Sarasota CPA, Sarasota Tax Planning
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: professional services, law firms, insurance agencies (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Sarasota CPA, Sarasota Tax Planning | home page | |
| Website | https://www.sterling.cpa/ | home page | |
| Office locality | Sarasota, FL | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +19417774700 | home page | |
| Offers bookkeeping | Documented: ...Tax & Accounting Certified Public Accountants offering strategic tax, accounting, & bookkeeping services for Sarasota businesses and nationwide clients. Book a Free Consultation... | home page | |
| Monthly bookkeeping | Documented: ...handling bookkeeping, payroll, and tax filings. Our in-house experts ensure meticulous monthly reconciliation and valuable insights for informed decisions. As certified QuickBooks... | /bookkeeping-and-accounting-services | 8 pts (max 8) |
| Payroll coordination | Documented: ...able to provide. I can't put a price on the peace of mind I get from knowing that my payroll, bookkeeping, and tax preparation are in good hands which allows me to focus on the day... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...access to your data. Tailoring solutions to your needs, we handle bill pay, payroll, financial statements, and budget analysis. Our approach starts with QuickBooks Online... | /bookkeeping-and-accounting-services | 6 pts (max 6) |
| Industries served (documented) | professional services, law firms, insurance agencies | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online | /2026-section-199a-is-your-service-business-out- | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy & Terms | /privacy-policy-2 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched Florida DBPR Board of Accountancy licensee file for CPA firm records named 'Sarasota CPA, Sarasota Tax Planning' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Florida Division of Corporations (Sunbiz) corporate data file for 'Sarasota CPA, Sarasota Tax Planning' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 25 evidenced items come from Sarasota CPA, Sarasota Tax Planning's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.