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It's Your Life. Live it in Health!

Michele A Bourcy Nelson CPA PA is a full-service accounting firm serving clients throughout the Lakeland, Florida area. We are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, and forensic accounting. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

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. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Lakeland's business community for years, and pride ourselves on the level of esteem we have earned.

Our Services

We provide a wide range of services to individuals and businesses in a variety of industries. Our services include:

  • Tax Management Services: We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow and keep our clients on track to their financial goals.
  • Accounting Services: We provide accurate and insightful financial information to help businesses maintain profitability and capitalize on new opportunities.
  • Reviews, and Compilation: We offer financial statement services that provide limited assurance to outside interests and involve inquiries and analytical procedures to identify material modifications that should be made to the financial statements.
  • QuickBooks Accounting Help and Assistance: We provide assistance with setup, training, and support for QuickBooks accounting software.
  • Entity Selection and Restructuring: We help clients choose the right business entity and structure for their needs.
  • Payroll Services: We provide payroll processing and support to help clients manage their payroll needs.
  • Cash Flow and Budgeting Analysis: We help clients analyze and manage their cash flow and budgets.
  • Business Valuation: We provide business valuation services to help clients determine the value of their business.
  • Accounting Services: We provide a range of accounting services, including bookkeeping, financial statement preparation, and tax planning.
  • Litigation Support and Forensic Accounting: We provide litigation support and forensic accounting services to help clients navigate complex financial disputes.
  • Estate and Trust Planning and Tax Preparation: We provide estate and trust planning and tax preparation services to help clients manage their estate and trust needs.
  • Financial Projections and Forecasts: We help clients create financial projections and forecasts to help them plan for the future.
  • Debt and Finance Advising: We provide debt and finance advising services to help clients manage their debt and financing needs.
Reviews (5)
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Positive: Michele is praised for her exceptional service, kindness, and expertise in handling personal and business taxes.

Overall Impression

The reviews are overwhelmingly positive, with all reviewers giving a 5-star rating. The common theme is that Michele provides exceptional service, making clients feel comfortable and confident in her abilities.

Praise for Michele's Service

Reviewers praise Michele's expertise, stating that she is "simply the best" and provides "unmatched service". They appreciate her ability to make them feel at ease, with one reviewer mentioning that she is "so easy and comfortable to talk with". Others commend her kindness, with one reviewer stating that she is the "kindest CPA I've ever worked with".

Professionalism and Expertise

Michele's professionalism and expertise are highlighted in the reviews. Reviewers appreciate her ability to handle both personal and business taxes, with one reviewer specifically mentioning her skills with corporate and personal tax returns.