ABOUT SUNCOAST FINANCIAL SERVICES
Suncoast Financial Services has always been focused on providing excellent, personalized service to our clients. We consistently work to ensure that communication and working with us is easy, friendly, and feels natural. Our firm works to ensure that each client is valued, even as we continue to experience steady growth. Each one on our staff has years of experience in accounting, payroll, and all types of tax work. We prepare tax returns for many different types and sizes of businesses, non-profit organizations, partnerships, trusts, and of course hundreds of individuals each year. Two of us are Enrolled Agents, licensed by the IRS. The Enrolled Agent license is the only license issued by the IRS, and is only issued to those who have been thoroughly tested, examined, and have undergone extensive background checks. The EA license grants us the authority to work with and represent taxpayers throughout the country on any IRS issue that may come up. We hope none of our clients ever experience an issue with the IRS, but it does happen, and when it does the EA license allows us to act in their behalf and we work diligently to resolve any IRS issues as quickly as possible and work to ensure the best outcome possible for our clients.
Suncoast Financial Services has always been focused on providing excellent, personalized service to our clients. We consistently work to ensure that communication and working with us is easy, friendly, and feels natural. Our firm works to ensure that each client is valued, even as we continue to experience steady growth. Each one on our staff has years of experience in accounting, payroll, and all types of tax work. We prepare tax returns for many different types and sizes of businesses, non-profit organizations, partnerships, trusts, and of course hundreds of individuals each year. Two of us are Enrolled Agents, licensed by the IRS. The Enrolled Agent license is the only license issued by the IRS, and is only issued to those who have been thoroughly tested, examined, and have undergone extensive background checks. The EA license grants us the authority to work with and represent taxpayers throughout the country on any IRS issue that may come up. We hope none of our clients ever experience an issue with the IRS, but it does happen, and when it does the EA license allows us to act in their behalf and we work diligently to resolve any IRS issues as quickly as possible and work to ensure the best outcome possible for our clients.
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FINANCIAL PLANNING & WEALTH MANAGEMENT
Our Financial Services Division specializes in helping you with your financial planning, financial management, wealth management, retirement planning, and estate planning needs. We want to work with you, no matter if you are just starting your investment portfolio or are already "there." We can set up and manage your personal IRA or 401K for your business. We will help you meet your goals for retirement. We can help you plan for how your assets should be distributed as you step into eternity. Some investment houses, banks, and investment advisors require a minimum investment of $250,000 or even $500,000 .... we are not one of those. We offer free consultations, quarterly contact, low fees, and personal service. |
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FULL SERVICE TAX PREPARATION
Our TaxPrep911.com tax preparation division specializes in tax planning and preparing tax returns for individuals, businesses, estates, and non-profit organizations. We have the knowledge, ability, and experience to prepare all types of tax returns from short-form individual returns to the more complex corporate, non-profit, and estate tax returns. As an enrolled agent, Jerry Trask has demonstrated technical expertise and professional ethics to the United States Treasury Department and has been granted enrollment to practice before the Internal Revenue Service.
Our TaxPrep911.com tax preparation division specializes in tax planning and preparing tax returns for individuals, businesses, estates, and non-profit organizations. We have the knowledge, ability, and experience to prepare all types of tax returns from short-form individual returns to the more complex corporate, non-profit, and estate tax returns. As an enrolled agent, Jerry Trask has demonstrated technical expertise and professional ethics to the United States Treasury Department and has been granted enrollment to practice before the Internal Revenue Service.
FULL SERVICE ACCOUNTING
Our accounting division specializes in helping small businesses, churches, ministries, and other non-profit organizations with their accounting challenges. We can help fulfill your accounting needs for a short-term, long-term or permanent basis. We work with several software programs including, Creative Solutions, QuickBooks, and Shelby, and are able to handle all of your accounting and bookkeeping needs.
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ABOUT ENROLLED AGENTS:
Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. 
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ABOUT JERRY TRASK:
Jerry holds a Bachelor of Science degree in Business Administration and a Master of Science degree in Accounting & Finance. In addition, he has 25 years of experience in private business working in most every accounting position including CFO of a $100-million corporation. He has also owned several businesses. Jerry has worked with churches, ministries, and other non-profit organizations throughout the Southeastern United States helping them with a full range of accounting and business issues. Over the past few years Jerry has become an Enrolled Agent and is a member of the NAEA. Jerry has been recognized as having technical expertise, professional ethics, and has been granted the right to represent tax payers before the IRS in all fifty states. He also holds a Series 65 license, allowing him to offer financial advisory services throughout the country. |
