Zolt AdvisorsBook a free call

Tax preparation, bookkeeping and websites for small businesses · Southwest Florida and online Your numbers. Your tech. One team.

Taxes and books, plus the website and marketing that bring you customers. For small business owners and their families. In English and Spanish.

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Enrolled Agent (EA) on the team

Free 15-minute call · English or Español

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  • Enrolled Agent (EA) on the team
  • IRS Certifying Acceptance Agent (CAA)
  • English and Español
  • Online across the US
  • In person in Southwest Florida, by appointment
  • A fixed price before any work starts

Why we made Zolt.

Too many owners juggle a bookkeeper and a tax preparer who never talk to each other, and a preparer who disappears after April.

  1. One firm. Your books and your taxes together, so nothing falls between them.
  2. All year. Not just in April: reminders, answers, and a portal that shows where things stand.
  3. A clear price. You hear it on the free call, before any work starts.

So you feel in control, taken care of, and a little ahead.

Three services. One firm.

  • Form1120-SEIN1a Gross receipts240,00021 Ordinary income38,000Schedules K-12Form1040Your SSN•••-••-00001a Wages52,00011 Adjusted gross income58,40024 Total tax4,120

    Tax

    Returns, IRS letters and ITINs, done right.

    Individuals, S-corps and IRS letters

  • JuneBooks closed ✓Revenue18,400Expenses11,250Net profit7,150Revenue$18,400Expenses($11,250)Net profit$7,150

    Bookkeeping

    Your books closed every month, with a clear P&L.

    Sole props, LLCs and S-corps

  • Call now82Zolt Growth ScoreLeads

    Growth

    A website and marketing that bring you customers.

    Websites starting free with Site Care Plus

How we work, all year.

  1. 1Book a call

  2. 2Upload in the portal

  3. 3Track your status

  4. 4Reminders all year

Sample screens from the Zolt client app.

Book a free call

Your portal, in any browser.

No app needed. Log in from your computer or phone to upload documents, sign and follow your return.

Log in to your portal

Protected by a 6-digit code from your authenticator app.

Wherever you are.

  • Online anywhere in the US
  • In person in Southwest Florida, by appointment

Also from Zolt

Grow your business.

Websites, local SEO, social media and ads for small businesses, with every price on the page.

See Zolt Growth

Questions.

Is the call really free?

Yes. Fifteen minutes, no obligation.

How much will it cost?

You get a fixed price after the call, before any work starts.

How long does it take?

It depends on what you need. You get a timeline on the call and can follow every step in the portal.

Is my information secure?

Your documents go through our secure client portal, not email.

I’m behind on my taxes or books. Can you help?

Yes. We catch up what’s missing first, then keep you current.

Can I switch from my current preparer?

Yes. We pick up where they left off.

Prefer to type?

Send a few details. We reply within one business day.

What do you need?
Preferred language
How should we reach you? (email, phone or both)

Prefer to text? Text HELLO to (239) 800-8096Texting HELLO signs you up for texts about your inquiry and appointments. Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help. Terms · Privacy

Please don’t send documents here.

  • A real person reads every message
  • Reply within one business day
  • English or Español
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