Your Finances,
Handled Right.
PHS partners exclusively with Professional Taxes Inc. for all HOA financial management, bookkeeping, and tax services — bringing over 25 years of local financial expertise directly to your community association.
425 Cross St., Ste. 113
Punta Gorda, FL 33950
Two Local Firms. One Seamless Experience.
PHS and Professional Taxes Inc. are both locally owned and operated companies headquartered right here in downtown Punta Gorda — at the same address. This partnership was built intentionally: PHS handles all on-site community management, while Professional Taxes Inc. handles all financial management, bookkeeping, and tax compliance.
For HOA and Condo boards, this means you get a single, coordinated team managing both the operational and financial sides of your community — with no gaps, no finger-pointing between firms, and complete financial transparency.
Professional Taxes Inc. has served Punta Gorda and Charlotte County since 1998 with CPA and Enrolled Agent licensed staff. Their deep expertise in HOA financial compliance under FL Statutes 718 and 720 makes them the ideal financial partner for the communities PHS manages.
Why This Partnership Works
- Same address — both firms at 425 Cross St., Ste. 113, Punta Gorda, FL
- Seamless financial reporting: PT handles the books, PHS handles the community
- CPA and EA licensed staff with more than 25 years of local experience
- Deep expertise in HOA and Condo financial compliance under FL 718 & 720
- Single point of contact for board members — no runaround between firms
- Locally owned and operated — both companies live and work in Punta Gorda
Professional Taxes Inc. Services
From HOA financial management to individual tax preparation — all under one roof, right here in Punta Gorda.
Tax Preparation
Individual and business tax returns — from simple W-2 filings to complex multi-state, trust, and estate returns. CPA and EA licensed staff.
Learn MoreBookkeeping & Accounting
Accurate, timely bookkeeping and financial reporting for HOA communities and businesses. Clean books, clear picture — no shortcuts.
Learn MoreHOA Financial Management
Monthly financial statements, annual budget preparation, reserve fund accounting, assessment collection, and delinquency management.
Learn MoreNew Business Start-Up
Entity formation, EIN obtainment, sales tax registration, payroll setup, and accounting system configuration — all in one engagement.
Learn MoreIRS Representation
Enrolled Agents on staff to represent you before the IRS for audits, notices, collections, and appeals. They handle the IRS so you don't have to.
Learn MoreDisaster Tax Relief
Casualty loss deductions, extended deadlines, penalty abatement, and amended returns for Punta Gorda and Charlotte County taxpayers impacted by hurricanes and federally declared disasters.
Learn MoreReady for Complete Community Management?
Contact PHS today and we'll coordinate with Professional Taxes Inc. to provide your community with seamless management and financial services — all from one local team right here in Punta Gorda.