Teams at DiMercurio Advisors

Serve as primary accounting contact for a client portfolio, review and correct financial statements, mentor and coach staff, manage multiple engagements, implement cloud accounting systems (Xero/QuickBooks Online), improve workflows, and communicate financial insights to help clients make informed business decisions.

Prepare and review individual, partnership, and S-corp tax returns; perform tax planning and estimated tax calculations; analyze financials and bookkeeping for tax issues; research federal, Florida, and multi-state tax law; communicate with clients; use CCH Axcess Tax and Excel; support tax notices and collaborate on complex planning and process improvements.

Support tax team preparing individual, partnership, and S-corporation returns; assist with tax projections, workpapers, client communications, research multi-state tax rules, and learn CCH Axcess Tax and accounting platforms while participating in training and team meetings.