Tampa Bay CPA Firm

Tax Planning

Tax Strategy and Advisory Services

Dr. Folberg helps clients stay ahead of tax law changes so they pay only what is required — never more. With a proactive approach, he anticipates issues before they arise and identifies opportunities to maximize savings. His pragmatic style, combined with over 20 years of experience, ensures you benefit from both technical expertise and strategic foresight.

Why Work With Dr. Folberg

  • Minimize audit risk: Reduce the possibility of penalties, interest, and unwanted scrutiny.

  • Maximize savings: Realize substantial tax benefits while improving cash flow.

  • Gain clarity: Understand the tax code through education and practical guidance.

  • Stay compliant: Meet federal, multi-state, and local obligations with confidence.

Services for Businesses and Individuals

Dr. Folberg provides comprehensive tax and accounting services for privately held companies and select individuals, including:

  • Tax return preparation: S-Corporations, C-Corporations, LLCs, Partnerships, Individuals, Estates, and Trusts.

  • Business transactions: Guidance on acquisitions, sales, and ownership structures.

  • Strategic tax planning: Documenting and structuring transactions to support growth.

  • Multi-state expertise: Nexus analysis and compliance in the post-Wayfair environment.

  • Representation: Advocacy before federal, state, and local taxing authorities.

Multi-State and Nexus Expertise

In today’s complex tax landscape, Nexus — the interrelationship between state and local obligations — is critical. Dr. Folberg helps you:

  • Assess exposure: Identify where you may owe taxes and ensure proper filings.

  • Recover refunds: Spot opportunities to maximize state and local tax refunds.

Take the Next Step

Whether you are launching a new business or managing an established enterprise, tax planning is essential for growth and stability. Dr. Folberg combines technical mastery with a passion for client education, ensuring you have both the strategy and the confidence to move forward.

Schedule a consultation today to secure your tax advantage.