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← Back to Top 12 Bookkeepers in the North Port-Bradenton Area, FL (2026)

Sarasota CPA, Sarasota Tax Planning

Evidence Score 35/100 at 88% evidence coverage 9 of 12 on the North Port-Bradenton area list How the score works

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

Documented services + buyer fit31 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 8 checked
Operational + pricing transparency0 of 25 pts, 25 checked
Verified identity + continuity4 of 15 pts, 15 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Sarasota CPA, Sarasota Tax Planning's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
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.