It's Tax Season - Are you "Teaming Up" with Your CPA? 
By Kerkering, Barberio & Co.
We live in times when almost everything around us is changing, and in most cases, at a rapid pace.  The tax laws are no exception to this.  With tax season upon us, you are probably planning your annual meeting with your CPA, but perhaps you should consider a different approach.  You and your accountant could and should work as team.  In order to stay ahead of the tax changes, you need to plan for what is coming, and many times, meeting just once a year does not allow the best opportunity to do this.  As a trusted advisor, your CPA is someone that you should consult with on a regular basis, and not just for taxes.  Your accountant can provide consulting services to help you achieve greater success in a myriad of business and personal financial matters.

You may also want to consider bringing additional talent to your "team."  You work with your CPA to do tax planning, a financial advisor to manage your investments and an attorney to oversee your legal matters.  They each hold pieces of knowledge that affect what the other does.  In working together, your professional services providers are able to coordinate what they are doing and/or recommending to ensure that you are receiving the most comprehensive and holistic counsel, and that they are not doing anything that may negatively impact each others' services to you.  As you consult with your accountant and/or other advisors, also consider including appropriate family members and loved ones.  It extends the relationships beyond just you and helps to educate your family on your financial and legal affairs.

Whether it is your CPA, financial advisor, attorney or loved ones - having them work together for you and with you is the best strategy.  They all bring value to your team.
The Alliance is packed with quality members that you can team up with. Consider the following companies, listed under the Accounting/CPA category in our Member Directory:
Advantage Group
David Snyder, CPA
1834 Main Street
Sarasota, FL 34236
941-893-3202
Website

Cavanaugh & Co., LLP
Michael Pender
2381 Fruitville Road
Sarasota, FL 34237
941-366-2983
Website

CS&L CPAs
Lesley L. Hatfield
101 E. Kennedy Blvd Ste 1460
Tampa, FL 33602
941-954-4040
Website

Green & Associates CPAs, LLC
Gregory Green
101 Riverfront Blvd., Suite 520
Bradenton, FL 34205
941-251-5955
Website

Gregory, Sharer & Stuart, CPAs
Janette Dean
100 Second Avenue South, Suite 600
St. Petersburg, FL 33701
727-821-6161
Website

Hill Barth King CPAs & Consultants
Craig Steinhoff
1777 Main Street, Suite 301
Sarasota, FL 34236
941-957-4242
Website

Hueston & Company CPA LLC

Anthony Hueston
8792 SR 70 E Suite B
Lakewood Ranch, FL 34202
941-744-0604
Website

Innovative CFO Solutions,  Inc.
Ray Reher
4172 Center Gate Blvd.
Sarasota, FL 34233
941-914-2651
Website

Kerkering Barberio & Co.
Heather Williams
1990 Main Street, Suite 801
Sarasota, FL 34236
941-943-7429
Website

Lanese & Associates
Rick Bennett
32 South Osprey Ave, Suite 201
Sarasota, FL 34236
941-870-8909
Website
Mauldin & Jenkins, LLC
Dianne Kopczynski
1401 Manatee Ave. W, Suite 1200
Bradenton, FL 34205
941-747-4483
Website

Michael V Bombino CPA, LLC

Michael V. Bombino
3636 Cortez Road W Suite 250
Bradenton, FL 34210
941-747-0305
Website

Perron & Low
Robert Low
14705 Leopard Creek Pl
Lakewood Ranch, FL 34202
941-907-8088
Website

Purvis Gray & Co
Tiffany Mangold
5001 Lakewood Ranch Blvd N # 101
Sarasota, FL 34240
941-702-9509
Website

Shinn and Company, LLC
Susan McLaughlin
1001 3rd Ave W. Suite 500
Bradenton, FL 34205
941-747-0500
Website

For any of your business or personal needs, keep your fellow Alliance members in mind. For a complete and up-to-date list of all members, visit