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Middleburg
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Middleburg
Showing 11 to 16 of 16 CPAs in Middleburg, Florida
JM
Jaimie M. Cook
Certified Public Accountant
Verified Licensed
Location Middleburg, Florida 32068
Jaimie M. Cook is a certified public accountant based in Middleburg, Florida, with over 10 years of experience in providing accounting solutions to small and medium-sized businesses and individuals. Her expertise encompasses basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial situations and make informed decisions. Notably, she offers comprehensive sales tax compliance services, ensuring businesses remain in compliance with state regulations and avoid potential penalties.
EB
Eric B. Dana
Certified Public Accountant
Verified Licensed
Location Middleburg, Florida 32068
Eric B. Dana is a practicing CPA based in Middleburg, Florida, with over 10 years of experience in providing accounting services to small and medium-sized businesses and individuals and families. His expertise lies in bookkeeping and financial statement compilation, payroll processing and compliance, as well as tax compliance and basic accounting services. Dana's experience spans across various industries, with a focus on helping small businesses navigate financial complexities and achieve compliance.
CA
Claude A. Burnett
Certified Public Accountant
Verified Licensed
Location Middleburg, Florida 32068
Claude A. Burnett is a certified public accountant based in Middleburg, Florida. With over a decade of experience in the field, he provides expertise in individual and business tax return preparation, as well as retirement account tax reporting for entrepreneurs and startup owners. Specializing in basic accounting services, tax compliance, and financial planning, Burnett serves a diverse client base including individuals and families, helping them navigate complex tax regulations and financial planning decisions. He maintains membership with various professional organizations, demonstrating his commitment to staying up-to-date on the latest industry developments and best practices.
NB
Nancy B. Posick
Certified Public Accountant
Verified Licensed
Location Middleburg, Florida 32068
Nancy B. Posick is a certified public accountant based in Middleburg, Florida, with over 20 years of experience in accounting and finance. She provides expertise in areas including business tax services, individual tax services, and basic accounting services, catering to various business structures such as S-corps, partnerships, and LLCs. In addition to general accounting and advisory services, Posick also specializes in retirement account tax reporting, helping clients navigate complex tax regulations.
DJ
David J. Carroll
Certified Public Accountant
Verified Licensed
Location Middleburg, Florida 32068
David J. Carroll is a certified public accountant (CPA) based in Middleburg, Florida. With over 15 years of experience in accounting and financial services, he provides bookkeeping and financial statement compilation services to individuals and small to medium-sized businesses. His specialization includes financial planning, individual tax services, and basic accounting services for various business structures, such as S-Corps, partnerships, and LLCs. Carroll's expertise in tax planning and consulting enables him to advise clients on optimizing their financial situations and meeting tax obligations.
RM
Robert M. Stevens
Certified Public Accountant
Verified Licensed
Location Middleburg, Florida 32068
Based in Middleburg, Florida, Robert M. Stevens is a certified public accountant with over 20 years of experience serving the financial needs of individuals and businesses in the region. His specialization in basic accounting services, financial planning, and individual tax services has allowed him to establish long-term relationships with clients representing various business structures, including S-Corps, partnerships, and LLCs. Mr. Stevens provides a range of services, including general accounting and advisory, bookkeeping, and financial statement compilation, to support the financial management goals of his diverse client base, spanning individuals and families, as well as a variety of business entities.

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.