FPT Services is a financial services group in Rockledge, Florida, serving clients in the Space Coast and Brevard County area. The firm works with individuals and businesses on accounting, tax, and wealth management needs, with a CPA credential listed in the profile facts.

Its tax-focused services include tax preparation and planning, along with help for IRS notices and audit-related matters. The source material also describes accounting support, investment-related services, portfolio advisory services, retirement planning, insurance-related planning, business consulting, estate planning, and education planning.

Clients can provide information through fax, U.S. mail, email, a secure portal, or online tax information submission through Client Collaboration. Investment clients may also use the AdviceWorks secure portal.