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 Fort Myers, FL
Tax planning, accounting, and fractional CFO support for Fort Myers businesses, professionals, and seasonal residents.
Fort Myers, Florida
Tax and accounting support built for how Fort Myers actually works
Fort Myers has grown into one of the busiest small-business markets on the Gulf Coast. Contractors and trades, hospitality, healthcare practices, professional services, property managers, and an expanding base of remote-first business owners who moved down and brought their companies with them — Lee County adds new businesses at a pace that outstrips most of the state.
That growth produces a specific set of financial questions. A contractor whose revenue doubled in two years is probably in the wrong entity structure. A hospitality business with sharp seasonal swings needs cash-flow forecasting more than it needs another monthly report. Someone who relocated from New York or Illinois and kept operating there has a multi-state filing question they may not know exists yet. And seasonal residents splitting the year face residency and sourcing rules that get expensive when handled casually.
We work with all of it — proactive tax planning, monthly accounting and payroll, and fractional CFO support for businesses at the point where the numbers need interpreting rather than just recording. Our office is a short drive away in Ave Maria, and clients who prefer to keep everything remote work with us entirely by video call and phone.
Meet With Us
Serving Fort Myers in person and online
Our office sits in Ave Maria, a short drive from Fort Myers. 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 Fort Myers 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 Lee County
Operating in Fort Myers means dealing with Lee County and City of Fort Myers requirements alongside the state ones. New businesses register with the Florida Division of Corporations, then handle local business tax receipts at both the county and, where applicable, city level. Fictitious name registrations, sales tax accounts with the Florida Department of Revenue, and reemployment tax registration follow from there depending on your setup.
None of it is difficult in isolation. What causes problems is missing a step and finding out at renewal, or registering in a way that does not match how the business actually operates. We handle these as part of formation and ongoing compliance so nothing sits unfinished.
- Florida Division of Corporations registration and annual report filings
- Lee County and City of Fort Myers business tax receipt requirements
- Florida sales and use tax registration and recurring filings
- Reemployment tax registration for businesses with employees
- Multi-state filing analysis for owners who relocated but kept operations elsewhere
Questions
Frequently Asked Questions
Still have a question? Send it over or call (239) 492-6784.
Yes. Our office is in Ave Maria, an easy drive from most of Fort Myers, and we meet clients there by appointment. For engagements where an in-person conversation makes more sense on your side — reviewing books with your team, for instance — we can arrange to come to you. Most clients settle into a mix: a face-to-face planning session once or twice a year, everything else remote.
Regularly. Part-year residency creates genuine complexity: which state gets to tax which income, how residency is established and documented, and whether a former state is likely to contest the change. If you have recently moved to Florida or split the year between here and somewhere else, this is worth getting right early — states with income tax do audit departures, and documentation built after the fact is much weaker.
Entirely. Onboarding, planning meetings, and electronic filing all work remotely, and plenty of our Fort Myers clients never need to drive out. You get the same advisor and the same turnaround either way — the delivery method is your preference, not a service tier.
Related pages
- 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.
- Bonita Springs, FLTax planning and advisory for Bonita Springs professionals, retirees, and small business 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.