Pellegrino, McFarland and Tortora PA

Pellegrino, McFarland and Tortora PA We are a Florida based full-service CPA firm working in taxes, audits, business consulting, forensic accounting, and litigation support.

Are you making major business decisions on the fly or constantly surprised by your cash flow?If your financials lack str...
07/09/2026

Are you making major business decisions on the fly or constantly surprised by your cash flow?

If your financials lack strategic answers, your bank is asking tough questions, or you have become the CFO by default, it is time for an upgrade.

These are five clear signs you have outgrown your current financial setup.

If this sounds familiar, let's talk about how our Fractional CFO services can help.

Tax legislation has permanently increased the federal estate tax exemption to $15 million per individual and $30 million...
07/07/2026

Tax legislation has permanently increased the federal estate tax exemption to $15 million per individual and $30 million for married couples starting in 2026.

If you were previously concerned about the scheduled tax sunset provisions, you can now plan with certainty. This historic update removes the pressure of expiring deadlines and establishes a robust new baseline for multi-generational wealth transfer.

Even with these higher limits, a proactive strategy remains essential. Unchecked asset growth, shifting interest rates, and state-level inheritance taxes can still impact your family over time. This updated financial landscape requires a fresh look at your trust and tax documents.

Today we are celebrating 250 years of independence. We'll continue to build a legacy of helping our clients build their ...
07/04/2026

Today we are celebrating 250 years of independence. We'll continue to build a legacy of helping our clients build their own financial freedom.

Wishing everyone a safe and meaningful 4th of July as we celebrate this once-in-a-lifetime milestone for our country.

Ready for the succession conversation? For 34 years, we’ve helped Southwest Florida business owners turn complex complia...
07/02/2026

Ready for the succession conversation? For 34 years, we’ve helped Southwest Florida business owners turn complex compliance into a competitive advantage. Secure your legacy and business future with local expertise you can trust. 📈

Let’s plan for what’s next. Contact us today to get started.

Is your nonprofit board asking the right financial questions? Swipe to see five essential questions you must ask your ac...
06/30/2026

Is your nonprofit board asking the right financial questions?

Swipe to see five essential questions you must ask your accountant regarding tax-exempt status, Form 990 accuracy, restricted funds, and audit readiness. Your mission deserves strategic financial care, not just basic reporting.

A true financial partner offers more than just year-end tax filing. At PM&T, we deliver strategic financial leadership a...
06/25/2026

A true financial partner offers more than just year-end tax filing. At PM&T, we deliver strategic financial leadership and comprehensive accounting for every stage of your enterprise.

Whether you need fractional CFO services, seamless small business accounting, or mission-driven care for your nonprofit, we provide expert guidance without the full-time cost.

Swipe through to see how a full-service CPA firm protects what you have built for the people who matter.

Visit phmmcpa.com to learn why we have been a trusted partner in Sarasota since 1992.

A staggering 60% of Baby Boomer business owners currently have no succession plan in place.With 37% of Sarasota resident...
06/23/2026

A staggering 60% of Baby Boomer business owners currently have no succession plan in place.

With 37% of Sarasota residents aged 65 and older, local business continuity is a pressing concern.

PM&T Certified Public Accountants partners with owners to ensure a smooth transition and protect their hard-earned legacy. Connect with us to secure the future of your enterprise today.

Are you maximizing your financial strategy? Choosing the right CPA is key. Look for responsiveness, modern technology li...
06/18/2026

Are you maximizing your financial strategy?

Choosing the right CPA is key. Look for responsiveness, modern technology like secure portals, and valuable advisory insights.

Work with the 2026 Sarasota Community's Choice Award Winner!

Visit PHMMCPA.COM or call 941.365.1172 to connect with us.

Congratulations are in order for our very own, Patrick Bowers! He completed all sections of his license exam and is now ...
06/12/2026

Congratulations are in order for our very own, Patrick Bowers! He completed all sections of his license exam and is now officially our newest CPA 🎉

Waiting until April to think about your taxes can cost your business time and money. At PM&T Certified Public Accountant...
06/10/2026

Waiting until April to think about your taxes can cost your business time and money.

At PM&T Certified Public Accountants, we believe proactive financial management happens all year long. We provide dedicated year-round tax planning specifically tailored for Sarasota small businesses.
Take control of your financial future and minimize surprises next tax season. 📈

Don't wait until it's too late. Call 941-365-1172 today to schedule your consultation.

Address

2805 Fruitville Road, Suite 215
Sarasota, FL
34237

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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