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McDonald & Osborne, P.A.

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McDonald & Osborne, P.A.

Mission statement:

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. McDonald & Osborne, P.A. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose McDonald & Osborne, P.A. receive competent and timely advice.

Overview:

Since 1981, McDonald & Osborne, P.A. has served as a trusted business partner to clients throughout Southwest Florida. Providing quality, personalized financial guidance to individuals and businesses of all sizes, our expertise ranges from accounting services and tax preparation to more in-depth services such as cash flow analysis, business entity selection and income tax planning.

By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our client base returns year after year.

Services
McDonald & Osborne, P.A. provides a wide range of services to individuals and businesses in a variety of industries. At McDonald & Osborne, P.A., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services
Estate and Trust Planning and Tax Preparation
QuickBooks Accounting Help and Assistance
Entity Selection and Restructuring
Payroll Services
Cash Flow and Budgeting Analysis
Debt and Finance Advising
Accounting Services
Financial and Retirement Planning
Bookkeeping / Write-up
IRS Representation
Employee Benefits, Pension, and Profit-Sharing Plans
Financial Projections and Forecasts

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