Financial Solution Advisors provides accounting advisory services, tax compliance services, tech-forward outsourced accounting, and an experienced team who are committed to helping you achieve financial independence. From your business to your taxes to your long-term planning, we use our personalized advisory role to ensure that all elements of your finances work together to move you toward your goals.
Accounting Advisory Services
Advisory services are about more than just the numbers; they provide guidance and insights that help you solve problems and reach important goals. At Financial Solutions Advisors (FSA), our name says it all—we believe in going beyond traditional CPA services. We’re on your team with trusted strategic planning and advisory expertise to help you feel more secure about your financial future.
Cloud Accounting & Bookkeeping for Businesses
From cloud-based accounting to CFO advisory services, our outsourced accounting team has your business covered. Our cloud-based accounting services are customized to meet the needs of your business—from basic set-up and monthly monitoring to full-service outsourced accounting.
Outsourced CFO Services
An outsourced CFO provides the financial advice of an experienced CFO who understands your business—without the commitment of a full-time hire. We work with you to implement changes, provide guidance, and teach you how to become a more efficient business owner.
Tax Planning & Preparation Backed by Experience
At our Jacksonville-based firm, we specialize in tax planning and preparation in the small-to-medium-sized business market. Our team-based approach ensures we have the right expertise to handle even the most complex tax matters for individuals and businesses.
Specialty Areas in Tax and Financial Planning
Are you looking for specific expertise in tax, accounting, or financial planning? Our Jacksonville-based firm includes a wide range of proficiencies, with particular concentrations in the following areas. Read below to learn more.
Family Office Services
Whether you’re exploring the idea of a family office, seeking oversight of your Florida-based business assets, or have other wealth management needs, we are here to help your investments flourish.
Non-Profit Tax and Accounting
Tax-exempt 501(c)(3) organizations have unique accounting needs. Our not-for-profit clients receive mission-focused support from our dedicated team.
Tax Preparation for Medical Professionals
Medical professionals have distinct needs for tax preparation and financial services. Work with a knowledgeable tax professional to ensure you take the right deductions.
Trust & Estate Tax Services
Estate planning is one of the most sensitive areas of personal finance. Through our comprehensive approach to estate and trust tax preparation, we're able to create an experience that helps bring clarity to an often obscure and complicated process.
Financial Success Starts Here in Jacksonville
The FSA team has provided quality, personalized financial guidance to thousands of clients in Jacksonville since 1978, and we are leading the way in cloud accounting tech and automation. Contact us to schedule a consultation, during which we’ll get to know you and map out a unique approach to meet your financial needs.
- Schedule a consultation and meet your team.
- Dig into your financial data.
- Achieve success with a long-term financial plan designed for you.
Accounting Resources for Businesses and Individuals
The best tax deductions and tips for the self-employed
Have you launched a new business venture, recently become self-employed, or found yourself side-hustling up a storm? If so, you might be wondering: “What
Annual tax deadlines in 2025
Whether you’re a salaried employee, a freelancer, a small business owner, or a corporation, understanding and adhering to tax deadlines will help you effectively
Everything you need to know about IRA Contribution Form 5498
Every year, we receive numerous phone calls from taxpayers asking if their returns need to be changed because they have received Form 5498. The
Maximize your impact AND savings with tax-efficient charitable giving
Here at FSA, it’s our mission to make a positive impact on our community. (You can learn more about how we do this on