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Windermere
Filter Results
Windermere
Showing 71 to 80 of 82 CPAs in Windermere, Florida
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Gregory Dailer
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Gregory Dailer is a certified public accountant (CPA) with extensive experience in accounting and taxation, based in Windermere, Florida. He specializes in providing basic accounting services, individual tax services, and small business accounting, catering to individuals and families, as well as entrepreneurs and startups. With over [insert years] years of experience, Dailer offers tax planning and consulting services, as well as general accounting and advisory services, helping clients navigate complex financial situations and achieve their financial goals.
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Shaun J. Heelan
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Based in Windermere, Florida, Shaun J. Heelan is a licensed CPA with over 15 years of experience in public accounting. He specializes in providing individual and business tax return preparation, as well as tax planning and consulting services to family-owned enterprises and entrepreneurs. His areas of expertise include basic accounting services, small business accounting, and financial planning, serving the unique needs of startups and established businesses alike. With a strong background in financial planning, Heelan helps his clients achieve their long-term goals and navigate complex tax laws.
CA
Carrie A. Rachon
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Based in Windermere, Florida, Carrie A. Rachon is a certified public accountant with over 15 years of experience. Her practice focuses on serving family-owned enterprises and various business structures, including S-corps, partnerships, and LLCs. Specialized in basic accounting services, business tax services, and individual tax services, Carrie's expertise also extends to payroll processing and sales tax compliance. With a strong background in these areas, Carrie is well-equipped to provide tailored solutions for her clients' unique financial needs.
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Jessica R. Robinson
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Based in Windermere, Florida, Jessica R. Robinson is a certified public accountant with over 17 years of experience in providing financial guidance and support to entrepreneurs and startups, as well as individuals and families. Her specialties include basic accounting services, financial planning, and tax compliance, helping clients navigate complex financial situations and stay up-to-date on changing regulations. Notably, Robinson offers IRS representation services to assist clients in resolving tax disputes and navigating audit processes, ensuring they receive the best possible outcome.
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Andre' S. Oberholzer
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Andre' S. Oberholzer is a certified public accountant with a practice based in Windermere, Florida, providing accounting and tax services to individuals and families, as well as family-owned enterprises. With over 10 years of experience in the field, he specializes in basic accounting services, individual tax services, and tax compliance, offering expertise in areas such as financial statement compilation and payroll processing. Andre' S. Oberholzer is particularly skilled in handling complex tax situations and is knowledgeable about the changing tax laws and regulations, ensuring his clients receive accurate and timely tax advice and support.
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Luz D. Hernandez
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Luz D. Hernandez is a certified public accountant with over 15 years of experience in tax planning and consulting. Based in Windermere, Florida, she specializes in providing basic accounting services, tax compliance, and business tax services to entrepreneurs and startups, as well as individuals and families. With expertise in navigating complex IRS issues, Hernandez also offers IRS representation services, helping clients resolve disputes and avoid penalties.
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Robert L. Shaw
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Based in Windermere, Florida, Robert L. Shaw is a certified public accountant with over 20 years of experience providing financial guidance to individuals and small to medium-sized businesses. His expertise includes tax return preparation, tax planning, and consulting, as well as basic accounting services and business tax services. Mr. Shaw serves clients from various industries, including individuals and families, and small to medium-sized businesses, offering personalized solutions tailored to their specific needs.
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Thomas D. Baldwin
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Based in Windermere, Florida, Thomas D. Baldwin is a certified public accountant with over 18 years of experience in providing comprehensive accounting services. With expertise in areas such as basic accounting, small business accounting, and individual tax services, Baldwin serves a diverse range of clients including entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. Baldwin's additional service in IRS representation is a valuable asset for businesses and individuals facing tax-related issues, demonstrating his ability to navigate complex tax matters.
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Hafiz Z. Kanji
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Hafiz Z. Kanji is a Windermere-based CPA with over 15 years of experience in providing financial guidance to various small and medium-sized businesses. His services encompass general accounting and advisory, bookkeeping, and financial statement compilation, catering to the needs of sole proprietors, S-Corps, partnerships, and LLCs. With specializations in basic accounting, individual tax services, and financial planning, Kanji helps clients navigate complex financial decisions and ensures compliance with regulatory requirements.
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Monica M. Jones
Certified Public Accountant
Verified Licensed
Location Windermere, Florida 34786
Monica M. Jones resides in Windermere, Florida, and has been a certified public accountant for over 10 years. She focuses primarily on providing financial planning and individual tax services to individuals and families, as well as basic accounting services to family-owned enterprises. A member of the American Institute of Certified Public Accountants, Monica specializes in navigating complex financial situations, including IRS representation and sales tax compliance. With a deep understanding of tax laws and regulations, she helps her clients achieve their financial goals and maintain compliance with tax requirements.

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.