North Florida’s Leading Tax Experts for the Construction, Manufacturing, Real Estate Industries & More
A successful tax strategy is crucial for both individuals and businesses, requiring careful consideration of numerous variables, from changing tax laws to fluctuating market conditions. At Pivot CPAs, we understand that navigating the complex tax landscape demands an expert hand. As the largest locally-owned audit and tax firm in Northeast Florida, we bring decades of experience and a commitment to uncovering the best money-saving opportunities for our clients throughout Jacksonville, Gainesville, and Northeast Florida.
Whether you’re in Construction, Manufacturing & Distribution, Real Estate, Transportation & Logistics, Professional Services, or another industry, our tailored tax solutions are designed to meet your unique needs.
Individual Tax Services in Jacksonville & Gainesville
PRECISION AND PLANNING FOR OPTIMAL RESULTS
Tax planning for individuals involves more than just preparing a return; it’s about strategically minimizing your tax burden while ensuring compliance with federal and state laws. Pivot CPAs provides a full range of tax services that are customized to your financial situation.
- Individual Tax Minimization: Our tax professionals will work closely with you to identify deductions, credits, and strategies to reduce your overall tax liability.
- Transaction Planning: We offer guidance on the tax implications of major life events, such as buying or selling property, investments, and more.
- Financial Planning: Our integrated approach ensures that your tax planning aligns with your overall financial goals, including retirement planning and wealth management.
- Managing IRS and State Audits: If you’re selected for an audit, our experienced team will represent you and manage the process to ensure the best possible outcome.
- General Tax Consulting: From answering your tax questions to providing strategic advice, we’re here to help you navigate the complexities of tax law.
- Tax Return Preparation: Our meticulous preparation process ensures that your return is accurate, timely, and takes advantage of every possible benefit.
- Estimated Tax Calculations: Avoid surprises at tax time with our estimation services, helping you stay on top of quarterly tax payments.
- Estate, Gift, and Trust Services: We assist with planning and compliance for estate, gift, and trust taxes, ensuring your wealth is preserved and transferred according to your wishes.
Our Tax Services team is led by industry experts dedicated to delivering excellence:
- Peter Reynolds, CPA – Managing Partner
- Bryan Reyes, CPA – Tax Partner
- James Peavey, CPA – Tax Partner
- Wendy Ranson, CPA – Tax Partner
- Michael Schnell, CPA, CVA – Tax Partner
- Pamela Bomba, CPA – Tax Partner
- Darrell Clarkson, CPA – Tax Partner
- Raejean Echegaray, CPA – Senior Tax Manager
- Amanda Mullins, CPA – Senior Tax Manager
- Emmy Pursley, CPA – Senior Tax Manager
- Debra Smith, CPA – Senior Tax Manager
- Dustin Saunders, CPA – Senior Tax Manager
- Lindsay Brown, CPA – Senior Tax Manager
- Fran Thompson, CPA – Senior Tax Manager
- Lanae Peters, CPA – Tax Manager
- Jason Young, EA – Tax Controversy Manager
- Amy Lawlor, CPA – Manager
- Carrie Griggs, Senior Manager, Family Office Services
- Kathleen Devine, Director of Family Office Services
Business Tax Services in Jacksonville & Gainesville
STRATEGIC SOLUTIONS FOR GROWTH AND COMPLIANCE
In today’s dynamic business environment, tax planning is essential to maintaining profitability and compliance. Pivot CPAs offers a comprehensive suite of tax preparation services for businesses in Jacksonville, Gainesville, and throughout Northeast Florida that are designed to support companies across various industries, including Construction, Manufacturing & Distribution, Real Estate, Transportation & Logistics, and Professional Services.
- Business Income Tax Minimization: We specialize in identifying strategies to reduce your business’s tax burden while ensuring full compliance with federal, state, and local tax laws.
- Choice of Entity and Tax Structuring: Our advisors will help you determine the best legal structure for your business to optimize tax outcomes.
- Multi-state Tax Planning: For businesses operating in multiple states, we provide expertise in navigating the complexities of multi-state taxation, ensuring compliance and minimizing tax exposure.
- Sales and Use Tax Consulting: Our team offers detailed guidance on sales and use tax regulations, helping you manage compliance and reduce risk.
- Tax Dispute Resolution Services: If your business faces tax disputes, we provide expert representation and negotiation to resolve issues efficiently.
- Tax Credit Services: We assist in identifying and claiming available tax credits, such as those for research and development, energy efficiency, and more.
- Managing Effective Tax Rates: We work with you to develop strategies that manage and reduce your business’s overall tax rate, improving your bottom line.
- Tax Return Preparation: Our business tax return preparation services ensure accuracy, compliance, and timely filing, helping you avoid penalties and take advantage of all available deductions.
Industry-Specific Tax Expertise
At Pivot CPAs, we understand that each industry has unique tax challenges and opportunities. That’s why we offer specialized tax services tailored to the industries we work with most often, including:
- Construction Tax & Assurance Services: We provide tax planning and consulting services that address the specific needs of construction companies, such as job costing, contract revenue recognition, and tax incentives for capital improvements.
- Manufacturing & Distribution Tax & Assurance Services: Our services help manufacturing and distribution companies navigate tax issues related to inventory management, supply chain logistics, and capital investment.
- Real Estate Tax & Assurance Services: We offer comprehensive tax planning for real estate developers, investors, and property managers, including strategies for property transactions, depreciation, and like-kind exchanges.
- Transportation & Logistics Tax & Assurance Services: Our team understands the complexities of tax planning in the transportation and logistics industry, including fuel tax credits, depreciation of fleet vehicles, and multi-state tax compliance.
- Professional Service Tax & Assurance Services: From law firms to medical practices, we provide tailored tax solutions that address the specific needs of professional service providers, including tax planning for owner compensation, retirement plans, and practice transitions.
Start Planning Your Tax Strategy Today
Our goal is to help you achieve financial success through strategic tax planning & preparation services. Whether you’re an individual looking to minimize your tax burden or a business seeking to optimize tax outcomes, Pivot CPAs is here to help! Contact us today to embark on a journey of financial empowerment and smart growth.