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Florida · Central Florida

Accounting, Tax & Advisory Services in St. Petersburg, FL

Local expertise for businesses and high-net-worth individuals in St. Petersburg and across Pinellas County.

Accounting, Tax & Advisory Services in St. Petersburg, FL

Your St. Petersburg Accounting & Advisory Partner

SMAART Company has been serving businesses and families in St. Petersburg for over 21 years. From our base in Fort Lauderdale we work closely with clients across Pinellas County, typically in technology, hospitality, retail. We combine big-firm technical depth with boutique-firm attentiveness, and every engagement is led by a senior partner who understands your market.

Whether you're a local St. Petersburg small business preparing for year-end, a high-net-worth family planning a liquidity event, or an out-of-state entity expanding into Florida, we handle the full accounting, tax, bookkeeping, and advisory stack so you can focus on what you do best.

Core Directives
Local to Central Florida
Full-Service CPA Firm
IRS & State Audit Defense
Operational Milestones
01

Discovery

A no-cost consultation to understand your St. Petersburg business, existing financials, and goals.

02

Scope

We scope the engagement precisely, no open-ended monthly retainers without a clear deliverable.

03

Onboard

Secure portal setup, bank feed integration, and historical-data review within the first 10 days.

04

Execute

Monthly close, quarterly planning check-ins, and on-demand senior-partner access.

05

Review & Optimize

Year-end strategic review, we track what worked, flag what's changing, and iterate for next year.

Included Services & Outcomes

Monthly Bookkeeping & Accounting
Payroll & HR Compliance
Individual & Business Tax Preparation
Year-Round Tax Planning
Fractional CFO Services
IRS & FL State Audit Defense
Business Valuations & M&A Advisory
Entity Formation & Structuring
Retirement & Estate Planning Coordination

St. Petersburg Businesses, Handled

Month after month, we handle the books, taxes, and advisory for St. Petersburg business owners so you can focus on running and growing your company.

FAQ

Questions &
Answers

Get answers to the most common questions about our accounting, tax & advisory services in st. petersburg, fl services.

Ask Us Directly

No. We serve clients across all of Florida, and many with entities outside the state. St. Petersburg is simply one of the cities where we have the deepest local expertise and in-person presence.

Yes. A meaningful share of our practice is US-inbound clients, expatriates, and multi-state operators. We handle SALT nexus, foreign-entity structuring, and FBAR/FATCA compliance in-house.

We scope each engagement based on complexity and deliverables, not on hourly block-billing. Most small-business bookkeeping engagements start in the low hundreds per month; tax and advisory pricing is quoted up-front after the discovery call.

Yes, we onboard new clients year-round, though we cap new tax-season engagements in February to protect quality. Reach out early if you're planning a major transaction or change in structure.

Most clients use our secure portal for document exchange and chat. We do quarterly reviews by video call, and in-person meetings are available at our Fort Lauderdale office or on-site at your business.

Ready to upgrade your St. Petersburg back office?

Schedule a confidential consultation. We'll review your current accounting and tax setup, identify immediate wins, and outline a clear engagement scope, all at no cost.

Schedule Consultation