Business Details
24 Years
experience
Your Trusted CPA Partner in Pinellas County, FL
Bankes Planning Associates was established in Pinellas County, FL to provide tailored accounting, tax, and advisory services to corporations, small businesses, and individuals. Our approach centers on understanding each client's unique goals to deliver personalized solutions. With industry-specific expertise for healthcare professionals, law firms, real estate businesses, and more, we help clients navigate complex accounting challenges, minimize tax liabilities, and maximize wealth. Our team combines over 33 years of experience from founder James Bankes, a Certified Public Accountant and Personal Financial Specialist, with specialized knowledge in cash flow management and business growth strategies.We serve clients across Florida and 15 additional states, maintaining affiliations with the American Institute of Certified Public Accountants and the Institute of Dental CPAs. Our commitment to client satisfaction is exemplified through Patti Bankes' leadership in public relations, ensuring seamless access to our comprehensive financial resources. As a registered investment advisor representative licensed in 10 states, we offer integrated financial planning solutions that align with both business and personal objectives.
Services
Small Business Accounting
Tax Preparation
CFO Services
QuickBooks Support
Tax Planning
Wealth Management
IRS Problem Resolution
Business Incorporation
Details
- Year established: 2002
Highlights and features
- We provide personalized accounting solutions tailored to your specific industry needs.
- Our team combines 33+ years of CPA experience with specialized industry expertise.
- We offer comprehensive financial advisory services beyond basic accounting functions.
- Our client-centric approach prioritizes understanding your unique business goals.
- We serve clients across 16 states with localized expertise in Pinellas County markets.
Associations and certifications
- Certified Public Accountant (Florida)
- American Institute of Certified Public Accountants
- Institute of Dental CPAs
Services
Small Business Accounting
Our small business accounting services provide tailored financial management for growing companies. We handle bookkeeping, payroll processing, and financial reporting while offering strategic guidance to improve profitability. Clients receive customized solutions that adapt to their specific industry requirements and growth objectives.
Tax Preparation
We prepare and file accurate business and individual tax returns with meticulous attention to compliance. Our approach combines thorough documentation review with proactive tax-saving strategies. Clients benefit from timely submissions and expert representation during audit situations.
CFO Services
Our outsourced CFO services deliver strategic financial leadership without full-time executive costs. We analyze cash flow patterns, develop financial forecasts, and implement systems to enhance business performance. This service includes budget creation and operational efficiency assessments.
Tax Planning
We develop comprehensive tax reduction strategies that align with long-term financial goals. Our approach identifies legitimate deductions and credits while ensuring compliance with evolving regulations. Clients receive ongoing guidance to optimize their tax position throughout the year.
Wealth Management
Our wealth management services integrate investment planning with tax strategies to build and preserve client assets. We create customized plans addressing retirement goals, estate planning, and risk management. The service includes portfolio analysis and coordinated tax optimization.
People
James A. Bankes
Owner / Certified Public Accountant
CPA with 33+ years of experience serving businesses across multiple industries. Specializes in financial strategy, tax optimization, and business growth solutions. Graduated from Rowan University with accounting degree and maintains securities licensing in 10 states.
Patti Bankes
Director of Public Relations
Manages client relationships and public relations with 18+ years of sales and marketing experience. Focuses on ensuring client satisfaction through effective communication and resource coordination.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, payroll processing, financial reporting, and customized financial management solutions tailored to your specific industry needs.
Do you offer free initial consultations?
Yes, we provide complimentary introductory consultations to discuss your accounting needs and determine how our services can benefit your business or personal finances.
Which geographic areas do you serve?
We primarily serve Pinellas County businesses in Clearwater, Largo, and surrounding communities, while also providing services to clients across Florida and 15 additional states.
What tax services do you specialize in?
Our tax services include business and individual tax preparation, tax planning strategies, IRS problem resolution, and specialized cryptocurrency tax reporting for clients in multiple states.
How experienced is your accounting team?
Our founder has 33+ years of CPA experience with expertise in multiple industries including healthcare, law, real estate, and manufacturing, supported by specialized team members.
