PM&T Contact info

Call:

941.365.1172
Fax:

941-529-0350
Email:

info@phmmcpa.com
Visit:

2805 Fruitville Road, Suite 215 Sarasota, Florida 34237

Send request

Financial Planning and Accounting Services

Services

Services that simply help you and your business thrive.

Behind every balanced book and filed return is a team that loves what they do. From collaborating on complex tax strategies to volunteering locally, we’re proud to be part of a firm that values integrity, teamwork, and client success.

Financial Planning

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Retirement planning

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Estate Planning

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Fractional CFO Services

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Fractional CFO service gives you a professional financial manager who works with you to help guide your business to success.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Audits – Reviews – Compilations

Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Forensic Accounting

Forensic accounting - also called financial forensics or forensic auditing - is an area of accounting that investigates actual or anticipated disputes.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Strategic Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Succession Planning

The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

New Business Formation

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Non-Profit Organizations

We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Internal Controls

At times you may need a trained outside professional to evaluate your company's operations to determine if the appropriate controls are in place to ensure proper handling of resources and to protect yourself from employee theft.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Litigation Support

In today's world of increasingly complex litigation you simply cannot do it alone. Let's face it. Your probability of a success increases when you have the expertise of an experienced "court savvy" Certified Public Accountant on your side.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Tax Center

When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return. If you chose to receive your refund through direct deposit, you should receive it within a week. If you use e-file, your refund should be issued between two and three weeks.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

Why QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

QuickBooks Training

Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment

QuickBooks Tune-up

Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up.

Strategic roadmapping
Business model development
Growth forecasting
Competitive positioning
Stakeholder alignment