirement account tax reporting and sales tax compliance, allowing him to offer comprehensive support to his clients.

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.