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Estate Planning Services.

We do Professional Estate Planning Services Nationwide.

Estate Planning Services

Estate Planning Services

Estate Planning Services:
Welcome to Professional Accounting Group, where we specialize in comprehensive Estate and Trust Planning Services tailored to safeguard your wealth and ensure your legacy endures for generations to come. Our team of experienced CPAs is dedicated to providing personalized solutions that protect your assets, minimize tax liabilities, and fulfill your unique financial goals.

Our Estate Planning Services:

We believe in a personalized approach, tailoring our services to your unique circumstances and financial goals.
Safeguarding your personal and business interests can be a daunting task. We prefer to take an initiative-taking vs. a reactive approach to your tax services.

Comprehensive Tax Solutions:
Whether you are an individual seeking to optimize your tax liability or a business aiming to maximize profits while staying compliant, we've got you covered. Our comprehensive range of Tax Preparation & Consultation Services includes:

  • Wills:
    A legal document that outlines how a person's assets and properties will be distributed after their death. It can also designate guardians for minor children and name an executor to manage the estate.
  • Trusts:
    Trusts are legal entities that hold and manage assets for the benefit of beneficiaries. They can help avoid probate, provide for special needs individuals, and offer more control over asset distribution.
  • Power of Attorney:
    This document designates someone to make financial and legal decisions on your behalf if you become incapacitated.
  • Healthcare Proxy (Healthcare Power of Attorney):
    Designates someone to make medical decisions on your behalf if you are unable to do so.
  • Living Will:
    Also known as an advance healthcare directive, this document outlines your wishes for medical treatment in case you're unable to communicate your preferences.
  • Beneficiary Designations:
    Ensuring that the beneficiaries listed on accounts like life insurance policies, retirement accounts, and investment accounts are up-to-date and accurately reflect your wishes.
  • Guardianship Designations:
    Designating a legal guardian for minor children in case both parents pass away.
  • Letter of Instruction:
    A non-legal document that provides additional guidance and information to your loved ones and executor about your personal preferences, funeral arrangements, and other matters.
  • Secure Your Legacy:
    Expert Estate and Trust Planning Services by Trusted CPAs.

Key Benefits:

We work closely with you to develop strategic tax plans that minimize your tax burden and maximize your potential savings. Our proactive approach ensures that you're well-prepared for tax season, making informed decisions that benefit your bottom line.

  • Strategic Estate Tax Planning:
    Our CPAs will design tax-efficient strategies to protect your assets and reduce estate taxes, ensuring your beneficiaries receive the maximum benefit.
  • Tailored Trust Solutions:
    We create custom trust arrangements that address your specific needs, including revocable living trusts, irrevocable trusts, charitable trusts, and more.
  • Peace of Mind:
    With our meticulous planning, you can rest assured that your loved ones will be cared for and your wishes will be honored, even in unforeseen circumstances.
  • Business Succession Planning:
    For business owners, we provide seamless transition strategies that preserve your company's continuity and minimize tax burdens.
  • Knowledgeable Guidance:
    Our CPAs stay up-to-date with the latest tax laws and financial regulations to offer informed advice, ensuring your plan remains current and effective.
  • Schedule a Consultation Today:
    Take the first step towards securing your family's future. Contact us now to arrange a confidential consultation with one of our Estate and Trust Planning specialists.

Get Started Today!!!

If you are in need of an Accountant, Professional Accounting Group LLC is here to serve you. Our offices provides a variety of services with care and expertise, including CFO Services and Financial Management. Professional Accounting Group has served many happy clients nationwide, We hope to see you in one of our offices soon!

Office Hours:

Accounting Services

Need Accounting Services?

Our committed accounting group will provide full responsibility in ensuring communication with business operation personnel to ensure all bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, receivables and payables tracking, and analysis are completed and accurate in a timely manner.

Accounting Services we provide:

  • Bank Reconciliation
  • Journal Entries
  • GL Maintenance
  • Chart of Accounts
  • Accounts Payable
  • Accounts Receivable
  • Inventory Management
  • Financial Statement Preparation
  • Financial Statement Compilations
  • Fixed Asset Depreciation
  • Liability Amortization
  • Financial Statement Analysis
  • Financial Statement Reviews
  • Financial Reconstruction
  • Monthly, Quarterly, and Annual Service
  • Managerial Reports
  • Cost Segregation Analysis
  • Financial Planning Services
  • Accounting Information Technology
We also offer:
  • Aircraft Accounting Services

Payroll and BookKeeping

Payroll and BookKeeping
Need Payroll and/or BookKeeping Services?

WE MAKE YOUR LIFE EASIER: Our Nationwide office locations, offer a highly personalized payroll service; your job is to take care of your company and team. Our job is to help you make payroll effortless, so you have more time for the work you really want to do.

Services we Offer:

  • Assisted and Outsourced Payroll Management
  • Fully Automated Electronic Management
  • Employee Withholding Calculation
  • Social Security, and FICA Tax Calculation
  • Direct Deposits
  • Electronic Funds Transfer to IRS and State Department of Revenue
  • Worker’s Compensation Insurance Payments
  • Fringe Benefit Payment (Health, Retirement, Etc)
  • Tax Form Management (W-4s, W-3s, W-2s, W8-BENs, W9s Etc)
  • Workers Compensation Insurance Registration and Advice
  • Full Bookkeeping Outsourcing
  • QuickBooks Consulting Management and Cleanup
  • QuickBooks ProAdvisor services

Tax Services

Need Tax Services?

TAX CONSULTATION & PREPARATION SERVICES: Expert Guidance for Financial Peace of Mind, We understand that navigating the complexities of tax regulations can be overwhelming for individuals and businesses alike. That's why we offer specialized Tax Consultation Services, providing you with the expertise and support you need to achieve financial peace of mind.

Services we Offer:

  • Tax Consultation
  • Preparation Services
  • Tax Planning
  • Tax Risk Management Services
  • Tax Audits

CFO Services

Need a Chief Financial Officer?

CFO SERVICES: Your Strategic Financial Partner for Business Success.

Comprehensive CFO (Chief Financial Officer) Services that go beyond traditional accounting. As your strategic financial partner, we provide expert guidance and insights to help you make informed decisions, drive growth, and achieve financial excellence.

Services we Offer:

  • Modeling and Forecasting
  • Capital Raise
  • Exit Strategy
  • Mergers and Acquisitions
  • Governance and Compliance
  • Compensations Modeling
  • Audit Preparation
  • Financial Management

Controller Services

Need a Controller?

CONTROLLER SERVICES: Comprehensive Accounting Controller services which encompass a range of financial management and accounting functions provided by our expert team of Accounting Controller (or Financial Controller) to businesses and organizations. These services are crucial for maintaining accurate financial records, ensuring compliance with accounting standards and regulations, and supporting strategic decision-making.

Services we Offer:

  • Cashflow Forecasting
  • Month-End Close
  • Financial Dashboards
  • Budgeting
  • Financial Reporting
  • Accounting Systems Implementation

Financial Management Services

Financial Management
Need Financial Management Services?

Optimize your financial performance with expert fiscal management. We assist in budgeting, cash flow management, and financial forecasting to enhance profitability and fiscal stability.

Services we Offer:

  • Consulting on Business Set-ups
  • Financial Consulting
  • Result Improvement Analyses
  • Business Plan Consulting
  • Bookkeeping Checks
  • Inheritance Regulations

Business Consulting Services

Need Business Consulting Services?

Our comprehensive Business Consulting Services provide tailored solutions to address your unique challenges and unlock new opportunities for growth. With our team of experienced consultants by your side, you can make strategic decisions that lead to long-term success.

Services we Offer:

  • Business Start-ups
  • Corporations Setups
  • LLC Setups
  • Partnership Setups
  • Business Valuation
  • Non-Profit Organizations
  • 503 (c)(3) Applications

Contact Us


or make an appointment to visit us at:

6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827

Read Our Clients Reviews on Google Reviews

Google Reviews
Leave us your review
David Olivencia along with all his team at Professional Accounting Group have provided business & family accounting services for over a decade to us. We've always been in good hands with them and I trust they can help you out just like they have helped us run a smooth operation for so long!
review from Andres Facusse

Andres Facusse

6 months ago (Oct 13, 2023)
David Olivencia and his team have handled my personal accounting needs for over 10years. They have exceptional customer service and they take tremendous pride in assuring that my account is taken care of. I will definitely continue to be working with David and will be referring anyone who needs accounting services.
review from Liz Walker

Liz Walker

6 months ago (Oct 01, 2023)
I trust David Olivencia and his team with all of my business accounting and personal accounting needs. He is one of the most trusted accountants nationwide. At Professional Accounting Group you are treated like a partner. The team looks out for you and makes you feel valued. I attribute much of our growth and success to having Professional Accounting Group by our side! Thank you for all you guys do for us!
review from Andro Jesus

Andro Jesus

7 months ago (Sep 21, 2023)
5 Stars left.
review from Albert Benitez

Albert Benitez

8 months ago (Aug 01, 2023)
5 Stars left.
review from S Rivera (Selena)

S Rivera (Selena)

9 months ago (Jul 27, 2023)
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