Serving Southwest Florida Since 1976
Sophisticated Solutions for Sophisticated Clients
- Individual Federal Income Tax Returns
- Individual State & Local Income Tax Returns
- Individual Income Tax Planning
- Individual Tax Projections
- Charitable Planning
- Estate & Gift Tax Planning
- Estate Planning
- IRA Distribution Planning
- IRS Audit Representation
- Coordinate with Professional Team for Best Results
- Tax Planning for Domicile Change
- Corporate Income Tax Returns
- Partnership Income Tax Returns
- Business Tax Planning
- Sales Tax Returns & Planning
- IRS Audit Representation
- Tax Advice for Purchase/Sale/Merger
- Business Entity Planning
- Coordinate with Professional Team for Best Results
- Estate & Trusts
- Estate Income Tax Returns
- Trust Income Tax Returns
- Estate Tax Returns
- Gift Tax Returns
- Estate and Trust Income Tax Planning
- Coordinate with Professional Team for Best Results
Individuals
Our tax planning and compliance services are based on thoughtful and reasonable solutions to each client’s individual tax situation.
Businesses
Whether helping new business owners navigate the complex regulatory environment or helping established business owners achieve their goals, our services are tailored to meet the needs of each business client.
Estates & Trusts
Our quality control process and industry leading research tools enable us to provide big firm service without the big firm bureaucracy.
Services For Individuals
- Individual Federal Income Tax Returns
- Individual State & Local Income Tax Returns
- Individual Income Tax Planning
- Individual Tax Projections
- Charitable Planning
- Estate & Gift Tax Planning
- Estate Planning
- IRA Distribution Planning
- IRS Audit Representation
- Communicate with your legal and financial team to ensure best results
- Tax Planning for Domicile Change
Services For Businesses
- Corporate Income Tax Returns
- Partnership Income Tax Returns
- Business Tax Planning
- Sales Tax Returns & Planning
- IRS Audit Representation
- Tax Advice for Purchase/Sale/Merger
- Business Entity Planning
- Communicate with your legal and financial team to ensure best results
Services for Estates & Trusts
- Estate & Trusts
- Estate Income Tax Returns
- Trust Income Tax Returns
- Estate Tax Returns
- Gift Tax Returns
- Estate and Trust Income Tax Planning
- Communicate with your legal and financial team to ensure best results
WHO WE ARE
With a reputation for providing prudent and valuable tax advice to southwest Florida for almost 50 years, Dee & Associates, P.A. is a CPA firm that provides income tax consulting for business owners, trusts & estates and wealthy individuals. Our boutique-level services vary based on the needs of our clients. We choose and develop client relationships wisely. As a result, we endeavor to pursue long-term, mutually beneficial relationships. Our focus is on participating in the success and support of our clientele. Our credentials and experience allow us to provide a truly exceptional level of service.
Kelly R. Dee
President
Kelly graduated with honors from the University of Florida with dual degrees: a Masters Degree in Accounting (Tax Specialty) and a Bachelor’s Degree in Accounting. He worked in the Auditing Department of an international accounting firm before finding his way back to his hometown of Naples, Florida. He became a licensed CPA immediately after graduation. Kelly obtained his Certified Financial Planner Certification in 2000.
Kelly’s primary focus is designing sophisticated tax strategies and solutions for individual and business clients. Kelly also is fully engaged in establishing efficient processes within the firm to effectively manage client engagements.
CERTIFIED FINANCIAL PLANNER™,
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.