Bankes Planning Associates is an established Florida CPA firm offering accounting, tax, and advisory services tailored to meet the needs of each client. Over the years we have worked with many Pinellas County businesses and individuals including clients in Clearwater, Largo, and many other communities.
We take the time get to know each of our clients personally so we can really understand the goals for their business, their individual financial needs, and their plans for the future. We strive to help our clients solve complex accounting issues, minimize tax liabilities, and maximize wealth.
We take the time get to know each of our clients personally so we can really understand the goals for their business, their individual financial needs, and their plans for the future. We strive to help our clients solve complex accounting issues, minimize tax liabilities, and maximize wealth.
Services
To meet the needs of our clients, Bankes Planning Associates was established as a Pinellas County, FL CPA firm to provide accounting, tax, and business advisory services to corporations, small businesses, and individuals. Recognizing that each client has unique goals, we tailor our services to meet your specific needs.
At Bankes Planning Associates, our Pinellas County CPA firm understands the challenges that small businesses are facing today. In order to be successful, every business owner needs access to accurate and timely accounting data. We offer the accounting solutions small businesses need to manage their finances efficiently.
At Bankes Planning Associates, we are not only QuickBooks experts, but we are CPAs and accountants, too. Our CPA firm offers a complete range of QuickBooks consulting, setup, training, and ongoing support to meet the needs of your business. With our guidance, you'll have access to the financial information that will help you control expenses and confidently make critical business decisions.
Many businesses are formed without the owner ever really considering the implication of each entity type. Selecting the wrong type of business structure can result in unnecessary taxes, increased liability, and other consequences. Bankes Planning Associates has the experience to help advise and guide you in choosing the best business entity to meet your short and long term goals.
Outsourced CFO services are a perfect fit for the business that's growing quickly but lacks the resources to bring a CFO or controller in-house. If your business is in this situation, turn to Bankes Planning Associates. When we become your part-time CFO or controller you'll get all the support you need but at a fraction of the cost of hiring someone full-time.
Reviews (8)
Jane Main
Oct 18, 2021
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Mark Knoedler
Mar 20, 2021
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When you thing about your money you need to have someone you can trust, who has a reputation for helping you with money decisions. Bankes Planning Associates is the name in the dictionary under the word Trust Worthy and/or Professional.
Our family has been dealing with Jim Bankes in the accounting world for more than 30 years. Jim has always been a professional and through the years has become a trusted friend as well. Patti was added (great choice) and it only made both the friendship and the business side of our relationship better. If you need straight answers to tough questions and advice
Our family has been dealing with Jim Bankes in the accounting world for more than 30 years. Jim has always been a professional and through the years has become a trusted friend as well. Patti was added (great choice) and it only made both the friendship and the business side of our relationship better. If you need straight answers to tough questions and advice
Kat Darren
Mar 20, 2021
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John Webley
Jan 01, 2021
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We appreciate our proactive working relationship with both Jim and Patti Bankes, both professionally with my small business accounting taxes and personally with our personal investments and taxes. Always accessible to us for concerns and questions. Always helpful and insightful. We believe in the integrity of this couple and their business.
Karianne Ramsay
Nov 29, 2020
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Highly recommend Bankes Planning Associates. There are not enough words to express the level of expertise, professionalism , and knowledge Jim and his staff have. Not only are they extremely knowledgeable they treat you with care and give you the utmost sincere attention. Look no further in your tax and financial needs, one stop shop.
Adam Russell
Oct 15, 2020
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Alvin Jones
Sep 27, 2020
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Peter Gabra
Jun 25, 2020
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