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Details

The only firm you'll require for all of your financial needs!

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General Info

The only firm you'll require for all of your financial needs! We believe your selection of a Certified Public Accountant is one of the most important decisions you will make as an individual or the owner of a business. Charles Massie & Barbara Reilly not only have extensive knowledge in various areas of Accounting and Asset Protection Planning, but they each owned & operated successful businesses before becoming CPAs. Their entrepreneurial experience exposed them to the real-life business world in addition to the demands of balancing work & family. Charles successfully owned several businesses, including a Pharmacy, and Barbara owned a successful insurance business before becoming CPAs. They have sat on your side of the table making business decisions, paying employees, and working hard to make a profit while trying to keep their tax liability at a minimum. As an added benefit, given our firm's experience and education (see our bios), we do more than just prepare your tax return, we look at all of your financial information to determine whether there are more resourceful ways to meet your financial goals and objectives. We look at your entire financial picture not just your taxes. Our objective is not only to prepare your individual and/or business tax return but to also assist you with asset protection planning to secure your future objectives. Our concern is tax-advantaged and tax-efficient planning for our clients. This also includes consulting with you on the selection of the business entity that best suits your business and your objectives. Please review our services tab for both Individuals & Businesses. Our reputation is based on the quality of our service, on our commitment to building personal relationships with our clients, and on our ability to provide personalized service with individual attention to your specific needs. Our goal is to be an investment to our clients not a cost. COME IN TODAY AND LET US TAKE CARE OF ALL OF YOUR FINANCIAL AS...

HoursCLOSED NOW
Regular Hours:
Mon - Thu
Fri
Sat - SunClosed

Contact Info

Phone:

Main - 239-768-2171

Address:
15671 San Carlos Blvd Fort Myers, FL 33908
Email:

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Categories
Investments, Accountants-Certified Public, Accounting Services, Actuaries, Bookkeeping, Business Management, Financial Planners, Financial Planning Consultants, Financial Services, Financing Services, Insurance, Investment Management, Mutual Funds, Taxes-Consultants & Representatives, Telecommunications Services
Services / Products
Retirement Planning, Brokerage Services, Insurance Planning, Tax Planning, Asset & Portfolio Management, Business Accounting, Business Tax Return Preparation, Business Valuations, Prior Year Tax Returns, Electronic Tax Filing, Corporate Tax Return Preparation, Bookkeeping Services, Payroll Tax Returns, Estate Management, Investment Research, Business Planning, Estate Planning, Forensic Accounting, Estate Tax Returns, Guardianships, Financial Management, Sales Tax Returns, State Tax Returns, Tax Consulting, Inheritance Planning, Investment Planning, Small Business Tax Return Preparation, Fee-Based Financial Planning, Equity Investments, Amended Tax Returns, Tax Advisors, Public Accounting, Tax Problem Resolution, Mergers & Acquisitions, Notaries Public, Asset Protection, Trusts, Financial Consultants, Family Financial Planning, Individual Tax Return Preparation, Financial Planning, Payroll Services, Asset Management, Tax Return Preparation, Federal Tax Returns, Investment Services, Mutual Funds, Investments, Financial Planning, Annuities, Index Funds
Payment Options
check, amex, debit, discover, mastercard, visa
Location
Across from the Super Target. Two-story building with a green tile roof
Accreditation

Certified Public Accountants

Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.