NEW CLIENT ONBOARDING
How do I become a client?
You will need to complete the Business Intake Form and/or the Individual Intake Form as a first step. Once you submit the completed form(s), please schedule an Introduction Meeting.
Taxes are incredibly complex, and the best thing you can do is be proactive. It allows for strategies that may not otherwise be available, brings the cost in line with your cash flow, and helps you avoid surprises. CPA of Florida is a profesional CPA firm that helps businesses and individuals with income tax planning and preparation. When you work with us, you can trust that this complex piece of your life is taken care of (and understood) so you can focus on the elements that bring greater value to your business and personal life. If you’re looking for a professional business consulting, accounting consulting and assistance, tax preparation, or planning, CPA of Florida PA has you covered.