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Financial Solution Advisors

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United States
Jacksonville, FL
Financial Solution Advisors

Tax and Accounting simplified. www.financialsolutionadvisors.com

Financial Solution Advisors is a Jacksonville, Florida based CPA firm focused on tax planning and tax preparation in the middle market business environment. We are a boutique accounting firm leading the industry with the best practices and use of new technologies. We take a proactive approach with all clients needs and seek to exceed our clients’ service expectations every chance we get. We also p

rovide a wide array of supplemental accounting services for middle market companies and successful business owners who wish to increase the return in their business and investments. Our firm has been providing quality, personalized financial guidance to a variety of businesses since 1978. Our wide ranging expertise includes tax preparation, tax planning, accounting software selection and implementation, new business consulting, outsourced accounting services, homeowner association management, IRS representation, tax work involving estates and trusts, as well as preparation and analysis of business and personal financial statements.

07/14/2026

Many nonprofit organizations are surprised to learn that certain revenue-generating activities can be subject to Unrelated Business Income Tax (UBIT), even when the money is used to support their mission.

Before launching your next fundraising or revenue-generating initiative, make sure you understand the rules.

Read our blog to learn:

✔️ What UBIT is
✔️ Which activities may be taxable
✔️ When Form 990-T is required
✔️ How nonprofits can stay compliant

https://financialsolutionadvisors.com/blog/how-unrelated-business-income-tax-works/

07/07/2026

We've been recognized as a Rightworks Community Champion!

This award is a reflection of the incredible people behind our organization: the team members who bring dedication, collaboration, and passion to the Rightworks community every day.

The Rightworks Customer Impact Awards honor firms and partners that are helping transform the accounting profession through innovation, security, growth, and leadership, and we're grateful to be included among this year's honorees.

Thank you to our team, clients, and partners for being part of this journey. We couldn't have done it without you!

06/16/2026

Pastor payroll is… complicated.

Here are 5 essentials every church should know:

✔️ Employee for income tax
✔️ Self-employed for Social Security and Medicare
✔️ Housing allowance may be tax-free
✔️ Usually exempt from unemployment tax
✔️ Non-ordained staff follow standard payroll rules

Better yet, read our blog with everything you need to know about pastor payroll.

https://financialsolutionadvisors.com/blog/comprehensive-guide-to-pastor-payroll/

06/02/2026

Are you spending more time managing your nonprofit’s books than your mission?

If you’re juggling spreadsheets, tracking donor funds manually, or scrambling to pull reports, know this: It doesn’t have to be this hard.

You can use accounting automation to:

✔️ Track every dollar (restricted and unrestricted) with ease
✔️ Stay audit-ready and donor-transparent
✔️ Sut down hours of manual work
✔️ Focus more on impact—not admin

Imagine what your team could do with that kind of time back.

Read more: https://financialsolutionadvisors.com/blog/automation-in-accounting/

05/26/2026

Thinking about opening a Trump Account for your child?

Before you do, ask yourself this:
👉 What’s the actual goal for that money?

Because while these accounts are flexible, they’re not always the most tax-efficient option, especially if you already have a 529 or other savings in place.

A few things to consider:

✔️ How much you’ll realistically contribute
✔️ Whether you’re okay locking the money in long-term
✔️ How it fits with your existing plan
✔️ The extra tax tracking required

It can be a great tool, but only if it fits your bigger strategy.

Read the full breakdown before you decide.

https://financialsolutionadvisors.com/blog/what-is-a-trump-account/

05/20/2026

We really stepped up this tax season.

Each year, our team takes part in our annual Step Challenge. The rules are simple: walk as much as possible during tax season, and the top steppers win donations for their favorite charities.

Here are our 2026 winners:

🥇 Shawn Retherford: $1,000 donated to USO - United Service Organizations, supporting military members and their families around the world.

🥈 Isaac Brohinsky: $500 donated to Elevate Jacksonville , helping local youth through mentoring, education, and leadership programs.

🥉 John Giehrl: $250 donated to Mission House, Inc. , providing meals, shelter, and support services to people in need.

We’re proud of our team for showing up for each other, our health, and our communities.

05/19/2026

Building wealth is one thing. Managing it across a family? That’s where it gets complicated.

A family office brings everything together:

✔️ Tax strategy that looks ahead
✔️ Oversight of business and personal finances
✔️ Support through generational transitions
✔️ Clear structure for managing wealth and decisions

Learn how family office services can help you protect, grow, and pass on your wealth with confidence.

https://financialsolutionadvisors.com/cpa-services/industry-expertise/family-office-services-jacksonville-fl-cpa/

05/12/2026

If you’re still running payroll in spreadsheets, you’re probably spending more time, and taking on more risk, than you need to.

Modern payroll apps:

✔️ Collect the right forms from day one
✔️ Track time automatically (no chasing employees)
✔️ Handle payroll taxes for you
✔️ Sync directly with your books
✔️ Show your team exactly what they’ve earned and what time off they have

Some businesses run payroll in about 13 minutes!

If payroll still feels like a monthly headache, it’s worth rethinking your setup.

Read the full breakdown of what a modern payroll system can actually do for your business.

👉 https://financialsolutionadvisors.com/blog/payroll-apps/

04/28/2026

We’ve officially filed this tax season under: DONE ✅

To celebrate, the FSA team headed to JAX Cooking Studio .

And instead of crunching numbers, we were crunching into some seriously good food.

Thanks to an incredible team for another successful season.

04/14/2026

College costs are climbing fast.

The average year of college now costs tens of thousands of dollars, which is why many families start planning early.

One of the most popular tools for education savings is a 529 college savings plan.

Here’s why families use them:

1️⃣ Earnings grow tax-deferred
2️⃣ Withdrawals for education expenses can be tax-free
3️⃣ Funds can cover tuition, books, housing, and more
4️⃣ You can change the beneficiary if plans change

If you’re wondering how 529 plans work—or whether one makes sense for your family—our guide walks through the basics in plain English.

https://financialsolutionadvisors.com/blog/the-abcs-of-529-college-savings-plans/

Address

4350 Pablo Professional Court
Jacksonville, FL
32224

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 1pm

Website

https://financialsolutionadvisors.com/

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