Bankes Planning Associates

read moreBankes Planning Associates is an established Florida CPA firm offering accounting, tax, and advisory services tailored to meet the needs of each client. Over the years we have worked with many St. Petersburg area businesses and individuals including clients in Bradenton, Clearwater, Largo, and many other communities. We take the time get to know each of our clients personally so we can really understand the goals for their business, their individual financial needs, and their plans for the future.

read moreTo meet the needs of our clients, Bankes Planning Associates was established as a St. Petersburg, FL CPA firm to provide accounting, tax, and business advisory services to corporations, small businesses, and individuals. Recognizing that each client has unique goals, we tailor our services to meet your specific needs. We have industry-specific accounting solutions for doctors, dentists, professional athletes, law firms, and real estate businesses. Contact us now to learn more about our accounting firm and the accounting, tax, and consulting services we provide that will help your business grow and succeed.

read moreA well-managed and profitable dental practice starts with the right financial partner. At Bankes Planning Associates, we specialize in accounting services designed to meet the needs of all types of dentists including family dentists, orthodontists, and other oral healthcare professionals. Our experience working in your industry makes us uniquely qualified to provide the accounting and tax strategies that will contribute to the success of your practice. We understand that dentists want to make patient care their first priority but accounting and bookkeeping responsibilities can get in the way.

read moreFor small businesses and even individuals, trying to do your taxes on your own will often end up wasting money instead of saving it. An inexperienced tax preparer can easily miss valuable deductions and make other costly mistakes that result in paying higher taxes and even penalties. Don't take risks with your taxes, go to Bankes Planning Associates for trusted tax preparation services in the St. Petersburg, FL area. We have a reputation for quality tax preparation at affordable rates for small businesses and individual taxpayers.

read moreAt Bankes Planning Associates, we are not only QuickBooks experts, but we are CPAs and accountants, too. Our St. Petersburg CPA firm offers a complete range of QuickBooks consulting, setup, training, and ongoing support to meet the needs of your business. With our guidance, you'll have access to the financial information that will help you control expenses and confidently make critical business decisions. When you become our client, we view ourselves as a trusted partner in your business. We'll get you setup on QuickBooks, show you how to manage your data efficiently, and help ensure your finances are organized and accurate throughout the year.

read moreAny accountant can prepare your taxes but a good accountant will hunt for ways to reduce your tax obligations so you pay less. When Bankes Planning Associates is your CPA firm, we go beyond compliance and develop a comprehensive strategy to save you money on taxes. From business tax planning and preparation to income tax returns, our tax reduction techniques are reliable, economical, and make tax season less stressful. Discover how the right tax advisor can make all the difference in how much money stays in your pocket!

read moreAs your CPA firm, Bankes Planning Associates always has your best interests at heart when it comes to tax planning. We make it our business to be well-versed in the newest tax legislation so we can ensure that you never pay one dollar more than you are legally obligated to pay. Our hard-hitting tax strategies are reliable, legal, and effective for new businesses, small businesses, and individual taxpayers. In our constantly evolving tax environment, tax planning must be proactive not reactive. That's why we work with you throughout the year to develop and refine your tax plan.

read moreAt Bankes Planning Associates, we take a holistic approach to wealth management for business owners, high net worth individuals, and their families. We recognize that certain turning points in your life like the sale of a business, financing your children's education, or retirement, require careful financial planning. We'll work with you to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation. The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives.