With Saltmarsh S.A.F.E. you can easily and securely transfer data directly to your Saltmarsh accountant.

Saltmarsh BRIDGE is a service that allows you to have instant access to your own QuickBooks virtual desktop already installed and ready to use.

Upcoming Seminars

Accounting and Auditing Update Friday, May 18, 2012 • Pensacola, FL

CPA - Upcoming Seminar Speaker - Continuing Professional Education Programs

J. Russell Madray, CPA is president of The Madray Group, Inc., which specializes in knowledge transfer. The Madray Group helps businesses, accounting firms, and other organizations understand and implement technical accounting and auditing issues. Mr. Madray has more than 15 years of professional experience, including 10 years in public practice.


CPA News & Articles

U.S. Banks Must Report Interest on Deposits by Nonresident Aliens Posted -Friday, May 11, 2012

The Internal Revenue Service (IRS) has released final regulations requiring reporting of interest paid on deposits maintained at U.S. offices of certain financial institutions by nonresident alien individuals beginning on January 1, 2013...

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IRS Announces Third Opportunity for Voluntary Disclosure of Offshore Accounts Posted -Friday, May 11, 2012

Background Following two initiatives in 2009 and 2011, the Internal Revenue Service (IRS) has announced a third offshore voluntary disclosure program (OVDP) for foreign financial accounts – this one with an indefinite deadline to apply. In this connection, the IRS noted that...

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Construction Services Newsletter March 2012 Posted -Tuesday, March 20, 2012

Saltmarsh Construction Services publishes a quarterly newsletter filled with industry specific news and information you can trust.

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Suzanne Cox Appears on Tampa FOX 13 Posted -Monday, February 13, 2012

Suzanne Cox, CPA, of our Tampa office talks about stolen tax returns.

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Bill Massey Quoted in American Banker Posted -Thursday, January 26, 2012

Bill Massey, CPA, Shareholder, has been quoted in the latest edition of American Banker and on AmericanBanker.com.

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Larrieu, Smith Named Rising Stars Posted -Thursday, January 26, 2012

Congratulations to Robin Larrieu and Justin Smith for being named to the Pensacola Independent News Rising Stars 2012 list!

» Read More

Investment Management

We help people find their way through the complex financial landscape. We work with people who want help in their personal financial lives: people who do not understand their finances and investments, people who do not have time to spend on their financial affairs, and people who just do not want to be bothered.

Here are some types of people we help:

  • Busy Executives and Professionals
  • Retirees
  • Widows and widowers
  • Divorcees
  • Personal Trusts and Foundations
  • Retirement Plans

We take time to find out as much as possible about you and your financial situation so that we can help you make the best possible decisions. We review your retirement plans, estate planning, insurance and charitable intentions. Then we take care of the details by helping you handle your investments.

We work with you to determine your investment goals. We develop an investment plan using asset allocation to accomplish those goals. We implement your plan using no load mutual funds, Exchange Traded Funds (ETF) and individual securities. This investment approach has the following advantages:

  • Maximum Diversification
  • Low Portfolio Turnover
  • Reduced Volatility
  • Low Expenses
  • Increased Investment Returns

Learn more about our Investment Management Services at saltmarshfa.com.

Locations

Pensacola
CPA and Bank Consultants - Pensacola, FL 900 N. 12th Avenue, Pensacola, FL 32501
850.435.8300 • Fax: 850.435.8352
Fort Walton Beach
CPA and Bank Consultants - Fort Walton Beach, FL 34 Walter Martin Rd, Ft Walton Bch, FL 32549
850.243.6713 • Fax: 850.243.4137
Tampa
CPA and Bank Consultants - Tampa, FL One Tampa City Center
201 N. Franklin St., Ste 2720
Tampa, FL 33602
813.287.1111 • Fax: 813.207.0201
More About Saltmarsh CPA Tampa Office

Toll Free: (800) 477-7458 • Email: info@saltmarshcpa.com

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(c) 2011 Saltmarsh, Cleaveland & Gund • Certified Public Accountants And Consultants • Serving Florida And The Southeast