Bollenback & Forret, P.A., CPAs

Certified Public Accountants, Clearwater, Florida Phone 727.446.5858
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Our Services

 

Accurate and timely accounting information is a necessity for any successful business. Bollenback & Forret, P.A., CPAs can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive timely, personalized, quality service. We offer the following:
 

  • Tax Preparation Planning and Consultation
  • Litigation Support and Business Valuation Services
  • Estate Planning Services
  • Audit and Accounting Services
  • Computer Consulting Services
  • Other Services
  • Speaking Services


Tax Preparation Planning and Consultation

  • Federal, state and local tax returns for businesses, individuals and non-profit organizations
  • Estate and fiduciary tax returns
  • Corporate, individual and estate tax planning
  • Payroll returns
  • Representation before the IRS
  • Income tax planning
  • Retirement planning
  • Business sales/acquisitions


Litigation Support and Business Valuation Services

 

  • Expert witness
  • Marital dissolutions
  • Business disputes
  • Business liquidations
  • Business valuations for Estate and Gift purposes, Buy-Sell Agreements and Marital Dissolutions


Estate Planning Services
We endeavor to help our clients not only preserve their estates and minimize taxation, but also to plan for future needs and provide for surviving spouses, children and other family members.

  • Planning to accomplish goals before and after death
  • Planning for disabilities
  • Evaluation trust needs
  • Serving as personal representative
  • Consultation with attorneys
  • Court accountings for probate


Audit and Accounting Services

We currently provide audit or other accounting services for the following industries:

  • Employee benefit plans
  • Retail trade
  • Construction companies
  • Professional service organizations (doctors, attorneys, architects, engineers, etc)
  • Medical equipment providers
  • Manufacturing companies
  • Not-for-profit entities
  • Transportation company

 

Computer Consulting Services
 

  • Computer hardware and software consulting
  • Office software  and productivity consulting
  • Quickbooks installation and training (Click for more about Quickbooks)


Other Services
Other services we provide:

  • Consultation for pension & profit sharing plans
  • Compiled financial statements
  • Reviewed financial statements
  • Projections and Forecasts
  • Management consulting
  • Loan request packages
  • Planning for business succession

Speaking Services
We are happy to serve as speakers on tax, audit, financial and estate planning for employee groups and community organizations.  The firm can also provide speakers on accounting, auditing, management information services, and strategic planning for business and not-for profit organizations.






















IRS CIRCULAR 230 DISCLOSURE: Any tax advice included in this written or electronic communication (and any attachments) was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.