(941) 475-1976
Your Success Begins With Us
Our Services
Small Business Accounting
We offer the highest level of expertise and professionalism with individual attention, timely service, and competitive rates.
Our technology allows us to effectively service clients from a distance, remotely, or locally.
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Tax Planning, Preparation
and Support
We do more than prepare your tax return! We go beyond the basics to provide services that prepare you for the future.
Our long-term client relationships result in effective tax-saving strategies, improved decision-making, and long-term wealth building.
Investment Management & Financial Planning
Building and preserving your wealth requires specialized attention. We give you one-on-one guidance to grow your assets, minimize your taxes, and achieve financial freedom.
What Our Clients Say
Audrey, Grafico Designs
President
Valerie has been an exceptional CPA for our business and personal finances for over 15 years. She is prompt, responsive, professional and knowledgeable. I have recommended her to numerous friends, family and business associates. Valerie works her tail off for you and you can't ask for more from a CPA.
Jeff, Gasparilla Garage
Founder
My local bank Manager referred me to Valerie over 10 years ago. Her accounting and professionalism has been great in good years and during a rough year when we opened my business. Highly recommend!
Eugene Sullivan
Rotonda West
My wife and I were referred to Valerie by our realtor. Valerie has shown herself to be very knowledge on various tax issues which reassured us on our tax position and was very efficient in enabling us to submit our tax returns on time. Thank you, Valerie.
“Success is not final; Failure is not fatal:
It is the courage to continue that counts.”
Winston Churchill