Welcome to Dee & Associates

Individual Tax Planning, Compliance, Estates & Trusts in Naples, Florida

As the premier CPA firm in Naples, Florida, Dee & Associates provides personalized individual, trust and estate planning and compliance services to select high net worth and ultra-high net worth individuals and affluent families. Our referral-focused firm offers a sophisticated approach for Naples residents in need of a long-term tax preparation and planning partner. Our custom solutions are tailored to each client’s individual needs to offer ease, privacy and reliability.

Experience the
Dee Difference

Our custom solutions are tailored to each client’s individual needs to offer ease, privacy and reliability.

Experienced Professionals

Get the attentive service you expect from a boutique tax consulting firm in Naples while tapping into our highly accomplished team’s big firm experience. Meet Our team

Collaborative & Advisory Services

We work closely with our clients’ attorneys, wealth advisors and family offices to deliver specialized tax, compliance, trust and estate planning services. This includes tax minimization planning and partnership taxation consulting. View our Services

Reputation & Longevity

A family business established in 1976, we bring decades of experience backed by an impeccable reputation for your peace of mind. Meet our president

Responsive Communication

Enjoy a client-focused experience at our Naples office. Additionally, connect with us remotely from anywhere in the world as necessary. Dee & Associates is committed to clear and timely communication. Learn what sets us apart

What Our Clients Say

For almost 50 years, our experienced and discreet team has served as trusted advisors for clients in Naples, Florida. We focus on building strong relationships while presenting effective and sophisticated solutions. As a result, many generationally wealthy individuals and families rely upon Dee & Associates to help protect and preserve their hard-earned legacy.

“Dee and Associates is an excellent accounting and tax services firm! We have been tax clients for over ten years. We are pleased with the competent, consistent, professional service we receive. Everything is ALWAYS completed in a timely and professional manner. Communication is always prompt, clear and efficient.”

– William

“I’ve been with the firm now for roughly 20 years and I am looking forward to the next 20. Highest level of service and integrity.”

– Rex

“Kelly and his team are very knowledgeable, professional, and responsive. I have confidence in their advice and would highly recommend them. Excellent team!”

– Linda & Jeff

“I have worked with Dee & Associates for several years and have been very satisfied with their knowledge and service. I would recommend them to anyone who is seeking accounting professionals.”

– Linda

“Long term client of Dee and Associates. Always met with courteous, helpful advice and information. Recommend.”

– Stephanie

“Kelly and members of his team define professionalism. They are technically excellent, responsive, courteous, and always deliver returns or advice when promised.”

– David

Opportunity is on the horizon

Let’s Partner

Dee & Associates takes business primarily on a referral basis. We take pride in working with financially sophisticated clients who also call Naples, Florida home, even seasonally. Our highly qualified team will take the time to learn about your unique needs before starting a formal partnership.