TOP 30 Accounting firms in Sarasota, Florida

Daniel A Shontere is a financial advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in various areas of finance, Daniel is dedicated to providing comprehensive and personalized financial planning services to clients.

Chris Erbeck - Ameriprise Financial Services, LLC is a finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. The institution offers a range of financial services and expertise, with professionals holding various certifications and designations to provide specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Some of the certifications held by professionals at Chris Erbeck - Ameriprise Financial Services, LLC include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®.

Global Financial Private Client, LLC is a finance institution located in Sarasota, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to our clients. With a focus on building long-term relationships and understanding each client's unique financial goals, we strive to help individuals and families achieve financial success and security. Visit us at 6000 Cattleridge Drive to learn more about how we can assist you in reaching your financial objectives.

Chris Nichols - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track progress. Clients can access their investments and accounts from any device securely. The institution offers an overview of financial planning concepts in the initial consultation. Investment products involve risks, and investment advisory services are provided by Ameriprise Financial Services, LLC. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Chris Nichols may conduct securities business with residents of certain states. The institution cannot guarantee future financial results. Privacy and security measures are in place to protect clients' information. Feel free to refer friends or family members for financial assistance.

Michael Bowers - Morgan Stanley is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. As a branch of the renowned Morgan Stanley firm, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, Michael Bowers - Morgan Stanley is here to help you every step of the way.

Scott Tonnesen - Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong reputation for excellence in the finance industry, our team of professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we have the expertise and resources to help you achieve your financial goals. Trust Scott Tonnesen - Morgan Stanley for all your financial needs.

Merrill Lynch Financial Advisor Rees Mason, located at 9128 Strada Place in Naples, Florida, is dedicated to understanding your priorities and helping you achieve your financial goals. Our team of experienced professionals will work with you to design, implement, and review a personalized wealth management strategy that aligns with your objectives while managing investment risk. We believe in taking a comprehensive approach to financial planning, considering your unique circumstances, goals, and values. Our one-on-one collaboration allows us to develop a tailored financial strategy that meets your needs and helps you turn your goals into reality.

H&R Block is a renowned accounting and finance institution located at 8384 North Lockwood Ridge Road in Sarasota, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and ensure compliance with tax regulations. Visit us today for expert advice and personalized financial solutions.

Tax Pro Xpress LLC is a reputable accounting and finance institution located at 1903 Northgate Boulevard in Sarasota, Florida. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses in the area. With a commitment to accuracy and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Trust Tax Pro Xpress LLC for all your accounting and finance needs in Sarasota, Florida.

Kerkering, Barberio & Co., CPAs in Lakewood Ranch is a trusted institution located at 9423 Town Center Parkway in Florida, USA. As our community continues to grow, having access to reliable accounting and finance services is essential. Our team, including Barbara Jones, Heather Williams, and Michael Goldstein, is actively involved in the Lakewood Ranch community and possesses expertise in individual and business tax needs, financial planning, and estate planning. Whether you are a resident or business owner in the Sarasota/Manatee area, we are here to help. Contact us at (941) 365-4617 to schedule a consultation with our experienced team.

Doug Zandstra CPA CFE EA is a reputable accounting and finance institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Headed by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. Their team of 4 remote accountants provides concierge tax and accounting services to professional athletes, musicians, entertainers, and other individuals who require personalized financial management. In addition to tax services, they offer financial planning, international tax assistance, multistate tax services, litigation support, forensic tax, and IRS representation. With over 10 years of experience in the Bradenton, Sarasota, and Lakewood Ranch area, Doug Zandstra is dedicated to helping businesses with accounting services, tax preparation, and IRS negotiations. Their paperless tax preparation services ensure a quick turnaround time, and they offer free consultations to discuss specific tax needs. Whether you need help with retirement planning, tax preparation, IRS negotiations, or forensic accounting, Doug Zandstra CPA CFE EA is committed to providing top-quality service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

JB Underhill, CPA is a reputable accounting and finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. With a background in Big Four accounting firms, J.B. Underhill offers tailored services to businesses in Tampa and surrounding areas. Their expertise includes traditional accounting and bookkeeping, as well as specialized services such as forensic accounting, business valuation, audit services, and business acquisition planning. With a focus on providing strategic guidance and value-added services, J.B. Underhill is a trusted advisor for businesses throughout the year. In addition, they offer tax relief services to help businesses navigate complex tax issues and achieve the best possible outcomes. Contact them at their Tampa office at 1112 Channelside Drive or their Sarasota office at 6151 Lake Osprey Drive for expert financial assistance.

Block Advisors is a leading accounting and finance institution located at 2300 Bee Ridge Road in Sarasota, Florida, United States. Our team of experienced professionals provides expert tax preparation, financial planning, and business consulting services to individuals and businesses alike. With a focus on personalized attention and customized solutions, we strive to help our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how Block Advisors can help you navigate the complexities of tax and finance.

Cavanaugh & Co., LLP is a reputable accounting and finance firm located at 2381 Fruitville Road in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Cavanaugh & Co., LLP for expert advice and personalized solutions to help them achieve their financial goals. Their dedication to excellence and commitment to client satisfaction sets them apart as a trusted partner in financial management.

Miles & Thirion is a reputable accounting and finance institution located at 2050 Proctor Road in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping for individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your accounting and financial needs. Visit Miles & Thirion today to experience top-notch service and expert advice.

Gifford And Associates, Inc. is a reputable accounting and finance institution located at 2138 Gulf Gate Drive in Sarasota, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Gifford And Associates, Inc. is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and efficient, they are committed to helping you achieve your financial goals.

Cavanaugh & Co: Carr Bethany is a reputable accounting and finance institution located at 2381 Fruitville Road in Sarasota, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Cavanaugh & Co: Carr Bethany is dedicated to helping you achieve your financial goals and secure your financial future. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.

Kerkering Barberio is a premier CPA firm located in Sarasota, Florida. Conveniently situated at 1990 Main Street, Suite 801, our office is home to over 120 professional staff specializing in a wide range of accounting and financial services including tax, accounting, audit, advisory, assurance, enterprise risk management, and healthcare consulting. Our mission is to bring together the best people, quality services, and innovative products to help you achieve your personal, business, and financial goals. To visit us, enter the parking garage by going west on Ringling Boulevard from US 301 and park on the 2nd through 6th floors marked Visitors or Employees. Follow the elevator signs in the garage and take elevator A, B, or D to the 8th floor.

Sabella & Marshall CPA's is a reputable accounting and finance institution located at 2501 South Tamiami Trail in Sarasota, Florida, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Contact Sabella & Marshall CPA's today to experience their professional and personalized approach to accounting and finance.

Nicholas J. Boris CPA, PA is a reputable accounting and finance institution located at 5602 Marquesas Circle in Sarasota, Florida. With a team of experienced professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can trust Nicholas J. Boris CPA, PA for expert advice and personalized solutions to meet their financial needs.

Walters & Associates, CPAs is a leading accounting and finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. With a focus on personalized tax guidance and strategy, the institution offers a refreshing evolution of tax-based accounting services. Their specialized approach to maximizing audit ROI includes analyzing financials, controls, and overall business performance effectively. Walters & Associates, CPAs align plans with strategy, having submitted over 500 financial projections to AHCA without denials to maximize results. With a 100% success rate in CAP Liability Report preparation, clients can trust timely and accurate submissions for peace of mind. The institution also offers bookkeeping services to simplify businesses, ensuring 100% accurate books and freeing up time for growth.

WesTax, Inc is a reputable finance institution located at 2477 Stickney Point Road in Sarasota, Florida, United States. With a team of experienced professionals, WesTax, Inc provides a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, WesTax, Inc is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Francina M Hollaway CPA LLC is a trusted accounting, finance, and insurance agency located at 2937 Bee Ridge Road in Sarasota, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, insurance coverage, or financial planning, our dedicated team is here to help you navigate the complexities of the financial world. Trust Francina M Hollaway CPA LLC for all your financial needs.

John Daniels, CPA is a trusted accounting and finance institution located at 2100 Constitution Boulevard in Sarasota, Florida, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, John Daniels, CPA is the place to turn for reliable and professional service.

Brent J. Myers, CPA is a reputable accounting and finance institution located at 2523 Stickney Point Road in Sarasota, Florida, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Brent J. Myers, CPA is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trustworthy, reliable, and professional, they are committed to helping clients achieve their financial goals.

Olivo Small Business CPA Solutions is a trusted accounting and finance institution located at 1343 Main Street in Sarasota, Florida. Our team of experienced Certified Public Accountants specializes in providing tailored financial solutions for small businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. With a commitment to personalized service and attention to detail, Olivo Small Business CPA Solutions is dedicated to helping your business thrive. Contact us today to schedule a consultation.

Koinon Integrity Bookkeeping is a reputable accounting and finance institution located at 2955 Bee Ridge Road in Sarasota, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services with the highest level of integrity. Whether you are a small business owner or an individual in need of financial guidance, we are here to help you manage your finances effectively. Trust Koinon Integrity Bookkeeping for all your accounting and finance needs.

Bernuy Tax & Payroll Services is a reputable accounting and finance institution located at 1443 Tallevast Road in Sarasota, Florida, United States. With a team of experienced professionals, we provide top-notch tax preparation and payroll services to individuals and businesses alike. Our goal is to ensure that our clients receive accurate and timely financial assistance to help them navigate through the complexities of tax laws and payroll management. Trust Bernuy Tax & Payroll Services to handle all your accounting needs with precision and professionalism.

Chris Kehoe Tax Law is a reputable institution located at 360 Central Avenue in St. Petersburg, Florida. Specializing in accounting, finance, and legal services, Chris Kehoe Tax Law offers expert advice and representation in tax matters. With locations in Sarasota, Tampa, Fort Myers, North Port, Venice, and St. Petersburg, clients can easily access their services throughout the region. The team at Chris Kehoe Tax Law can be contacted at 941-787-7575, 813-466-1414, or 239-829-5669, or via email at Chris@TaxGC.com. Operating hours are Monday to Friday from 7 a.m. to 5 p.m. EST, Saturday from 7 a.m. to 11:30 p.m. EST, and Sunday from 9 a.m. to 10 p.m. EST. Trust Chris Kehoe Tax Law for all your tax law needs in the Sarasota, Tampa, and Fort Myers areas.

Tropical Taxx & Paradise Payroll is a premier accounting and finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. We specialize in providing expert tax services and payroll solutions to individuals and businesses in the area. Our professional team is dedicated to helping our clients navigate the complex world of finances with ease and efficiency. Whether you need assistance with tax preparation, bookkeeping, or payroll processing, Tropical Taxx & Paradise Payroll is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.