AccuTaxInc

AccuTaxInc

Reviews Summary

The overwhelming consensus is highly positive, with most reviewers praising the professionalism, efficiency, and expertise of the team, particularly highlighting their helpfulness, knowledge, and ability to simplify the tax process. Many appreciate the swift, stress-free service and personalized attention, strongly recommending the firm for both personal and business taxes. A few negative reviews mention poor communication and dissatisfaction with service quality, but these are rare exceptions amid widespread satisfaction. Long-term clients express loyalty, noting consistent excellence over years.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

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

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Contact Information

Address

1000 S Belcher Rd #14

Largo, Florida 33771

Hours

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

Customer Reviews

Accu-Tax has been completing my taxes since 2018. This is my first year with David Lee as the new owner and I highly recommend him and his company. He understands exactly what my special circumstances are as a resident who lives in another country. Best firm ever!

ACCU Tax was an amazing service. Better then turbo tax as they were able to fix up our first joint filing with my wife?s out of state tax return and our federal. They got us the best return possible and their online portal was amazing. I?ve recommended to my family and friends

We were originally introduced to David through Tom Wheelwright's Wealthability network because we wanted an accountant who understood the Tax Free Wealth strategy. We also needed an accountant who could help us with multiple business returns and an ever growing real estate portfolio. David advised us in getting our properties properly taxed, consulted on the best strategies for depreciation and helped maximize our returns. Highly Recommend!

David and Fatima did a wonderful job on my 2024 taxes. I will definitely use them again next year! Great service!

Got all the help I needed as soon as I needed it. Super helpful, fast service! David was very knowledgable and was able to walk me through the whole process.

I highly recommend David Lee, AccuTax! He is very professional, knowledgeable, thorough, pleasant, sensitive to client needs, polite and very fair. He is extremely patient with the myriad of fears and questions I have and answers all questions responsibly and logically, step by step. He never rushes and is genuinely interested in helping me get the best results. He is an excellent listener, offers information geared to my individual needs, and assists in details I may have overlooked. He is easy to und

First time customer this year. David was very thorough. I knew I would probably owe taxes and he helped educate me on a deduction that softened the hit. Fair fee for excellent service. Will go with AccuTaxInc next year and beyond.

David Lee with ACCU-TAX completed my taxes for 2022 and he is currently working on completing my 2023 taxes. He is very knowledgeable, polite, and professional. He was able to answer all of my questions last year and this year. His work is accurate and his turn-around time is reasonable. His services have made the process very clear and streamlined. I highly recommend hiring David to complete your taxes.

From start to finish working with Accu-Tax to complete our combined taxes was a breeze. The online option made the process less stressful and a great reduction in lost time. David was thorough and professional, he spent time explaining details and asked cost saving questions. I?d highly recommend Accu-Tax!

This is my second year using Accu Tax. Mobil app makes it easy to submit all documents required for tax return to be completed. Returns are explained very well either in office or virtually. Overall a very easy process. David is very friendly and knowledgeable. Highly recommend. Will use this service again.

I found Accutax on Yelp, and of course I was a bit sceptical about them as I was with the others I contacted. But selecting them was the best decision I made in a while. David was/is truly amazing, we needed things done quickly on short notice and he came through for us. Working with us long, late hours just to get it done for our deadline. ABSOLUTELY THE BEST!!!

This was my first experience with using an accountant vs. bigger tax services and let me just say BEST. DECISION. EVER. My mom recommended David and he was so incredibly helpful and spent time answering all my questions as this is my first time having to do taxes as an independent contractor and I was so lost and overwhelmed. David put me at ease and after a pain free tax experience I can't imagine going back to impersonal services I used in the past. All in all I highly recommend David at accu-tax!

Knowledge, Knowledge and More Knowledge! Accu-Tax was referred to me by someone, and it was the best referral ever. David is kind and patient and non-judgemental and now I would tell anyone that needs a great accountant and tax preparer, to go to Accu-Tax, it is one less thing to have to worry about!

I get my tax done with David every year and I totally trust the service that he has provided , preparing my taxes and helping me in many ways ! I would highly recommend David as an accountant !!! I'm very satisfied Thank you for everything ??

Eight years ago I started a small business and employed Accu Tax as my accountant. A great service and resource for a small business/entrepreneur who needs to learn how to use the tax landscape to their advantage. Highly recommend

I have been with this accounting firm since around 2012 and when the previous owner sold it, I was a bit apprehensive. Thankfully David, who is the current owner put my mind at ease. He is very professional and was very patient and helpful when I had questions. I am happy that I made the decision to keep having this firm do my taxes! If you are looking for an honest, reliable and easy to work with firm, then this is the one for you!

I was looking for the best tax and accounting services in Tampa Bay and glad I found AccuTax. I spoke with David and easily got set up their platform to get all my documents securely uploaded to start the process. David and his team were always available to answer questions and help get organized before submitting my business and personal tax returns. 5 star review for AccuTax team. I would highly recommend them for both accounting and tax filings in South Florida.

I recently used this Accutax for my personal and business taxes and I couldn't be happier with the service. The team was knowledgeable, efficient, and went above and beyond to make sure I was getting the best possible outcome. They took the time to answer all of my questions and made the process stress-free. I highly recommend this company to anyone looking for top-notch tax services. 6 stars.

AccuTax is Heaven sent, OMG I will NEVER use Turbo Tax again, Not only was it a nightmare but they got my taxes Rejected, So by the grace of God I found AccuTax and What a difference in maneuvering the web site but They got to file my taxes successfully. Defiantly telling all my friends and family and will be filing with AccuTax next year for sure. Thanks Again AccuTax Your a life saver

My experience with David Lee has been excellent. This is the second year I?ve worked with him and appreciate his efficiency, professionalism and friendliness. I would highly recommend.

Been using AccuTax for decades. Once Donna retired last year tried new owners, customer serviced lacked greatly. Started looking for another tax person this year an then I heard from David who informed me no longer same as last year. I received a 50.00 credit if I had my taxes processed and submitted before 3/1. I was Pleasantly surprised took just a lil over a week from when I submitted paperwork to when they uploaded to IRS. My refund was in my bank account in less than 2 weeks. I will continue to give m

If I could give a negative star review I would. This company used to be owned by a very respectable company and now I can?t even get my tax returns from the previous years. When I call a woman answers on her cell phone and then, as you can hear her driving and telling me to hold so she can speak to who ever is in her car and then I?ve been asking for my tax returns for over a week and no one will respond to me. I go to the office and no one is there. Do not do your taxes here the staff is unbelievably unpro

Excellent service. David (AccuTax, Inc.) was very thorough and organized, provided a very detailed report of the tax preparation process. I am very happy with the outcome.

Kristin I think has to be the most pleasant professional and efficient person I have had to deal with in the last couple of years. She took what was scary to me and made it seem effortless. I will be recommending her services. Thanks Kristin you were very kind and turned my day around.

Very prompt, pleasant and knowledgeable. I highly recommend!

I had an initial call with David. He was very friendly and helpful not to mention patient with me. I am not a current client but he took the time to field my questions. Thank you David!

I dropped off my tax information and within a couple of days they had them completed. They were very cordial and professional plus the price was reasonable. They treated us as an individual and not, at as a piece of work.

I highly recomend any tax services offered by David. He is very knowledgeable in his field and will go above and beyond your expectations. He is efficient, atentive to your needs and very friendry.

David with Accu Tax was amazing. He is very professional and offered well rounded tax advice. Would highly recommend.

Very professional, informative, walk me through the whole process step by step and very friendly. Highly recommended for you Business and Personal Income Tax filing.

AccuTax Inc Prepared my Taxes in a timely manner. I highly recommend this professional accounting firm for personal and business tax preparation.

Always the best tax service in the game!

Smoothest tax experience yet. Super professional, knowledgeable and very helpful. This is your go to tax expert!

I was with this firm for 20 years. until I started having problems and realized I was being overcharged way too much. I was called up on a Sunday afternoon ( with no appointment) by Donna to do my taxes. I did not have my notes and she wanted to do it anyway. Things were missed. She then charged me another fee to amend the taxes she rushed me to do on a Sunday . Then I got a letter from the IRS . She wanted to charge me another $50 to write a letter after she was already paid close to $500 to prepar

David and Yeisha were awesome. They took me in at the last minute and filled my tax return. I was very happy with my return

David at accu-tax was incredibly helpful and patient with us! 5 stars!

all ways good service and polite.

always good and fast service and polite

David Lee did a Great Job preparing my Taxes ! I Definitely would recommend him !!

I am very happy with my services provided AccuTax.

David is very professional and detailed! Great customer service!

They were so helpful and swift with everything. I would highly recommend them to anyone looking to get their taxes done.

had the pleasure to work with Accu-Tax team on some tax work. Highly recommended

Been going to Donna for over 20 years for my taxes... nobody better! Highly recommended!!!

Great office, and staff Very easy to complete submitting of forms and questionnaires.

Fast. On time. Reliable. Breaks down everything. Gets back to you in a timely manner.

Quick, responsive and effective!! Second year using this service

Thank you so much for the service! Very helpful & very knowledgeable!! I am very please with the service!! ??

I have been using this this company's services for 20 years and they are the greatest!

This business will pump you for every dime you have, plus, the tax preparation is wrong and you'll end up paying a higher tax bill.

Real life savers! Professional and polite. Very knowledgeable

Fast personal service

Best accounts around

(Translated by Google) David is very professional and has great knowledge in tax preparation, I highly recommend him. He always does an excellent job. (Original) David es muy profesional y tiene un gran conocimiento en la preparaci?n de taxes, lo re -recomiendo con confianza. siempre hace un excelente trabajo.

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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