Accounting, Tax & Advisory Services in Sarasota, FL
Local expertise for businesses and high-net-worth individuals in Sarasota and across Sarasota County.
Your Sarasota Accounting & Advisory Partner
SMAART Company has been serving businesses and families in Sarasota for over 21 years. From our base in Fort Lauderdale we work closely with clients across Sarasota County, typically in high-net-worth, medical practices, 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 Sarasota 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.
Discovery
A no-cost consultation to understand your Sarasota business, existing financials, and goals.
Scope
We scope the engagement precisely, no open-ended monthly retainers without a clear deliverable.
Onboard
Secure portal setup, bank feed integration, and historical-data review within the first 10 days.
Execute
Monthly close, quarterly planning check-ins, and on-demand senior-partner access.
Review & Optimize
Year-end strategic review, we track what worked, flag what's changing, and iterate for next year.
Included Services & Outcomes
Sarasota Businesses, Handled
Month after month, we handle the books, taxes, and advisory for Sarasota business owners so you can focus on running and growing your company.
Questions &
Answers
Get answers to the most common questions about our accounting, tax & advisory services in sarasota, fl services.
No. We serve clients across all of Florida, and many with entities outside the state. Sarasota 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 Sarasota 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