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Keystone Heights
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Keystone Heights
Showing 1 to 3 of 3 CPAs in Keystone Heights, Florida
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Paul D. Yates
Certified Public Accountant
Verified Licensed
Location Keystone Heights, Florida 32656
Based in Keystone Heights, Florida, Paul D. Yates offers expert accounting services to meet the needs of family-owned enterprises and individuals. With over 20 years of experience in general accounting and advisory, tax compliance, and financial planning, Mr. Yates provides tailored guidance for tax reporting and planning. As a specialist in basic accounting services, retirement account tax reporting, and financial planning, Mr. Yates serves as a trusted advisor to his clients in the Keystone Heights area.
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Katharine A. Judson
Certified Public Accountant
Verified Licensed
Location Keystone Heights, Florida 32656
Katharine A. Judson is a certified public accountant based in Keystone Heights, Florida, boasting over two decades of experience in the field. With a specialization in providing basic accounting services to small business owners, she assists clients in navigating tax compliance and ensuring timely payroll processing. Her extensive experience in small and medium-sized businesses, as well as family-owned enterprises, has equipped her with a deep understanding of the unique needs of these industries.
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Barbara J. Triest
Certified Public Accountant
Verified Licensed
Location Keystone Heights, Florida 32656
Barbara J. Triest is a certified public accountant based in Keystone Heights, Florida, with over 15 years of experience providing accounting services to various clients. Her expertise lies in basic accounting services, small business accounting, and individual tax services, making her a trusted advisor for entrepreneurs and startups, as well as individuals and families. Among her services, Barbara offers payroll processing and compliance, ensuring accurate and timely payment processing for her clients, and provides IRS representation, helping resolve complex tax issues efficiently.

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.