Business Details
21 Years
experience
Trusted Accounting & Tax Services in Largo, FL
Jackson & Associates, CPA, PA has served small businesses and individuals in Largo, Clearwater, Pinellas Park, Palm Harbor, Tampa, and surrounding communities since 2005. Our firm combines local attentiveness with decades of professional expertise, offering tailored tax, accounting, and advisory services. Partners Tracy and Debbie Jackson bring over 70 combined years of experience in financial planning, corporate tax, and strategic business consulting. We prioritize listening to clients to build trust-based relationships, delivering cost-effective solutions that reduce financial stress through proactive planning. Our team includes licensed CPAs and Enrolled Agents with specialized knowledge in banking, mortgage sectors, and QuickBooks management.We focus on long-term partnerships, treating clients as business collaborators rather than transactional relationships. Our proven track record includes securing $5 billion in credit lines for clients and guiding 20+ business acquisitions. Active in the Largo-Mid Pinellas Chamber of Commerce, we maintain deep local market knowledge while adhering to the highest ethical and professional standards. Recognized as 2022 Small Business Leaders of the Year, we remain committed to evolving with client needs through continuous education and technological innovation. Our goal is to transform complex financial challenges into clear pathways for business growth and personal financial success.
Services
Accounting Services
Tax Planning
Outsourced CFO
QuickBooks Support
IRS Problem Resolution
Incorporation Services
Mortgage Consulting
Payroll Management
Financial Consulting
Audit Preparation
Details
- Year established: 2005
Highlights and features
- We offer 40+ years of combined CPA experience in tax and financial planning
- Our team includes licensed Enrolled Agents with QuickBooks certification
- Proven success securing $5B+ in business credit lines for clients
- 2022 Small Business Leader of the Year award recipients
- Specialized expertise in banking, mortgage, and corporate tax sectors
Associations and certifications
- Certified Public Accountants
Services
Accounting Services
Our comprehensive accounting services provide accurate financial record-keeping and reporting for small businesses. Certified professionals manage day-to-day transactions, month-end closings, and financial statement preparation. Clients benefit from real-time financial insights to support informed business decisions while maintaining compliance with regulatory requirements.
Tax Planning
Strategic tax planning services help individuals and businesses minimize liabilities through proactive year-round strategies. Our CPAs analyze financial situations to identify deductions, credits, and deferral opportunities. We ensure compliance with evolving tax codes while optimizing clients' overall financial positions.
Outsourced CFO
Fractional CFO services deliver executive-level financial expertise without full-time costs. We provide cash flow analysis, budgeting, forecasting, and strategic planning to support business growth. Clients gain access to seasoned professionals with Fortune 200 company experience and proven acquisition advisory capabilities.
QuickBooks Support
Specialized QuickBooks services include system setup, data migration, and ongoing support. Our certified professionals train clients on efficient software use while maintaining accurate financial records. We ensure proper configuration for tax compliance and streamlined financial management processes.
IRS Problem Resolution
Expert representation for IRS and state tax issues, including audits, liens, and payment plans. Our Enrolled Agents negotiate with tax authorities to resolve back taxes and establish manageable payment arrangements. We prioritize protecting clients' rights while achieving compliant solutions.
People
Tracy Scott Jackson
Partner
CPA with 40+ years of experience in financial planning and banking sector consulting. Former Fortune 200 CFO who has secured $5B+ in business credit lines. Specializes in strategic acquisitions and tax planning for corporations.
Debbie Jackson
Partner
Certified Public Accountant with expertise in corporate tax planning and operational improvements. Former Bank of America executive with deep experience in banking and mortgage sectors. Active member of Florida Institute of CPAs.
Jennifer Tousignant
Accounting Manager
Enrolled Agent with 20+ years of public accounting experience. QuickBooks specialist who trains clients on financial management systems. Focuses on tax compliance and efficient bookkeeping solutions for small businesses.
Jeremiah McCormick
Tax Accountant
Licensed Enrolled Agent specializing in payroll management and tax preparation. Expertise in QuickBooks Online and accounting software implementation. Provides compliance support for diverse business clients while maintaining meticulous financial records.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bookkeeping, financial reporting, payroll processing, and QuickBooks support tailored to small business needs.
How do you help clients with tax planning?
Our CPAs develop year-round tax strategies to minimize liabilities through deductions, credits, and deferral opportunities while ensuring compliance.
Can you assist with IRS tax problems?
Yes, our Enrolled Agents represent clients in IRS audits, negotiate payment plans, and resolve tax liens and levies with professional advocacy.
What makes your outsourced CFO service unique?
You gain access to Fortune 200-level financial expertise through customized advisory services focused on cash flow management and strategic growth planning.
Do you serve businesses outside Largo?
We serve clients throughout Pinellas County including Clearwater, Pinellas Park, Palm Harbor, and Tampa with local market expertise.
Reviews (7)
William Miller
Mar 17, 2021
Report
I have been using Jackson and Associates for years for my taxes. I love the staff. Honest helpful and always willing to go the extra mile. I enjoy them so much that when I moved to another city I still call use them for their services. I honestly couldnt say anything but amazing things about them and the front office manage Dee who is just amazing.
Genti Bunjaku
Jan 15, 2021
Report
Positive:Quality
I own due amici Ybor Ive been with them over a year Im really happy with their service Im a demanding person and they always respond with everything I need I highly recommend it trust me
I own due amici Ybor Ive been with them over a year Im really happy with their service Im a demanding person and they always respond with everything I need I highly recommend it trust me
Linda Burek
Nov 30, 2020
Report
I have been using Jackson and Associates for many years. Their experience, guidance and expertise in keeping me informed, making sure I take care of what is required of me per the law and their level of integrity, and honesty in advising me in what's in my best interest is priceless. I would HIGHLY RECOMMEND them.
Linda Burek
08/11/2020
Linda Burek
08/11/2020
Paul Crimi
Nov 10, 2020
Report
Positive:Professionalism,Quality,Responsiveness,Value
We have had Jackson and Associates prepare our federal income taxes for several years now and have been very pleased. Our personal taxes are somewhat involved and it's great to have people we can rely on to do our taxes correctly. They are able to answer any questions that come up and give us very good direction.
We have had Jackson and Associates prepare our federal income taxes for several years now and have been very pleased. Our personal taxes are somewhat involved and it's great to have people we can rely on to do our taxes correctly. They are able to answer any questions that come up and give us very good direction.
Melody Hunter
Aug 05, 2020
Report
Positive:Professionalism,Responsiveness
I have been using Jackson and Assoc, CPA's for many years. They are very responsive, always willing to take the time to meet with you, very professional and helpful! I am so happy with all the services they provide and highly recommend and refer them often.
I have been using Jackson and Assoc, CPA's for many years. They are very responsive, always willing to take the time to meet with you, very professional and helpful! I am so happy with all the services they provide and highly recommend and refer them often.
Don Little
Jul 28, 2020
Report
My business is relatively small, but these guys handle my needs with as much attention as any other client. Quick responses to any of my questions and always willing to do the little things necessary to relieve my burdens. Highly recommended.
Susan Yeager
Jul 04, 2020
Report
Yeager & Co has been a client of Jackson & Assoc. For years and years!! Their service is impeccable and spot on! Always there when you need them!! They watch out for you!!! Thanks Jackson & Assoc!!
Awesome company!!!
Awesome company!!!
