Being prepared for an upcoming tax deadline is relieving, saving you time and money. We've been providing Tax Preparation & Planning services nationally for over 40 years to businesses, individuals, and other CPAs who depend on our experience, knowledge, and contacts. In the current financial and tax environment, too many "sound planning strategies" steer you into regrettable and avoidable tax situations.
Services
Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. By taking the time to confirm you have all of your source documents-or at least discover what you need to attain-you ensure the accuracy of your return, and minimize your expense.
As your Financial Advisors, there are times we need to use terminology that is common to our field. You may have noticed that when one of these terms is used on Famiglio.com, it is explained when you move your mouse over the word. An informational return that reports Merchant Card and Third Party Network Payments to the IRS.
Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. By taking the time to confirm you have all of your source documents-or at least discover what you need to attain-you ensure the accuracy of your return, and minimize your expense.
Skip added hassle by doing things the right way-the first time. Here is a listing of frequently asked questions, and solutions to common difficulties other clients have had. Quicken is another beast entirely, and quite frankly small businesses should skip it and move directly to QuickBooks. That said, for those of you who haven't migrated yet, its better not to send us a backup file - instead contact us and we'll walk you through it.
Reviews (8)
Alexandra Sherwood
Oct 02, 2021
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Randy Strauss
May 30, 2021
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Famiglio and Associates seeks the best outcomes for their clients while making safety and risk avoidance their main priorities. They create the best tax scenario without EVER compromising on ethics or guidelines. I recommend Famigio and Associates in Sarasota FL to any person or business who wants their taxes prepared right! George and Jane are both wonderful people with kind hearts and a genuine interest in their clients' financial well being.
V. Lippa
Aug 22, 2020
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R. C.
Mar 28, 2020
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Called George to ask him about another LLC we were starting. He said we could do that ourselves and save some money, should be complete in 30-90 days. We wanted it soonest so he said come in Monday ask for Judy. She explained everything to our satisfaction and that a third party would be involved should be done in 5-7 days. The next day she called us back to say our LLC was good to go and to come in for some documents!
George has been doing our taxes for 19 years. Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases
George has been doing our taxes for 19 years. Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases
Paula L.
Mar 20, 2020
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I am so lucky to have found George Famiglio 25 years ago. I owe so much to him and would never have reached my financial goals without his dedication and guidance. I am so indebted to him. He has systematically guided and propelled me to financial independence and the life I am blessed with today. His wisdom of tax law and accounting is unsurpassed. He is a true master in taxation and has a continued passion for what he does that is palpable in every conversation we have. He has always had my best interest at heart with a no-nonsense approach. He navigated my very complex tax needs as a travel
Cliff P.
Aug 07, 2019
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After running many businesses, I can share that I have had a great deal of experience with CPA's and accounting firms, small and large. Without question, Famiglio is the single worst I have ever dealt with. The office is extremely disorganized and no one seems to know what the other is doing. The rates they charge seem way above average, and George himself seems to think he is the single most knowledgeable CPA on the planet--he is a shameless braggadocio, and a big part of the relationship requires extreme patience while he waxes on and on and on about how smart and accomplished he is. This
Bryant M.
May 03, 2016
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Excellent accounting services. They do it all for me and my business. And I have a business that generates over $2 million a year, so they do A LOT for me. Basically everything related to accounting.
George is one the smartest people I have ever met and offers great financial planning, strategies and advice. I recommend very highly for personal and business accounting services!
George is one the smartest people I have ever met and offers great financial planning, strategies and advice. I recommend very highly for personal and business accounting services!
Dat N.
Jan 25, 2016
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