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Lake Placid
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Lake Placid
Showing 1 to 9 of 9 CPAs in Lake Placid, Florida
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Donald S. Newton
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33852
Based in Lake Placid, Florida, Donald S. Newton is a certified public accountant (CPA) with extensive experience in accounting and taxation. With over 15 years of experience in providing financial services, he specializes in basic accounting services, financial planning, and tax compliance for individuals and families, as well as family-owned enterprises. Newton's expertise also extends to bookkeeping and financial statement compilation, and he represents clients before the IRS on tax-related matters.
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Jodi D. Hoffner
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33852
Jodi D. Hoffner is a certified public accountant based in Lake Placid, Florida. With over 15 years of experience in providing accounting and advisory services, she specializes in basic accounting services, tax compliance, and individual tax services. Her expertise includes sales tax compliance, making her a valuable resource for entrepreneurs and startups operating in Florida, as well as individuals and families requiring tax preparation and planning.
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John S. Haile
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33862
Based in Lake Placid, Florida, John S. Haile provides general accounting and advisory services to a diverse range of clients. With over years of experience in accounting, he specializes in tax compliance, small business accounting, and basic accounting services. Haile's practice focuses on serving individuals and families, as well as businesses with various structures, including S-Corps, partnerships, and LLCs. He also represents clients in IRS matters, offering expert guidance and representation in tax-related disputes.
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James A. Paul
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33852
Located in Lake Placid, Florida, James A. Paul provides expertise in sales tax compliance and tax planning and consulting. With over 15 years of experience, his specialization in basic accounting services, individual tax services, and business tax services is centered around addressing the complex financial needs of his clients. His services cater specifically to the accounting needs of family-owned enterprises, as well as individuals and families, ensuring personalized guidance and support throughout the financial process.
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Lynn M. Small
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33862
Based in Lake Placid, Florida, Lynn M. Small is a certified public accountant with over 12 years of experience in providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs. Her expertise spans basic accounting services, business tax services, and small business accounting, helping family-owned enterprises and other organizations navigate complex tax and financial regulations. Notably, Lynn specializes in payroll processing and compliance, ensuring seamless management of employee compensation and benefits.
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Marsha L. Putnam
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33852
Based in Lake Placid, Florida, Marsha L. Putnam is a seasoned accounting professional with extensive experience in providing comprehensive accounting services. Hailing over 20 years of experience, Putnam's expertise encompasses individual and business tax return preparation, general accounting, and advisory services, catering to individuals and families, as well as entrepreneurs and startups. With a specialization in basic accounting services, individual tax services, and tax compliance, Putnam's unique value lies in her meticulous attention to detail and her ability to navigate complex tax regulations, ensuring seamless financial management for her clients.
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Kenneth M. Knox
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33852
Kenneth M. Knox is a certified public accountant operating in Lake Placid, Florida. With over 15 years of experience in accounting and taxation, he provides comprehensive financial guidance to individuals and families, as well as entrepreneurs and startups. His services include payroll processing and compliance, individual and business tax return preparation, and basic accounting services for small businesses. He also specializes in individual tax services, offering expertise in tax planning and preparation. Knox is a dedicated professional committed to staying up-to-date with the latest changes in tax laws and regulations.
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Francis L. Williams
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33852
Based in Lake Placid, Florida, Francis L. Williams has over 20 years of experience providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. He specializes in basic accounting services, small business accounting, and individual tax services, and also offers advisory services to help clients make informed financial decisions. Williams has expertise in IRS representation, assisting clients with tax disputes and audits, and is well-versed in the financial needs of small business owners.
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Charles F. Wicks
Certified Public Accountant
Verified Licensed
Location Lake Placid, Florida 33852
Located in Lake Placid, Florida, Charles F. Wicks is a certified public accountant with extensive experience providing financial guidance. A certified public accountant since 2005, Wicks specializes in general accounting and advisory services, tax return preparation, and small business accounting. With a focus on small and medium-sized businesses, as well as individuals and families, Wicks offers comprehensive tax services and financial planning support.

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.