Business Details
Your Trusted Accounting Partner in South Florida
Lee M Weissman, CPA, PA has provided customized financial guidance to businesses and individuals for over four decades. Our team of certified professionals delivers tailored tax management, accounting, bookkeeping, and advisory services from offices in Plantation and Coral Gables. We specialize in serving healthcare organizations, high-net-worth individuals, and small to mid-sized companies across Florida. Our expertise includes IRS representation, forensic accounting, strategic planning, and QuickBooks Pro Advisory services.With decades of combined experience, our CPAs and advisors prioritize client needs through proactive tax strategies, compliance support, and operational consulting. We maintain affiliations with leading professional organizations, including the AICPA and FICPA, while leveraging advanced technology to streamline financial processes. Our commitment to excellence is demonstrated through personalized service, industry-specific insights, and comprehensive solutions for complex financial challenges.
Services
Tax Preparation
Accounting Services
Advisory Services
Bookkeeping
Payroll Management
Audit Services
QuickBooks Support
Business Advisory
CFO Services
Succession Planning
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services
- Our team includes CPAs with healthcare industry specialization
- We provide personalized service from offices in Plantation and Coral Gables
- Our advisors hold certifications from AICPA and FICPA organizations
- We offer comprehensive QuickBooks Pro Advisory and forensic accounting services
Services
Tax Preparation
Our tax preparation services cover business, corporate, and personal tax needs with expert IRS representation and compliance support. We specialize in resolving tax problems, including back taxes and payment plans. Our CPAs provide strategic tax planning to minimize liabilities while ensuring compliance with federal and state regulations.
Accounting Services
We offer comprehensive accounting solutions including financial statement preparation, audit services, and forensic accounting. Our team handles payroll accounting, bankruptcy support, and QuickBooks Pro Advisory services. We serve healthcare organizations, nonprofits, and small businesses with accurate financial reporting and compliance management.
Advisory Services
Our advisory services focus on strategic planning, succession planning, and business formation. We provide CFO services, bank financing guidance, and internal controls assessment. Our advisors help businesses with cash flow analysis, entity selection, and operational improvements to support long-term growth and sustainability.
Bookkeeping
We manage daily financial transactions including payroll processing and sales tax reporting. Our bookkeeping services ensure accurate financial records for small businesses and nonprofits. We provide write-up services and tangible personal property tax management to maintain complete and organized financial documentation.
Audit Services
Our audit services provide the highest assurance level for financial statements through comprehensive examination and verification. We perform internal control assessments, transaction testing, and third-party confirmations. These services help businesses meet regulatory requirements, satisfy stakeholders, and support financial decision-making with accurate, verified information.
People
Samuel Hammer
Managing Shareholder
CPA with 30+ years in healthcare accounting, specializing in mergers and acquisitions. Former Price Waterhouse accountant and healthcare network CEO. Member of AICPA, FICPA, and MGMA. Focuses on tax planning and IRS representation.
Zoila Navarro-Pachon
Shareholder
CPA with 30+ years of tax expertise, serving domestic and international clients. Specializes in estate and trust taxation. Active AICPA and FICPA member. Provides tax minimization strategies and succession planning for high-net-worth individuals.
Anees Tanoli
Shareholder
CPA with 20+ years of business advisory experience. Successful entrepreneur with service industry businesses in Florida and Texas. Focuses on tax compliance and financial guidance for diverse clients while managing PTH Financial & Insurance.
Tori A. King
Director of Accounting
Healthcare accounting expert with 20+ years of experience. Specializes in forensic accounting and healthcare compliance. Holds Master of Accounting and MBA degrees. Provides strategic financial solutions for medical practices and healthcare organizations.
Michael Moreira
Senior Tax Manager
CPA with 20+ years in public accounting and Fortune 500 financial management. Expertise in audits, tax planning, and corporate financial reporting. Serves diverse industries including real estate, legal, and medical services with tailored tax solutions.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statement preparation, audit/review services, payroll accounting, and QuickBooks Pro Advisory support for businesses and individuals.
Do you specialize in any industry?
We have deep expertise in healthcare accounting, serving providers, practices, and healthcare networks with specialized financial management solutions.
What tax services do you provide?
Our tax services include preparation, planning, IRS representation, and resolution of tax problems like back taxes and payment plans for individuals and businesses.
Are you available for in-person meetings?
Yes, we have offices in Plantation and Coral Gables, Florida, with appointment availability during normal business hours.
What advisory services do you offer?
We provide business advisory services including succession planning, CFO services, strategic planning, and internal controls assessment for growing organizations.
