Business Details
50+ Years
experience
Your Trusted Accounting Partner in Sarasota
Since 1971, Famiglio & Associates has provided comprehensive accounting, tax, and financial planning services to individuals and businesses nationwide. Our team of certified professionals, including CPAs, CFPs, and CGMAs, brings decades of experience in navigating complex tax regulations, optimizing financial strategies, and delivering personalized solutions. We specialize in tax preparation and planning, estate planning, asset protection, and business consulting, leveraging our expertise to help clients achieve long-term financial health.Our commitment to excellence is reflected in our 40+ years of service, tailored guidance for diverse industries, and a client-centric approach that prioritizes transparency and trust. From small businesses to high-net-worth individuals, we offer strategic advice to minimize tax liabilities, enhance profitability, and ensure compliance with evolving financial regulations.
Services
Tax Preparation & Planning
Estate Planning
Asset Protection
QuickBooks Consulting
IRS Audit Representation
Business Sale Analysis
International Tax Services
Financial Privacy Management
Details
- Year established: 1971
Highlights and features
- We offer over 40 years of experience in tax and accounting services.
- Our team includes certified professionals with specialized expertise in financial planning.
- We provide tailored solutions for businesses, individuals, and other professionals.
- Our nationwide service network supports clients in all 50 states.
- We combine advanced tax strategies with personalized client support.
Associations and certifications
- CPA
- CFP
- CGMA
Services
Tax Preparation & Planning
Our tax preparation and planning services help individuals and businesses minimize liabilities while maximizing growth opportunities. With over 40 years of experience, we provide strategic guidance for federal, state, and international tax compliance. Our team stays updated on evolving regulations to ensure accurate filings and proactive savings strategies for clients nationwide.
Estate Planning
Estate planning services focus on preserving wealth and ensuring smooth asset transitions. We assist clients in creating tailored plans that address tax implications, beneficiary needs, and long-term financial goals. Our expertise includes trusts, wills, and advanced directives to protect assets while aligning with personal and family objectives.
Asset Protection
Asset protection strategies safeguard clients' financial interests from potential risks. We design customized plans using legal structures and tax-efficient methods to shield assets while maintaining compliance. Our approach balances security with growth opportunities for individuals and business owners facing complex financial landscapes.
QuickBooks Consulting
QuickBooks consulting optimizes financial workflows for businesses using Intuit's platform. Our ProAdvisors provide setup, cleanup, and training to enhance accuracy and efficiency. We help clients leverage software features for better reporting, streamlined operations, and informed decision-making tailored to their specific accounting needs.
IRS Audit Representation
IRS audit representation services defend clients during tax examinations. Our certified professionals negotiate with agencies to resolve disputes and reduce liabilities. We handle communication, documentation, and compliance matters to minimize stress and ensure favorable outcomes for individuals and businesses facing federal or state audits.
People
George V. Famiglio, Jr.
CPA/PFS, CFP, CFS, CGMA
With over 40 years of experience, George V. Famiglio, Jr. specializes in tax and financial planning. He holds advanced credentials in accounting and wealth management, focusing on strategic solutions for individuals and businesses.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax preparation, planning, and compliance services tailored to small businesses, including multi-state filings and entity selection strategies.
Can you assist with international tax matters?
Yes, we handle cross-border tax planning, compliance, and reporting for individuals and businesses with international financial interests.
Do you offer QuickBooks support for existing clients?
We provide QuickBooks consulting, including file cleanup, training, and integration with accounting workflows for improved efficiency.
How do you help with estate tax planning?
Our estate planning services include tax-efficient strategies for asset transfer, trusts, and minimizing inheritance tax burdens through customized solutions.
What sets your firm apart from other accountants?
We combine 40+ years of experience with personalized service, advanced certifications, and a proactive approach to tax and financial planning.
Reviews (6)
Alexandra Sherwood
Oct 02, 2021
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In my brief experience speaking with George, he called me sweetheart and babe. When I asked him to not call me sweetheart, he told me that he treats everyone like family. This was our first and only interaction.
Also, a simple request took multiple calls and over 10 days.
Also, a simple request took multiple calls and over 10 days.
Randy Strauss
May 30, 2021
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Famiglio and Associates seeks the best outcomes for their clients while making safety and risk avoidance their main priorities. They create the best tax scenario without EVER compromising on ethics or guidelines. I recommend Famigio and Associates in Sarasota FL to any person or business who wants their taxes prepared right! George and Jane are both wonderful people with kind hearts and a genuine interest in their clients' financial well being.
V. Lippa
Aug 22, 2020
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What I look for in an accounting firm is capability, knowledge, honesty, fidelity to customers and dependability. George V. Famiglio & Associates has an abundance of all these fine traits. The personalized service is very much appreciated, this is a firm that truly cares about its customers!
R. C.
Mar 28, 2020
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Called George to ask him about another LLC we were starting. He said we could do that ourselves and save some money, should be complete in 30-90 days. We wanted it soonest so he said come in Monday ask for Judy. She explained everything to our satisfaction and that a third party would be involved should be done in 5-7 days. The next day she called us back to say our LLC was good to go and to come in for some documents!
George has been doing our taxes for 19 years. Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases
George has been doing our taxes for 19 years. Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases
Paula L.
Mar 20, 2020
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I am so lucky to have found George Famiglio 25 years ago. I owe so much to him and would never have reached my financial goals without his dedication and guidance. I am so indebted to him. He has systematically guided and propelled me to financial independence and the life I am blessed with today. His wisdom of tax law and accounting is unsurpassed. He is a true master in taxation and has a continued passion for what he does that is palpable in every conversation we have. He has always had my best interest at heart with a no-nonsense approach. He navigated my very complex tax needs as a travel
Cliff P.
Aug 07, 2019
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After running many businesses, I can share that I have had a great deal of experience with CPA's and accounting firms, small and large. Without question, Famiglio is the single worst I have ever dealt with. The office is extremely disorganized and no one seems to know what the other is doing. The rates they charge seem way above average, and George himself seems to think he is the single most knowledgeable CPA on the planet--he is a shameless braggadocio, and a big part of the relationship requires extreme patience while he waxes on and on and on about how smart and accomplished he is. This
