Personal tax services
Federal and multistate tax return preparation and planning.
Based in The Villages, BLUEZONE CPA is a tax and accounting practice serving retirees, local businesses, and nonprofit organizations. Personal tax services include federal and multistate return preparation and planning, with attention to retirement income, Social Security, pensions, investments, rental property, and estimated taxes. The practice also prepares US returns for Canadians and other foreign nationals, including nonresident filings. For businesses, services include federal and Florida tax returns, payroll tax filings, sales tax, estimated payments, and bookkeeping. Bookkeeping is delivered through cloud-based records, transaction categorization, journal entries, reconciliations, and financial reports. Business advisory services cover financial planning, risk management, budgeting, and fractional CFO support. Clients work directly with Adrian Alisie, a CPA licensed in Florida and New York.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Federal and multistate tax return preparation and planning.
Business returns, payroll tax filings, sales tax, and estimates.
Transaction tracking, reconciliations, and financial reports.
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