Hi, I'm Taylor Mitchell, a financial advisor and seasoned CPA with over a decade of expertise in public accounting.
After working with larger CPA firms, I chose to focus on providing personalized service to clients with diverse business and personal tax planning, tax filing, and financial planning needs.
I specialize in helping small business owners and individuals heading towards retirement achieve their goals and structure their business and life to meet those goals.
Click the 'Book Intro Call' button above to schedule a free introductory call. Please note that all initial consultations are complimentary and strictly by appointment. We eagerly anticipate connecting with you.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
CPA Synced Financial provides advisory services to individuals and businesses in the Clearwater, Tampa, and Dunedin area. We believe in building strong, personal connections with our clients.
With a focus on enhancing business financials and optimizing IRA tax strategies, Taylor Mitchell, our seasoned CPA licensed in Kentucky and Florida, brings over a decade of expertise to every client interaction.
We pride ourselves on delivering personalized solutions tailored to your needs, ensuring your success and peace of mind. Let us be your trusted partner on your journey.
Education
University of Kentucky, Bachelor's degree, Accounting and Finance
Hobbies and Interests
Family
Who We Serve
Baby Boomers
Business Owners
Corporate Executives
Dual Income Family
Gen X
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