Thuy N. Tra has over 27 years of client-focused, professional, accounting experience. She is a Certified Public Accountant in the State of Florida and has owned and operated her own firm since 1996. “Twee” provides a wide array of accounting, tax and planning services to her clients, many of whom have been with her since before she started her own firm.
For those establishing a new business, she consults on the selection and formation of the appropriate business entity, explores and advises on operational issues and facilitates the establishment of processes to ensure reporting requirements are being properly addressed. She is also well versed in the selection and implementation of tax and financial reporting software.
Twee has extensive experience counseling both start-up and established businesses in Florida Sales and Use Tax, as well as Payroll Tax compliance matters. Corporations, Partnerships, Individuals and Trusts, can all have confidence that she will prepare and file their Federal and State Tax Returns in a timely, effective and accurate manner.
An unwavering advocate, Twee is well-seasoned and vigorous when called upon to represent her clients before the IRS, Florida Department of Revenue or other taxing authorities in matters related to inquiries, audits, appeals and collections. Finally, as a Certified Specialist in Estate Planning, Twee offers her clientele an established and respected financial advisory, succession planning and retirement planning practice.
Twee holds a Bachelor of Arts in Accounting from the University of South Florida and is Certified by the National Institute for Excellence in Professional Education as a Specialist in Estate Planning.
She is an active member of the American Institute of Certified Public Accountants, The Florida Institute of Certified Public Accountants, The Tampa Bay Estate Planning Council and is President and Shareholder of Priority Financial Planning Services, Inc.