Filling out a W-9 form without thinking can be expensive
Filling out a W-9 form without thinking can be expensive
Doug Zandstra CPA CFE EA
9040 Town Center
Lakewood Ranch, FL 34202
doug@dougzandstra.com
Menu
Doug Zandstra CPA CFE EA.
“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein
A CPA ensures your financial future is secure by guiding you through the complexities of retirement planning today.
The firm is headed by Doug Zandstra, who is a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, and have a staff of 4 remote accountants.
We are unapologetic about operating 100% as a electronic and virtual firm. Our clients are scattered across the US and so are our team members. All appointments are conducted via Zoom or phone, and our secure client portal offers convenient access to records, scheduling, and communication. While our physical office is available for mailing or drop-offs, our services are designed to maximize efficiency and accessibility.
Our firm specializes in serving high-net-worth individuals with complex tax needs. We have extensive experience working with professional athletes, musicians, entertainers, and other clients who require concierge-level tax and accounting services that go beyond what larger firms typically offer.
In addition to high-net-worth clients, we provide tax preparation and planning services to approximately 400 individuals annually. Our year-round services also include financial planning, international tax assistance, multistate tax services, litigation support, forensic accounting, forensic tax services, and IRS representation.
Doug Zandstra and his team are committed to delivering exceptional service tailored to each client’s unique needs and goals. By taking the time to understand your specific circumstances, we ensure that you receive personalized advice and comprehensive support. If you’re seeking a CPA firm that provides top-tier service and expertise, Doug Zandstra CPA CFE EA is the trusted choice. You can be confident that we will deliver the highest level of care and professionalism.
Tax Planning
Tax planning is a cornerstone of sound financial decision-making, as it profoundly influences overall financial health and stability. By incorporating tax strategies into your financial plan, you gain a comprehensive understanding of your financial situation and make informed decisions that align with your tax objectives. Effective tax planning helps minimize tax liabilities, enhance financial well-being, and increase disposable income. This additional income can be strategically invested or directed toward achieving other financial goals, ensuring a more secure and prosperous future.
Selecting the right tax planner is essential for navigating the complexities of tax laws and regulations. With expert guidance, you can make informed financial decisions and optimize your tax strategy.
Accounting
As a Certified Public Accountant, Doug Zandstra has provided accounting services to businesses in the Bradenton, Sarasota and Lakewood Ranch Area for over 10 years. In that time, he has developed a deep understanding of the needs of businesses and the challenges they face. With first-hand experience owning and operating restaurants and real estate companies, Doug is uniquely positioned to provide valuable insights and solutions. His clients appreciate his knowledge and ability to help them navigate the often complex world of business accounting. Whether it's preparing financial statements or tax planning, Doug Zandstra is dedicated to helping his clients achieve their financial goals. Learn more about our accounting services
Tax Preparation
Tax preparation can be overwhelming, particularly for small businesses. That’s where we come in. Our team specializes in tax preparation services for both individuals and small businesses, combining years of experience with up-to-date knowledge of the latest tax laws and regulations to ensure accurate and efficient service. We offer a free, user-friendly web-based tax portal for our clients, providing 24/7 access to your tax returns and important documents. Our streamlined, paperless process allows us to deliver quick turnaround times—typically within one week, even during peak tax season. To better understand your unique tax needs, we also provide a complimentary Zoom consultation, where you can discuss your personal or business tax concerns with one of our experts. Whether you need assistance with individual or business tax preparation, we’re here to provide reliable, tailored support.
Forensic Accounting
Forensic accounting plays a critical role whenever there is missing or misappropriated money. This could arise from situations such as divorce litigation, skimming, check kiting, theft, internal control failures, or inventory shrinkage. A forensic accounting expert can trace the missing funds and assist in their recovery. As a specialized branch of accounting, forensic accounting focuses on uncovering and analyzing financial crimes, including fraud and embezzlement. Forensic accountants apply their expertise to investigate irregularities, gather evidence, and prepare detailed reports that can be presented in court. They are often called upon to serve as expert witnesses, providing testimony to support legal proceedings. In recent years, forensic accounting has become a vital tool in combating white-collar crime, offering invaluable insights and solutions to uncover and address financial misconduct.
Retirement Planning
Planning for retirement is essential to securing a stable and comfortable future. By setting clear financial goals and preparing ahead, you can ensure that your expenses are covered and your desired lifestyle is maintained during retirement. A comprehensive retirement plan helps you save and invest wisely, providing the financial resources needed to support yourself once you no longer have a regular income. Partnering with a Certified Public Accountant (CPA) can significantly enhance your retirement planning. CPAs bring expert knowledge and insights to help navigate complex financial decisions, optimize investments, and develop a strategy tailored to your needs.
"Someone's sitting in the shade today because someone planted a tree a long time ago." – Warren Buffett A CPA helps you plant the seeds for a comfortable and secure retirement.
IRS Representation
Dealing with the IRS is no joke. They have the power to levy your wages, seize your assets, and even put you in jail. So it's no wonder that so many people are terrified of the IRS. The good news is that you don't have to be one of them. With over 25 years of experience dealing with the IRS, we know how to get results. We'll work with you to make sure that you're in compliance with the law and that you're paying the lowest amount of tax possible. And if you do happen to owe the IRS, we'll negotiate on your behalf to get the best possible outcome. So don't go it alone - let us help you deal with the IRS and get the best results possible.
I am currently working with Doug through some stuff. Doug can do get you where you need to be. He is a very chill guy and really easy to talk with. Especially coming from someone who knows nothing about taxes. His prices are very reasonable. Especially for what he got me. Always answered my questions and got back to me faster then I expected.
Working with Doug was way faster and easier than trying to use tax software. He made the whole process painless, and he was so fast. Not only did he do my taxes, he found a mistake I had made last year meaning I'll get money back.
This is my 4th tax filing with Doug Zandstra and every year has been flawless! Speedy, accurate, and makes the whole process very easy to navigate. Doug and the team are wonderful, grateful for them every year!
I recently moved from the east coast to Michigan and finding the right CPA to complete my taxes was a top priority. Doug is personable, fantastic to work with, extremely efficient, and goes above and beyond for his clients. I highly recommend him!
Doug prepared a few returns for me. He was fast, efficient, and explained it with ease. I know I've chosen the best CPA in Grand Rapids, especially with business taxes.
I called up Doug for Tax Preparation services late January. He was quick, efficient, and friendly. He completed my returns extremely quickly, and I will plan to use his services in the future!
Working with Doug was way faster and easier than trying to use tax software. He made the whole process painless, and he was so fast. Not only did he do my taxes, he found a mistake I had made last year meaning I'll get money back.
Usually I do my own taxes but I ran into some confusion in 2018, so I had to file both years at once this year. I was worried I would make a mistake or get myself in more trouble so I asked Doug for help. He quickly handled everything and I barely lifted a finger. Thankfully; Doug has a secure file server and texting capabilities for his clients. I was also able to text Doug any time and I was happy to know my data was secure. I am an IT technician and I greatly appreciated this, I have a busy schedule and this greatly helped accommodate my needs. I did find his pricing to be a little high, but given the simplicity of it all, and my own peace of mind, I would probably do it again. Thanks Doug!
Doug was great! He made tax season very easy for me and my wife! He does things right, and he's quick to help if you have questions.
Doug Zandstra was quick to respond to my tax need. He is easy to speak with and a professional who works diligently to solve any tax issues.
Previous
Next
Social Media
Directions
Contact
We are located at:
9040 Town Center
Lakewood Ranch, Florida 34202
941-538-5630
dougzandstra@gmail.com
How to make Federal Quarterly Estimated Tax Payments
Doug Zandstra CPA CFE EA 9040 Town Center Lakewood Ranch, FL 34202 941 538 5630 616 970 3000 dougzandstra@gmail.com
What Other Factors Go Into Establishing Whether or Not Someone is a Professional Gambler? Mercier V US Tax Court June 6, 2023
Nevada taxpayers claimed that they had “extensive” knowledge of VIDEO POKER, and employed a strategy based on statistical information, and based on this, considered themselves…
LINKS
Doug Zandstra CPA CFE EA 9040 Town Center Lakewood Ranch, FL 34202 941 538 5630 616 970 3000 dougzandstra@gmail.com Directions Contact We are located…
