Probably not us. And that's fine.
We'd rather tell you now than waste your time. Zolt is a small tax and bookkeeping firm in Southwest Florida, built for families, self-employed people and owner-run businesses. Here's who we're not the right fit for, and what to look for instead.
Who we're not for
Large or multi-state corporations
You need a firm with a department for each state. Look for a large accounting firm with corporate tax staff.
Audits of public companies, or anything that needs a CPA opinion letter
Audited or reviewed financial statements can only be signed by a licensed CPA firm, and we're not one. Ask your bank or investor which level of statement they need, then find a CPA firm licensed in Florida.
Credit repair
We don't do it. If something on your credit report is wrong, you can dispute it yourself with each bureau for free, and nobody can legally remove information that's accurate and current (source: FTC, “Fixing Your Credit FAQs” (opens in a new tab)). If you owe the IRS, that part we can help with: see IRS help.
Payroll for 50 or more people
Use a payroll provider built for that size. We'll happily keep the books alongside it.
Investment advice
Which stock, which fund, when to sell: that's a registered investment adviser's job, not ours. We'll show you what a choice does to your taxes; we won't tell you what to buy.
Immigration paperwork
We do the tax side (ITINs, filing history). The legal side belongs to an immigration attorney. We'll work with yours.
Just a simple W-2 return?
You may not need to pay anyone. If you qualify, you can file your federal return free with IRS Free File (opens in a new tab), or have a basic return prepared free by volunteers through the IRS's VITA program (opens in a new tab). Source: IRS.gov, checked 25 September 2026.
Not on this list? Then you're probably ours.
Book a free 15-minute call and let's find out.