CPA Financial Solutions, PA is a traditional CPA firm providing tax and accounting services to clients. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base.
Our sister company CPA Investment Solutions, Inc. provides financial planning and investment management services to clients who are accumulating for retirement and who are already in retirement. CPA Investment Solutions, Inc. will help you put together a plan to meet your goals whether that be wealth building or preservation. CPA Investment Solutions, Inc. is a registered investment advisory firm which has a fiduciary duty to their clients.
We are located in sunny Sarasota, Florida. If you would like to set up an appointment with us, you can reach us by phone at 866 544-1831.
Angela H. Dyches graduated from Auburn University in 1992. She received her CPA licenses in 1993 from the State of Alabama and in 2004 received reciprocity from the State of Florida. She worked for a local firm in her hometown Florence, Alabama preparing financials statements, tax returns, audit work and a host of other typical CPA duties.
After 5 years in public accounting, Angela decided to take her career in a new direction. She became a financial planner for a large company in Birmingham, Alabama. It is there that she aquired the skills to help clients with financial planning, After helping clients quantify their cash reserve, retirement, and college education savings goals, she was able to structure and implement a course for the clients to help them meet those goals. Naturally financial planning also helps to understand the different insurance needs the client might have also. She has the Personal Financial Specialist designation given only to CPAs that have obtained knowledge in the world of financial planning.
Angela left the company after transferring to Sarasota, Florida in December 2000. She entered once again the world of public accounting. However, she had a goal of incorporating her skills of financial planning with also providing the client with tax advice and financial information. "I found that most clients want a one-stop shop. They inherently trust their CPA and so providing them with financial planning and investment management was a natural extension of our services."
Angela has now been providing traditional CPA work for almost 25 years and financial planning for 20 years.