01 / BUSINESSBusiness owners
Planning, preparation and accounting support for growth, ownership changes and everyday decisions.
Business tax & strategy ↗
David A. Bastian CPA, P.A. / Est. 1994Complex finances.
Complex finances.
Clear direction.
Tax, accounting and advisory services for business owners, individuals, families and athletes.
30+Years serving clients
1994Year founded
2 Florida officesDade City and Tampa
US + InternationalClient relationships
Athlete & NILSpecialized tax support
Who we serveBuilt around where
Built around where
you are going.
Different financial situations call for different conversations. Start with yours.
01 / BUSINESS
02 / INDIVIDUALSIndividuals & families
Support for multiple income streams, investment activity and complex reporting responsibilities.
Personal tax services ↗
03 / ATHLETESAthletes & NIL
Dedicated pathways for collegiate NIL earners and professional athletes with multi-source income.
Explore NIL advisory ↗
Over three decades of financial excellence
People who know the numbers. And the people behind them.
Our firm combines careful accounting and technical tax experience with the personal attention of a closely connected team.
From Dade City and Tampa, we work with clients across the United States and internationally.
Meet our team ↗Our workOne firm. Four clear
One firm. Four clear
areas of service.
Find the support that fits your situation, without searching through a directory of services.
↗Tax strategy
Explore planning ↗Tax strategy
& planning
Make room for informed tax decisions throughout the year.
≡Tax return
Explore preparation ↗Tax return
preparation
Corporate, partnership, individual and applicable nonresident returns.
▤Bookkeeping &
Explore accounting ↗Bookkeeping &
recordkeeping
Reliable books, reconciliations and financial records.
◎Professional
Explore athlete finance ↗Professional
athlete finance
Coordinated accounting for complex compensation and multistate activity.
NIL tax advisoryThe first big deal
The first big deal
shouldn't mean the first big surprise.
Endorsements, sponsorships, appearances and noncash compensation bring tax questions. We help athletes and families get organized.
Enter the NIL experience ↗The people behind the firm
Expertise is personal here.
Our team brings together tax, accounting, bookkeeping and client service. Meet the people who will be working alongside you.
Meet the entire team ↗Begin here
Start a confidentially minded inquiry ↗Let's understand your situation first.
Tax & accountingA deeper level of
A deeper level of
financial clarity.
Four core services, one connected team. Explore the financial work behind a stronger business and a more organized tax picture.
Tell us what you need ↗Find your serviceWhat can we help
What can we help
you move forward?
Follow the work that matches your financial responsibilities, or begin with a guided inquiry.
01
Tax strategy & planning
Evaluate timing, structure, estimated payments and the decisions that affect your tax situation.
Explore tax strategy ↗02
Tax preparation
Individual, nonresident, corporate and partnership returns, prepared with attention to the records.
Explore preparation ↗
03
Bookkeeping & recordkeeping
Reconciliation, accurate financial records, organized reporting and a cleaner foundation for tax work.
Explore bookkeeping ↗Specialized workTwo distinct paths
Two distinct paths
for athlete finances.
Collegiate NIL and professional athletics bring different compensation structures and planning questions.
Tax strategy & preparationPlan deliberately.
Plan deliberately.
File accurately.
Business and individual tax preparation supported by thoughtful planning and complete records.
Discuss your tax situation ↗Tax strategyStart a planning conversation ↗
Important tax decisions happen before filing season.
We work with business owners and individuals to review relevant income, timing, entity questions and planning opportunities throughout the year.
Review estimated-payment requirements.
Evaluate income and expense timing.
Discuss changes in business structure or ownership.
Connect financial records with tax planning.
Tax preparationBuilt on the details
Built on the details
behind every return.
Federal tax preparation for businesses and individuals, including these published return types.
1040
Individual returns
Tax reporting for individual filers.
1040NR
Nonresident returns
Applicable nonresident individual reporting.
1120S
S corporations
Federal returns for S corporations.
1065
Partnerships
Partnership returns and related reporting.
Applicable return and filing requirements depend on each client's circumstances.
The preparation processClear records.
Clear records.
Fewer surprises.
Bookkeeping and accurate financial information support the work behind each return. Our team also assists clients with record organization and ongoing accounting needs.
Explore bookkeeping & recordkeeping ↗Have a tax question that needs more than a quick answer?
Begin an inquiry ↗Bookkeeping & recordkeepingBetter books.
Better books.
Better decisions.
Accurate, organized financial records for businesses that need clarity beyond the end of the year.
Talk about your books ↗An operational foundation
Know what's happening behind the numbers.
Reliable books support tax preparation, reporting and everyday business decisions. Our team works to organize your financial records and keep accounting information consistent.
Recordkeeping isn't just a year-end task. It's part of knowing where the business stands.
Talk to our bookkeeping team ↗What the work involves
Organized from the transaction forward.
Core accounting functions that help provide an accurate financial picture.
Financial records
Maintain and organize records that support ongoing accounting and tax work.
Accounts
Identify and reconcile account activity to keep information consistent.
Financial information
Support preparation of reliable financial information for decisions and filing.
Accounting meets planning
What happens after the books are current?
Accounting records inform tax returns and can provide a clearer foundation for planning conversations as the business grows and changes.
Explore tax planning ↗Let's organize the financial picture.
Request a conversation ↗Name, image & likenessNIL income.
NIL income.
Real tax decisions.
A first deal can bring first-time tax obligations. We help athletes and their families understand the financial work that comes with NIL compensation.
Start an NIL inquiry ↗When opportunity growsMore than a payment.
More than a payment.
A new financial picture.
There is no single type of NIL compensation. Reporting and recordkeeping depend on the facts of each arrangement.
Payments and agreements with brands or organizations may create new recordkeeping and tax obligations.
Paid appearances, social content and other arrangements can involve different payment sources.
Noncash compensation may have a reportable value. Proper records are important.
Where compensation is earned and activity occurs may affect filing considerations.
Start organized
A better record of every deal.
Keep contracts or written summaries, records of payments received, the value of noncash items, where related activity occurred and relevant expenses and receipts.
The firm's team can review these details and discuss what records will support your tax position.
Begin with the NIL assessment ↗Parents & guardians
The people around the athlete matter too.
A parent or legal guardian can begin the conversation for a minor. The public inquiry asks only general questions and does not request contract terms, tax returns or sensitive financial records.
Under 18?
Have a parent or legal guardian initiate the inquiry. Detailed records should be shared only through the firm's approved secure process after engagement.
Have a parent or legal guardian initiate the inquiry. Detailed records should be shared only through the firm's approved secure process after engagement.
Already earning as a professional?
Explore the separate professional athlete finance experience.
Professional athlete financeManage the money
Manage the money
behind the career.
Contracts, endorsements, sponsorships, investments and activity across jurisdictions require coordinated tax and accounting attention.
Discuss professional athlete services ↗A complex financial calendarIncome doesn't arrive
Income doesn't arrive
in one neat package.
Multiple payers, varying compensation and movement between states can create reporting considerations beyond a straightforward return.
Organize the records and timing associated with different income arrangements.
Track payments, expenses and other relevant facts alongside primary compensation.
Identify where athletic and commercial activity occurs and the tax reporting questions it creates.
Bring business and investment tax questions into the broader advisory conversation.
A coordinated approach
The financial work beyond game day.
Our team can help organize income from different sources, address applicable filing obligations and plan the tax considerations associated with a changing career.
Speak with our team ↗For agents & representatives
One conversation can bring the moving parts together.
Representatives and professional advisers can make an introduction to discuss high-level tax and accounting needs. The firm will confirm appropriate authorization before discussing personal financial details.
Start a representative inquiry ↗Looking for collegiate NIL guidance?
We have a dedicated experience for students and their families.
Our firm / Since 1994Personal attention.
Personal attention.
Experienced people.
David A. Bastian CPA, P.A. serves businesses, individuals and athletes from Dade City and Tampa, with client relationships across the United States and internationally.
Talk to our team ↗Firm leadershipBuilt on relationships
Built on relationships
that last.
Get to know the people who guide the firm's operations, technical work and client service.
Founder & CPA
David Bastian
David founded the firm in 1994 to provide personalized accounting, tax and advisory services built on trust, accuracy and long-term relationships. He leads the firm's direction, client relationship oversight and quality assurance.
Vice President
Hannah Caparaso
With the firm for more than 12 years, Hannah oversees key areas of operations and works directly with individuals and businesses on returns, tax planning, estimated taxes and advisory needs.
David Bastian Jr.
CFO, Ph.D.Financial management, operations, tax return preparation, planning, financial statement analysis and business advisory.
Lekha Chari
CPATax return preparation, planning, financial statement preparation and tax research for individuals and businesses.
Caitlin Begley
Staff Accountant & Client Relations ManagerAccounting and tax return work, client communication and new client onboarding.
Chris Sepulveda
Staff Accountant & BookkeeperAccounting and bookkeeping services, recordkeeping, account reconciliation and reporting preparation.
Thomas Corcoran
Staff Accountant & BookkeeperBookkeeping and accounting support, with attention to accurate and reconciled financial records.
Brooke Degroot
BookkeeperAccount reconciliations, month-end closing and ongoing financial reporting support.
Portraits were cropped from the supplied team graphics. Higher-resolution originals are recommended before production launch.
Two Florida officesLocal offices.
Dade City office Tampa office
Local offices.
Broader reach.
Serving clients across the United States and internationally.
37887 Church Avenue
Dade City, FL 33525
Get directions ↗5327 Primrose Lake Circle
Tampa, FL 33647
Get directions ↗Let's begin with a clear conversation.
Tell us what you need ↗InsightsPerspective for
Perspective for
the decisions ahead.
Tax, accounting and athlete finance topics from the firm's team.
From the teamWritten to make
Written to make
complex topics clearer.
The firm's first article on estimated tax payments is undergoing editorial review. It will appear here only after approval.
Article in review — not published
Why prepaying your taxes matters
A proposed guide for high earners, athletes and business owners, by Hannah Caparaso, Vice President.
Content and legal review must be completed before publication.
Start here / Interactive design previewTell us a little
Tell us a little
about your needs.
A few high-level questions can help identify the appropriate conversation. Please don't include tax documents or sensitive financial information here.
What happens nextStart with the right
Start with the right
conversation.
Choose your situation, identify the topic and indicate your timeline. This design preview will show a summary without sending or storing any information.
Focused questions based on your situation.
Separate pathways for NIL earners and professional athletes.
Basic contact details would be collected only after privacy and submission systems are approved.
This interactive preview is not a secure tax-document intake. Current clients should use the firm's TaxDome portal.
Step 1 / 3
Which best describes you?
Choose one to continue.
No information is transmitted or stored by this design preview. A live intake requires firm-approved privacy, security and delivery configuration.
Draft for firm approval
Privacy Policy
Proposed presentation of the firm's public-website privacy information.
Protecting your information
The firm's public website may collect basic contact details and high-level service information voluntarily provided through inquiries. Tax returns, Social Security numbers, financial account details and confidential documents should not be submitted through ordinary website forms.
How submitted information is used
Public-site inquiries may be used to respond to requests, evaluate prospective services, coordinate communication and maintain the website. Submitting an inquiry does not establish a CPA-client relationship.
Secure client communication
Existing clients should use the firm's approved TaxDome client portal for sensitive document exchange and secure communication.
Hosting and third-party services
Technical information may be processed by the eventual website host and approved service providers. Final disclosures must match the actual production configuration.
Your questions
For privacy inquiries, email hannah@dbastiancpa.com.
The complete policy text and all production-specific disclosures require review and approval by the firm before publication.
Draft for firm approval
Website Disclaimer
Proposed presentation of the firm's public-website disclaimer.
General information
Material on this website is provided for general information. It is not individualized tax, accounting, legal or investment advice. Actual obligations depend on the facts of each situation and applicable law.
No professional relationship
Visiting the website or submitting an inquiry does not establish a CPA-client relationship. An engagement begins only after the firm has agreed to provide services and applicable engagement requirements are satisfied.
Athlete and NIL information
Compensation arrangements, reporting responsibilities and multistate obligations vary. Examples are educational rather than determinations of any particular athlete's tax treatment.
Articles and external resources
Published articles have dates and sources, but tax rules and administrative guidance can change. Confirm current obligations with an appropriately qualified professional.
Public inquiry limits
Do not submit sensitive financial documents through public website forms. Existing clients should use the firm's approved secure portal.
The complete disclaimer requires the firm's approval before the public launch.