A. Jonathan Yudien, P.A. CPA

A. Jonathan Yudien, P.A. CPA

Reviews Summary

The reviews overwhelmingly praise the accountant's expertise, professionalism, and efficiency in tax preparation. Clients highlight exceptional knowledge of tax laws, ability to maximize savings, and resolve complex issues. Many appreciate the personalized service, clear explanations, and willingness to answer questions. The staff is consistently described as friendly and helpful. While most experiences are extremely positive, one negative review mentions poor customer service. Long-term clients particularly value the consistent quality, reliability, and trust built over years of service. The practice is highly recommended for both personal and business tax needs.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups

Contact Information

Address

7000 W Palmetto Park Rd Suite 302

Boca Raton, Florida 33433

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 10AM-3PM
Sunday Closed

Customer Reviews

Avery has been our CPA for the past 9 years. He has consistently delivered exceptional service, providing us with the best advice and demonstrating a high level of professionalism. His attentiveness to our questions and concerns regarding our financial future has been truly remarkable. The staff has also been a pleasure to work with and ready to assist us. I highly recommend Avery and his team to anyone looking for reliable financial guidance.

I reached out to schedule a consultation, and the process was super easy and accommodating. When I met with Mr. A. Jonathan Yudien, I truly appreciated how professional, efficient, and attentive he was. I chose this firm based on its location and great reviews, and they definitely lived up to the praise! The two ladies at the front were also so nice and professional, which made the whole experience even better. It was really important for me to find someone who is experienced and values time efficiency, an

Avery and his staff are the best. They are efficient, accurate and punctual in completing return. I had them do the standard return, and it was completed within two days. My refund was deposited at our bank three or four days later. Avery is very knowledgeable, and ready to give referrals of colleagues in the business world.

Avery has been our accountant for several years, and has done an excellent job! He's always available when we have a quick question about something, or simply need advice as to the best course of action for our financial future. I highly recommend him!

Met with Avery on the free consultation as a new real estate agent. Avery was able to explain everything I needed to know to start my entrepreneurial Journey. I feel extremely confident now and will come back to file my taxes with Avery. If your looking for a great Accountant look no further!!!

Have had an excellent experience working with Avery. Not only does he handle complex issues but also provides great advice for handling your finances. Highly recommend Avery and his team.

Mr. Yudin is a highly skilled professional who assisted my husband and I last year when we were being fined by the IRS because we inadvertently omitted taxable income from our tax filing while using TurboTax. Mr Yudin provided us with consultation, finding our errors and calculating the actual owed amount so that we could intelligently respond to the IRS?s findings. He was able to save us over $15,000 by correctly calculating the actual tax due which was different from the IRS?s statement. This year, befor

Avery has been my CPA for the last 2 years and I'm pleased to say that he's nothing less than professional and gives me good advice on any tax issues I may have. The entire staff is great, very pleasant and always makes me feel welcome. I highly recommend A. Jonathan Yudien, P.A. CPA for all your personal and business services!

I have used Avery for years. He is a true professional, very knowledgeable and has always explained everything in a way that was relevant to me. He is well versed in tax laws, and his office staff are very helpful and pleasant. I would strongly recommend him.

Avery has been doing my personal and corporate taxes for over 20 years. He is knowledgeable, helpful and detailed oriented. Patient and understanding, Avery has a complete grasp on the tax laws, and he will explain everything in detail. He's personable, friendly and very helpful. His staff is amazing too. Work is completed timely and accurately. If you're looking for a new accountant...look no further.

Avery is awesome! He's handled my business and personal returns for the past 9 years. Just as other reviews state he is efficient, timely, professional and thorough. He and his staff are also friendly and courteous. I highly recommend!

My experience working with Avery over the past 5 years as my accountant has been great and short of awesome. The short of awesome part is that it's not always fun to deal with numbers and paperwork. However, Avery makes the process as smooth as possible because he is an incredible accountant who cares about you as a person. Due to Avery's patience and guidance, he has also helped me become much more organized with all my financial details.

I am extremely happy with the attention to detail Avery provides in regard to my personal and business accounting needs. I regularly recommend him to my friends and family and business associates. Very accessible and manages to return emails and phone calls quickly.

Avery is Amazing! I called other accountants before calling Avery. They all told me what I should be doing & how much it was going to cost me to let them be my accountant. None of them answered my questions. Avery, did not try and sell me on anything. He listened to me. Then he broke everything down very simply for me. He very thoroughly explained everything to me in a way that I understood. I was empowered after speaking with Avery because I was able to make decisions based on the knowledge he gave me. I w

Your tax reporting is in goods hands with Avery. He is super smart and thoughtful with tax preparations. His turn around time is excellent and his communication is timely. High grades!

These Reviews don't lie. Avery is the man to see for all your Tax needs. He wrapped up late filing and bunch of other issues I had in no time. Extensively knowledgeable in his field, I highly recommend.

We have been using A. Jonathan Yudien to do our taxes for years. He, and his whole office, are excellent. They are always available to answer questions and provide guidance, and are efficient in preparing our returns. I highly recommend them!

Avery is incredible. I have been using his services for 12 years and he has guided me through some of the toughest times in my life as well as providing me with a roadmap for success in my various business ventures. Yes numbers are important but at the end of the day I feel like family which is lacking in many businesses today. Thank you Avery for all of your help throughout the years.

After More than 40 years in business, this accounting practice has saved us not only money but their advice is invaluable. Everything is always transparent, and the availability to speak with Avery when necessary has given us a sense of security we?ve never had before. We highly recommend this practice!

I have been using Avery for quite some time now and I can say he has saved me thousands of dollars just by being totally updated with the laws of Accounting as well as IRS issues. Avery has a professionalism that is outstanding, as well as always having a speedy resolution to any concerning matters to me, making me feel comfortable and at ease. I would highly recommend A. Jonathan Yudien, a TRUE CPA EXPERT.

Avery is very knowledgeable in his field.He is also extremely efficient.Mr Yudien created a atmosphere of confidence when it came to doing my taxes.I was very comfortable with the whole process and pleased that I was going to have a honest outcome.Avery had an answer to all my questions and also put in order anything that was not in order. I would highly recommend him to anyone. Thank You

Avery has been our CPA and friend for over 20 years. Personally, I would have to say that his wife and boys are his most cherished gifts...Professionally, his knowledge and skills are some of our most cherished gifts! We have, at times, been a bit of a challenge, but he has stuck by us through thick and thin. His guidance has probably saved us a small fortune in taxes! Thank you Avery and here's to another 20 years!!

Avery Yudien has prepared my tax returns for many years. He is extremely knowledgeable and efficient. He is always happy to answer any questions and/or address any concerns I may have. He always fits me right in for an appointment. I refuse to go anywhere else to have my taxes done. When it comes to CPA's, he's the best!

Avery is the best accountant I've ever worked with. With ever changing tax rules, it's comforting to know that I can rely on his expertise to navigate through tax season with ease. I highly recommend his services to any individual or corporation.

Avery is extremely knowledgeable, professional, and entirely dedicated to providing his clients with exceptional service. He is always courteous, and attentive to his clients concerns, and tax related needs. I highly recommend him!

Averys the Best!! He?s been doing my business and personal Tax work since 1998. He?s thorough, helpful and always has my best interests at hand. I couldn?t ask for a better accountant

We have known Avery over 10 years, he?s been doing our personal taxes approximately 5 years. We have peace of mind that our taxes are done correctly, he?s honest and extremely knowledgeable and answers any questions we may have regarding our finances

Without Avery Yuduen, I wouldn't have had any idea on how to transition from W2 corporate job to starting my own S Corp. He helped me register and walked me through all I needed to do- included things I didn't even know about to remain compliant. I was so lost and he made the tradition both easy and seamless. I would personally recommend him to anyone and so happy to have found him. He really takes pride in his profession and his clients.

Avery's expert advise is outstanding. He resolved my tax issues on State and Federal level immediately and with dedication. His advise also saved me a large amount in taxes. Truly a tax accountant dedicated to maximize your benefits.

Avery has been preparing my taxes for several years and has always done a great job. I highly recommend his services to others.

I cannot speak highly enough for Avery Yudien personally or professionally. His skills as a CPA are top notch. He is personable and warm and it has been a pleasure to work with him. I will definitely refer clients to him in the future and have in the past.

Not only does Avery provide tax services, he excels in business acumen and customer service. He has always been available to provide much needed business and personal advice. If you are looking to increase business margins, incorporate metrics, and learn ways to reduce your tax burden, then I would give Avery a call.

Avery is accessible, informative, and effective. He has provided valuable insights and suggestions for years. Highly recommend him for personal and business tax return advice. Very worth paying his reasonable fees.

I definitely recommend A.Jonathan Yudien, PA for your tax preparation needs. He has been knowledgeable, efficient and extremely patient with me when I had a lot of questions regarding my business and made me feel so at ease (which isn't easy). He is also very professional, friendly and enjoyable to work with. I will continue to use his services for all my tax needs and I highly recommend him... you surely will not be disappointed.

Avery is the most honest, caring person you will ever meet. He is extremely proffesional & experienced at his field! I trust Avery with all my accounting needs. Call Avery to help you save your $$

The best CPA in the Boca Area! Avery?s attention to detail, timeliness and professional manner are top notch! I highly recommend him for any personal and/or business accounting needs!

He is the best! Quick, clear, professional, and extremely knowledgeable, Avery Yudien has helped and guided us with his sound and practical advice. This man is a great CPA!!!

I have known A. Jonathan Yudien for several years, and he now served as my personal and business accountant. I have found him to be very professional and exceedingly responsive, even surpassing my expectations. As a practicing attorney, I have also had the pleasure of referring some of my clients to him, and they too have been very pleased and impressed.

A. Jonathan Yudien has done a great job each year on my NYS and US taxes. He's responsive to my questions, and very knowledgeable about anything I've had to address with a few complex elements. I referred my mom, in FL, to him and she, too, has been very pleased. An honorable, thorough and communicative professional.

After meeting Avery my taxes were no longer a burden, I don?t worry about taxes anymore! Ive recommended him to all my friends and family.

Avery Yudien is a super accountant---fast, effective, attendant to detail, knowledgeable & up-to-date on current laws & requirements, making what taxes you may owe as painless as possible, within the law---you may find that you even get a tax refund!

Avery was very instrumental in helping me navigate through my tax issues with my law school loans. Also, his guidance about tax law has very valuable to me.

Avery is both professional and affable, and has definitely given me a great deal of good advice for my law firm. I highly recommend him.

The Yudien team always takes great care of me. Always friendly and kind. And, saved me A LOT of money. Would highly recommend.

For several decades for both personal and business accounting A. Jonathan Yudien has been an exemplary accountant for us. Tackling a number of issues through fruitful and lean years. The personal care and attention, the perfect timely manner in which he has always taken care of all our accounting needs. We highly recommend the personable, professional and all around fantastic service we have always experienced from A. Jonathan Yudien, P.A. Certified Public Accountant. Tom and Catalina EGAN

I see all the 5 star reviews and wish I had dealt with this professional, friendly, easy to work with gentleman. I worked with a brusk, condescending, critical, impatient, unhelpful man whom I will never work with again. Highly not-recommended.

Great accountant I've been working with for years. Very fair pricing and helpful attentive attitude. Somehow they always remember details we spoke about the previous year... ;)

I?ve been working with Mr Yudien since 2018 and I have nothing but the very best to say about my experience. His office is fantastic and the only ones I trust with my tax needs.

The 2 hour drive from Orlando to Boca Raton is 100% worth it. No need to keep searching for a CPA. Highly Recommended.

We have had a great experience here. Very experienced and knowledgeable accountant. The office is always busy but appointments are easy to schedule - I appreciate the evening and weekend appointments. Wouldn't go anywhere else.

Avery has been our CPA for many years, words can't describe the fine work he does for our family.

Avery has provided professional, accurate, timely and efficient analysis of my tax needs for the past 5 yrs.

For the past 25 years, always up to date with all tax codes, no matter; Federal or any State. Excellent ability to understand his customer's best avenue to only pay their fare share.

Fast, efficient, professional, and a great value. Super excited i found this office. If your looking for a great accountant, look no further!

Excellent accountant and support staff. Always available and up to date on ever changing tax laws. Highly recommended.

This place remains and will remain on top because of the simplicity and timing of doing taxes for you. The best part is the education of how to maximize returns and avoid penalties. Highly recommend!

So good its almost like he's a mind reader. Easy to deal with and very professional. Has been great for years.

Mr Avery is great at what he does and a pleasure to work with.

Avery is excellent to work with, I highly recommend using his services.

Pleasure to work with...very knowledgeable, responsive and has a quick turn around time.

The company is very professional and made us feel very welcome. I highly recommend Jonathan as a CPA. Thank you

Avery provides experienced and wise counsel regarding finances and taxes!!

Excellent and effective service, highly recommended

Always fast. Always a clear view of the landscape.

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Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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