Fostering long-term relationships to help meet your accounting and tax needs. Boutique CPA excellence with direct, personalized attention for individuals, entrepreneurs, and growing businesses across Florida.
Practicing in Tampa Bay since 2010
Quarterly tax estimates & safe harbor
Direct agency representation & audit care
Direct partner access on every file
From meticulous monthly bookkeeping to high-stakes IRS representation, get the full spectrum of private and public accounting expertise tailored to your goals.
Maintain and update your general ledger on a regular basis to ensure transactions are properly classified for smarter operational and financial decisions.
Comprehensive federal and state preparation for individuals, partnerships, corporations, trusts, estates, gifts, and 990 tax-exempt organizations.
Eliminate costly surprise tax bills and minimize IRS underpayment penalties through structured quarterly projections and safe harbor planning.
Direct, professional representation when communicating with the IRS, Florida Department of Revenue, or local county taxing authorities regarding notices and audits.
Turn your entrepreneurial passion into an optimized corporate structure with Florida Sunbiz registration, FEIN filing, and tailored operational guidance.
End-to-end sales and use tax and county tangible personal property tax reporting to ensure your business remains in good standing with state and local governments.
Don’t see your exact scenario listed? We provide tailored financial solutions for unique corporate transactions, estate planning, and multi-state compliance.
Florida entrepreneurs enjoy 0% State Individual Income Tax, but federal obligations and self-employment taxes can significantly impact cash flow without proactive quarterly estimates.
As a native Floridian residing in Riverview, Jeffrey Kurtz, CPA provides personalized, in-depth local tax knowledge tailored to the specific business climates of the Tampa Bay region.
Hillsborough County • Tampa Bay Metro
Headquarters location providing high-touch boutique CPA services to local entrepreneurs and families.
Direct access to official IRS portals, Florida state filing systems, critical tax forms, and official agency hotlines.
Check the live status of your federal income tax refund with Where's My Refund?
Pay individual taxes directly from your checking or savings account with no fees.
Securely view your tax transcripts, payment history, and prior year balances.
Comprehensive checklist and organizer to streamline your annual tax preparation.
Download official IRS Employee's Withholding Certificate for updated allowances.
Official Request for Taxpayer Identification Number and Certification.
File your mandatory Beneficial Ownership Information report under the Corporate Transparency Act.
Renew and file your annual LLC or corporate registration on Florida Sunbiz.
Verify Florida entity status, officer lists, registered agents, and active filings.
File monthly, quarterly, or semi-annual Florida Department of Revenue sales tax.
Need urgent status information directly from the agency? Use these official verified toll-free lines.
Quickly submit tax documents, remit invoice payments, post a client review, or contact Jeffrey Kurtz directly for priority assistance.
Securely transmit W-2s, 1099s, bank statements, or IRS notices with end-to-end encryption.
Conveniently remit your retainer or invoice payment online via ACH bank transfer or major credit card.
Licensed Florida CPA
Practicing in Tampa Bay Since 2010
"My name is Jeffrey Kurtz and I am a native Floridian and licensed CPA. I moved to the Tampa Bay area in 2010, and my wife and I have since made our home in Riverview, Florida with our two dogs and cat."
"I am passionate about helping others, especially when it comes to tax and accounting. Being a boutique firm, I am focused on client experience and excellence. I want each of my clients to feel they are respected and prioritized after every interaction."
"With extensive experience in both private and public accounting, I am in a unique position to offer a practical, real-world perspective alongside rigorous professional precision. Let me be your ultimate tax and accounting resource for your personal and business solutions."
Stay ahead of IRS regulation changes, filing deadlines, and tax-saving strategies curated directly by Jeffrey Kurtz, CPA.
Official IRS e-filing launch dates confirmed. Key preparation checklist for Florida small businesses and individuals to secure early refunds.
Why entity classification (LLC vs S-Corp) and proper chart-of-accounts setup immediately after receiving your FEIN prevents multi-thousand-dollar tax errors.
Navigating simplified vs actual expense methods, exclusive business use rules, and maximizing utility and depreciation write-offs.
Comprehensive guide to extended filing and estimated payment deadlines granted by the IRS and FL DOR for affected Tampa Bay businesses.
Updated IRS contribution thresholds and how small business owners can leverage SEP-IRAs and defined-benefit plans to slash taxable income.
Florida charges 0% state tax on retirement benefits, but federal provisional income formulas can make up to 85% of Social Security taxable.
Whether you need monthly accounting, tax return filing, IRS notice resolution, or guidance launching a new Florida business, Jeffrey Kurtz is ready to assist.