Being prepared for an upcoming tax deadline is relieving, saving you time and money. We've been providing Tax Preparation & Planning services nationally for over 40 years to businesses, individuals, and other CPAs who depend on our experience, knowledge, and contacts. In the current financial and tax environment, too many "sound planning strategies" steer you into regrettable and avoidable tax situations.
Services
Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. By taking the time to confirm you have all of your source documents-or at least discover what you need to attain-you ensure the accuracy of your return, and minimize your expense.
As your Financial Advisors, there are times we need to use terminology that is common to our field. You may have noticed that when one of these terms is used on Famiglio.com, it is explained when you move your mouse over the word. An informational return that reports Merchant Card and Third Party Network Payments to the IRS.
Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. By taking the time to confirm you have all of your source documents-or at least discover what you need to attain-you ensure the accuracy of your return, and minimize your expense.
Skip added hassle by doing things the right way-the first time. Here is a listing of frequently asked questions, and solutions to common difficulties other clients have had. Quicken is another beast entirely, and quite frankly small businesses should skip it and move directly to QuickBooks. That said, for those of you who haven't migrated yet, its better not to send us a backup file - instead contact us and we'll walk you through it. It depends, but as you can see in the below payments due to lost wages or income will be taxable.
Reviews (10)
Geoff Rayner-Canham
Apr 08, 2022
My wife and I are Canadians who, for the last 30 years have had to also file tax returns with the IRS, in addition to the CRA. We became clients of Famiglio & Assoc. way back then. We were advised on additional business expenses which we could claim in the U.S., and they tracked down a significant refund due which the IRS had "lost." Lucy has handled our accounts for (nearly?) all of the time, and we have been very happy with her promptness and helpfulness - even though we must have the record for the smallest account that they have on their books!
Alexandra Sherwood
Oct 02, 2021
Randy Strauss
May 30, 2021
Famiglio and Associates seeks the best outcomes for their clients while making safety and risk avoidance their main priorities. They create the best tax scenario without EVER compromising on ethics or guidelines. I recommend Famigio and Associates in Sarasota FL to any person or business who wants their taxes prepared right! George and Jane are both wonderful people with kind hearts and a genuine interest in their clients' financial well being.
V. Lippa
Aug 22, 2020
Cliff Peek
Apr 28, 2020
After running many businesses, I can share that I have had a great deal of experience with CPA's and accounting firms, small and large. Without question, Famiglio is the single worst I have ever dealt with. The office is extremely disorganized and no one seems to know what the other is doing. The rates they charge seem way above average, and George himself seems to think he is the single most knowledgeable CPA on the planet--he is a shameless braggadocio, and a big part of the relationship requires extreme patience while he waxes on and on and on about how smart and accomplished he is.
This may in fact be true, I am not sure. The problem is, his expertise or lack thereof is in my opinion sorely overshadowed by a disorganized office in which no one has any idea what the other is doing. My tax situation requires periodic reporting that does not correspond with April 15, which will help to understand the frustrations I lay out below.
My year with Famiglio was riddled with multiple duplicative phone calls from different staff members all repeating each other and contradicting each other and, in addition, they would typically not reach out until the day a filing was due and then in a panic ask me to drop everything, send financials, and then rush down to the office to sign docs in an instant.
The duplicative and contradictory phone calls form my opinion that they do not communicate or know what each other is doing; the contacts on the day of deadline, without any prior communications, form my opinion that they are disorganized or don't plan ahead. George has a sorely inflated ego, is pompous and arrogant. He does not seem to comprehend that his office is a mess, his organization a disaster.
He is so pre-disposed to impressing anyone he speaks with and fanning his peacock feathers that he is blind to the fact that the service provided by his office requires constant and extraordinary effort by the client to keep them organized, coach one staffer about what the other is doing, and keep them on schedule. Apparently, in his mind, he is so extra-ordinarily super-human that none of this is even worth discussing, because the one time I asked for a meeting, and showed up with documentation showing the constant lack of follow-thru and the constant dropping of the ball, he responded by, once realizing I did indeed have such documentation, steering the meeting "away from the past to focus on the future". George does not know how to listen, but he is a great manipulator.
I stopped using them over a year ago, went to a different CPA whose office is far more organized, who works well in advance and plans ahead, and who bills at about a third of the rate as Famiglio. In addition, the CPA is humble, easy to talk with and listens well. Over a year and a half later, after having long left Famiglio, I suddenly received a tax return in the mail, prepared by Famiglio, with an invoice, for a return I never asked them to do, and using financial data they LITERALLY MADE UP because they had never asked for any financials from me.
I called and reiterated that they had been fired long ago, had done this return without my consent and without any relevant financial information. George jumped on the call and went on and on about how he needed to "protect me" because nobody else can do tax returns as brilliantly as he and he wanted to be sure I didn't miss a deadline (remember how I had mentioned how they never reach out prior to a deadline, only on the day of the deadline? Bingo.) I informed him I had been working with someone else and his services weren't wanted or needed, and he promised to make the bill go away. Yet, I continue to receive past due statements, and every time I call I have the same conversation, he promises to make the bill go away, and the past due notices keep coming anyway and the billing department knows nothing.
Over and over I have this same phone call. I have literally asked George what I have to do to make them understand they are fired? Stay away. Working with Famiglio is akin to torture.
This may in fact be true, I am not sure. The problem is, his expertise or lack thereof is in my opinion sorely overshadowed by a disorganized office in which no one has any idea what the other is doing. My tax situation requires periodic reporting that does not correspond with April 15, which will help to understand the frustrations I lay out below.
My year with Famiglio was riddled with multiple duplicative phone calls from different staff members all repeating each other and contradicting each other and, in addition, they would typically not reach out until the day a filing was due and then in a panic ask me to drop everything, send financials, and then rush down to the office to sign docs in an instant.
The duplicative and contradictory phone calls form my opinion that they do not communicate or know what each other is doing; the contacts on the day of deadline, without any prior communications, form my opinion that they are disorganized or don't plan ahead. George has a sorely inflated ego, is pompous and arrogant. He does not seem to comprehend that his office is a mess, his organization a disaster.
He is so pre-disposed to impressing anyone he speaks with and fanning his peacock feathers that he is blind to the fact that the service provided by his office requires constant and extraordinary effort by the client to keep them organized, coach one staffer about what the other is doing, and keep them on schedule. Apparently, in his mind, he is so extra-ordinarily super-human that none of this is even worth discussing, because the one time I asked for a meeting, and showed up with documentation showing the constant lack of follow-thru and the constant dropping of the ball, he responded by, once realizing I did indeed have such documentation, steering the meeting "away from the past to focus on the future". George does not know how to listen, but he is a great manipulator.
I stopped using them over a year ago, went to a different CPA whose office is far more organized, who works well in advance and plans ahead, and who bills at about a third of the rate as Famiglio. In addition, the CPA is humble, easy to talk with and listens well. Over a year and a half later, after having long left Famiglio, I suddenly received a tax return in the mail, prepared by Famiglio, with an invoice, for a return I never asked them to do, and using financial data they LITERALLY MADE UP because they had never asked for any financials from me.
I called and reiterated that they had been fired long ago, had done this return without my consent and without any relevant financial information. George jumped on the call and went on and on about how he needed to "protect me" because nobody else can do tax returns as brilliantly as he and he wanted to be sure I didn't miss a deadline (remember how I had mentioned how they never reach out prior to a deadline, only on the day of the deadline? Bingo.) I informed him I had been working with someone else and his services weren't wanted or needed, and he promised to make the bill go away. Yet, I continue to receive past due statements, and every time I call I have the same conversation, he promises to make the bill go away, and the past due notices keep coming anyway and the billing department knows nothing.
Over and over I have this same phone call. I have literally asked George what I have to do to make them understand they are fired? Stay away. Working with Famiglio is akin to torture.
R. C.
Mar 28, 2020
Called George to ask him about another LLC we were starting. He said we could do that ourselves and save some money, should be complete in 30-90 days. We wanted it soonest so he said come in Monday ask for Judy. She explained everything to our satisfaction and that a third party would be involved should be done in 5-7 days. The next day she called us back to say our LLC was good to go and to come in for some documents! George has been doing our taxes for 19 years.
Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases/sales the more he thrives! He makes certain that we pay the IRS all that we owe but not a penny more! Many of you could likely get your taxes prepared for about the same amount that other tax attorneys pay to hear him speak! Thanx to George and your staff for all that you do for us!
Always has our best interest at heart! We get a decent refund every year. The more we challenge him with our real estate purchases/sales the more he thrives! He makes certain that we pay the IRS all that we owe but not a penny more! Many of you could likely get your taxes prepared for about the same amount that other tax attorneys pay to hear him speak! Thanx to George and your staff for all that you do for us!
Paula L.
Mar 20, 2020
I am so lucky to have found George Famiglio 25 years ago. I owe so much to him and would never have reached my financial goals without his dedication and guidance. I am so indebted to him. He has systematically guided and propelled me to financial independence and the life I am blessed with today. His wisdom of tax law and accounting is unsurpassed.
He is a true master in taxation and has a continued passion for what he does that is palpable in every conversation we have. He has always had my best interest at heart with a no-nonsense approach. He navigated my very complex tax needs as a travel nurse in many different states while simultaneously helping me develop and cultivate my real estate portfolio.
His long term staff will treat you like family. I've never written a review before, but I am so honored to write this one. Look no further for any of your tax needs. George is a real pro with a genius brain and a good heart.
He is a true master in taxation and has a continued passion for what he does that is palpable in every conversation we have. He has always had my best interest at heart with a no-nonsense approach. He navigated my very complex tax needs as a travel nurse in many different states while simultaneously helping me develop and cultivate my real estate portfolio.
His long term staff will treat you like family. I've never written a review before, but I am so honored to write this one. Look no further for any of your tax needs. George is a real pro with a genius brain and a good heart.
Stephanie C.
Nov 04, 2019
George Famiglio and his team are well-organized, timely and extremely knowledgable. I have had highly complicated tax situations over the past few years, spanning multiple state lines, and requiring frequent touch points throughout the year. Without question, Famiglio & Associates has routinely delivered above and beyond expectations. George isn't the average transactional accountant, but rather someone who deeply cares about your unique situation and future needs. He cares about his clients and I strongly recommend Famiglio & Associates for both personal and business services - for years and years to come.
Bryantmeyers
Oct 30, 2016
Excellent accounting services. They do it all for me and my business. And I have a business that generates over $2 million a year, so they do A LOT for me. Basically everything related to accounting. George is one the smartest people I have ever met and offers great financial planning, strategies and advice. I recommend very highly for personal and business accounting services!
Dat N.
Jan 25, 2016
