Carlson & Company

Carlson & Company, Chartered is a small CPA firm serving clients along the northern coast of the Gulf of Mexico, with most clientele in Florida's Panhandle region though serving clients nationwide. Founded over 25 years ago in public practice, the firm has developed extensive experience in a wide variety of accounting areas, distinguishing itself through personalized attention without layers of assistants. Services include audit, review and compilation services, estate planning, estate and trust tax preparation, tax planning and preparation for professionals, and support for entrepreneurial businesses. The firm has completed over 500 audit and review engagements and maintains specialization in serving attorneys, physicians, and other professionals who require assistance managing both professional and business finances. The team demonstrates considerable expertise with multi-tiered partnership and corporate entities. Carlson & Company emphasizes the importance of professional guidance for complex tax situations and offers accessible consultation to help clients manage financial affairs effectively.