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Wellington
Filter Results
Wellington
Showing 31 to 40 of 86 CPAs in Wellington, Florida
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Michael Hofmann
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Michael Hofmann is a certified public accountant (CPA) based in Wellington, Florida. With over 15 years of experience in accounting and taxation, he specializes in providing basic accounting services, individual tax services, and ensuring tax compliance. His services cater to entrepreneurs and startups, as well as small to medium-sized businesses, offering bookkeeping and financial statement compilation, and individual and business tax return preparation.
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Robert A. Young
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Based in Wellington, Florida, Robert A. Young is a certified public accountant with over 20 years of experience in providing comprehensive accounting services. His areas of specialization include basic accounting services, financial planning, and tax compliance, catering to the needs of entrepreneurs and startups, as well as individuals and families. Notably, he offers expert tax planning and consulting services, including retirement account tax reporting, to ensure that his clients meet their financial goals.
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Steven Brodsky
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Based in Wellington, Florida, Steven Brodsky serves the tax and accounting needs of individuals and families, as well as small and medium-sized businesses in the region. With over 15 years of experience in public accounting, Brodsky specializes in providing basic accounting services, business tax services, and tax compliance expertise. His services include sales tax compliance and retirement account tax reporting, helping clients navigate complex tax regulations and financial requirements.
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Heidi Swartz
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
As a seasoned accounting professional, Heidi Swartz has been serving the business community in Wellington, Florida, for an impressive 15 years. Heidi specializes in providing basic accounting services, financial planning, and business tax services, catering to small and medium-sized businesses across various business structures, including S-Corps, partnerships, and LLCs. With in-depth knowledge of sales tax compliance and IRS representation, Heidi is well-equipped to handle complex financial situations and ensure her clients remain compliant with tax laws.
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Gerson Plotnick
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Gerson Plotnick is a certified public accountant with over 20 years of experience in providing financial guidance and advisory services. Based in Wellington, Florida, he specializes in basic accounting services, tax compliance, and individual tax services for various business structures and family-owned enterprises. His services include bookkeeping and financial statement compilation, as well as general accounting and advisory for clients in need of comprehensive financial support.
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Beth A. Ryan
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Based in Wellington, Florida, Beth A. Ryan is a certified public accountant with over a decade of experience in providing financial guidance to family-owned enterprises and individuals and families. Her areas of specialization include tax compliance, general accounting services, and financial planning, which have been instrumental in helping her clients achieve their financial goals. Ms. Ryan maintains expertise in basic accounting services, including sales tax compliance, and offers advisory services to ensure her clients remain compliant with relevant tax regulations.
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Douglas B. Gordon
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Located in Wellington, Florida, Douglas B. Gordon provides accounting services to individuals and families, as well as small and medium-sized businesses. With over 15 years of experience, his specialization includes basic accounting services, small business accounting, and business tax services. Specific services offered by Mr. Gordon include bookkeeping and financial statement compilation, as well as retirement account tax reporting, supporting clients in their tax planning needs.
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Nery A. Diaz
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Nery A. Diaz is a certified public accountant with extensive experience providing a range of accounting services. Located in Wellington, Florida, she offers expertise in sales tax compliance, payroll processing and compliance, basic accounting services, individual tax services, and business tax services. Diaz has served clients in both individual and family settings, as well as small and medium-sized businesses, utilizing her knowledge to address their specific accounting needs. With over a decade of experience, Diaz has developed a strong foundation in financial management and tax planning, enabling her to provide informed guidance to her clients.
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Barbara J. Swisher
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Barbara J. Swisher is a certified public accountant based in Wellington, Florida, with over 15 years of experience in general accounting and advisory services. Her areas of specialization include basic accounting services, tax compliance, and small business accounting, which she provides to individuals and families as well as small and medium-sized businesses in the region. One of her notable services is payroll processing and compliance, helping clients navigate complex tax regulations and ensure timely payments to their employees.
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Kathleen M. Crum
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Kathleen M. Crum is a seasoned accounting professional with over 20 years of experience in providing financial guidance to entrepreneurs and startups in Wellington, Florida. Her practice offers a range of services, including payroll processing and compliance, as well as individual and business tax return preparation, tailored to meet the needs of S-Corps, partnerships, and LLCs. Focusing on basic accounting services, business tax services, and tax compliance, Kathleen M. Crum enables her clients to navigate complex financial situations with confidence and accuracy.

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.