Corcoran & Freund, P.A.

Corcoran-Freund, CPA, P.A.

As of November 5, 2018 our name has changed, but we continue to provide traditional accounting and tax compliance services.

But what we do best is developing legitimate tax minimization strategies for successful business owners and individuals with substantial net worth.

As necessary, we also address important estate and financial planning issues that we identify in the course of our client relationship.

Stephen L. Corcoran, CPA, P.A., was founded in 2012 by Mr. Corcoran after he left a local CPA firm where he had been a partner for over 30 years.

We are a local CPA firm and a member of the American and Florida Institutes of CPAs. We primarily serve clients in the Tampa Bay area, but we also have clients all over the United States.

We are a small firm and our clients deal primarily with the owner, Steve Corcoran. You can find out more about Mr. Corcoran’s background and professional qualifications under his profile.

We view every client relationship as a partnership –
your success is our success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our successful clients count us among their most trusted advisors.

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that can only come from dealing directly with the firm owner.

Below we have provided information about the services that we offer to our clients. The list below is by no means all-inclusive. Please feel free to inquire about a service if you do not see it listed. If it is a service we do not provide, we would be more than happy to refer you to a qualified professional.

Please note that the preparation of legal estate planning or retirement plan documents and the planning and court filings for bankruptcy are legal matters (services we do not provide) and as such you should consult with an attorney.

 TAX SERVICES

Income Tax Preparation and Planning includes:

• Small businesses & professionals
• Individuals
• Estates & trusts, including postmortem planning
• Estate and gift tax preparation and planning
• IRS and state tax audit representation

Transactional Planning includes:

• New business entity selection
• Real estate purchases and sales
• Business sale and acquisition

Overall Tax Planning includes:

• Utilization of trusts
• Small business retirement plan & selection for tax deferral
• Retirement planning
• IRA and 401(k) distribution planning
• Generational wealth transfer

ACCOUNTING SERVICES

• Accounting and bookkeeping assistance
• Compilation of financial statements
• Fiduciary accounting

FIDUCIARY SERVICES

• Preparation of fiduciary accounting
• Serve as trustee (Mr. Corcoran, individually)
• Serve as personal representative (Mr. Corcoran, individually)

BANKRUPTCY SUPPORT

• Operating report preparation
• Business operations support
• Bank account maintenance (including check writing and deposits)
• Debtor income tax return preparation

Steve Corcoran

Owner

Richard Freund

Owner

Cheri Cohen

Tax Manager

Eileen Corcoran

Tax Accountant

Pat Quebbemann

Administrative Assistant & Paraprofessional

Our business hours are 9 am to 5 pm, Monday to Friday.

You may call us at 813.837.6300 or use this form provided to send us an email, and we will get back with you promptly. Comments or questions are welcome.

An interactive map to our office is located below.

To send us an email, please complete all fields, and enter the security code, then click Submit. We will reply to you as quickly as possible.

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