A CPA for Lake Mary professionals.
Sophisticated tax planning, year-round strategy, and modern bookkeeping for Lake Mary’s executives, consultants, and small business owners. RSUs, equity comp, dual-income strategy, S-Corp structuring. Mount Dora–based, 35 minutes north via I-4. One CPA, direct access.
Lake Mary at a glance
Money magazine’s #4 best place to live, and Central Florida’s corporate suburb.
Lake Mary sits 18 miles north of Orlando, just off I-4, anchored by AAA’s national headquarters and a corporate corridor that includes Deloitte, Chase, Liberty Mutual, Verizon, Mitsubishi-Hitachi, Scholastic Book Fairs, and Dixon Ticonderoga. Median age 44.5, an ISO Class 1 fire department, and one of the lowest crime rates in Florida. This is a city of high earners, married households, and complex returns.
16,798
Residents
44.5
Median Age
1973
Incorporated
ISO 1
Fire Dept
Accounting services
For the executive with RSUs, the consultant with side income, and the downtown shop owner.
Whether you collect equity comp from one of the corridor employers, run a side practice on top of a W-2, or operate a small business along Downtown Lake Mary’s renovating core, here’s what I do.
Tax planning
The work that pays for itself.
RSU vest scheduling, ISO/NQSO exercise timing, AMT projection, dual-income strategy, S-Corp analysis, retirement sequencing, IRMAA awareness. Year-round, not just in April.
Tax preparation
Federal, state, multi-state.
Individual and business returns, S-Corp, LLC, partnership, sole proprietor, prepared by a licensed CPA. Multi-state filings welcome; corridor clients with relocations or remote work often need them.
Monthly bookkeeping
Real-time books. No shoebox.
Secure portal, bank integrations, and clean books reviewed by a CPA, not a bookkeeping mill. You see the numbers whenever you want.
The short answer
I’m a one-person CPA firm serving Lake Mary professionals and businesses from my Mount Dora office, 35 minutes north via I-4. I serve Longwood and Sanford from the same office. I handle the return, the planning, and the books myself, and every client gets a secure portal with real-time dashboards. Each engagement is scoped for the household or business it serves, scoped on a discovery call. The Lake Mary corridor is full of national tax services and Big 4 alumni firms; what’s missing is a CPA who actually answers the phone.
Why a Lake Mary CPA matters
Four things a Lake Mary household has to get right.
RSUs & Equity Compensation
The corporate corridor's tax problem.
Deloitte (2,100 employees), Chase Bank Card Services (1,800), Liberty Mutual (1,325), Verizon Financial Center, AAA national HQ, Lake Mary runs on equity comp. RSU vest scheduling, ISO/NQSO exercises, AMT projections, ESPP optimization, and the timing decisions that separate a clean return from a five-figure surprise. This is the work I want.
Dual-Income Married Couples
Two careers, two W-2s, one tax plan.
55.5% of Lake Mary households are married couples, a much higher share than the regional average. Dual-income high-bracket families need joint-filing optimization, backdoor and mega-backdoor Roth strategy, AMT awareness, and a plan that treats both careers as one tax picture. Done right, that planning routinely saves more than my fee.
Retirement & Beyond
Retirement income that does not trip on itself.
19.6% of Lake Mary residents are 65 or older, which makes IRA distributions, Roth conversions, Social Security taxation, Medicare IRMAA brackets, and Required Minimum Distributions live issues, not abstractions. Sequencing those withdrawals across a long horizon is how you keep more of what you saved and avoid stair-stepping into the next premium bracket.
Side Income & Small Business
Side income that needs a real entity strategy.
Consultants moonlighting, executives with board roles, medical professionals with side practices, and small business owners along Downtown Lake Mary's renovating core, when net self-employment income clears the $50K–$60K mark, an S-Corp election usually pays for itself. I run the analysis, file the paperwork, and set up the books to keep the IRS happy on reasonable comp.
Rooted in Lake Mary
A city built around quality.
#4 best place to live
Money magazine’s #4 best place to live in America (2007), with one of Florida’s lowest crime rates and an ISO Class 1 fire department, the top rating in the country. Quality and stability are baked into the way Lake Mary plans for growth.
The corporate corridor
AAA’s national headquarters, Verizon Financial Center, Mitsubishi-Hitachi Power Systems, Scholastic Book Fairs, Dixon Ticonderoga. A 17,000-resident city punching well above its weight in white-collar employment.
Frank Evans to LLWS
Founded by a tight-rope walker and chemist named Frank Evans (yes, really), incorporated in 1973, and crowned 2024 Little League World Series Champions. The history is unusual; the civic pride is real.
What makes me different
The Lake Mary corridor is full of national firms. I built something different.
National tax services and regional firms churn through clients each season. I built a modern platform from scratch, work directly with every client, and treat tax planning as a year-round conversation, not an April scramble.
Secure client portal
Upload, view, track, from anywhere.
Documents, reports, and real-time financials accessible from any device. No email attachments, no fax machines, no lost paperwork.
Bank integrations
Transactions sync automatically.
Plaid-powered connections pull transactions nightly, so your books stay current without a shoebox of receipts or a manual data-entry pass at year-end.
Real-time dashboards
See your numbers whenever you want.
P&L, cash flow, and expense breakdowns available any day of the month, not just when I send a PDF. Curious in the middle of July? Log in.
Free financial tools
Calculators for the questions you ask yourself.
S-Corp savings, quarterly estimated tax, 1099 vs W-2 comparison, all free, no signup required. Run the numbers before you call me.
No other CPA serving Lake Mary combines this level of personal attention with this caliber of client tooling.
Services & pricing
Custom engagements, priced on a call.
Book a discovery call and I’ll price the engagement with you on the phone, or explore the core services below.
Every engagement
Custom-built
scoped on your discovery call
Bookkeeping in Lake Mary
Looking for a Lake Mary bookkeeper? You already are.
Most Lake Mary small businesses end up paying twice, once for a bookkeeper, then again for a CPA at tax time to clean up the bookkeeper's work. I'm a Florida CPA who also does your monthly bookkeeping, so it's one person on both sides.
Books run on Forty Two Six, my in-house bookkeeping platform, no QuickBooks subscription. One CPA, one engagement, scoped on a discovery call.
“He took the time to meet with us and thoroughly understand not just one piece, but our entire financial situation — including my business, our short-term rental, and my husband's businesses. He's the first accountant we've worked with who approached everything strategically.”
Christine Dalton, Google Review
Questions I hear in Lake Mary
Frequently asked questions.
How much does a bookkeeper in Lake Mary cost?
As of 2026, bookkeepers serving Lake Mary and Seminole County typically bill $200 to $500 a month, and a separate CPA then bills $800 or more at tax time to reconcile what the bookkeeper produced. I do the combined job myself: one professional, no handoff, no cleanup invoice. The engagement is custom-built and scoped on a discovery call.
Do you offer bookkeeping services near Lake Mary?
Yes. I'm about 35 minutes up I-4 in Mount Dora and work with Lake Mary professionals almost entirely online, the portal handles documents, e-signatures, and real-time reporting, which fits corridor schedules better than office visits anyway.
What's the difference between a bookkeeper and a CPA in Lake Mary?
A bookkeeper records and categorizes transactions; a Certified Public Accountant (CPA) is a state-licensed accountant who can also sign tax returns, represent you before the IRS, and provide tax strategy. For corridor professionals the difference shows up in planning: a bookkeeper can't model your RSU year or your S-Corp election. I do the recording and the strategy under one Florida license (#AC62625).
Do you have an office in Lake Mary?
The office is in Mount Dora, about 35 minutes north on I-4. Lake Mary clients rarely need it, the engagement flows through the encrypted portal (documents, dashboards, automatic bank feeds), but I am a short drive away when a sit-down matters.
How much does a CPA cost in Lake Mary?
It depends on the work. An RSU year with an S-Corp on the side is not a storefront 1040, and the engagement should reflect that. I scope every Lake Mary engagement individually. Book a discovery call at timcpa.com/contact and I'll walk you through what the engagement would look like.
Do you handle RSUs, stock options, and equity compensation?
Yes, and this is exactly the kind of work Lake Mary is full of. RSU vest planning, ISO/NQSO exercise timing, AMT projections, ESPP qualifying vs. disqualifying dispositions, 83(b) elections, and dual-income married-couple strategy. If you work at AAA, Deloitte, Chase, Liberty Mutual, Verizon, or any of the corridor employers, your return needs more than a storefront tax preparer.
Do you work with Lake Mary consultants who bill through an LLC?
Constantly. Corridor consultants. IT, finance, project management, usually start as a single-member LLC on Schedule C. Once net income clears roughly $50,000–$60,000, an S-Corp election with reasonable-comp payroll typically saves real money. I run the projection, handle the election paperwork, and then do the payroll-and-books cycle that makes it stick.
I have a side business on top of a W-2, should I elect S-Corp status?
Probably yes, once net self-employment income clears about $50,000–$60,000 a year. The breakeven depends on your reasonable comp, payroll-tax savings, and whether the side business is structured cleanly. I run the projection before any election so you know the actual dollar impact in your situation.
Ready for a Lake Mary CPA who picks up the phone?
Book a discovery call and we’ll walk through your tax picture. If I’m not the right fit, I’ll say so, and point you somewhere better.
Tim
More reading
Curious about S-Corp savings? Read my complete guide: Florida S-Corp Election Guide with a real $150K example, the $60K breakeven, and the Form 2553 filing process.
Behind on your books? See my catch-up bookkeeping guide. Run a trade or contracting business? See bookkeeping & taxes for Florida contractors. My office sits in Lake County, and I describe the area on my Lake County page.
Timothy LeGendre CPA LLC | Florida CPA License #AC62625 (firm #AD72267) | Mount Dora, FL | (407) 417-1064 | Contact