Business Details
40 Years
experience
Professional Accounting Services in Sebring
Since 1986, Carlson Accounting has served Highlands County businesses with integrity and personalized attention. Our family-owned firm was founded by Bill Carlson after a hardware store venture didn't materialize, allowing him to redirect his focus toward helping local businesses succeed. Over 30 years of continuous operation have established our reputation as trusted advisors who treat every client relationship like family. We focus exclusively on your needs during each consultation, guiding clients through complex tax matters and estate planning with compassionate expertise. Our team integrates modern technology with traditional values to deliver timely, accurate financial information while maintaining the personal touch that distinguishes our services. Through strategic acquisitions and organic growth, we've expanded our capabilities while preserving our core commitment to exceptional client service.Our professionals continuously enhance their expertise through formal education and practical experience, ensuring we remain current with evolving tax regulations and accounting practices. We help clients leverage financial data for business improvement, whether identifying cost management opportunities, optimizing revenue streams, or developing investor-focused business plans. Our office remains a destination where clients receive individualized attention rather than becoming just another account number. This enduring approach explains why we continue serving multiple generations of business owners in Highlands County.
Services
Accounting
Bookkeeping
Payroll Services
Taxes
Tax Planning
Business Accounting
Estate Tax Services
Investor Reporting
Tax Return Preparation
Financial Management
Details
- Year established: 1986
Highlights and features
- Our team includes Certified Public Accountants with decades of local business experience
- Family-owned firm providing personalized service since 1986
- Specialists in navigating complex tax situations for individuals and businesses
- Continuously updated expertise through professional education and technological integration
- Proven track record serving Highlands County business owners across multiple generations
Associations and certifications
- CPA
Services
Accounting
Our comprehensive accounting services transform your financial documents into actionable business intelligence. We process check stubs, cash tickets, and other records to create detailed reports that help manage costs, identify revenue opportunities, and support investor negotiations. Our accounting professionals provide the financial clarity needed for business decisions and succession planning.
Tax
We offer complete tax planning and preparation for individuals, businesses, estates, and trusts. Our team stays current with changing tax codes to ensure accurate filings while identifying legal tax reduction opportunities. We utilize advanced technology tools to enhance accuracy and timeliness while maintaining personalized guidance through complex tax situations.
Payroll Services
Our payroll services ensure accurate and timely employee compensation processing. We handle payroll tax calculations, withholding requirements, and regulatory reporting to maintain compliance with federal and state requirements. Our integrated approach connects payroll data with broader accounting functions for comprehensive financial management.
Bookkeeping
We maintain accurate day-to-day financial records that form the foundation of business decision making. Our bookkeeping services organize transactions into meaningful reports that track business performance, support compliance requirements, and identify financial trends to guide strategic planning.
Tax Planning
Our proactive tax planning helps businesses and individuals optimize their tax positions throughout the year. We analyze financial situations to identify legitimate tax savings opportunities while preparing for future obligations. Our planning services help minimize tax liabilities within the framework of current regulations.
People
Jeff Carlson
CEO/CPA
Certified Public Accountant with over 25 years of experience in tax advisory services. Former financial industry executive with Chase Manhattan Bank before joining family business in 1996. Holds multiple accounting and finance degrees.
Bill Carlson
Accountant
Founder of Carlson Accounting in 1986 with extensive local business experience. Former hardware store owner who transitioned to accounting after completing education at Webber University. Pioneer in providing personalized financial services to Highlands County businesses.
Donna Carlson
Office Manager
Key administrative leader with over 30 years of involvement in the firm's operations. Provides organizational support and client coordination while maintaining the business's operational standards since its founding.
Belen Juarez
Accounting Manager
Skilled financial professional managing accounting operations with attention to detail and regulatory compliance. Oversees day-to-day accounting functions while ensuring high service standards for all client engagements.
Questions
What accounting services do you offer?
We provide full-service accounting including financial reporting, cost management analysis, revenue optimization tracking, and investor reporting. Our services help business owners maintain clear financial visibility and make informed decisions.
Do you handle both individual and business tax services?
Yes, we offer comprehensive tax services for both individuals and businesses, including tax planning, return preparation, and strategic tax optimization for various entity types.
How long have you been serving Highlands County businesses?
Carlson Accounting has provided financial services to Highlands County since 1986, maintaining continuous family ownership and operation while serving multiple generations of business owners.
Can you help with payroll processing?
Yes, we offer complete payroll services that include tax calculation, withholding management, and regulatory reporting while integrating with broader accounting functions for comprehensive financial management.
What makes your tax planning different from other firms?
Our approach combines technical expertise with personalized guidance, using current technology while maintaining one-on-one client relationships to develop tax strategies tailored to individual circumstances.
Do you offer IRS free filing assistance?
Yes, we provide information about IRS Free File options and help determine qualification for electronic tax filing solutions directly through government resources.
Reviews (3)
Amanda Hernandez
Sep 07, 2020
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We have trusted them to do our taxes for years, this year they were exceptionally quick! Two days is all it took wonderful experience and high quality work!
Chris Mitchell
Jul 26, 2018
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Use to be a top notch company, not sure what happend, but now they seem to drag their feet, and for the price paid to them, I dont think its right.
BaBs
Jun 05, 2016
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Took 3 months to get our original documents back even after several phone calls. Gave different excuses with every call I made. Will never recommend them to anyone and will never go back to them again. They've lost our business for good now.
