CFOTac is a Windermere, FL tax, accounting, and consulting firm serving individuals, businesses, independent professionals, non-profit organizations, and for-profit companies. Its work includes outsourced CFO services, tax preparation, small business accounting, bookkeeping, payroll, and new business formation.

The firm’s service information highlights planning and reporting support such as strategic planning, budgeting and forecasting, financial reporting, business analytics, cash flow management, internal controls, and business advisory services. CFOTac also lists tax planning and tax services, including IRS and state tax representation, tax relief topics, and support for QuickBooks setup, training, and tune-up.