Your Trusted Partner for Financial and Tax Planning

At Stitzel CPA & Wealth Management, we provide strategies for business owners, corporate executives, individuals, and families. Whether you need financial planning, small business consulting, or retirement tax advice, our expert team is here to guide you.

Our Services

Comprehensive Services Tailored for You

Expert Financial & Tax Solutions

Tax Preparation and Planning

We ensure you are fully prepared for tax season, offering tax planning and preparation services that optimize your return and minimize your liability. Whether you're an entrepreneur or a retiree, we create a strategy that fits your financial goals.

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Accounting, Bookkeeping, Write-Up

From managing business books to keeping accurate financial records, we provide tailored accounting and bookkeeping services for entrepreneurs and growing businesses. Let us handle the numbers while you focus on what you do best.

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Financial Planning

Our financial planning services are designed to help you create a sustainable and effective plan for the future. From retirement to investment strategies, we ensure you are on the right path to achieving your financial goals with help from our knowledgeable Florida CPA.

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Get To Know Us

About Stitzel CPA & Wealth Management

With over a decade of experience, Stitzel CPA & Wealth Management takes pride in offering personalized tax and financial planning services. We focus on building long-term relationships with our clients, providing bespoke solutions for every stage of life. From corporate accounting to retirement planning, we are committed to helping you succeed financially.

Decades of financial planning and tax expertise

Specialized services for entrepreneurs, executives, and retirees

Focused on long-term partnerships, not one-time transactions

Brad, a successful attorney, and Sara, a respected physician, are both at pivotal points in their lives. After over a decade of hard work, they’ve achieved high six-figure incomes, maximize their retirement contributions, and carry minimal debt. Recently, Sara bought into a major medical partnership, and they are expecting another child, prompting concerns about whether they’re on the right path toward retirement. Seeking expert guidance, they worked with a financial planner to navigate these changes, resulting in a tailored plan that budgeted for their new circumstances, reduced taxes, and optimized their asset allocation to match their goals. Now, with an organized financial roadmap, Brad and Sara feel more at ease about their future.

Mid Career

Brad (39) & Sara (35)

Michael and Crystal, recently retired, moved to Florida with big plans to enjoy their golden years, including traveling, golfing, playing tennis, and making the most of the state's many activities. With their children grown and out of the house, they wanted a retirement plan that would sustain the lifestyle they envisioned. Their financial planner developed a straightforward withdrawal strategy to provide them with stable income that would last through their lifetimes while also minimizing both current and future taxes. With this plan, Michael and Crystal are set to enjoy a fulfilling, worry-free retirement in the Sunshine State.

Retired

Michael (67) & Crystal (61)

Jack has spent nearly twenty years building his construction business from a one-man operation into a thriving development and real estate company. While he’s enjoyed the independence and decision-making that come with running his own business, he now finds himself facing critical questions: How much longer should he continue? How much money will he need to retire? And what’s the best way to transition the business? With these questions weighing on him, Jack sought the guidance of a financial planner to help him clarify his goals, create a roadmap for retirement, and establish a succession plan that ensures the business’s future success.

Business Owner Transition to Retiree

Jack (51) and Kelly (55)

Michael and Crystal, recently retired, moved to Florida with big plans to enjoy their golden years, including traveling, golfing, playing tennis, and making the most of the state's many activities. With their children grown and out of the house, they wanted a retirement plan that would sustain the lifestyle they envisioned. Their financial planner developed a straightforward withdrawal strategy to provide them with stable income that would last through their lifetimes while also minimizing both current and future taxes. With this plan, Michael and Crystal are set to enjoy a fulfilling, worry-free retirement in the Sunshine State.

Retired-Demo

Staff

Why Clients Trust Us

Accounting is the Language of Business—We Speak it Fluently

Personalized Service

Tailored to Your Needs

We understand that no two clients are the same. That’s why we take the time to understand your unique financial goals and challenges, creating custom-fit solutions to your situation.

Comprehensive Expertise

Decades of Experience

With years of experience in tax planning, financial management, and corporate accounting, we offer the expertise needed to navigate complex financial challenges and provide the guidance you can rely on.

Long-Term Commitment

Building Relationships

We prioritize building long-term relationships at Stitzel CPA & Wealth Management, offering ongoing support that evolves with your financial needs. With guidance from our experienced Florida CPA, we are committed to ensuring your financial success over the years.

Stay Informed

Our Blog

Finance

Why You Need A Corporate Accounting Firm

October 9, 2024

Business owners have numerous responsibilities, and managing finances is one task you can confidently delegate to a corporate accountant. But what is corporate accounting? Let’s explore a corporate accountant’s role and why hiring one is essential for your business’s success.

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