ADAMSON + CO., P.A.

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A financial advocate you can trust

We provide entrepreneurs and business owners the best accounting, tax and business services.

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An innovative provider of accounting, business and tax services.

We believe in maintaining strong client relationships through individual and personal attention, flexibility and responsiveness. Our firm serves a variety of businesses and individuals as well as providing a wide range of accounting and tax services.

Our Services

Learn more about our services by clicking on the service that interests you the most. 

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Tax Preparation

Most accountants do a fine job of filing tax returns, getting the right numbers in the right boxes on the right forms. But then they call it a day. The real secret to managing taxes is planning.

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Auditing and Accounting

Our team of accounting and auditing professionals can help you achieve financial information that is meaningful to you, your creditors, and your investors both current and future. 

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Mergers & Acquisitions

If you are seeking to buy, sell or merge a business, Adamson + Co., P.A., will help you navigate what might well be the most significant and complicated financial transaction of your life. 

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New Business Formation

Adamson + Co., P.A. will provide you with an initial business plan that will provide you with an approach to marketing, financial planning and management.

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Retirement Planning

Adamson + Co., P.A. Planning Group can help you in choosing a retirement plan for your business, help you make decisions regarding Individual Retirement Accounts (IRAs)…

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We provide Winter Haven entrepreneurs and business owners the best CPA tax & accounting services

Why choose us?

  • We understand your business
  • We use a proactive approach
  • We can help connect you with business resources
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Getting started is easy

Working with Adamson + Co, P.A. couldn’t be more simple. Follow the steps below to get started today!

Schedule an appointment

Contact us today to schedule an appointment so we can learn about your primary needs.

Discovery meeting

During this initial meeting, we’ll start the process of helping you with your primary accounting needs.

Let us take care of the rest

You can rest assured that our team is going to take good care of your accounting needs.

We are always ahead.
Professional Solutions for Your Business.

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We provide entrepreneurs and business owners the best accounting, tax and business services.

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Tax Preparation

Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

 

Are you consistently paying a little more tax each year but aren’t quite sure why?

Most of us think we do. We wonder if we’ve given up too much to Uncle Sam. 

We work hard to ensure that our clients never pay more than they have to, developing long-term strategies to minimize their taxes. We always have our tax planner hat on when working on your tax return identifying any missed opportunities, gaps and put a better tax plan in place.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. 

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

We have the expertise to provide many services for individual and business tax preparation and planning. We are highly qualified to prepare tax returns with the IRS and for all fifty states.

The services we provide:

  • Timely advice on tax issues and tax returns.
  • Timely completion and thorough understanding of all tax reporting requirements (domestic and foreign).
  • Coordination of correspondence with tax authorities.
  • Coordination of personal and business tax issues with a focus on minimizing global taxes.
  • Identification of opportunities to minimize or defer income and taxes.
  • Timely completion and thorough understanding of all tax reporting requirements.
  • Representation in tax controversy and tax returns.
  • We will show you potential deductions to limit your tax liability for next year.
  • Your tax return can be filed electronically so you will get a refund back quicker.

Thank you for allowing us to be of service. Contact us today and make your appointment early.

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Auditing and Accounting

Your company and executive team will make better decisions with reliable and fairly presented financial statements.

 

Our team of accounting and auditing professionals can help you achieve financial information that is meaningful to you, your creditors, and your investors both current and future.  Our firm offers compilation, review and audit services that will help you address:

 

  1. Reporting accurate and reliable financial results
  2. Compliance with financial and nonfinancial covenants
  3. Improving and increasing overall operations
  4. Improving internal controls over financial reporting

 

Audited Financial Statements – Highest Level of Assurance Provided by Certified Public Accountants

Reviewed Financial Statements – Intermediate Level of Assurance Provided by Certified Public Accountants

Compiled Financial Statements – Lowest Level of Assurance Provided by Certified Public Accountants

 

Please contact one of our accounting and auditing professionals to determine what type of service and financial report is best suited for achieving the financial goals you seek.

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Mergers and Acquisitions

 

help you navigate what might well be the most significant and complicated financial transaction of your life.  We have years of experience to help you achieve your goal.  From the beginning of your search through the culmination of a transaction, we can:

  1. Help identify possible buyers, acquisition targets, or merger partners on a confidential basis
  2. Negotiate letters of intent and transaction terms
  3. Lead due diligence efforts
  4. Identify possible deal breakers
  5. Analyze value and risk
  6. Assist with structuring the transaction by providing accounting, tax, and financing insights
  7. Provide business advice on buy and sell agreements
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New Business Formation

Adamson + Co., P.A. will provide you with an initial business plan that will provide you with an approach to marketing, financial planning and management.

 

Owning and operating your own business is a dream for many aspiring entrepreneurs, but the reality of running a business can quickly squash the initial thrill. Making sure that you are well equipped to manage all aspects of running a business is the key to success, while failure to do so is a recipe for disaster. Our new business formation services will provide you with a strategy that will give you a plan for the future that lays out a long view, providing a methodical approach that protects your dream and avoids the mistakes that many make.

Adamson + Co., P.A. will provide you with an initial business plan that will provide you with an approach to marketing, financial planning and management. We will help you assess your initial capital requirements and sources from which you can get it. We’ll also help you determine how much you will be qualified to borrow for your business. We’ll look at the different types of business structure, evaluating each in terms of your legal exposure, their tax advantages, and how easily you will be able to operate in order to find the one that works best for you. We’ll also help you plan for relocation if necessary.

From a business services perspective we’ll help you choose an accounting software package that is appropriate for your needs, including your budget and your hardware, and will create a cash flow budget to help you anticipate your needs as you go through your business’ first few years of growth. We’ll help you create a billing system and collection policies and procedures that will facilitate cash flow, and help you create a budget and procedures to help you stick to it. If you plan on operating out of a home office we’ll show you the best way to do so in order to give you the maximum tax advantage.

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Retirement Planning

Today’s population will live longer during retirement than previous generations so it is essential that we make sound financial plans for our retirement years.

 

Simply having life insurance or putting money aside each month is not enough.

A solid plan that takes into consideration all of your retirement goals, and identifying factors that may affect your retirement, is the key to successful planning.

Adamson + Co., P.A. can help you in choosing a retirement plan for your business, help you make decisions regarding Individual Retirement Accounts (IRAs), and advise you on your retirement distribution options.

Contact Us Today