FORT MYERS ESTATE PLANNING CPA, ZIP 33919

Financial Reporting, Audits, Reviews & Compilations in Fort Myers, FL

CPA-backed financial statements for businesses in ZIP code 33919 and across Lee County. Made for the banks, bonding agents, and boards that need numbers they can trust. We also serve 33901, 33907, 33908, 33912, 33913, and 33966, plus Iona, San Carlos Park, and Whiskey Creek.

Overview

Clear Numbers That Banks and Boards Believe

An audit is an outside check on your books. Our CPAs test your records against GAAP, the rules most U.S. businesses follow. Then we sign a formal opinion that tells lenders your figures hold up.

Hughes, Snell, Tuscan & Co. has served Southwest Florida since 1974. Need a 33919 financial statement audit near Royal Palm Square? You’ll work with one CPA from kickoff to final report, not a rotating crew of strangers.

50+

Tax seasons since 1974

What's Included

Our Financial Reporting Services

From a compilation to a full audit, every job gets careful accounting work from a licensed CPA. 

Financial Statement Audits

We sample transactions, confirm balances with banks, and test your controls. You get a signed opinion under GAAS that lenders accept.

Reviewed Financial Statements

A review gives limited assurance. We ask focused questions and run ratio checks, so you meet loan terms for less.

Compiled Financial Statements

We put your numbers into GAAP format under SSARS. There's no assurance, but your statements look clean and ready to share.

Financial Statement Preparation

Need a quick loan package or numbers for internal use? We'll build a balance sheet, income statement, and cash flow report from your books.

Lender & Surety Reporting

Banks and bonding firms often want CPA-backed statements every year. We deliver on schedule, so your credit line and bond limits stay open.

Real Estate & Builder Reporting

Landlords and home builders face tricky revenue rules. We handle lease accounting, job costing, and percentage-of-completion work the way banks expect.

Not sure which report you need?

Tell us who's asking for it, and we'll point you to the right level in one call.

How It Works

A Clear Path From Kickoff to Final Report

1

Planning Meeting

We learn your business and set a timeline. We also confirm who will read the report.

2

Secure Upload

Send trial balances, bank statements, and loan agreements online whenever it suits you, day or night.

3

Fieldwork

Our team tests key accounts and traces sample entries. We ask questions as we go, so nothing surprises you.

4

Delivery & Debrief

You get the signed report and a management letter. It shares simple tips to tighten your controls.

What's the difference between an audit, a review, and a compilation?

Three levels of assurance, each with its own price

It’s about how much a CPA vouches for your numbers. An audit engagement offers reasonable assurance and costs the most. A review engagement gives lighter comfort through questions and ratio checks. A compilation just formats your statements. Your loan agreement usually names the level you need.

Who We Help

Financial Reporting for Every Kind of Organization

Business Owners or Investors

Maybe your bank wants audited numbers before it renews your line of credit. Or a buyer needs proof before a sale closes. We give them figures they can check, from Gateway to the Downtown River District.

Real Estate & Construction

Builders and property owners in Estero, Lehigh Acres, and Iona rely on us. Our job cost and rental reports satisfy bonding agents, so you can bid on bigger projects.

Condo & HOA Associations

Florida law ties your yearly report to total revenue. Boards in Whiskey Creek, McGregor, and San Carlos Park call us to confirm their tier before year end. We'll tell you which report your owners are owed.

Client Reviews

Trusted by Fort Myers businesses

Matthew A. LindeFort Myers, FL
★★★★★
"Linda Treise, CPA is simply the best accountant that I have ever worked with (and I used to personally work at a large international accounting firm). Accurate, informed, pleasant to work with, charges less than I expect (oops maybe I should not write this part) and timely - simply the best."
Diana YoungFort Myers, FL
★★★★★
Bill Hughes is the best! Thorough, consistent and reliable. Highly recommended.
Michael T.Fort Myers, FL
★★★★★
"HSC/Tuscan has handled our business taxes for over a decade. Their team is knowledgeable, responsive, and truly invested in our financial success. I recommend them to every business owner I know."
Don't Overpay This Year

Get a CPA on your side before the deadline does.

Book a free consultation and we’ll review your last return, flag missed deductions, and map out a plan for this year.

FAQ

Common Audit and Review Questions

Don’t see your question? Give our office a ring, and we’ll steer you the right way.

Who usually asks for audited financial statements?

Banks, bonding companies, investors, and buyers ask most often. Some condo and HOA boards need one by law. Check your agreement, since it usually names the level they expect.

Price depends on your size, how organized your books are, and the level of assurance. Compilations cost the least, while audits take the most hours. We quote your fee before any work starts.

Timing depends on your size and how ready your records are. Many small business audits take several weeks from fieldwork to final report. Reviews and compilations move faster, and we set a clear timeline during planning.

Plan on last year’s financials, a trial balance, bank statements, loan agreements, and fixed asset records. We’ll send a full checklist during planning, so nothing slips through the cracks.

It depends on annual revenue under Florida Chapters 718 and 720. Associations earning $500,000 or more must be audited. Those between $300,000 and half a million need a review. Smaller groups can file a compilation or cash report, unless owners vote otherwise.

Often, yes. Many lenders accept reviewed statements for mid-size credit lines. Check your loan covenants first, or send them to us and we’ll tell you what they require.

That’s a tax issue, which is separate from your financial reporting. Our Tax Relief team handles IRS letters and notices, so we’ll connect you with the right CPA in the same office.