Account-it Consulting Services, LLC

Account-it Consulting Services, LLC

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, expertise, and reliability. Many note long-term satisfaction, emphasizing accurate tax preparation, timely filings, and helpful advice. Responsiveness, patience, and a personalized approach are recurring strengths, along with trustworthiness and integrity. Several mention recommendations due to outstanding accounting support for both business and personal needs. The overall sentiment is highly positive, with repeated emphasis on his skill, dedication, and the value he brings to clients.

About This Listing

Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

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

Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

11248 Westland Cir

Boynton Beach, Florida 33437

Hours

Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Doug was amazing and patient in working with my client. He did my family's taxes as well.

I highly recommend Doug Cohen for his exceptional service. His expertise, professionalism, and personalized approach makes him a first choice for anyone seeking top-notch accounting and tax services. Thank you, Doug, for your unwavering support!

Doug has been my trusted CPA for over 15 years. I've never had a problem that he couldn't address and handle with honesty and integrity. I recommend him and Account-IT Consulting Services fully.

Doug Has been my accountant for my business for quite a number of years . The tax returns are always done correctly and up to now there have never been any issues . I would highly recommend him

Doug is a true expert and professional. Someone who's advise you can trust and which he delivers candidly and without fluff. I'm not an easy client, but Doug has stayed true to his character and I have zero hesitation in referring him to any business owner in need of quality accounting services.

I appreciate Doug's expertise in overseeing my companies' tax and accounting records, plus my personal tax planning. My companies have a bookkeeper who enters data in Quickbooks Online and I do my personal bookkeeping. Doug reviews the companies' books, makes adjusting journal entries, does the data entry for complex transactions, trains my bookkeeper, prepares my business and personal tax returns, handles audits, and provides me with information and suggestions that are essential to my tax and business p

I moved a little over a year ago from Minnesota to Florida. I decided that it would make most sense for me to, at the same time, switch from a Minnesota cpa to a Florida cpa to do my federal and state tax return. My tax return is quite complicated with many K-1's and brokerage account transactions. I also have several Qualified Opportunity Zones in my real estate portfolio. I was looking for a qualified cpa with many years of experience in handling a broad range of returns. I also wanted one with a good rep

I have worked with Doug for 15 years on both my business and personal taxes and he has always been professional and filed timely. He also helped me set up my small business and has always provided helpful advice

Account-it consultant is an excellent accounting firm. We've worked with Doug for a bunch of years and he is professional, courteous and excellent results... and he's a great guy to work with!

Doug is a fantastic CPA!!! He is always available and responsive. He is happy to show you how to work some magic in QuickBooks and is very patient. He is honest and extremely professional (with a very funny side to him). We've used many CPA's in the past - Doug is (by far) THE BEST!!!!!!

Doug is great to work with and gets the job done. Don't hesitate to use this firm. Top notch!

I have had such a positive experience working with Account-it Consulting Services. They are responsive and take the time to answer any questions I have. I highly recommend them!

Been using them for years. Very knowledgeable and helpful. We used them for personal and business, Highly recommend.

Can?t say enough about Doug? detail oriented and a pleasure to work with!

Would strongly recommend.

Great service and accounting

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.