Meet the Sarasota Tax Experts Behind Tax with Integrity
We are a team of Sarasota tax experts and strategists for business owners, built to find the savings your last preparer missed and document them to hold up.
Answers within 48 hoursWhy Tax with Integrity Exists
We Were Built to Close the Gap Between Books and Filing
Most tax problems for business owners do not come from a lack of effort. They come from a gap. One provider keeps the books, another files the return, and the strategy that should connect the two falls straight through the middle. So a genuinely profitable business hands over a clean set of numbers and still gets a bigger tax bill than it should, because nobody applied real strategy before the return went out the door. Tax with Integrity was built specifically to close that gap, applying legitimate, often overlooked strategy ahead of the filing rather than processing whatever shows up in April.
That is where the name comes from. We do the strategy, and we document it so it holds up, because a good idea without the paperwork behind it is a liability wearing the costume of a savings. Doing the work right and being able to prove it is the whole point of the firm.
Built for Business Owners, Not Everyone
We made a deliberate choice about who we serve. Tax with Integrity is for business owners, and the marketing you are reading speaks to them on purpose. We still take care of the individuals who call us, but our specialty, our method, and our best work are all aimed at the profitable business owner who has been underserved. That focus is what lets us go deep on S-Corp strategy, multi-entity structure, and the documentation most preparers never touch, instead of spreading thin across every kind of return.
We Grew Out of the Bookkeeping Side
There is a reason we understand clean financials at a level most tax shops do not. The firm grew out of a bookkeeping practice, so we know what accurate books actually look like and why they matter for a strategy-ready return. When a business owner arrives with messy or missing records, that is fixable, and it does not disqualify anyone. Bookkeeping is handled by our separate sister company, Integrity Bookkeeping Pros, which cleans up the books before those business owners come back to us for the tax strategy.
Meet the People Behind Your Return
Jennifer Lewis, Co-Owner and Lead Tax Practitioner
Jennifer Lewis leads the tax work at the firm and co-owns it. She is an IRS-authorized tax preparer holding a PTIN and an EFIN, which is what allows the firm to prepare and electronically file returns, and she is currently pursuing her Enrolled Agent license, which she expects to earn in January 2027. Her focus is the part of the job most business owners never see: staying continually current on a tax code that changes every year, and turning that knowledge into strategy that fits a specific business rather than a generic checklist. If your return has real complexity in it, hers is the expertise doing the heavy lifting.
Malinda Olupitan, Co-Owner
Malinda Olupitan co-owns Tax with Integrity and holds a PTIN. Her experience building and running businesses shapes the practical way the firm communicates with business owners. She is also the founder and CEO of Integrity Bookkeeping Pros, a separate company that provides bookkeeping services.
The Tax Team and CPA-Credentialed Staff
A firm is more than its two co-owners, and ours has grown to match the demand. We recently added a dedicated tax manager and two more tax preparers, which is real capacity for the roughly two hundred fifty new business clients we are built to welcome by the next filing season. The team also includes staff who hold CPA licenses, adding depth to the work behind the scenes. We will always tell you plainly that Tax with Integrity is a team of tax experts and tax strategists and not a CPA firm, because the co-owners do not hold CPA licenses and we do not market ourselves as something we are not. The value here is strategy, documentation, and hands-on ownership experience, stated honestly.
The Named Method We Run Every Engagement Through
The Integrity Tax Blueprint, Not a Once-a-Year Scramble
Most firms process whatever lands on the desk and call it finished. We run every business owner through the same deliberate sequence, from the first phone call to the completed return, so nothing high-value gets skipped and nothing risky gets left undocumented. We call it the Integrity Tax Blueprint, our proprietary six-step process, and it is the clearest answer to the question business owners actually ask, which is what makes working with this firm different from the last one.
What the Six Steps Cover, at a High Level
The Blueprint moves from foundation to future in six steps: a Foundation Review of how your business is built, a Financial Accuracy pass to make sure the numbers can be trusted, S-Corp Optimization where the biggest missed savings usually live, Tax Reduction Strategies drawn from the legitimate advanced options that fit your situation, a Compliance Shield that produces the documentation standing behind every strategy, and Future Planning that looks ahead while there is still time to act. The specific moves inside each step depend entirely on your business, which is a conversation, not a web page. What you can count on is that the same rigor runs through every engagement, and that the documentation layer is built in rather than bolted on afterward.
Why a Named Method Matters for You
A named, repeatable process is not marketing for its own sake. It is a promise that your return does not depend on which preparer happened to pull your file or how busy the office was that week. It is also the difference between a strategy that merely looks aggressive and one that is genuinely defensible, because the compliance and documentation are part of the method, not an afterthought. That is the same discipline our compliance and documentation work is built on, and it is why business owners who have been burned before tend to relax once they see how the firm actually runs.
How These Sarasota Tax Experts Work Differently
We Answer Within 48 Hours, Every Time
Business owners often come to us after communication has broken down with a prior provider. Tax with Integrity sets a clear standard: our team responds within 48 hours, even when a complete answer requires additional research or documents.
Strategy Done Right, and Documented to Hold Up
Plenty of firms know the high-value strategies. Far fewer implement them correctly and produce the paperwork that makes them defensible, and that second half is exactly where a lot of well-meaning advice quietly falls apart. We do both halves through our own IRS-compliant documentation templates, so what looks aggressive on paper is, in fact, fully substantiated. You get the upside your peers have been quietly enjoying, without the exposure that comes from doing it wrong.
The EIN-Letter Safeguard
Before filing, our team verifies how the business is taxed by reviewing prior returns, IRS notices, election documents and available IRS confirmation. An EIN letter confirms the federal identification number, but it does not by itself prove that an S-Corp election was filed or accepted.
We Teach You the Why
Business owners leave conversations understanding their numbers and the reason behind each recommendation. That education-first approach helps clients make better decisions throughout the year and is one reason referrals remain an important source of new relationships.
Who We Serve, and Where
Profitable S-Corp Business Owners
The business owners we do our best work for are usually profitable S-Corps, or LLCs profitable enough that electing S-Corp status is on the table, often clearing somewhere around fifty thousand dollars or more in net profit. Many of them are in the trades or in services, grounded and hard-working, and nearly all of them arrive having been let down before. If that sounds like you, our business tax strategy work is where the savings your last provider missed usually get found, and this page is only the introduction to it.
Business Owners Who Run Multiple Companies or Own Real Estate
Some of our favorite clients are not running a single company. They own several, or they hold rental real estate alongside the business, and the complexity is exactly where their last preparer got lost. Untangling inter-company accounts, separating each entity cleanly, and filing rental property the right way so it reflects real, lendable value is its own discipline, and our multi-business and real estate tax work is built specifically for it.
Sarasota First, With Reach Across Southwest Florida
Our home base is Sarasota and Manatee County, and we work throughout Southwest Florida, including Bradenton, Venice, Lakewood Ranch, North Port, Osprey, and Palmetto, with natural reach north into the Tampa Bay area and south toward Charlotte and Lee County. We can file federal returns nationwide as a capability, so out-of-area business owners are welcome and supported, though we do not currently file in California, New York, Arizona, or Oregon. If your business operates in one of those four states, tell us up front so we can point you in the right direction.
Questions Business Owners Ask About Our Team
Are you a CPA firm?
Who is Jennifer Lewis?
Can you represent me before the IRS?
Do you only work with business owners?
What is the Integrity Tax Blueprint?
What about bookkeeping?
How fast will someone actually get back to me?
Talk to a Sarasota Tax Expert Today
One Call or Text Is Enough to Start
Call or text (941) 354-8106, or send a message through our contact form. A member of the Tax with Integrity team will respond within 48 hours.
Prefer to Send a Message First
If you would rather write than call, our contact form takes your name, email, phone, and a short note, with no service menu to filter you out. Send it over and the same responsiveness promise applies: you will never wait more than 48 hours for a real answer from a real person.