Business Details
50+ Years
experience
Your Trusted Partner for Comprehensive Accounting Solutions
Alvarez Company PA CPA Firm has been delivering professional accounting and bookkeeping services to the greater Tampa Bay area since 1975. Founded by Jos A. Alvarez Company, CPA, our firm combines decades of expertise with personalized service, offering audit reviews, financial statement preparation, payroll processing, and comprehensive tax planning for individuals and businesses. We specialize in business entity selection, estate planning, and retirement strategies while leveraging our Certified QuickBooks ProAdvisor status to provide tailored software consulting. Our community involvement spans over 20 years through the Alvarez Company Award, recognizing outstanding local high school athletes.We emphasize proactive tax research to maximize deductions, work collaboratively with legal and financial professionals, and maintain a client-centric approach that has sustained our practice through mergers, acquisitions, and evolving industry standards. Our team brings extensive experience in SEC financial reporting, litigation support, and executive advisory roles, serving diverse industries including nonprofits and government agencies.
Services
Accounting Services
Tax Planning
Estate Planning
Business Entity Selection
QuickBooks Consulting
Details
- Year established: 1975
Highlights and features
- We have over 45 years of experience in Tampa Bay accounting services
- Our team includes certified tax professionals and CPA specialists
- We provide customized QuickBooks consulting for small businesses
- Proven expertise in tax optimization and financial compliance
- Active community contributors with local business awards sponsorship
Associations and certifications
- Certified QuickBooks ProAdvisor
What people say
Extremely patient
Accurate accounting system
Fresh approach
Personalized tax research
Community involvement
Services
Accounting Services
Our comprehensive accounting services include audit reviews, financial statement preparation, payroll processing, and SEC reporting compliance. We serve diverse industries with specialized expertise in governmental audits and nonprofit financial management. Our team delivers accurate, timely financial reporting while maintaining strict professional standards through continuous staff training and certification programs.
Tax Planning
We offer strategic tax planning for individuals and businesses, focusing on minimizing liabilities through legal deductions and credits. Our services include state tax filings, section 1231 exchange planning, and energy efficiency tax incentives. We maintain specialized knowledge of multi-state tax regulations and complex investment structures to optimize clients' financial positions.
Estate Planning
Our estate planning services combine tax expertise with comprehensive wealth transfer strategies. We help clients establish trusts, navigate fiduciary tax requirements, and implement retirement plans like IRAs and 401(k)s. We collaborate with attorneys and trust officers to create customized solutions for generational wealth preservation and business succession planning.
Business Entity Selection
We guide entrepreneurs through choosing optimal business structures including C-Corps, S-Corps, and LLCs. Our consultation considers tax implications, liability protection, and long-term growth strategies. We provide ongoing advisory services to ensure chosen entities remain aligned with evolving business needs and regulatory requirements.
QuickBooks Consulting
As Certified QuickBooks ProAdvisors since 2006, we help businesses select, implement, and optimize QuickBooks solutions. Our services include system setup, financial reporting configuration, staff training, and integration with third-party applications. We support all QuickBooks editions and offer remote assistance for businesses throughout Florida.
People
Jos A. Alvarez
Managing Director
Certified Public Accountant with over 45 years of experience in public accounting. Founded the firm in 1975 and serves as Managing Director, providing strategic leadership. Specializes in audit services, SEC reporting, and business advising for diverse industries.
Steven M. Alvarez
Director
Enrolled Agent with extensive expertise in tax planning and business consulting. Actively involved in client advisory services and community outreach programs. Brings contemporary financial management approaches to complement traditional accounting practices.
Questions
What accounting services do you offer?
We provide audit reviews, financial statements, payroll services, SEC reporting, and bookkeeping solutions for businesses of all sizes.
How can you help with tax planning?
We identify legal tax deductions, optimize filing strategies, and provide year-round tax planning for individuals and businesses.
Do you help with business formation?
Yes, we guide clients through entity selection (LLC, S-Corp, etc.) considering tax implications and growth plans.
What QuickBooks services are available?
We offer software selection, system setup, staff training, and troubleshooting support for all QuickBooks editions.
How do you handle estate planning?
We collaborate with legal professionals to create comprehensive plans for asset protection and tax-efficient wealth transfer.
What areas do you serve?
Primarily Tampa Bay area, including Apollo Beach, Brandon, St. Pete, and surrounding communities.
Reviews (3)
Ryan A.
Nov 16, 2019
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Excellent suggestions, quick turnaround, and definitely received back a LOT more money than when I went with the "quicker" big brand tax return companies. Thanks, Steven Alvarez!
Gene Way
Aug 16, 2019
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Mr. Steven Alvarez is very knowledgeable, and he was very patient when answering the numerous tax questions I had pertaining to the sale of a rental property. He will definitely be my go-to man for tax information from now on.
Wanda Blankenship
Oct 15, 2017
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Got back a refund larger than if I had done my own return. They gave me the peace of mind of knowing it was done properly. They looked for things that I would not have thought of to maximize my refund.
