Skip to content Serrao & Associates brings decades of combined expertise in tax preparation, strategic planning, and financial advisory — helping Sarasota individuals and businesses keep more of what they earn.
Hantz D. Serrao is a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and holds an MBA, bringing a rare combination of tax expertise and investment planning knowledge to every client engagement. With a career spanning complex business tax returns, IRS representation, and high-net-worth personal tax planning, Hantz has built a reputation as one of Sarasota’s most trusted tax advisors.
His strategic approach goes beyond simply filing tax returns — he helps clients build long-term tax efficiency into their financial lives. From structuring business entities to minimize tax exposure, to advising Sarasota families on multi-year tax planning, Hantz delivers practical solutions that reduce tax burdens and improve financial outcomes.
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Karen L. Diamond is a Certified Financial Planner (CFP) and holds an MBA, specializing in integrated financial planning and tax strategy for individuals, families, and business owners in Sarasota and the surrounding area. Karen brings a holistic perspective to financial advisory, combining tax return accuracy with forward-looking wealth strategies.
Her expertise is especially valuable for Sarasota business owners navigating the intersection of personal and business finances, as well as individuals approaching retirement who need proactive tax planning to protect their assets. Karen is known for her clear communication, client-first philosophy, and ability to simplify complex financial concepts.
Specialties:
Serrao & Associates is a Sarasota-based CPA firm founded on the belief that every individual and business deserves expert, personalized financial guidance. We specialize in personal and business tax return preparation, strategic tax planning, and fractional CFO services for growing companies throughout Sarasota County and the greater Tampa Bay area.
Discuss your personal or business tax return needs with our experienced advisors. We review your financial situation and understand your goals to identify the best tax strategy.
Serrao & Associates combines accurate tax return services with strategic financial planning to deliver long-term value for individuals and businesses.
Find answers to common questions about tax returns, tax planning, and CPA advisory services.
Yes. Our firm specializes in personal income tax returns, corporate tax returns, partnership filings, and sole proprietor returns.
Strategic tax planning identifies deductions, credits, and financial strategies that reduce tax liabilities and improve long-term financial outcomes.
Filing early allows more time to review financial details and identify opportunities for tax savings.
Yes. We work with entrepreneurs, startups, and established businesses to manage tax returns and develop financial strategies.
Fractional CFO services provide high-level financial leadership, budgeting guidance, and strategic planning without hiring a full-time executive.
We combines accurate tax return services with strategic financial planning to deliver long-term value for individuals and businesses.
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