Lake Mary CPA for the corporate corridor. RSU and equity-comp tax planning plus CPA-managed monthly bookkeeping for consultants and S-Corps.
I am a licensed Florida CPA (license #AC62625, firm #AD72267) based in Mount Dora, about 35 minutes from Lake Mary via I-4, who also does monthly bookkeeping for Lake Mary small businesses and Heathrow corporate-corridor professionals: AAA, Deloitte, Chase, Liberty Mutual, Verizon, Scholastic, RSU and equity-comp holders, dual-income households, and S-Corp side-business owners. My bookkeeping engagement is built for busy professionals: software included through Forty Two Six, the in-house platform I built specifically for CPA-managed engagements, one monthly bill, no QuickBooks add-on, and no contract lock-in. Every engagement is custom-quoted on a discovery call. The CPA doing your monthly books is the same CPA planning your RSU vests and filing your return at year-end. 30-minute discovery call: (407) 417-1064.
Returns are scoped and quoted on the discovery call. Lake Mary is Central Florida's corporate suburb, Money magazine's #4 best place to live in 2007, anchored by AAA's national headquarters, Deloitte (2,100 employees), Chase Bank Card Services (1,800), Liberty Mutual, Verizon Financial Center, Mitsubishi-Hitachi Power Systems, Scholastic Book Fairs, and Dixon Ticonderoga. Median age is 44.5; over half of households are married couples; nearly 20% of residents are 65 or older, a tax-planning client base that needs more than basic Schedule C help. I handle RSUs, ISO/NQSO exercises, AMT projection, deferred comp and 409A, dual-income high-bracket strategy, backdoor and mega-backdoor Roth, retirement income sequencing, Social Security taxation, IRMAA, and S-Corp structuring for high-earner consultants and side-business owners.
Last reviewed: 2026-07-02
Timothy LeGendre CPA LLC | Florida CPA License #AC62625 (firm #AD72267) | Mount Dora, FL | (407) 417-1064 | Contact
Find me on LinkedIn, YouTube, X, Google Business, and the BBB.