Questions & Answers
Straight answers about working with the firm.
What Dansby CFO+ does, who it serves, how tax and advisory work fit together, and how engagements start.
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The Firm
Who we are.
Is Dansby CFO+ a licensed CPA firm?
Yes. Dansby CFO Plus, PLLC, doing business as Dansby CFO+, is a Florida-licensed certified public accounting firm led by Justin Dansby, CPA.
What does Dansby CFO+ do?
Individual and business tax preparation, tax planning, monthly accounting and bookkeeping, payroll setup, financial statement compilations and reviews, accounting cleanup and systems, startup support and defined business projects, IRS and state tax notice assistance, and CPA advisory for businesses and individuals, plus fractional CFO advisory for businesses that need ongoing financial leadership.
Where are you located and who do you serve?
Pensacola, Florida, serving Northwest Florida, the Gulf Coast, and the Wiregrass across Florida and Alabama, with select remote engagements.
Tax
Tax preparation.
Which tax returns do you prepare?
Partnership (Form 1065), S corporation (Form 1120-S), and C corporation (Form 1120) returns, business-owner and self-employed individual returns, and basic individual returns.
Do you take individual-only tax clients?
Yes. Individual returns are offered on their own, by appointment, and are not limited to existing business clients. A basic individual return starts at $275 and a business-owner or self-employed individual return starts at $500. Owners of S corporations and partnerships receive coordinated entity and personal returns, each priced separately. Individual returns, including returns with self employment or side work, are prepared online through 850 Tax, this firm's own online tax service; business entity returns stay with the firm.
Can I do my individual return online?
Yes. 850 Tax is an online individual tax service of Dansby CFO Plus, PLLC: CPA tax prep on the Gulf Coast, starting at $275. You answer a few questions and upload your documents, a licensed CPA prepares and reviews the return, and nothing is filed without your approval. An individual return starts at $275 and one with self employment starts at $500 with one Schedule C included, the same fee whichever route you take. An extended 2025 return is due October 15, and you can also create an account now and add documents as they arrive for next year. Visit 850 Tax.
Can you take over from our current CPA?
Yes. Prior-year returns are reviewed as part of the transition.
What does tax preparation cost?
Starting fees are published on the Tax Preparation page: basic individual returns from $275, business-owner or self-employed individual returns from $500 with one straightforward Schedule C included, and business entity returns from $950 for one Form 1065, 1120-S, or 1120, subject to scope. Starting fees assume a current-year filing, tax-ready records, and complete information provided on time; one applicable state income-tax return for the same taxpayer or entity is within the starting scope when one is required, and additional states and other state or local filings are scoped separately. Entity fees do not include the owners' individual returns, which are priced separately. Cleanup, ongoing accounting oversight, and tax planning are separately scoped. Every engagement gets a written scope and price first.
Do you help with IRS or state tax notices?
Yes, as a separately engaged service billed at our standard hourly rate. We review the notice, confirm the work required and the applicable rate before beginning, and handle IRS, state tax, and other regulatory notices within our firm's scope. Notice assistance is not included in return preparation and does not qualify for the new client discount. We do not provide legal representation.
Fit & Process
Who it is for and how it starts.
Do you take on one-time projects without an ongoing engagement?
Yes. Startup support, accounting setup and cleanup, forecasts and analyses, and acquisition or ownership-change projects are quoted by project after an initial discussion. No fractional CFO engagement is required.
What size business is the right fit?
Established, owner-operated businesses for ongoing advisory work, judged on complexity, reporting needs, and the decisions ahead rather than a revenue threshold. Tax preparation, individual returns, and one-time projects are available to new and small businesses as well.
Do you work with healthcare practices?
Yes. Healthcare is a primary focus, including multi-provider and multi-location practices, physician-owned groups, dental groups, and veterinary hospitals. See healthcare practices and the other industries we serve.
How is a fractional CFO different from a CPA or bookkeeper?
A bookkeeper records transactions and a CPA prepares the returns and financial statements. A fractional CFO focuses on what to do next: reporting, cash planning, and decision support.
How do engagements start?
With a free consultation about the business and the decisions ahead, or an inquiry through the contact form to request a quote. Scope and pricing are defined in writing before any work begins.
Still Have a Question?
Ask it directly.
A free consultation with our firm, or a note through the confidential inquiry form.
Individual tax prep online: 850 Tax (opens in a new tab). 850 CFO Online (coming soon).