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WE ARE CLOSED TO THE PUBLIC, BUT OPEN FOR BUSINESS!

Governor Ron DeSantis has issued a stay-at-home order for the state of Florida effective midnight, April 2, 2020. Under the order, Florida residents are urged to stay at home unless participating in an essential business or activity. Under this guideline, the office of FPT Services is considered essential. While our staff will still be working each day, both of our offices in Rockledge and Palm Bay will be closed to the public for the next 30 days effective 8:00 a.m., Thursday, April 2, 2020.

Please know that 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. Remember, the tax deadline for individual returns, as well as filing an automatic extension for individual returns, and payments to the IRS has been extended to July 15, 2020. If you are unable to file your return by July 15, we will put your return on extension until October 15, 2020.

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, or mail a check directly to the fund company.

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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