Sams IV, CPA, P.A. is a full-service accounting firm in Dunedin, FL providing local businesses and individuals with the following tax and accounting services:

Accounting services such as building systems, compiling, reviewing, or auditing financial statements.

Build your business foundation on the rock.  Whether it is building the accounting system for a start-up or compiling, reviewing, or auditing your financial statements, we are there for you.

We can act as an independent advisor to provide you with accurate and bias-free information about your business or trust. We take the time to learn about your organization.

Accurate and timely bookkeeping and financial reporting.

Accurate and timely bookkeeping is the cornerstone of any business, and we take great pride in helping our clients reach an optimum level of financial reporting. 

Campign finance consultation and reporting

We have worked with elected officials at the state and local level to provide campaign finance consulting and reporting services.

Businesses need consistent support in the finance department to thrive, but may not be able to bring on a full-time C-level executive to do so.

Estate planning for individuals: gifts, trusts, wills, and captive insurance.

We work hand-in-hand with some of the top Estate Planning attorneys in Tampa Bay to make sure that your legacy remains intact for future generations.

Payroll Services

Our Payroll provide you with the tools needed to calculate salaries and file the applicable taxes. We can assist with quarterly and annual filings of IRS Form 941, Form RT-6, Form 940, Form W-2 and 1099.

Taking a concept from the idea phase to a successful business is no easy feat, but we are here to help. Not only are we by your side every step of the way, but we have actually done this ourselves and know what it takes.

Tax planning and compliance for businesses and individuals.

Anyone can put numbers on a tax form and hand them to you, but we take a much different approach. We believe that strategic tax planning is the focus, and the tax return preparation is the byproduct.

Trusts

Trusts allow you to direct the ownership and possession of your property after your death. Without a trust, your wishes may not be heard or followed due to possible conflicts that may arise during the state's probate period.