Your trusted advisors in financial success
Bankes Planning Associates stands out as a trusted CPA firm in Pinellas County, Florida. We're passionate about empowering individuals and businesses to achieve financial success through personalized accounting, tax planning, and insightful guidance. Founded on the principles of integrity, transparency, and personalized attention, we strive to establish lasting relationships with every client.
What sets us apart
- Client-focused approach: We take the time to understand your unique goals, concerns, and aspirations to tailor our services precisely to your needs.
- Industry expertise: Our team is comprised of seasoned professionals with deep understanding of various industries, including healthcare, dental practices, law firms, and real estate.
- Comprehensive solutions: From accounting services and tax optimization to wealth management and business incorporation, we offer a comprehensive range of services to meet your diverse financial needs.
- Dedicated team: You'll work directly with experienced professionals who are committed to open communication, timely updates, and clear explanation of your financial situation.
Accounting Services
- Comprehensive accounting solutions for small and medium-sized businesses
- Outsourced CFO services to streamline accounting processes and maximize profits
- Business incorporation support
Tax Services
- Accurate tax preparation for businesses and individuals
- Tax planning strategies to minimize your tax burden
- Cryptocurrency tax services
- IRS tax problem resolution
Additional Services
- Wealth management for individuals and retirement planning
- CFO consulting services to enhance your financial decision-making
- Business advisory and consultation
Focused on your success
At Bankes Planning Associates, we believe in empowering our clients to achieve financial success. We offer:
- Free initial consultations to understand your unique needs and goals
- Secure online document upload and payment options
- Regular newsletters and tax tips to stay informed about financial matters
Partner with a reliable and experienced CPA firm that prioritizes your financial success. Contact us today and schedule your free consultation!
Accolades
The reviews above reflect the exceptional service provided by Bankes Planning Associates, with a perfect 5-star rating across the board. Reviewers praise the professionalism, expertise, and personable nature of the team, specifically highlighting the knowledge and dedication of Jim Bankes and Patti.
In-Depth Insights
Reviewers commend Bankes Planning Associates for their exceptional service, professionalism, and dedication to their clients. Several reviewers mention the team's expertise, noting that they are knowledgeable and trustworthy. Others emphasize the couple's friendly and approachable nature, making them feel comfortable and secure. Some reviewers highlight the staff's ability to navigate complex financial systems and provide top-notch service.
Expertise and Guidance
Reviewers praise Jim Bankes specifically for his exceptional knowledge and professionalism, stating that he has the wisdom of 100 average CPAs. One reviewer notes that Jim has helped them grow as an individual and continues to add value to their businesses. Others appreciate his proactive working relationship, making them feel valued and secure.
