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 Naples, FL
Planning-forward tax, accounting, and advisory work for Naples business owners, investors, and families.
Naples, Florida
Advisory work suited to Naples' financial complexity
Naples has an unusually high concentration of business owners, investors, retirees, and people who relocated here specifically for the tax treatment. That produces financial situations with more moving parts than the national average: multiple entities, property held in several states, closely held businesses approaching a sale, trusts established decades ago in other jurisdictions, and residency positions that need to hold up if a former home state takes an interest.
These are not situations that suit seasonal filing. They call for planning that happens before decisions are made — modeling what a business sale looks like under different structures, deciding whether a gift this year beats a bequest later, coordinating an estate plan drafted in another state with Florida realities, or sorting out where income is actually sourced when you spend part of the year somewhere else.
Our Collier County practice concentrates on exactly that: proactive tax planning, estate and trust tax work coordinated with your attorney, accounting and fractional CFO support for owner-operated companies, and entity structuring for investors running multiple holdings. We are close by in Ave Maria, and full remote service is available for clients who prefer it.
Meet With Us
Serving Naples in person and online
Our office sits in Ave Maria, a short drive from Naples. 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 Naples 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 Collier County
Businesses operating in Naples register with the Florida Division of Corporations and then handle Collier County and City of Naples local business tax receipts, along with sales tax and reemployment tax accounts where applicable. Investors holding property through multiple entities have registration and annual report obligations for each one, which is where things most commonly slip.
On the estate side, Florida is genuinely favorable — no state estate tax and no state inheritance tax. Clients arriving from states that impose both are often surprised how much simpler the picture becomes. Federal estate tax, basis planning, and inherited retirement account rules still apply, and plans drafted under another state's regime usually deserve a fresh look after a move.
- Florida Division of Corporations registration and per-entity annual reports
- Collier County and City of Naples business tax receipt requirements
- No Florida state estate tax or inheritance tax — federal rules still apply
- Residency documentation for clients relocating from income-tax states
- Multi-entity and multi-state coordination for property investors
Questions
Frequently Asked Questions
Still have a question? Send it over or call (239) 492-6784.
Yes. Our office in Ave Maria is an easy drive from Naples, and we meet clients there by appointment. For planning conversations that benefit from being face to face — estate coordination or a business succession discussion, say — we are happy to arrange something closer to you. Everything else runs comfortably over video call.
We do, and it is a significant share of the Collier County work. Our role is the tax side: modeling exposure, preparing trust and estate returns, advising on gifting strategy, and coordinating with your estate attorney, who drafts the actual documents. Florida imposes no state estate or inheritance tax, but federal rules, basis planning, and inherited retirement account timelines all still apply.
Yes, start to finish. Onboarding, secure document exchange, e-signature, and planning meetings all work remotely, and many Naples clients never visit the office at all. Same advisor, same responsiveness — the format is whatever suits you.
Related pages
- Fort Myers, FLTax, accounting, and CFO support for Fort Myers business owners, professionals, and seasonal residents.
- 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.