Daniel Rosefelt & Associates

Daniel Rosefelt & Associates combines 20+ years of accounting expertise with specialized property tax consulting to serve St. Petersburg and surrounding areas. Our unique background in both accounting and property taxation gives us comprehensive insight into how assessments impact your overall financial picture. We're not just property tax consultants - we're your financial partners who understand how property taxes fit into your broader tax strategy. Our team includes CPAs, former tax assessors, and certified appraisers who work together to minimize your property tax burden while optimizing your overall tax position.

Our property tax services integrate seamlessly with comprehensive tax planning and accounting support. We conduct thorough property assessment reviews, prepare detailed appeal documentation, and represent clients before Value Adjustment Boards throughout the appeals process. What sets us apart is our ability to coordinate property tax strategies with income tax planning, estate planning, and business tax optimization. For commercial clients, we analyze how property tax savings impact cash flow and investment returns. Our residential services include homestead exemption optimization, assessment appeal preparation, and multi-year tax planning. We also provide expert witness services and litigation support for complex valuation disputes.

Your engagement begins with a comprehensive financial and property portfolio review to understand how property taxes impact your overall tax situation. We analyze current assessments, identify appeal opportunities, and develop strategies that align with your broader financial goals. Our integrated approach means property tax planning becomes part of your ongoing financial management. We prepare appeals with the same attention to detail we bring to tax returns and financial statements. Throughout the process, we coordinate with your other advisors to ensure all strategies work together effectively.

Daniel Rosefelt & Associates serves Pinellas County with particular focus on St. Petersburg, Clearwater, and surrounding waterfront communities. We also work with clients in Hillsborough County, especially those with properties in multiple jurisdictions. Our established relationships with local assessors' offices and our reputation in the professional community often facilitate more productive negotiations and faster resolutions.