About Us
Where We Come From
Dee & Associates, P.A. is a tax-focused CPA firm located in the heart of sunny southwest Florida. Founded by CPA Bruce Dee in Naples, Florida, the firm opened its doors in 1976 on historic 3rd Street South in Olde Naples. Bruce retired in 2007. Kelly then assumed ownership and direction of the firm.
Over time, Dee & Associates has evolved from a full service CPA firm into one with a primary focus on income tax consulting for business owners, trusts & estates and individuals. Our staff has decades of experience focused exclusively on tax planning and compliance. We work collaboratively with attorneys and wealth mangers to provide optimum results for our selective group of clientele.
What We Do
Dee & Associate’s primary focus is income tax planning and compliance. Clients include businesses, individuals, trusts and estates. We utilize market-leading software and technology tools, including advanced tax research tools to recommend appropriate tax strategies. In addition to planning and compliance, we are available to represent clients in tax controversy. We also specialize in advising on tax issues surrounding changes in domicile.
We approach every relationship as a team to ensure that we maximize our collective skill to achieve the best result. We implicitly understand that peace of mind is paramount when meeting the needs of our clientele and strive to keep our clients fully informed and engaged amidst a complex and volatile regulatory environment. Clear and timely communication is fundamental at Dee & Associates.