Business Details
10 Years
experience
Trusted Tax & Accounting Services in Palm Coast
At Suzanne Giglio, we specialize in delivering comprehensive tax and accounting solutions tailored to individuals and small businesses. With over 70 years of combined experience, our team of certified professionals is dedicated to simplifying financial complexities and maximizing client savings. Our core services include strategic tax planning, accurate tax preparation, and streamlined bookkeeping/CFO services designed to alleviate financial management burdens. We prioritize client relationships through personalized guidance, transparent communication, and a commitment to continuous improvement.As a locally owned firm in Palm Coast, Florida, we combine deep industry expertise with a client-centric approach to empower informed financial decisions. Our team's extensive background in public accounting, financial management, and tax compliance ensures clients receive actionable strategies for immediate savings and long-term growth. We pride ourselves on maintaining the highest standards of professionalism while fostering trust through consistent, reliable service delivery.
Services
Tax Planning
Tax Preparation
Bookkeeping Services
CFO Services
Payroll Management
Details
- Year established: 2016
Highlights and features
- We offer 70+ combined years of tax and accounting expertise
- Our team handles 2,000+ tax returns annually
- We provide personalized tax planning strategies with proven savings
- Our SIMPLE accounting process delivers clear financial insights
- We combine local knowledge with nationwide tax filing capabilities
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Extremely knowledgeable
Professional and timely
Friendly staff
Best experience
Trusted, honest
Services
Tax Planning
Our tax planning services identify savings opportunities through strategic financial analysis. We develop customized plans to reduce tax liability while ensuring compliance with evolving regulations. Clients benefit from expert guidance on deductions, credits, and long-term financial optimization.
Tax Preparation
We prepare accurate individual and business tax returns for all 50 states. Our team handles complex filings including multi-state returns, 1065s, 1120S, and corporate tax forms. We ensure maximum deductions while maintaining strict compliance standards.
Bookkeeping Services
Our bookkeeping solutions maintain precise financial records using the SIMPLE accounting process. We provide regular reporting, cash flow analysis, and job costing to support informed business decisions for small business owners.
CFO Services
We offer outsourced CFO services with dedicated financial management. Our experts provide strategic guidance on business growth, cost studies, and profitability analysis while maintaining accurate financial records and compliance.
Payroll Management
Our payroll solutions handle quarterly filings and tax compliance for S-Corp owners. We ensure accurate payroll processing, tax reporting, and adherence to federal and state regulations for small businesses.
People
Jonathan Convery
CPA
Founder with CPA credentials in New Jersey and Florida. 15+ years of experience in public accounting and financial management. Specializes in tax strategy and small business advisory services.
Sara Bailey
Tax Manager
CPA with 6+ years at the firm. Expertise in individual tax services and client education. Manages complex tax situations and provides personalized advisory support.
Ted Geppner
CPA
35+ years of public accounting experience. Specializes in tax compliance and planning for small to mid-sized businesses. Active member of local business organizations.
Sterling Young
CPA
Tax specialist since 2021. Handles complex tax returns and supports small business accounting needs. Provides technical expertise for diverse tax scenarios.
Tanya Andersen
Senior Accountant
15+ years of accounting experience. Manages payroll filings and ensures financial accuracy for small business clients. Provides hands-on support for accounting compliance.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, strategic tax planning, bookkeeping, CFO services, and payroll management tailored to small business needs.
Can you handle complex multi-state tax returns?
Yes, we prepare tax returns in all 50 states for both individuals and businesses with complex filing requirements.
Do you offer free tax planning consultations?
We provide complimentary 15-minute consultations to discuss tax planning opportunities and potential savings strategies.
How do you ensure tax return accuracy?
Our team of CPAs reviews all returns with multiple quality checks to maximize deductions while maintaining compliance with tax regulations.
What accounting software do you use?
We utilize the SIMPLE accounting process for clear financial reporting and can integrate with various accounting platforms.
Are you available year-round for tax questions?
Yes, our team provides ongoing support for tax-related inquiries throughout the year, not just during tax season.
