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Your Trusted
Partner in Financial Excellence

With decades of experience and a commitment to excellence, we are your go-to partner for all your financial needs.
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Welcome to

Terri A. Goleno, CPA
Located in Historic Dixieland Area

At Terri A. Goleno, CPA, we understand that navigating the complexities of tax planning/preparation and financial management can be challenging. That’s why we’re here to provide you with expert guidance and support every step of the way.

With decades of experience and a commitment to excellence, we are your go-to partner for all your financial needs.

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Services We Offer

Tax Management

Navigating the ever-changing landscape of tax laws and regulations can be a daunting task. Our team of seasoned tax professionals is here to ensure you not only meet your tax obligations but also optimize your tax strategy. Whether you’re an individual or a business, we offer comprehensive tax planning, preparation, and filing services, helping you minimize your tax liability and maximize your financial well-being.

Accounting

Accurate and timely financial information is the backbone of any successful business. Our accounting services are designed to provide you with the clarity and insights you need to make informed decisions. From bookkeeping and financial statement preparation to budgeting and forecasting, we offer a wide range of accounting solutions tailored to your unique needs.

Financial Consulting

Achieving your financial goals requires a solid plan and strategic guidance. Our team of financial experts is dedicated to helping you secure your financial future. Whether you’re planning for retirement, managing investments, or need assistance with financial decision-making, we provide personalized consulting services to set you on the path to success.

Why Choose Us

Personalized Solutions

We recognize that every individual and business has unique financial needs and goals. That’s why we take the time to understand your specific situation and tailor our services to meet your requirements.

Commitment to Excellence

We are committed to delivering excellence in every aspect of our work. Your financial success is our priority, and we work diligently to exceed your expectations.

Client-Centric Approach

At Terri A. Goleno, CPA, you’re more than just a client; you’re a partner. We value long-term relationships and are dedicated to providing you with the highest level of service and support.

Experience and Expertise

With Terri A. Goleno, CPA, you benefit from the knowledge and expertise of a seasoned team of financial professionals. We stay up-to-date with the latest industry trends and tax laws to ensure you receive the most accurate and effective guidance

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Contact
Terri A. Goleno, CPA

We’re here to assist you with all your financial needs. Feel free to reach out to us for expert guidance,
inquiries, or to schedule a consultation. Here’s how you can get in touch:

Office Address

726 S. Missouri Ave,
Lakeland, FL 33815
Parking in Rear of Building

Phone Number

863-688-0882

Fax Number

863-659-4747

Main Contacts

Terri A. Goleno, CPA, PFS
terri@tagtaxcpa.com

Vicky Edwards, Executive Assistant to Terri Goleno
vicky@tagtaxcpa.com

Business Hours

8:30 AM - 5:00 PM,
Monday through Friday

Ready to take control of your finances
and secure your financial future?

Contact Terri A. Goleno, CPA today to schedule a consultation. We look forward to
helping you achieve your financial goals and providing you with peace of mind in an
ever-changing financial world.
Schedule a Consultation
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