Taylor Mitchell, CPA, RICP®

Specializing in Tax, Advisory, and Retirement Planning

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Mitchell CPA Tax & Advisory Taylor Mitchell, CPA, RICP®
Safety Harbor, FL

Serving Clients Nationwide

Specializing in Tax, Advisory, and Retirement Planning

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

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.

Professional Designations

  • Certified Public Accountant (CPA)
  • Retirement Income Certified Professional (RICP)

Affiliations

  • The AGC

Primary Location

737 Main St. Ste 100, Safety Harbor, FL 34695

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

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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