Garcia & Carlson CPA, PA is a public accounting firm specializing in tax, estate planning, business consulting, and tax advisory. We handle the higher-level accounting and advisory, while your dedicated bookkeeper manages the daily transactions. Our clients include high net worth individuals, affluent families and businesses throughout the United States. The firm's founding partners, Evelyn Garcia, CPA and Stacy Carlson, CPA are highly accomplished and sought after tax and accounting professionals who have been deeply rooted in the Naples community for more than 30+ combined years.
Our Services
Garcia & Carlson works closely with tax, business, trust and estate attorneys on complex tax matters. We do not manage money but rather work with our client's wealth advisors. We are strictly an accounting and tax advisory firm.
Tax Services
Business and private clients trust us with tax planning, tax credits, tax representation, federal & state tax return filings, & local taxes and more.
Estate Planning
We work with families, individuals, and attorneys to create tax-efficient plans for transmitting wealth through wills and trusts.
Consulting
We offer high-level accounting expertise to advise clients on strategies to improve financial performance and achieve their goals.
Accounting
​Our accounting services include oversight of your business’ accounting, management advisory, entrepreneurial services, mergers, acquisitions, and cost segregation studies.
Our Business is Understanding Yours
As a long-established Southwest Florida public accounting firm, Garcia & Carlson know the unique challenges individuals and businesses face when it comes to aligning accounting, tax, and finance operations with strategic objectives.
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We have worked with business clients in hospitality, law, retail, wholesale, real estate, healthcare, construction, manufacturing, and more. We are confident we can effectively assist you in reaching your goals.
