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Accounting Wealth Management Tax


OPERATING DURING COVID-19

We are here to serve you for all your accounting, tax, and investment needs. We are able to do this via fax, U.S. mail, email, and our secure portal. If you are an accounting or tax client and have not sent us your tax documents, please call us so that we can work with you on obtaining your documents. The due date of July 15, 2020 has passed, but if we did your tax return last year, we extended your due date.  For corporate returns, it is September 15.  For individual returns, it is October 15.  Remember, the tax extension is only for filing your return.  If you owe the IRS, they will consider your payment as late and may impose a late payment penalty.  

If you are an investment client, now is the time to sign up for our secure portal via AdviceWorks. If you need to contribute to your investment account, you can send funds directly from your bank, use mobile check deposit, mail a check directly to the fund company, or bring it by our office.

We know this is a challenging time, and we thank you for your understanding during this unique situation.

Thank you for the trust you have placed in us, and we hope you stay safe and healthy.

 

We put our clients' needs first

FPT Services is a unique experienced professional Financial Services Group located in Rockledge and Palm Bay, serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountant and an Enrolled Agent ready to help you with your tax, accounting and wealth management investment needs.

FPT Services was founded upon principles of integrity and accuracy that places the highest value on our clients financial goals and objectives. We’re in the business of building long-term, genuine and rewarding relationships based on trust and quality client service.

We’re in the business of helping you, your family and business develop financial strategies to pursue your goals. Your financial health is important, and at FPT Services, we’re dedicated to working with you to meet your financial needs as they change.

FPT Services skilled professionals provide personal immediate ‘hands on’ assistance, and has comprehensive services including; Tax, Accounting, and Wealth Management Services, Financial, Investment, and Tax Advice, Personalized Portfolio Advisory Services, Investment Management, Saving for a Home, Pre-Retirement and Retirement Planning, Income and Investments Management, Insurance Policies – Fixed and Variable Annuities, Long Term Care Insurance, Disability and Life Insurance, Insurance Needs Analysis, Business Consulting, Business Succession Planning, Business Development and Strategic Planning, Estate Plans and Family Trusts, Education Planning (Saving for a College Education) with Investment Accounts, Tax Preparation, Tax Representation before Federal, State, and Local entities.

Tax, Accounting, Wealth Management

 

Investments

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Tax Services

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

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