Yes, we are currently accepting new personal and business tax clients!!
We are always accepting new accounting and payroll clients.
Call us at 727-535-0450 or Email [email protected]
We are always accepting new accounting and payroll clients.
Call us at 727-535-0450 or Email [email protected]
Welcome to
Suncoast Financial Services
Suncoast Financial Services LLCWhether you are looking for help with Tax Prep, Tax Planning, Accounting, Bookkeeping, Payroll, Retirement Funds, Wealth Management services, or personal financial coaching/counseling, we can help.
We not only provide tax preparation services, but because we have 2 IRS licensed Enrolled Agents on our staff, we have experience and expertise working with the IRS to resolve simple and complex Tax Resolution issues. We are also financial advisors, Certified Credit Counselors and Certified Social Security Analysts, and Certified Financial Coaches. We provide business and non-profit consulting services. We know about businesses; how to start them, how to grow them, and how to manage them. We have owned and operated several small businesses ourselves, including companies that did metal fabrication, wood working, manufacturing, distribution, marketing, and video production. We have more experience in owning and managing businesses and non-profit organizations than most any other accountant or CPA that you will find. |
New for 2025 - Secure PortalFor this year we are offering a secure portal option for you to use to upload your tax documents for us to access. This is about as convenient as emailing your documents to us, but it is much more secure. Please use the button below to request a secure portal and we will set that up for you. The portal should be ready within 24 to 48 hours of your request, and you will receive an email notifying you that it is ready, with instructions for using this system.
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Services We Offer
USE THE BUTTONS BELOW TO CONTACT US OR SCHEDULE A MEETING
CONTACT US TODAY !!
If you are looking for **Great Service ** Knowledgeable Staff ** Reasonable Fees
If you are looking for **Great Service ** Knowledgeable Staff ** Reasonable Fees
New for 2024 And
Back for 2025
Our Very Popular Client Care Program
Back for 2025
Our Very Popular Client Care Program
Just Imagine:
You go to your mailbox, pull everything out looking for something more exciting than junk mail, and there it is … an envelope with the return address “Internal Revenue Service” on it.
Your heart starts to race, and you break out in a sweat. You open it and it’s a notice that the IRS is either questioning items on your tax return, or you’re going to be audited. Worse yet, you find out someone stole your identity, filed a tax return in your name, and collected a fraudulent refund!
You might wonder why you received the letter from the IRS in the first place since you have your tax returns prepared by a professional. The truth is anyone is subject to the scrutiny of the IRS for a variety of reasons.
Of course, if we do make any error, we will correct the issue and take responsibility for any penalties or actions with the IRS.
The Client Care Package includes Audit Protection for One Low Fee …
With our Audit Protection Plan we’ll protect you from ever having to deal with the tax authorities by yourself in case you get a notice from the IRS. And if you are ever summoned to meet with an IRS agent in person, we’ll attend on your behalf!
All this happens without any extra charges to you. Isn’t that a relief?
Sure, You Can Roll
The Dice and Pass Up
This Protection …
Without our Audit Protection Plan in place, receiving an audit notification will cost you anywhere from $3,500 to $10,000 and up to have a licensed tax professional defend you in an audit.
Here are the facts: The IRS sent out more than 17 million automated notices last year. When you receive a letter from the IRS, they will claim you owe them money or claim you didn’t report something properly, which you will have to defend, because with the IRS you are guilty until proven innocent. They have the power to levy your bank accounts and garnish your wages without a court order!
The Client Care Package Will Save You Time and Money …
For a small fee that’s added to your tax preparation invoice, we’ll shield and protect you from ever having to deal with the tax authorities by yourself in the event you get a notice from the IRS or state tax authorities.
And if you ever have to meet with an agent in person, we’ll attend the meeting on your behalf. You don’t even have to go!
You have the option to “opt out” of the plan if you choose; otherwise, you can agree to the protection by paying the fee. But if you choose to “opt out”of the Client Care Package, you will be charged our usual hourly rates to handle any and all notices you receive from the IRS or State questioning items on your return.
You go to your mailbox, pull everything out looking for something more exciting than junk mail, and there it is … an envelope with the return address “Internal Revenue Service” on it.
Your heart starts to race, and you break out in a sweat. You open it and it’s a notice that the IRS is either questioning items on your tax return, or you’re going to be audited. Worse yet, you find out someone stole your identity, filed a tax return in your name, and collected a fraudulent refund!
You might wonder why you received the letter from the IRS in the first place since you have your tax returns prepared by a professional. The truth is anyone is subject to the scrutiny of the IRS for a variety of reasons.
Of course, if we do make any error, we will correct the issue and take responsibility for any penalties or actions with the IRS.
The Client Care Package includes Audit Protection for One Low Fee …
With our Audit Protection Plan we’ll protect you from ever having to deal with the tax authorities by yourself in case you get a notice from the IRS. And if you are ever summoned to meet with an IRS agent in person, we’ll attend on your behalf!
All this happens without any extra charges to you. Isn’t that a relief?
Sure, You Can Roll
The Dice and Pass Up
This Protection …
Without our Audit Protection Plan in place, receiving an audit notification will cost you anywhere from $3,500 to $10,000 and up to have a licensed tax professional defend you in an audit.
Here are the facts: The IRS sent out more than 17 million automated notices last year. When you receive a letter from the IRS, they will claim you owe them money or claim you didn’t report something properly, which you will have to defend, because with the IRS you are guilty until proven innocent. They have the power to levy your bank accounts and garnish your wages without a court order!
The Client Care Package Will Save You Time and Money …
For a small fee that’s added to your tax preparation invoice, we’ll shield and protect you from ever having to deal with the tax authorities by yourself in the event you get a notice from the IRS or state tax authorities.
And if you ever have to meet with an agent in person, we’ll attend the meeting on your behalf. You don’t even have to go!
You have the option to “opt out” of the plan if you choose; otherwise, you can agree to the protection by paying the fee. But if you choose to “opt out”of the Client Care Package, you will be charged our usual hourly rates to handle any and all notices you receive from the IRS or State questioning items on your return.
Click Here for More Information about our Client Care Program
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Office Address
557 South Duncan Avenue Clearwater, FL 33765 |
Mailing Address
PO Box 14833 Clearwater, FL 33766 |
