Lake Mary Wealth Management

Paula Taylor CPA


3098 West Lake Mary Boulevard       Lake Mary, Florida 32746       (407) 328-1515       paula@paulataylorcpa.com

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NYT: Finding Success
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NYT: When to Buy or Sell? Evidence: Passive vs. Active


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Logo of Lake Mary Wealth and Paula Taylor CPA displayed on both LakeMaryWealth.com and PaulaTaylorCPA.com
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Welcome to Paula Taylor CPA and Lake Mary Wealth Management.

Paula Taylor is a Certified Public Accountant, Personal Financial Specialist, and a Certified Financial Planner; one of the few professionals with all three designations.

Paula Taylor CPA is a full service accounting firm which includes:
  • Tax Planning and Preparation for corporations and individuals; US and international
  • Bookkeeping with a Certified
    QuickBooks Professional on staff
  • General business advisory services
  • Compilation
  • Review
Lake Mary Wealth Management is an extension of our CPA firm where we provide money management and financial planning services. We place our clients in the best possible position for retirement and manage the protection of their assets.

What is True Wealth All About?

  • THE LIFE I CHERISH
  • THE PEOPLE I LOVE
  • THE DREAMS I HAVE
  • THE VALUES I HOLD TRUE
Paula Taylor and family coming down the flume at Disney's Splash Mountain in Orlando, Florida.