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Carlson and Company, CPAs


Carlson and Company, CPAs   believe in the value of relationships. They view every client relationship like a partnership, and truly believe that their success is a result of your success. Carlson & Company, Chartered, has been practicing as a Certified Public Accounting firm in Pensacola, Florida, since 1985. Jim Carlson began his public accounting career in Pensacola in 1968. Their success over the years has been the result of a strong commitment to providing the highest quality personalized service to clients.
 
Carlson and Company, CPAs offer a wide range of services to our business and individual clients. Because they are relatively small, their clients benefit by getting personalized, and quality service that is beyond comparison.
 
Audit Services are view their role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. Estate Planning is effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. They can guide you through the complex process of getting your financial affairs in order.
 
Estate & Trust Tax Preparation is effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. They can guide you through the complex process of getting your financial affairs in order. Tax Planning & Preparation use to tax planning and preparation form a winning combination for their successful individual and business clients. 

Carlson and Company, CPAs are committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology, and extensive business relationships is indicative of their commitment to excellence.

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