NAVIGATING SARASOTA’S WEALTH: EXPERT ACCOUNTING SOLUTIONS

Expert Accounting Solutions for High-Net-Worth Residents and Growing Businesses

Sarasota is a thriving city on the Gulf Coast of Florida that is fast becoming one of the most successful economic and demographic areas in the country. With such rapid growth, there is an increasing need for sophisticated financial and accounting solutions for the high-net-worth individuals that live in the city and for the businesses that are growing and developing in the area.

The Consumer and Business Ecosystem of Sarasota

Fajardo & Associates’ clients in Sarasota are diverse, affluent, and growing. They include retirees, corporate employees who work remotely from home, real estate investors, and individuals with high incomes. They require more than tax return preparation. They require sophisticated financial planning, including estate planning and wealth preservation. In addition to planning for tax in Florida, they require planning for tax in other states. They require accounting for their real estate investments. They require representation before the IRS.

Sarasota has a number of different industries that are small to medium-sized businesses. These include health care, real estate development, hospitality, professional services, and light manufacturing. These businesses require ongoing bookkeeping services, fractional controller services, strategic tax planning, and other services to help them be competitive in today’s economy.

High-Net-Worth Communities & Corporate Hubs

The wealth of Sarasota residents is mostly located in affluent single-family homes in upscale communities as well as in modern office buildings.

5 Premier Affluent Residential Communities

• Longboat Key: Luxury homes on the Gulf-front with access to several private country clubs. Many of the high-net-worth individuals living in Sarasota also reside on Longboat Key.
• Bird Key: Located between downtown Sarasota and Lido Key, this bird’s eye view map of the Bird Key gated island community showcases its luxury homes and a beautiful Bayfront Home. Many of Sarasota’s high-net-worth business owners reside in Bird Key in their beautiful Bayfront Homes.
• The Oaks Club (Osprey): The residents of The Oaks Club are members of a gated community with private estate homes and a country club.
• Harbor Acres: A historic blue-chip mainland residential neighborhood with deep water on the bay, minutes from downtown Sarasota.
• Lakewood Ranch (Country Club & Waterside): The Country Club and Waterside areas of Lakewood Ranch in Sarasota/Manatee County are home to many affluent families, including several corporate transplants who have relocated to the area.

5 Key Corporate & Business Parks

• Sarasota International Trade Center: A light industrial/office complex for companies that are involved in light manufacturing or are technology firms. The corporate office for one of the companies is located in this center and is near I-75.
• Interstate Park Corporate Center: This Corporate Center offers Office and Flex Space for companies growing in Sarasota, near Lakewood Ranch.
• Lorraine Commerce Park: A growing list of Professional Service Providers, Logistics Companies, and Corporate Offices that call Lorraine Commerce Park home.
• Northgate Business Park: An established business center with a variety of trades, distribution, and commercial operations.
• Bee Ridge Business Corridor (Ridgelake Area): The businesses within the Bee Ridge Business Corridor area are comprised of Medical Professionals, Financial Service Providers, and Corporate Suites.

How Fajardo & Associates Supports the Sarasota Community

Fajardo & Associates supports the high-income individuals and businesses in the community by providing them with full-service CPA solutions to help them manage their finances, complete their taxes, and more.