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Tampa, FL CPA & Certified Internal Auditor–led, tax planning & compliance only

Tax planning with an auditor's discipline

Alleviate Tax is a Tampa CPA firm built around one specialty. We help small and mid-size businesses pay the right amount of tax: planned in advance, filed accurately, and documented well enough to defend.

CPA, licensed in Florida CIA, Certified Internal Auditor 14 years in public accounting Tampa, serving clients nationwide

Why Alleviate Tax

A narrow firm, on purpose

Most accounting firms sell everything to everyone. We decided to be very good at one thing instead.

One specialty, done properly

We do not sell insurance, manage portfolios or dabble in everything. Tax planning and compliance is the whole business, which is why we can go deeper on it than a generalist firm.

An auditor's discipline

Our managing partner is both a CPA and a Certified Internal Auditor. Positions get documented when they are taken, not reconstructed three years later when someone asks.

Partner-level attention

You work with the person making the decisions on your file. Small and mid-size businesses get senior judgment, not a junior preparer and an annual invoice.

Advisers reviewing client documents together at a table

How we work

The difference is in the timing and the file

Two things separate a good tax outcome from an average one: whether the thinking happened early enough to matter, and whether the position was documented well enough to hold.

  • Planning that happens in October, not AprilBy the time a return is prepared the year is closed. We work to a planning calendar that puts the decisions in front of you while they are still decisions.
  • Documentation built as you goEvery position we take is supported at the time it is taken. That is what makes the difference if a filing is ever examined.
  • Books and returns from one teamWhen the same firm owns the close and the return, there is no reconciliation argument in February and no gap for something to fall through.
  • Straight answers, including the unwelcome onesIf a strategy will not work for you, or a credit study is not worth the fee, we say so. We would rather lose an engagement than defend a weak position later.
14+
Years in public accounting, audit and tax
CPA + CIA
Licensed CPA and Certified Internal Auditor
3
National firms behind us: Crowe, RSM, Dixon Hughes Goodman
14
Planning, compliance and defense services in house

Industry focus

Real estate & construction

Florida charges no personal income tax, which leads a lot of property owners to assume there is little to plan for. The opposite is true: depreciation, exchanges, contract accounting and passive activity rules make this one of the most planning-sensitive sectors there is.

Cost segregation Section 1031 exchanges Percentage of completion Real estate professional status Section 179D and 45L
Aerial view of a Florida residential neighborhood

Investors, developers and contractors

From a first rental property through to a general contractor working across three states.

Donna R. Byrd, CPA, CIA, Managing Partner at Alleviate Tax

Leadership

Donna R. Byrd, CPA, CIA

Managing Partner

Donna has spent her career on both sides of the file: first as an auditor at Dixon Hughes Goodman, then in tax at RSM US and Crowe, and since 2020 as a partner at Alleviate Tax. That combination is unusual, and it is the reason our tax positions are built to be examined rather than merely filed.

CPA, Florida, 2015 CIA, IIA, 2018 MS Accounting, FAU

Getting started

What working with us looks like

No lengthy sales process. Four steps from first call to an ongoing relationship.

1

Introductory call

Thirty minutes, no charge. You describe the business, we tell you where we would look first and whether we are the right fit.

2

Diagnostic review

We read the last two or three returns and your current numbers, then come back with what we found: planning opportunities and compliance gaps both.

3

Engagement & scope

A written engagement letter with fixed fees. You know what is included and what it costs before any work begins.

4

Ongoing cycle

Quarterly planning touchpoints, clean compliance filings, and someone who answers the phone when something changes.

Insights

Notes from our partner

Short, practical pieces on the planning and compliance questions we are asked most often.

Let's look at your next filing season before it arrives.

A 30-minute review is usually enough to tell you whether you are leaving money on the table, carrying compliance risk, or both.