AccountingCPA-led tax advisory
For Florida business owners & investors
Stop leaving tax savings to chance.
Explore how proactive planning and a five-year tax forecast could support your next financial decisions.
Request a CallStart with a complimentary 30-minute introductory call.
CPA-led • Personalized planning
For people building something
The cost of waiting
is easy to miss.
Waiting can cost you without making a sound. Not because anyone is doing a bad job; tax work often starts after the big decisions have already been made.
Talk with Square AccountingWait for the
return to tell
the story.
Last year's numbers shouldn't have to decide what you do next. When you wait for the return, some of your best options may already be off the table.
Start with where
you want to be.
Start with the life and portfolio you're building. We work backward from your five-, ten-, and twenty-year goals so the decisions you make today support where you want to be later.
Thirty minutes
can change the
direction.
Cost segregation may be worth evaluating for one real estate investor. Another prospect may need to examine entity structure, owner compensation, transaction timing, or estimated-tax planning first. The introductory call helps identify which opportunity appears most relevant to your facts.
A clearer view
before tax season.
Start with a focused 30-minute conversation. We’ll learn about your current position, planned investments, tax-risk profile, and goals. If the fit is right and you qualify for the complimentary forecast, we’ll compare the tax path you are currently on with a planning alternative.
We’ll schedule a 30-minute fit call
After you submit the form, Square Accounting will review your request and follow up to arrange an introductory call with Stevan Franeta, CPA.
Bring two starting points
Have your most recent tax return and a current estimate of this year’s income available. We’ll discuss your planned investments, tax concerns, tax-risk profile, and which planning opportunity may deserve a closer look.
Compare two five-year paths
The first 10 qualified prospects each month receive a complimentary five-year tax forecast. We’ll prepare the comparison within three business days after the introductory call, provided the required information is available, and walk through it with you on screen.
The introductory fit call takes 30 minutes.
Talk with Square Accountingforward
For the next chapter,
not just next April.
Square Accounting is a Florida CPA-led tax advisory firm for people who are building something and want a plan for what comes next.
See two five-year tax
paths side by side.
Each month, the first 10 qualified prospects receive a complimentary five-year tax forecast—a $4,000 value. Using your prior tax return and current-year income estimate, we compare your current-path baseline with a planning alternative so you can see projected tax liability, estimated tax and cash-reserve needs, and potential savings over the next five years.
Talk with Square AccountingLimited to the first 10 qualified prospects each calendar month. Qualification and availability are confirmed after the introductory call. Submitting the form does not guarantee selection. Forecast results are estimates, not guarantees.
Good questions
are a good start.
A good working relationship should feel clear from the first conversation.
Talk with Square AccountingDuring the complimentary 30-minute call, Stevan Franeta, CPA, will learn about your current position, planned investments, tax concerns, tax-risk profile, and longer-term direction. The purpose is to determine whether Square Accounting is a fit and identify the tax strategy that appears most relevant for deeper evaluation.
No. The introductory call is available to business owners, real estate investors, and high-income professionals who want a forward-looking view of their taxes. You do not need to be an existing client to request a conversation.
Cost segregation is one possible strategy for qualifying real estate—not a default recommendation for every prospect. Depending on your facts, entity structure, owner compensation, transaction timing, estimated-tax planning, or another strategy may deserve attention first. The objective is to identify what best fits your situation rather than force the same solution on everyone.
No. The 30-minute introductory fit call is complimentary. Each month, the first 10 qualified prospects may also receive the complimentary five-year tax forecast, a $4,000 value. If Square Accounting recommends additional paid planning, we will explain the scope and fee before you decide whether to proceed.
The offer is designed primarily for households earning more than $350,000 with meaningful business, investment, or real-estate decisions ahead. Square Accounting also considers planning complexity, upcoming decisions, and whether the comparison can provide meaningful value. Anyone may request a conversation, but submitting the form or completing the introductory call does not guarantee selection.
Another year on autopilot
is still a decision.
Talk with Square Accounting about the questions you've been putting off and the decisions coming next.
Talk with Square Accounting Florida CPA-led guidance for investors and business ownersMake the next
move intentional.
Share your contact details below. We’ll call to discuss your needs and arrange a video consultation. Tax returns, business details, and more detailed financial information can wait until after your initial request.