At the Beach
Asset 4_UI 5.5.png

Leading You & Your Business Through Complex Tax Matters

Current Client?
 

Asset 5_UI 5.5.png

Taxes Don't Have to be Intimidating
 

We Specialize in creating clarity in small business taxes
 

We understand how confusing the tax process can be. We invest the time to get to know you and your business to provide service year-round and create peace of mind throughout the process, not just when the tax returns are filed.

Our Process:

 

Comprehensive year end tax review and planning

Quarterly meetings and tax forecasting services

Updates with tax law changes that impact you or your business

Prompt answers to your questions as they arise, without excessive fees

 

How We Help
 

Taxes.jpg

Comprehensive Tax Services
 

Compliance and planning to minimize your federal, state, & local tax liabilities

Developing action plans to address your past, current, or future tax risks

Consulting.jpg

Business Advisory Services
 

Leading you through business formation and planning considerations

Advising you on business accounting processes and managing cash flow

Rustic Beach Path

Experience Matters
 

With 20+ years tackling the toughest tax issues
 

We are a full-service tax consulting firm licensed in Florida and Georgia that provides businesses and their owners with tax and advisory services. We bring clarity to complicated tax matters with enterprise, medium, and small business experience across a variety of industries.

aicpa-logo.png
ficpa-logo__large.png
GSCPA-logo-annual-partner.png

Working with Rebecca Kelly and her team was literally a God-send for my software company. She was referred to me by a colleague and from day 1 of working together has brought clarity and peace of mind to what was previously a cripplingly stressful tax situation. I don’t know what I would have done without her.

Joey Ruse.png

Joey Ruse, CEO

Creative Critique, Atlanta, GA

Client Experience
 

Beach at Sunset

    The Next Step - Let's Chat    
 

Give us a call

 with no automated answering service

 

850-650-2061

Stop by and say hi

we don't try to intimidate with a top floor office

 

4393 Commons Drive East,

Suite 105, Destin, FL 32541

Or send us a quick note

we'll respond within 48 hours 

arrow&v
arrow&v
arrow&v

Thanks for reaching out! We will be in touch shortly.

 

I have been working with Rebecca and her team for the past year and today she is much more than our tax advisor, she has become our business advisor. We originally hired her to resolve a tax controversy matter that had been weighing us down. She helped us develop a plan to resolve this challenge and we no longer worry about taxes. She is also proactively thinking of our business accounting and tax needs and has implemented new solutions that have saved me time. We greatly value our relationship with Testu & Taylor and highly recommend their services.

Carey Trotter.png

Carey Trotter, President

Trotter’s General Contractors, Inc. Destin, FL

Client Experience