Tax | Accounting | Advisory
Helping you rise above the numbers.
Pelican Crest CPA helps Gulf Coast business owners simplify compliance, improve financial clarity, and plan ahead with a modern, relationship-driven CPA experience.
941-241-3718Getting Started
A clear path for new clients and existing clients.
Whether you are exploring a new CPA relationship or returning for ongoing support, the process is designed to be organized, transparent, and easy to navigate.
New Clients
Three steps to begin working together.
Introductory Meeting (30-45 minutes)
A get-to-know-each-other meeting to discuss your business, goals, current accounting setup, and service needs.
Custom Engagement Process
A tailored proposal and engagement process designed around your entity structure, compliance needs, bookkeeping condition, and advisory goals.
In-Depth Onboarding Meeting* (45-60 minutes)
A second, more detailed onboarding meeting where services, workflows, portals, deadlines, and expectations are fully onboarded.
Existing Clients
Access your portal or call directly.
Existing clients can use the client portal for document exchange, secure communication, and engagement workflow items. For planning conversations, tax questions, or advisory support, call the office directly.
* Onboarding meetings are for "Compliance Essentials" and "Compliance + Advisory" tiers only.
Personalized Approach
A lower client-count model focused on responsiveness, communication, and long-term advisory relationships.
Expertise You Can Trust
Tax strategy, bookkeeping oversight, and compliance support designed to help clients stay ahead instead of reacting at year-end.
Focused on Your Success
Secure digital workflows, virtual meetings, streamlined processes, and practical business guidance.
Ready for a more proactive accounting relationship?
Schedule an introductory consultation to discuss your business, current accounting challenges, and long-term goals.
ScheduleConsultationPricing
Premium CPA support designed around communication, planning, and clarity.
Choose from ongoing advisory relationships or standalone annual tax preparation. Pricing is designed to be transparent while still allowing for complexity, scope, and special situations.
Ongoing Advisory Plans
Year-round support for individuals and business owners who want more than tax filing.
Individual Advisory
$225 / month
For individuals who want recurring tax guidance, proactive planning, and a more responsive CPA relationship throughout the year.
- Includes individual tax return
- Quarterly advisory meetings
- Year-end tax planning
- Post-filing review
- Priority email and phone communication
- Routine IRS and state notice support
Business Advisory
$425 / month
For business owners who want tax return preparation, quarterly planning, and coordinated support for both business and owner-level tax needs.
- Includes business tax return
- Includes 1 individual tax return
- Quarterly advisory meetings
- Owner tax coordination
- Year-end tax planning
- Post-filing review
- Priority email and phone communication
- Routine IRS and state notice support
Business Essentials
$845 / month
For business owners who want bookkeeping or accounting support included with tax preparation, planning, and recurring CPA guidance.
- Bookkeeping and accounting support
- Includes business tax return
- Includes 1 individual tax return
- Quarterly advisory meetings
- Year-end tax planning
- Post-filing review
- Priority email and phone communication
- Routine IRS and state notice support
Optional Add-On
Payroll Add-On
+$245 / month
Payroll processing and reports can be added to an ongoing business advisory relationship when payroll support is needed.
- Payroll processing support
- Payroll reports
- Coordination with recurring business compliance needs
Standalone Tax Preparation
Annual filing support for clients who need a one-time or compliance-focused engagement.
Individual Tax Return
$995 starting at
For annual individual tax return preparation with professional filing support and post-filing communication.
- Preparation and filing
- Post-filing review meeting
- Year-end tax planning meeting
- Priority email and phone communication
- Routine IRS and state notice support
Business Tax Return
$1,995 starting at
For annual business tax return preparation with filing support, post-filing review, and planning-focused communication.
- Preparation and filing
- Post-filing review meeting
- Year-end tax planning meeting
- Priority email and phone communication
- Routine IRS and state notice support
Clean bookkeeping assumption: Published pricing assumes all bank accounts, credit cards, undeposited funds, and investment accounts are reconciled, and all transactions have been categorized. Categorization does not need to be perfect, but a reliable starting position is required.
Services
Comprehensive tax, accounting, compliance, and advisory support.
Pelican Crest CPA provides practical support across the recurring filings, planning needs, and accounting responsibilities that business owners and high-net-worth families often need coordinated in one place.
Tax Preparation
- 1040
- 1120-S
- 1065
- 1120
- 1120-H
- 1041
- 706
- 709
- 990
- Foreign tax forms and compliance
- Other tax forms and compliance
Accounting & Financial Statements
- Monthly financial statement preparation and filing
- Quarterly financial statement preparation and filing
- Year-end financial statement preparation and filing
- Trust and estate accounting
Payroll & Compliance
- Payroll processing and filing
- Monthly and quarterly sales tax filings
- Tangible tax preparation and filing
- Workers compensation exemption filing
- Workers compensation audit assistance
Advisory & Planning
- Business tax advisory
- Reasonable compensation advising
- Trust and estate tax advisory
- Non-profit tax setup
Industries
Built for service-based businesses and practical, growth-minded owners.
Pelican Crest CPA is designed for businesses that value clean compliance, useful reporting, and proactive planning without unnecessary complexity.
Dentists
Practice owners looking for tax planning, payroll coordination, entity guidance, and clearer financial visibility.
Real Estate Agents
Commission-based professionals who need estimated tax planning, deduction strategy, and clean year-round records.
Contractors
Trade and construction businesses that need job-cost awareness, compliance support, and better cash flow planning.
Consultants
Professional service providers who want streamlined accounting, tax strategy, and scalable business structure guidance.
Private Chefs
Independent culinary professionals and private chef businesses that need tax planning, bookkeeping support, and clean compliance.
IT Technical Services
Technology service providers who need practical accounting, tax planning, contractor/vendor tracking, and recurring compliance support.
Restaurants
Restaurant owners who need support with payroll, sales tax, bookkeeping, financial reporting, and tax planning.
Recruiters
Recruiting and staffing professionals who need tax planning, commission-based income tracking, payroll coordination, and reporting support.
Social Media Influencers
Creators with brand deals, sponsorship income, platform revenue, deductible expenses, and estimated tax planning needs.
Content Creators
YouTube, Twitch, podcast, and digital content businesses that need accounting systems, tax planning, and income tracking.
Small Inventory Businesses
Cash-based or e-commerce inventory businesses, including drop shippers, that need practical bookkeeping and tax support.
Other Service-Based Businesses
Owner-operated service businesses that need reliable compliance, practical reporting, and proactive tax guidance without unnecessary complexity.
About
Local roots. Professional guidance. A personal approach.
My name is Ben Heavener, and I have lived in the Gulf Coast area my entire life. I love the local Florida sunsets, especially with a nice IPA on the beach.
I earned my bachelor's degree in accounting and my Master of Business Administration from Florida Gulf Coast University. I am a Florida licensed Certified Public Accountant and have been working professionally in accounting and taxation for 12 years.
Outside of work, I love spending time with my beautiful wife of six years and our two children: my rambunctious but loving four-year-old son and my one-year-old daughter.
My passion is helping others service every financial aspect of their lives with clarity, care, and practical guidance.
Contact Us
Contact the office for service inquiries, questions, or general assistance.
To contact the office to inquire about services, ask questions, or reach out for any other reason, please call Pelican Crest CPA directly at the number below.
New Clients
Schedule an introductory consultation.
Prospective clients can schedule an introductory meeting to discuss service needs, current accounting concerns, and whether Pelican Crest CPA may be a good fit.
ScheduleConsultationOffice Phone
Speak directly with Pelican Crest CPA.
This number can be used for prospective client inquiries, existing client questions, service requests, or general office communication.
941-241-3718