Acorn Tax and Wealth Advisors

About Acorn Tax and Wealth Advisors

Acorn Tax and Wealth Advisors is a forward-thinking CPA firm based in Ocala, Florida, dedicated to helping individuals, small businesses, and estates optimize their finances and taxes. Their team of experienced CPAs combines technical skill with a personalized client approach—they understand that every financial situation is different. Located at 7380 SW 60th Ave, Suite 4 in Ocala, they’re committed to offering trusted financial guidance and support to Marion County and surrounding regions. acorntwa.com

Services We Offer

Acorn provides a comprehensive set of tax, accounting, and wealth services, including:

• Bookkeeping & Accounting — transaction tracking, financial statements, payroll, sales tax reporting acorntwa.com

• Tax Planning & Preparation — individual, business, corporate, estate, and trust returns acorntwa.com

• IRS & Audit Assistance — resolving tax disputes, audits, notices, and client representation acorntwa.com

• Financial Strategy & Wealth Advice — helping clients set goals, project cash flow, and manage growth acorntwa.com

Why Choose Acorn in Ocala, Florida

Choosing Acorn means working with a firm that puts your goals first. They aim to save you from overpaying taxes, deliver accurate financial work, and provide value-driven advice. Their reputation is built on integrity, responsiveness, and deep local insight. Because they operate out of Ocala, they bring both regional awareness and broader financial expertise—so you benefit from local proximity and high standards.