DiMercurio Advisors

DiMercurio Advisors is an accounting and tax practice in Orlando, Florida, working with small businesses and start-ups. It aims to turn complex financial information into plans owners can follow, and it covers the full cycle from registering a new company to yearly tax work. Clients reach the firm through the Karbon client portal and a learning centre of guides.

What DiMercurio Advisors does

• Bookkeeping: keeping a business's books up to date.
• Tax compliance: preparing returns from a short set of client questions, plus help with tax notices.
• Online payroll: running and overseeing payroll.
• Business formation: registering a new company and guiding founders through the setup steps.
• Budgeting and forecasting: planning work and business strategy discussions with owners.
• Learning centre: tax rate references, downloads and a guide to tax season for clients and readers.

Who it serves

The firm serves small business owners and start-ups. Client comments on its site come from a real estate business, a marketing consultancy and a coaching firm.

Key facts

• Based in: Orlando, Florida, United States
• Client portal: Karbon