Tax Services
Year-round tax strategy, accurate compliance, and estate-side planning that keeps your bill predictable instead of surprising.
Service Area
Accountant & Tax Advisor in Bonita Springs, FL
Tax planning and advisory work for Bonita Springs professionals, retirees, and owner-run businesses.
Bonita Springs, Florida
Where the Lee and Collier lines blur
Bonita Springs sits on the county line, and its financial profile reflects that. It draws the professional and retiree population you would associate with Naples to the south, alongside the small-business and service economy of Lee County to the north. Plenty of residents work in one county and own property or a business in the other.
The questions that follow are mostly about transition and timing. People arriving from the Midwest and Northeast need their residency change documented properly before a former state asks about it. Recent retirees face a genuinely consequential decision about the order in which they draw from taxable, tax-deferred, and Roth accounts. Owners who sold a business elsewhere and moved down have a basis and installment-sale question that is easier to handle before the closing than after.
That is the work here: tax-aware planning around retirement income and relocation, compliance for people with income sourced in more than one state, and accounting and advisory support for the professional practices and small businesses operating along the corridor.
Meet With Us
Serving Bonita Springs in person and online
Our office sits in Ave Maria, a short drive from Bonita Springs. Clients who prefer to keep everything remote work with us by video call and phone — same advisor, same responsiveness.
- Office5284 Juliet Court, Ave Maria, FL 34142
- Phone(239) 492-6784
- Emailjfragnoli@accounting-tax-solutions.com
- AppointmentsCall or email to arrange a time, in person or by video call.
Advance Accounting & Tax Solutions, Inc.
5284 Juliet Court, Ave Maria, FL 34142The map loads from Google only when you ask for it, so the page stays fast.
Services
What we do for Bonita Springs clients
The full range of tax, accounting, and advisory support — matched to whichever stage you are in.
Accounting & CFO Services
Clean books, dependable payroll, and CFO-level insight — the financial back office growing businesses actually need.
Business Advisory Services
Structure, planning, and second-opinion guidance for the decisions that shape where your business goes next.
Local Detail
Working in Bonita Springs
Bonita Springs businesses register with the Florida Division of Corporations and obtain a City of Bonita Springs business tax receipt, with a Lee County receipt where the activity requires one. Because Bonita Springs sits right on the Collier line, businesses serving both counties sometimes need registration in each — worth checking rather than assuming.
For individuals, the recurring theme is residency. Establishing Florida domicile is not a single form; it is an accumulation of evidence — driver license, voter registration, homestead exemption, where you actually spend your days. States with income tax do review departures, and contemporaneous documentation is far stronger than a reconstruction two years later.
- City of Bonita Springs and Lee County business tax receipts
- Florida domicile documentation for clients relocating from income-tax states
- Homestead exemption timing and its interaction with residency evidence
- Retirement withdrawal sequencing across taxable, deferred, and Roth accounts
- Multi-county registration for businesses serving both Lee and Collier
Questions
Frequently Asked Questions
Still have a question? Send it over or call (239) 492-6784.
Start documenting Florida domicile immediately rather than at tax time — license, voter registration, homestead, and a clear record of where you actually spend your days. Then have someone look at your final part-year return in the old state alongside your first Florida year. That pairing is where mistakes get made, and it is much easier to plan than to unwind.
On the tax side, yes. The order in which you draw from taxable, tax-deferred, and Roth accounts has a large cumulative effect, as do Roth conversion timing and the interaction with Social Security and Medicare thresholds. We do not manage investments — we work alongside whoever does, and handle the tax reasoning.
Ave Maria is a straightforward drive from Bonita Springs, and we meet clients at the office by appointment. Most people find one or two in-person sessions a year is plenty, with the rest handled by video call and phone.
Related pages
- Fort Myers, FLTax, accounting, and CFO support for Fort Myers business owners, professionals, and seasonal residents.
- Naples, FLPlanning-forward tax and advisory work for Naples entrepreneurs, investors, and families.
- Cape Coral, FLBookkeeping, payroll, and tax work for Cape Coral trades, contractors, and rental-property owners.
- All service areasEvery community we cover in SWFL.
Ready for a tax and accounting partner who plans ahead?
Book a free consultation and we will map out exactly what you need — no pressure, no jargon.