Yes, we are currently accepting new personal and business tax clients!!
Call us at 727-535-0450 or Email [email protected]
Call us at 727-535-0450 or Email [email protected]
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Welcome to Suncoast Financial Services Whether you are looking for help with Tax Prep, Tax Planning, Accounting, Bookkeeping, Payroll, Retirement Funds, Investment or Wealth Management services, 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. For more information about fixing your IRS tax issues, please go to our resolution website at www.IRSTaxFreedom.com . We are also financial advisors, Certified Credit Counselors and Certified Social Security Analysts. 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 business ownership, business management and business operations that almost any CPA or other accountant you will find. CONTACT US TODAY !!
If you are looking for **Great Service ** Knowledgeable Staff ** Reasonable Fees |
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Services We Offer
USE THE BUTTONS BELOW TO CONTACT US OR SCHEDULE A MEETING
New for 2024
Our New Client Care Program
Our New 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 |
