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A CPA Firm That Plans Ahead with You
Bookkeeping, tax returns, and year-round tax planning for small businesses and individuals, plus a CPA second look at work done with AI. You work directly with a CPA who knows your numbers and answers your questions himself.
A few quick questions point you to the right next step: a free 20-minute call, a quote, or a Second Look.
Sample conversation. Questions are answered by the CPA who keeps your books, usually the same business day.
- Licensed Florida CPA firm
- Serving clients in all 50 states
- Encrypted client portal
- Fixed monthly pricing
How Can We Help?
Every client works directly with a CPA. Start with what you need.
I want ongoing help with my business
Monthly bookkeeping, payroll oversight, tax returns, and year-round planning in one place.
Monthly packages from $375
Business accountingI need my tax return done
Prepared and signed by a CPA, with a firm quote before any work begins.
Personal from $400 · Business from $1,000
Tax returnsI want a CPA to check my AI work
A Second Look at a return, books, or projection you prepared with AI, with a written memo of what we found.
From $250
How Second Look worksNeed something else, like catch-up bookkeeping or help with an IRS letter? See all one-time services.
Why Clients Choose Next Level
You shouldn't have to become an accountant to run your business well. Here's how we work with every client.
You Talk to a CPA by Name
Your questions go to a licensed CPA who knows your business and its history. Every answer is written for your situation, in clear, everyday language.
Books, Payroll, and Tax Under One Roof
The same firm that keeps your books each month also prepares and signs your tax returns. Nothing gets lost between providers, and you never have to explain your business twice.
Planning That Happens Before December
Decisions about entity type, owner pay, and quarterly taxes are made during the year, while there's still time to act on them, not in a scramble at tax time.
Monthly Packages
One monthly price covers your bookkeeping, your tax returns, and your CPA's time. No hourly bills.
Foundation
For sole proprietors and single-member LLCs.
Ascent
For businesses taxed as an S corporation, or ready to become one.
Summit
For growing businesses with employees, multiple owners, or multiple states.
Monthly packages are built for businesses and practices bringing in $100,000 or more a year. Prices don't include your QuickBooks Online or Xero subscription. Need one-time help instead? See one-time services.
Hi, I'm Marty
I'm a CPA and the founder of Next Level Tax & Accounting Co. PLLC in Winter Garden, Florida.
I started Next Level to give business owners what most firms don't: a CPA who knows their numbers, answers their questions directly, and plans ahead with them. Today I work with small businesses, nonprofits, and individuals, and I help clients use AI with confidence by putting a CPA on their team.
Common Questions
How Are You Different from Other Accounting Firms?
Three things. First, you work directly with a licensed CPA who knows your business, and every answer is written for your situation. Second, the work stays in-house: the same firm keeps your books, oversees your payroll, and prepares and signs your tax returns, so nothing gets lost between providers. Third, planning happens during the year, while there's still time to act.
Do You Work with Clients Outside Florida?
Yes. The firm is licensed in Florida and serves clients in all 50 states, including multi-state returns and businesses that operate across state lines.
Can You Check Work I Did with AI?
Yes. Second Look gives you a CPA second look at an AI-prepared return, books, or projection, with a written memo of what we found. It's a consulting service, priced below full preparation.
What If I Only Need a Tax Return?
That's what our one-time services are for. We prepare personal returns from $400 and business returns from $1,000, with no monthly commitment.
Is There a Contract?
Monthly packages are billed monthly under a one-year agreement. One-time services are quoted and paid up front, with no ongoing commitment.
Let's Talk
Book a free 20-minute discovery call, or send a note and Marty will reply within one business day.
You can also email marty@nextleveltaxco.com or call (407) 205-8158. Calls are by appointment. Please don't send Social Security numbers, account numbers, or tax documents by email; we'll set you up with our secure portal.