Tampa Bay CPA Firm
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Urgent News Alert concerning Employee Retention Credit (ERC) — Click Link Below for details:

7 warning signs that an ERC claim is questionable, from the IRS - Journal of Accountancy

About Us

CPA Tax Adviser, PLLC is a Certified Public Accounting firm based in West Central Florida, providing federal and multi-state income tax planning and preparation services to closely held businesses and preferred individuals. Dr. Shawn M. Folberg, CPA – Senior Tax Accountant, has over 20 years of diversified public and private accounting and tax experience. 

Dr. Folberg manages a full-service accounting and tax firm built on the principles of unparalleled service, technical expertise, and innovative thinking. He has the experience, training, and credentials to provide clients with the depth of knowledge you'll find in a larger firm, while maintaining superior customer service and a one-on-one approach that is unmatched in the industry.

Dr. Folberg maintains a passion for the study of economics, specifically trends in real estate and market forces (i.e., competitive pressures in a free market). He prides himself on integrating valuable market insights with his business and income tax consulting. He is inspired by economists Fred Harrison and Milton Friedman.

Dr. Folberg is committed to high standards of excellence and professionalism. His breadth and depth of knowledge and experience enable him to address almost any type of accounting, tax, financial, or business matter. Whether you are a current or prospective client, you can rest assured that you will receive competent and timely advice. Please consider Dr. Folberg as your expert business, tax, and accounting adviser.

Areas of Practice

  • Accounting & Tax Services for Businesses, Individuals, Estates, Trusts, and Nonprofit 501(c)(3) organizations

  • Gift tax, sales tax, tangible tax, and other specialized state and local taxes

  • Business Consulting, including complete business start-up and dissolution/sale

  • Financial Statement Compilations

  • Agreed-upon procedures for private schools receiving tax credit scholarship funds

  • Write Up, QuickBooks, & Other Bookkeeping Services

  • Payroll & Related Tax Preparation Services

  • Incorporation & Formation Services

  • IRS Problem Resolution and Audit Support Services

 

Contact

➤Florida

By Appointment

☎ CONTACT

admin@procpa.net
(727) 753-9433 phone
(727) 231-2443 fax

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Let's Chat.

Use the form below to contact Dr. Folberg. Please be as detailed as possible. Include your industry along with any specific issues or requests. You may also e-mail or call to make an appointment.