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About Us

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Our company specializes in accounting and tax preparation services for a wide variety of clients. We specialize in:

  • Tax return filing and tax planning for individuals
  • Bookkeeping and financial statements for small businesses
  • Corporate tax return filing


Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.

Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.

Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.

Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.

Feel free to contact the office anytime. We're here to help.

The BeeSure Tax Team:

Wayne Shirley, CPA

Wayne Shirley is a CPA certified in the State of Florida with experience in public accounting, corporate accounting, financial analysis, IT, and tax.  He has lived in the Bradenton area since 1991 and is well established in the community.  He has worked with local businesses on a consulting basis particularly with new business development.  Wayne graduated from the University of Florida in 1989 with a BS in Accounting and then obtained his 5th year Master’s level accounting courses requirement to be a Florida CPA at the University of North Florida in Jacksonville, FL.

 

Stephen Mead, EA

Stephen Mead is an IRS Enrolled Agent (EA), financial adviser, and a Florida licensed life, health and annuity producer with Assurity Financial Group. Steve focuses on tax preparation during tax season; advising, negotiation and IRS problem resolution out of season. Additionally, Steve provides at-home customer service visits with current clients and in-home presentations with prospective clients, demonstrating and communicating the unique advantages of partnering with the Assurity Financial family of services.

In addition to his duties here, Stephen is an adjunct instructor at State College of Florida for IRS Enrolled Agent exam prep courses, an internet author of articles regarding federal taxation, current Chairman of Public Relations for the Florida Society of Enrolled Agents (FSEA), President of the local FSEA chapter, and a member in good standing with the National Association of Enrolled Agents (NAEA).

Stephen received his Bachelors of Art from Michigan State University, married his best friend, the proud father of two teenagers and a +23 years as a Manatee County resident. Steve served as a Senior Tax Consultant for the nation’s largest tax resolution firm and Chief Operating Officer of his own specialized tax practice for fraud victims.

Get To Know Us


David Appleby

David Appleby

President, EA

 

                                                                        EA®

David Proudly serviced our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton, Sarasota, and Tampa area for 25 years.  David has served in the Financial Industry since 1996.  David started Appleby’s Insurance and Financial Services in 1996.  He later incorporated in 2002 when he formed BeeSure Services, Inc., dba Assurity Financial Group and Assurity Wealth Management in 2007.

David holds the ChFC & QFP designations which signify his qualifications as a Financial Planner.  The ChFC requires 33% more educational requirements than the CFP (Certified Financial Planner) designation.   David also holds the CLU designation which is the highest designation that a person can receive in the Insurance Industry and EA (Enrolled Agent) the highest

 A key aspect of Financial Planning and maximizing a person’s investment accounts is understanding taxation and David has achieved other financial designations listed below and has a well rounded education to be able to help his clients in all areas of finance and insurance.    Risk reduction is very important to our clients, and being able to maximize gain, limiting risk, and using the right investments is our goal.  David is very knowledgeable in all types of investments to accomplish his client’s goals.