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Adam C. Ziffer, CPA, PA

Adam C. Ziffer, CPA, PA

Reviews Summary

Adam Ziffer is consistently praised as a highly knowledgeable, responsive, and professional CPA who excels in both personal and business tax services. Reviewers highlight his attention to detail, ability to simplify complex tax matters, and exceptional client care. Many appreciate his efficiency, honesty, and willingness to go above and beyond, often resulting in unexpected refunds or resolving past filing issues. His use of technology and clear communication further enhance the client experience. Clients unanimously recommend him for his reliability, expertise, and stress-free approach to handling taxes.

About This Listing

Business Consulting
Payroll
CFO Services
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Professional Services
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

Business Consulting
Payroll
CFO Services
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
Professional Services
QuickBooks

Contact Information

Address

3000 N Military Trl #205

Boca Raton, Florida 33431

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I was referred to Adam by not one, but two separate trusted friends. My wife and I are pretty particular with the people we trust to handle anything finance related, so we met with Adam initially not expecting too much. He not only made us feel instantly comfortable, but his knowledge and ability to explains things to us in ?non-accountant speech? made us immediately decide to make him our permanent CPA. He is super responsive and gets things done when he says he will. My wife and I are huge fans!

After moving to Florida from California, I begrudgingly left my CPA of 15 years. I met with at least four different CPAs in South Florida and realized that quality and service are not easily found! Thankfully, one of those meetings was with Adam and I have found him to be the best CPA in all of South Florida! He is reasonably priced, always available via phone, text, or e-mail, and is willing to sit down and explain complicated tax matters or answer any questions. When it comes to taxes, I sleep well at nig

Started with Adam two years ago, and have been extremely impressed with him and his team. They?re very responsive, and have been able to handle complex matters with ease. I?d highly recommend Adam to anyone looking for a great CPA.

Adam Ziffer was very professional and extremely helpful during the past tax season. He is very bright and communicates his thoughts well. Very thorough and gets his point across perfectly! i highly recommend him for any taxes and accounting services!

Wow. 10/10 amazing accounting firm! After a truly scarring experience with a previous accountant, Adam and his team brought all of our taxes and books up to date and even were able to get us our proper tax credits/refunds that the previous accountant couldn't follow through with. They are great to work with and on top of everything. I would highly recommend!

Adam is an exceptional accountant and professional. I highly recommend his office for any accounting needs. He is responsive and pays very close attention to every detail! You will not go wrong by hiring him.

I can't say enough good things about Adam. He is warm, friendly and knowledgeable. He is prompt, on top of things and a delight to work with. I could not recommend him more highly. I came to Florida from California and was behind on my taxes and they were complicated. He took me through everything and it was stress free.

Adam is a pleasure to work with. He is responsive, knowledgeable and organized. He is by far the best CPA I have worked with. Use him, you will not regret it!

I hired Adam a few months back to be my CPA for my personal and business tax returns as well as to help me with some business calculations. I am a CFP and due to that, I run across many CPAs as clients and that represent clients. I must say, he is extremely knowledgeable and did an amazing job! I plan on referring many clients and would highly recommend him for all of your tax needs!

I am so lucky to have come across Adam. He is so organized and professional. As soon as he got my information he sent me a list of the documents he needed from me as well as set up a safe document transfer portal. I can't say enough great things about him. If you are looking for a new accountant, it should be Adam.

We have worked with Adam for close to two years now and he has really helped the corporate clients we have referred to him. He is efficient, gives effective guidance, really cares about his clients' success! I highly recommend him.

Adam is not only a superbly competent accountant, but he also cares. He helped me with my small business taxes as if it were his business. Highly recommended!

Adam and his team are highly capable and a pleasure to deal with. They efficiently helped me with filing my taxes and even got me some money back! 10/10 would recommend Adam.

I've know Adam for over 8 years now. He is always quick to respond to any tax questions I have. I highly recommend Adam to anyone looking for a professional, articulate, friendly, and intelligent CPA.

Adam Ziffer is a professional with large accounting firm experience and providing that on a more intimate experience to businesses and individuals. He is honest and handles every account with a high level of detail. I lol forward to using his services again.

I was terrified to file taxes this year. I was expecting to owe quite a bit of money, but Adam worked his tax magic! I not only do not owe money, but he actually got me a refund. I highly recommend Adam for all of your CPA needs

Taxes are one of my least favorite parts of my existence. Adam took the stress and pressure off of me, got them done, including back years, and took that massive load off of my plate. I'll use his firm forever, I've know Adam for years but recently switched to him as my business and personal CPA and I'm so glad I did!

I highly recommend Adam Ziffer. He is intelligent and dedicated. I have asked him countless tax questions over the years and he has always responded immediately in a detailed and thoughtful way. He will take good care of all of his clients.

Adam is a very responsive, knowledgeable and detailed oriented professional that goes the extra mile for his clients. I highly recommend him and give him my highest endorsement.

Adam and his entire team are the epitome of competence and professionalism. Prompt, courteous and responsive, the 5 star reviews are well deserved.

Adam Ziffer is a knowledgeable and experienced CPA. His no-nonsense approach and use of technology make his office very easy to work with.

Adam is the best of the best!!! He is amazing to work with, very professional, and makes life so easy! Highly recommend!!

Adam is very professional, knowledgeable, and helpful. He can definitely help you with any tax problems, questions, or filings.

I have known Adam for over 40 years and there is no harder working, more honest person that I know. He comes highly recommended !!

Adam is a proper gentleman who illustrates his accounting and tax knowledge through his work.

Adam is an outstanding CPA. Highly recommended.

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.