Profile
Laurie Sloat
ListedFlorida CPA for Personal Financial and Tax Support
About
About
Laurie A. Sloat, CPA, PA is a Florida-licensed CPA practice led by Laurie Sloat in Estero, Florida. The practice provides personal financial and accounting services, with support for clients who need help organizing responsibilities tied to finances, records, and tax preparation.
The source materials describe work with retired individuals and adult children assisting with a parent’s financial obligations, post-divorce clients handling new financial responsibilities,…
Laurie A. Sloat, CPA, PA is a Florida-licensed CPA practice led by Laurie Sloat in Estero, Florida. The practice provides personal financial and accounting services, with support for clients who need help organizing responsibilities tied to finances, records, and tax preparation.
The source materials describe work with retired individuals and adult children assisting with a parent’s financial obligations, post-divorce clients handling new financial responsibilities, and out-of-state residents who need local representation. Services may include assistance with managing property interests, collecting notes receivable, coordinating with professionals, estate-plan related organization, and gathering data for income tax return preparation.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Tax focus
Tax focus
Service areas
Service areas
Estero, FL
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