Florida CPA Services P.A., Certified Public Accountants

Accounting Systems *  Bookkeeping & Payroll *  Financial Statements, Reviewed or Compiled *  Management Consulting *  Tax Preparation
Tax Planning *  IRS Representation *  Retirement Plans *  Financial Planning

About Us

Florida CPA Services, P.A. was organized in 1999 by Kevin W. Geisler, CPA.  Kevin Geisler organized the firm after practicing in the field of public accounting for over eight years in Manatee County.

On August 22, 2004 Vicki L. Kleiman became a partner with the firm.  Our mission is to help our clients succeed. With this mission we have continued to grow into a reputable, full service accounting firm which is responsive to its clients needs.

We provide not only traditional historical-based audits, accounting and taxation services but also provide specialized business and management advisory services.

When measuring our talent and abilities we are a large firm, yet we are but a small team who coordinate very efficiently and effectively to deliver personalized responsive services.

Combined we possess numerous years of audit, tax and consulting experience in the following industries:

  • Physicians offices
  • Not-For-Profit Organizations
  • Retail Establishments
  • Construction Companies
  • Condominium and Homeowners’ Associations
  • Agriculture
  • Manufacturing
  • Real Estate Developers
  • Credit Unions

Our technical qualifications are some of the finest you will see and, combined with our ability to stay abreast of the latest technology, we can perform auditing, accounting and tax services more cost effectively and more timely than most accounting firms.

Our Firm or its shareholders and other key professional staff are members of the Florida Institute of Certified Public Accountants (FICPA).

The Firm is licensed with the Florida Department of Professional Regulations as a Certified Public Accounting firm.

Our Commitment

The single most important factor in our Firm’s success has been our uncompromising commitment to the highest standards of quality and professionalism.

Providing quality service at reasonable rates to our clients is our primary objective.

We adhere to the highest standards of confidentiality of all information that is obtained from our clients.

Our Firm and its Shareholders have never received any disciplinary action nor is any pending with state regulatory bodies or
professional organizations.

Professional Development

Each shareholder and all professional staff are required to complete formal continuing professional education each year.

The firm has established guidelines to ensure professional staff is kept informed about all current developments in accounting, auditing, taxes and all other professional technical standards.

Kevin GeislerKevin W. Geisler, C.P.A.

Professional Experience

Kevin W. Geisler’s experience has been in taxation, Internal Revenue Service representation, auditing, management advisory services, computerized accounting systems and financial accounting services. He has provided audits, reviews, computer accounting systems and taxation services to physicians, retailers, construction and various for-profit entities and not-for-profit related entities since 1992.

Mr. Geisler’s relevant experience includes:

  • Design and implementation of computerized accounting systems and internal controls for various entities
  • Controller services for physicians offices and retail establishments, which includes providing cash flow management, payroll services and other consulting services
  • Internal Revenue Service representation for individuals as well as various entities
  • Tax, accounting, and financial statement audit services for not-for-profit, for-profit and condo and homeowners associations in Manatee and Sarasota Counties
  • Tax supervisor for a multinational public corporation

Education

University of South Florida, Bachelor of Science in Business Administration, major in accounting and a minor in finance.

Professional, Community Activities and Other

Manatee County Chamber of Commerce
Palmetto Kiwanis Club – Treasurer
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Veteran of the United States Army

Vicki L. Kleiman

Professional Experience

Vicki L. Kleiman’s experience has been in accounting, taxation, cash and financial accounting services, accounting software setup and training, corporate controller, and management advisory services. She has setup numerous accounting software systems for clients, trained staff, and
served as controller by the hour to maintain systems, continue staff training and consult with management. She also has experience as a corporate controller handling all areas of the business including human resources, cash management, accounting, real estate acquisition, and expansion
projects.

Vicki’s relevant experience includes:

  • 5 years experience as corporate controller
  • Partner in Public Accounting Firm since 2004
  • 25 years experience in accounting and business management for a wide assortment of businesses from small “mom and pop” to oil and gas drilling companies.

Education

University of South Florida, Bachelor of Science in Business Administration, major in accounting.

Professional, Community Activities and Other

Florida Institute of Certified Public Accounting

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5550 26th Street West, Suite 1
Bradenton, FL 34207

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Florida CPA Services

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Florida CPA Services 27.442868, -82.588177 Florida CPA Services Suite 1 Phone 941-752-6262

Tax Forms

INDIVIDUALS

Form 1040
US Individual Income Tax Return: Annual Income tax return filed by citizens or residents of the United States.

Form 1040A
US Individual Income Tax Return: Shorter version of Form 1040 allows you to report limited types of income and to claim certain adjustments.

Form 1040-ES
Estimated Tax for Individuals: Figure and pay your estimated tax on income that is not subject to withholding.

Form 1040EZ
Income Tax Return for Single and Joint Filers with No Dependents: If you file Form 1040EZ, you cannot itemize deductions or claim any adjustments to income or tax credits (other than the earned income credit).

BUSINESSES

Form 1099-MISC
Miscellaneous Income: File this form for each person to whom you have paid various income during the year.

Form 941
Employer’s Quarterly Federal Tax Return: Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.

Form W-4
Employee’s Withholding Allowance Certificate: Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Form W-9
Use this form to provide your correct TIN to the person who is required to file an information return with the IRS to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.

Form I-9
Employers must complete this form to document verification of the identity and employment authorization of each new employee (both citizen and noncitizen) hired after November 6, 1986, to work in the United States.


Additional forms available on the IRS Website