Business Owners
Tax, accounting and planning support designed around the realities of running a closely held business.
Tax & Advisory Services | Southwest Florida
Clear tax and accounting guidance for the decisions that matter.
Trout Tax Advisory Services helps individuals, business owners, and families navigate tax preparation and planning, accounting, business matters, and IRS issues with the accuracy, experience, and personal attention you expect from an established local firm.
Serving Southwest Florida for more than 30 years.
- 30+ Years Serving Southwest Florida
- Individual & Business Tax
- Accounting & Advisory
- IRS & State Representation
Why Trout Tax Advisory
Experience matters. So does knowing who you can call.
Tax and accounting issues rarely exist in isolation. A business decision can affect an individual return. An accounting problem can become a tax problem. An IRS notice may require understanding several years of history. Our role is to look at the complete situation, explain it clearly, and help determine the appropriate course of action.
01
Established
Serving Southwest Florida for more than three decades.
02
Thorough
We focus on the facts behind the numbers and the reason an issue occurred.
03
Practical
Our advice should result in a clear next step, not another layer of confusion.
04
Year-Round
Tax and business questions do not occur only during filing season, and neither does our work.
Who We Help
Experienced guidance for more than a tax return.
Our clients come to us with businesses to run, families to plan for, financial records that need attention, and tax issues that do not always fit neatly into one category. We take the time to understand the complete situation before determining the right next step.
Individuals & Families
Professional tax preparation and planning for individuals whose financial lives have become more complex.
Estates & Trusts
Careful preparation and tax guidance when fiduciary responsibilities, beneficiaries and tax requirements intersect.
Clients Facing IRS or State Issues
Experienced assistance responding to notices, audits, collection matters and unresolved tax problems.
How It Works
A straightforward way to get started.
Four steps, from first contact to a secure engagement.
1
Tell us what you need.
Complete a short consultation request. Do not upload tax returns, Social Security numbers or other sensitive financial information through the website.
2
We review the request.
Our team reviews the general nature of the work and determines the appropriate person and next step.
3
We talk.
We will arrange a phone, video or office consultation when appropriate so we can better understand your situation.
4
Securely provide information.
If we move forward, we will provide instructions for securely sharing the documents and information needed for the engagement.
Core Services
Tax and accounting support under one roof.
Six service groups, coordinated by one firm rather than treated as isolated transactions.
01
Tax Preparation & Compliance
Individual, business, estate and trust tax returns prepared with attention to the underlying facts, not simply the forms.
View service page02
Tax Planning
Year-round analysis to identify tax issues, evaluate alternatives and plan before a filing deadline turns into a missed opportunity.
View service page03
Accounting & QuickBooks
Bookkeeping, reconciliations, financial reporting, accounting cleanup and adjusting entries that give business owners more reliable financial information.
View service page04
Business Advisory
Entity, transaction, cash-flow, operational and business planning assistance when an owner needs more than compliance work.
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IRS & State Representation
Professional assistance with tax notices, audits, payment matters, collection issues and communication with taxing authorities.
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Estates, Trusts & Specialized Tax Matters
Tax support for fiduciary returns, estate and gift matters, property transactions and other situations requiring additional analysis.
View service pageLocal Presence
Local experience. Year-round support.
Trout Tax Advisory Services serves clients throughout Southwest Florida from offices in Cape Coral and Fort Myers, while phone, secure electronic communication and video meetings allow us to work efficiently with clients when an office visit is not necessary.
Cape Coral Office
- Address
- 3501 Del Prado Blvd S, Suite 302, Cape Coral, FL 33904
- Phone
- (239) 542-4400
- Hours
- Monday–Friday, 9 a.m.–5 p.m.
- Parking & arrival
- General parking; no special requirements.
Fort Myers Office
- Address
- 17595 S. Tamiami Trail, Ste 250A, Fort Myers, FL 33908
- Phone
- (239) 267-3633
- Hours
- Monday–Friday, 9 a.m.–5 p.m.
- Parking & arrival
- General parking; no special requirements.
Your financial information deserves a secure process.
The public website should be used to make initial contact, not to transmit tax returns or sensitive financial information. Clients receive secure instructions for providing documents through the firm’s approved client portal and document workflow.
FAQ
Common questions before getting started.
Do you work with both individuals and businesses?
Yes. We prepare individual, business, estate and trust returns, and we provide accounting, planning and advisory support for closely held businesses throughout Southwest Florida.
Can you help if I already have an IRS or state tax notice?
Yes. We assist with tax notices, audits, payment matters, collection issues and communication with taxing authorities. Please do not upload the notice through this website; we will provide secure instructions.
Do you provide tax planning in addition to preparing returns?
Yes. We provide year-round analysis to identify tax issues, evaluate alternatives and plan before a filing deadline turns into a missed opportunity.
Can you help clean up or review QuickBooks before preparing a business return?
Yes. Bookkeeping, reconciliations, financial reporting, accounting cleanup and adjusting entries are part of our regular work with business owners.
Do you prepare estate and trust tax returns?
Yes. We prepare fiduciary returns and provide tax support for estate and gift matters, property transactions and other situations requiring additional analysis.
Do I need to live in Cape Coral or Fort Myers?
No. We serve clients throughout Southwest Florida, and phone, secure electronic communication and video meetings allow us to work efficiently when an office visit is not necessary.
How do I securely send documents?
Clients receive secure instructions for providing documents through the firm’s approved client portal and document workflow. Documents are not sent through the public website.
Can I email my tax documents through this contact form?
No. Please do not send tax returns, Social Security numbers, account numbers or other sensitive financial information through this form or ordinary email. Our office will provide secure instructions.
What happens after I request a consultation?
Our team reviews the general nature of the work and determines the appropriate person and next step, then arranges a phone, video or office consultation when appropriate.
Do you accept every new client?
Every engagement begins with determining the nature of the work, timing, information available and whether our firm is the appropriate fit. A consultation request does not create a professional engagement.
Get Started
Start with a conversation about what you need.
Tell us the general nature of your tax or accounting matter. Our team will review your request and contact you regarding the appropriate next step.