Our Process

After we assess your business processes, we will propose a fixed-price plan that best fits your business needs.

  • Identify Issues

  • Propose Solutions

  • Set-Up

  • Deliver Service

  • Ongoing Support

Call (941) 777-4700 to learn how Sterling Tax & Accounting can add value to your business!

Sterling Elite Package
Take your business to the next level and focus on your passion. Book a free consultation
Weekly Bookkeeping
Dedicated CFO/CPA
Unlimited emails, phone calls, and CPA meetings.
Expense & Receipt Management
Monthly Financial Reports
State Sales Tax Returns
Technology Consulting
Annual Budget & Monthly Budget Reports
Compensation Planning
Quarterly Tax Planning Report
Estimated Tax Payment Preparation
Annual Report Filing
Form 1099 Filing
Priority Service (in front of any Bronze or Gold level client)
Pro Package
Full-service solution designed for businesses looking to grow. Book a free consultation
Monthly Bookkeeping
Dedicated Bookkeeper
Unlimited Email & phone support (no in-office meetings)
Expense & Receipt Management
Monthly Financial Reports
State Sales Tax Returns
Technology Consulting
Annual Budget & Monthly Budget Reports
Basic Package
The perfect solution for businesses that need to get organized. Book a free consultation
Quarterly bookkeeping
Dedicated Bookkeeper
Email support only (no meetings)
Expense & Receipt Management
Quarterly Financial Reports
State Sales Tax Returns
Hourly & Project Work
The do-it-yourself option, with a little help from us. Book a free consultation
Setup and Conversion
Checkup and Review
Ongoing Support



Need help with running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies. Employee benefits available for an additional fee.

Concierge Level Payroll

Standard payroll service plus a Human Resource Service Center, Certified HR Pros and dedicated support.

Reasonable Compensation Study

Preparation of a detailed Reasonable Compensation report that establishes your “Reasonable Compensation” using criteria outlined by the IRS.

Accounts Payable

Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your bills, and make all payments for you with this add-on feature.

Corporate Tax Preparation

Your business tax return will be prepared by our team of accountants, and reviewed by a licensed CPA. Need help with year end bookkeeping? We can take care of that for an additional fee.

Tax Planning

With this service, we monitor your income throughout the year and will help you implement strategies that reduce your tax liability each year.

Individual Tax Preparation

Need your personal tax return prepared by our in-house CPA team? We will prepare all of your personal federal and state returns and your returns will be reviewed by a licensed CPA before e-filing.

Audit Protection

For a small fee, we’ll handle your IRS correspondence and representation if you’re audited. You won’t have to deal with any of the things that make an audit so stressful—no talking with the IRS on the phone or in-person, no waiting on hold, and no deciphering your tax documents—we’ve got you covered.