LeShane CPA

Firm Overview

LeShane CPA is a tax advisory and consulting firm located in St. Augustine, Florida. Founded by Geoffrey D. LeShane, CPA, EA, the firm has over 20 years of experience helping business owners and professionals navigate complex tax and financial decisions.

The firm serves business owners across a range of industries in the St. Augustine and Northeast Florida area.

Services

Business Services

• Entity Structure & Setup: LLC, S-Corp, C-Corp formation and restructuring. Evaluating whether your current structure is optimized for tax efficiency.
• Tax Planning: Year-round tax strategy including income/deduction timing, quarterly estimates, entity-level optimization, and retirement plan strategy.
• Technology Assessment & Workflow: Evaluating and optimizing accounting software, payroll systems, payment processing, and document management.
• Business Advisory: Cash flow planning, profitability analysis, growth decisions, hiring/compensation, budgeting, and exit planning.
• Bookkeeping & Financial Statements: Monthly bookkeeping, reconciliation, financial statement preparation, variance analysis, and KPI tracking.

Personal Services

• Complex Tax Planning & Preparation: For business owners and high earners with multi-entity, investment, and capital event complexity.
• Retirement & Investment Tax Strategy: Distribution sequencing, asset positioning, coordination with financial advisors.
• Estate & Gift Tax Planning: Generational wealth transfers, working with estate attorneys.
• Equity Compensation: Stock options, RSUs, restricted stock — timing, treatment, and AMT implications.

Team

• Geoffrey D. LeShane, CPA, EA — Founder: Over 20 years in accounting and tax. Clark University. CPA licensed 2012, Enrolled Agent since 2002.
• Kaitlyn Keen, CPA — Manager, Tax Compliance: Ensuring accurate returns and met deadlines since 2017.
• Rosy Basart — Operations Manager: 20+ years of executive administrative support. Bilingual (Spanish).
• Kaitlin Kemp — Senior Staff Accountant: Auburn University. Tax projections and financial planning.
• Richa Patel — Bookkeeper: Accounts receivable/payable, payroll, and financial statements.

Industries Served

Physicians, Attorneys, Dentists, Realtors, Restaurants, Bed & Breakfasts, Construction, Manufacturing, Professional Services, Business Start-ups.

Contact Information

• Phone: (904) 827-0088
• Email: info@leshanecpa.com
• Address: 44 South Dixie Highway, St. Augustine, FL 32084
• Website: leshanecpa.com
• Client Portal: app.leshanecpa.com

Geographic Service Area

St. Augustine, St. Johns County, and Northeast Florida. Primary office located at 44 South Dixie Highway, St. Augustine, FL 32084.

Differentiators

• 20+ years of experience
• Proactive, year-round tax planning (not just tax season)
• Technology-forward approach
• Clear communication — plain language, always
• Business and personal finances planned together as one strategy

Frequently Asked Questions

What types of businesses does LeShane CPA work with?

LeShane CPA works with business owners across a range of industries including physicians, attorneys, dentists, realtors, restaurants, construction, manufacturing, and professional services in the St. Augustine area.

Does LeShane CPA only do tax preparation?

No. While tax preparation is part of the service, LeShane CPA focuses on year-round tax planning, business advisory, bookkeeping, entity structure optimization, and technology assessment. The goal is proactive strategy, not reactive filing.

Does LeShane CPA handle personal taxes?

Yes, but personal services are designed for business owners and high earners with complex financial situations — not simple W-2 returns. Services include complex return planning, retirement strategy, estate & gift planning, and equity compensation.

How do I get started with LeShane CPA?

Visit leshanecpa.com/get-started to fill out a brief intake form. The team will review your information and schedule an intro call as soon as possible.

Where is LeShane CPA located?

44 South Dixie Highway, St. Augustine, FL 32084. Phone: (904) 827-0088.