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Palm City
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Palm City
Showing 1 to 10 of 46 CPAs in Palm City, Florida
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John P. Coblentz
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Based in Palm City, Florida, John P. Coblentz is a certified public accountant with over 20 years of experience serving various industries, including small and medium-sized businesses and family-owned enterprises. His specialization in basic accounting services, tax compliance, and individual tax services enables him to assist clients in managing their financial records and meeting tax obligations. Additional services include compounding financial statements, processing payroll, and ensuring compliance with relevant regulations.
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Lori A. Lehn
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Lori A. Lehn is a certified public accountant based in Palm City, Florida, with over 15 years of experience providing financial guidance to individuals and families, as well as entrepreneurs and startups. Her expertise encompasses basic accounting services, tax compliance, and financial planning, with a focus on helping clients navigate complex tax laws and regulations. Lehn's services include sales tax compliance and tax planning and consulting, allowing her to effectively support clients with their short-term and long-term financial needs. Her extensive experience and specialization in tax compliance make her a valuable resource for clients seeking to optimize their financial situations.
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John W. Moffitt
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Based in Palm City, Florida, John W. Moffitt brings over 15 years of experience in public accounting, providing a range of services to various business structures and entrepreneurs. His expertise includes preparing individual and business tax returns, as well as providing basic accounting services for small businesses. In addition to tax return preparation, Moffitt offers specialized guidance on retirement account tax reporting, a valuable resource for individuals navigating complex tax laws.
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Xiao L. Yuan
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Xiao L. Yuan, a certified public accountant based in Palm City, Florida, has been providing accounting and tax services for over 20 years. She specializes in offering Financial Planning, Individual Tax Services, and Basic Accounting Services to her clients in the Palm City area. With expertise in both small and medium-sized businesses and individual tax preparation, Yuan's CPA services include Bookkeeping & Financial Statement Compilation, as well as Individual & Business Tax Return Preparation.
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Ellen R. Moody
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
As a certified public accountant with over 18 years of experience in Palm City, Florida, Ellen R. Moody provides financial guidance to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. Her expertise lies in basic accounting services, tax compliance, and business tax services, with a focus on ensuring accurate financial statements and up-to-date sales tax compliance. With a background in bookkeeping and financial statement compilation, Ellen helps her clients navigate complex financial regulations and maintain a smooth business operation.
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Mary J. Dunlea
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Based in Palm City, Florida, Mary J. Dunlea is a certified public accountant with over 20 years of experience. Her expertise encompasses a range of areas, including basic accounting services, financial planning, and individual tax services. Notably, she offers specialized tax reporting for retirement accounts, helping clients navigate complex tax regulations and maximize their retirement investments. With a focus on family-owned enterprises and small to medium-sized businesses, Dunlea provides tailored financial guidance and tax planning to meet the unique needs of her clients.
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Joanne A. Stoddard
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Based in Palm City, Florida, Joanne A. Stoddard provides financial guidance to clients in need of reliable accounting services. With over 10 years of experience in the field, she specializes in basic accounting services, small business accounting, and business tax services, making her a valuable resource for individuals and families as well as small and medium-sized businesses. Her services include general accounting and advisory, as well as payroll processing and compliance, ensuring that her clients meet all necessary financial obligations.
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Jankie Bhagudas
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Jankie Bhagudas is a certified public accountant based in Palm City, Florida, with over 15 years of experience providing financial guidance to entrepreneurs, startups, and individuals. His expertise lies in basic accounting services, tax compliance, and financial planning, with a focus on helping clients navigate complex regulatory environments. Bhagudas offers specialized services in payroll processing and compliance and sales tax compliance, ensuring that his clients meet their financial obligations and minimize risks. With a strong understanding of the unique needs of his clients, Bhagudas provides personalized financial planning and support to help them achieve their goals and maintain financial stability.
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Bruce L. Swabb
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Located in Palm City, Florida, Bruce L. Swabb is a certified public accountant with over 15 years of experience. His practice focuses on providing comprehensive financial services to a diverse range of clients, including various business structures such as S-Corps, partnerships, and LLCs, as well as individuals and families. Specializing in basic accounting services, business tax services, and individual tax services, Bruce L. Swabb stays up-to-date on the latest tax laws and regulations to ensure accurate and compliant financial statements and tax returns. In addition to his core services, Bruce L. Swabb also offers sales tax compliance to help his clients navigate the complexities of sales tax obligations.
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Byron M. Hudson
Certified Public Accountant
Verified Licensed
Location Palm City, Florida 34990
Byron M. Hudson is a certified public accountant based in Palm City, Florida, with over 15 years of experience in the field. His practice focuses on individual and business tax return preparation, as well as payroll processing and compliance for diverse clients, including individuals and families, and various business structures such as S-Corps, partnerships, and LLCs. Specializing in basic accounting services, financial planning, and individual tax services, Hudson provides personalized support to his clients and helps them navigate complex tax laws and 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.