Experience. Commitment. Solutions. Schedule a Consultation
At Marsocci, Appleby & Company, PA, we are dedicated to providing professional, personalized services and guidance in a wide range of financial and business needs. Our team of experts has years of valuable experience assisting professionals with their accounting needs, and we are committed to helping our clients maintain financial viability in the present while taking a proactive approach to achieve future goals.
Our Services
We offer a comprehensive range of services, including business services, tax services, and QuickBooks services. Our business services include small business accounting, bookkeeping, payroll, audits, reviews, compilations, bank financing, business advisory services, financial planning for businesses, succession planning, new business formation, internal controls, litigation support, and more. Our tax services include individual tax preparation, tax preparation for businesses, tax planning, estate and trust tax services, tax relief, IRS audit representation, non-filed tax returns, back taxes owed, and payroll tax problems. We also provide specialized services for QuickBooks, including setup, training, and tune-up.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. We believe in open communication, research, and sound analysis to understand our clients' needs and provide high-quality services that meet their needs. We are dedicated to meeting these goals with high standards of excellence and professionalism.
Our Expertise
Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We have years of experience serving clients in various industries, including construction, healthcare, home owners and condominium associations, non-profit organizations, and real estate. Our team of experts is committed to providing personalized services and guidance to help our clients achieve their financial goals.
Why Choose Us
At Marsocci, Appleby & Company, PA, we pride ourselves on our commitment to excellence, professionalism, and responsiveness to our clients' needs. We have earned the respect of the business and financial community in and around Tampa, and we are dedicated to helping our clients succeed. Whether you are an individual or business in or around Tampa, we invite you to experience the Marsocci, Appleby & Company, PA difference.
Issue with Financial Statements
The reviewer, Ashkhas A., has expressed concerns about Marsocci, Appleby & Company's preparation of financial statements for Wise Property Management and Raintree Condominium #4 Association Inc. According to the Division of Florida Condominiums, Department of Business and Professional Regulation, these financial statements are not compliant due to "missing information".
Financial Irregularities
Furthermore, the financial statements show that Raintree Condominium #4 Association Inc. went over budget in 2018 by over $55,000. This raises questions about the management of funds and potential mismanagement of resources.
Questionable Conduct of Raintree Board President
The reviewer also mentions that the Raintree Board President, Mercedes Lydon, has left her position without properly informing many people. This lack of transparency and accountability is concerning and may indicate a broader issue with the management of Raintree Condominium #4 Association Inc.
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