*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
2700 N Military Trl Suite 200
Boca Raton, Florida 33431
I've had a fantastic experience with AT! From the very beginning, their team has been incredibly friendly, responsive, knowledgeable and above all, professional. They took the time to understand my specific needs and offered clear, practical advice that made a real difference. It?s rare to find a firm that combines professionalism with such genuine care for their clients. I feel confident knowing my business is in excellent hands with Advantage. Highly recommend!
I?ve had an excellent experience with Advantage Tax, Accounting, Payroll, and Bookkeeping. The team is knowledgeable, responsive, and truly goes above and beyond to make sure everything is accurate and stress-free. Whether it?s tax prep, payroll, or general bookkeeping, they?ve been reliable, transparent, and easy to work with. Highly recommend them for any business or personal financial needs!
I've been a client of Advantage accounting & tax for three years and I'm extremely happy with their services. They handle both my personal and business taxes. Advantage accounting & tax is always incredibly responsive and patient, taking the time to explain complex tax matters in a way that's easy to understand. They helped me implement a new tax strategy that saved me $3000.00 this year. I highly recommend them to anyone looking for a reliable and knowledgeable CPA firm
I love the whole staff at Advantage, especially Michelle!!! Michelle is incredible at her job. She always helps us with everything we need, she?s extremely smart, responsive, kind & my whole family has built an amazing business relationship with Michelle. Thank you so much for all of your hard work!!!
The team at Advantage Acounting is the best! Sheetal is very attentive and professional and does a great job overall. I have been with them for several years now without nothing but positive experiences.
We have worked with AT for years. Michelle, is a complete professional. Very knowledgeable.. and also enjoyable to work with.. which doesn?t always go together. It?s great knowing we have a pro on our side!
All of our company and personal taxes have been handled by Advantage Tax since 2017. Michelle, our primary contact, is exceptional ? going above and beyond doesn?t even begin to describe the level of service she provides. Every question is answered thoroughly, and every inquiry is addressed promptly. We look forward to continuing our strong relationship with the Advantage Tax team for years to come!
I've been working with Liz and Addvantage Tax for over 7 years. They have been excellent business accountants for myself and my business partner. They have also been exceptional with our personal accounting as well.
Elizabeth aka Liz is exceptional! She keeps our accounts accurate and up-to-date, always available for consultations, and delivers in a timely manner. Her professionalism and expertise have been invaluable to us. Highly recommended!
All my taxes are taken care of by the company. Great customer service and efficiency. Have been with them for 15 years. Great service presently from Firzouk. Earlier had the opportunity to work with Naveed and Rekha with extreme satisfaction
My time with Firzoaq has been a delightful, resourceful 7 years. He has communicated well with me to make sure I understand the processes and situations. I appreciate the work he has done for my businesses and managing everything. If you're looking for an accountant, look at Firzoaq!
I have worked with Michelle Dooley on our business and personal taxes for years and we are very pleased with the professional and kind way she has helped us with all our tax questions and filings. It is a pleasure to work with someone who cares about our company financially. Thank you Advantage Accounting.
Our company has worked with Advantage for 10+ years. The quality of service is exemplary. Our Senior Accountant has been nothing but professional, precise and efficient. Going above and beyond is an understatement, every question is answered and inquiry promptly addressed. We look forward to continuing our committed relationship with their team!
Working with Advantage since 13 years and always have been very well taken care of by Liz. Highly recommend the whole team, be free to concentrate on your business, you're in good hands
I highly recommend for their strong attention to detail. Their meticulous approach to tasks and projects ensured accuracy and high-quality results. They are always quick and efficient with our requests. Very professional, knowledge, and helpful team.
Michelle is always on top of my business needs, she?s been incredibly honest and efficient during our time together. Her guidance has been invaluable throughout my small business journey, and I truly appreciate her dedication and expertise. If you're looking for someone who genuinely cares about your success, she's the one to call!
We had an amazing experience with a very knowledgeable advisor that help our company get the employee retention credit . Will definitely be using them for other services in the future !
We have been using Advantage tax since 2019 for our businesses and personal tax. Rekha and the entire team is pleasant and helpful. We highly recommend.
Rekha Pedneker; Thank you for your knowledge, your wisdom , your patience and positive attitude in handling my taxes. My questions and concerns are answered promptly with thorough and sensible explanations and professionalism. Rekha is reliable , dependable and an asset to her company. It is always extremely important to have a tax consultant who is honest, accessible and patient in business especially with all the hidden complexities. THANK YOU REKHA PEDNEKER GEMMA DINANATH
I had a fantastic experience working with Michelle at Advantage Accounting & Tax. She is professional, knowledgeable, and incredibly helpful. Michelle took the time to explain everything in detail and made sure I understood my options, which really put me at ease.I have also worked with Naveed here, basically the entire from is TOP NOTCH! Highly recommend their services if you're looking for reliable accounting and tax assistance!
T.M. Tooling has been with Advantage Accounting for years and they are the only ones we trust with our accounting and tax needs. Advantage Accounting has excellent team members, Michelle manages our account and we rely on her as great deal. She is prompt, thorough, very knowledge about all of our accounting needs any questions we have. I would recommend Advantage Accounting to anyone looking for a prompt, knowledgeable, and trustworthy firm.
Advantage Tax was easy to work with and very thorough. Communication was great from start to finish, we used them for ERC for our business and Michelle was awesome to work with.
It?s very convenient for file my business tax with Advantage Tax & specially with Client work in office, His name Firzoaq Malik
I have been with Advantage Accounting for almost 15 years. They are very good and professional, Rekha is my staff accountant and she is very on point and knowledgeable. She is very accurate and efficient in her skills. She gets the job done in a timely manner.
Best accounting firm for every kind of business. Am a happy coustomer of 13 years. Shout out to Mr.Naveed and Mrs Rekha.
I have been with advantage tax over 5 years It is the best service And very helpful it is better thank any other company I dealt with for the past 25 years
Rekha has been an excellent professional help for those long years.
Well usually deal with Sheetal pansare such a fine and kind lady always present to help about all of our business problems never hides in her office very satisfied with their services.
Working with them since 2007 when we started our business. Liz Borenstein is responsible for our account and she does a great job!
Our organization has been working with Advantage Accounting for more than a decade. Good service, good personnel, and highly recommended.
IT'S BEEN A VERY GOOD EXPERIANC OVER THE LAST THREE DECADE WITH THIS COMPANY. I AM VERY MUCH PLEASED WITH ALL OF THE ASSOCIATES AND THEIR SERVICES.
This company has been wonderful to work with. They do what they say they will and follow up. Everyone I have had the pleasure of working with has been great. You can always easily speak with knowledgeable person and get what you need done quickly.
This company is really cost effective, and they do a great job! We used them for bookkeeping, taxes, and also ERC. For ERC they were 5 percentage points less than every other firm we approached. Also for bookkeeping, they were extremely detail oriented and provided strategic guidance.
One of the best accounts service provider. So far i have got best service from them.
Best accounting service. Great customer service, very nice people.
Our company hired them to do our ERC, they were efficient and on point. Ian was awesome super informative of the process and very professional. Definitely will recommended to handle your accounting needs.
I highly recommend using this company. They helped me with the ERC process and I received more than I expected to! Thank you to the team and a special shout out to Jenelle! Thank you so much!
? I highly recommend them to anyone looking for reliable accountants.?
Been dealing with these guys for almost a decade now. Highly professional people that take their job very seriously. The response time for doc requests at odd times is amazing. I have asked for old tax docs at crazy times and they still managed to help me out within minutes. I run a mid sized 20 employee business and these guys have been working with me for 8 years. Never had any issues with Uncle Sam. I would definitely keep recommending them to family and friends for the exceptional quality service provi
Everyone very nice and especially Sheetal Pansare a kind lady and always respond and solve the problem
Our experience with Accounting Advantage USA has been nothing less than exceptional. The transition to them from our previous accountant has been easy, professionally executed and stress-free. Their knowledgeable accountants have recommended ideas to us which has allowed us to improve our daily operations. Not only is the staff professional, but they are pleasant and always available. Accounting Advantage USA will give you and your company the assurance that you are in good hands. They truly offer unpa
We have been with four different firms in the past ten years, without much success. Advantage has handled our seven different business and personal accounts effortlessly. Advantage is professional, I recommend them highly.
We can't say enough wonderful things about the staff at Accounting Advantage. They're always prompt, professional, and helpful. Laura and Naveed are a delight to work with and genuinely care about the work they do. I wish we would have started working with years ago!!!
At first I had an issue with them for not getting back to me in a timely manner about my tax returns. Even gave a negative review. However, I spoke to Naveed and he explained that the reason for them falling behind was because of the Covid-19 pandemic, which I thoroughly understand as the pandemic has affected everyone adversely. They completed my tax returns by the deadline even got me a nice refund! I will highly recommend Accounting Advantage USA to anyone!!!
Advantage has handled my accounting and tax needs for years. I fully trust and recommend them!
Accounting Advantage is the best team of accountants that a small business could want. They assist me monthly with reconciliations and helped with a recent audit. I rely on their expert advice for tax planning. I couldn?t ask for a more professional team to work with.
Have used them for several years now for my multiple businesses, personal, and now also a guardianship. Staff have been very helpful and professional. I have been able to call as needed to seek tax advice and implications for different financial decisions and planning which have been extremely helpful. Thank you for your reliable service.
Very professional organization, they have handled my bookkeeping and taxes for years. Every business owner knows the importance of proper accounting, Accounting Advantage takes care of the IRS so you can focus on growing your business. Highly recommended
I have been using Accounting Advantage for over a year now. They handle my weekly payroll, bookkeeping, sales tax etc. It has taken such a load off me and it's very affordable. I would highly recommend them.
Caring and reliable service, Naveed is always there for us on a moments notice and offers sound advice often above and beyond what is expected. Highly recommend this company for the personalized and professional service, they will not disappoint.
This company and its representatives do not respond to emails and calls. They are also not truthful and professional as well. They committed to completing my file by tax deadline and now they cannot. It would have been courteous to let me know they could not do it. These ratings on google are probably generated by bots and not a true reflection of the integrity and quality of their work. KEEP AWAY
I HIGHLY recommend Naveed and his team. Very professional, all communication/work responses get done in a timely manner. NOTHING sloppy about this company. If you hire them you WONT be disappointed.
It was a great experience working with Ian Chahud and he was very prompt in answering all my queries. I highly recommend this firm for all accounting purposes.
Naveed and Javier have been great! Easy to work with, very informative, & fast response! Highly recommend
Great financial firm. Such a pleasure to work with. My company has been with them since 2005 and will continue for many more years.
Being a small business in its first years it was important for us to have an accounting firm that was willing to educate us as well as keep us informed throughout the year of our book's, Accounting Advantage has fulfilled both these expectation and we look forward to our continued business relationship for years to come!!
i have owned my businesses for over 16 years and i did not have my accounting in order and had full control till i started my relationship with Accounting Advantage. highly recommended.
This was one of the best moves our company made switching to Accounting Advantage. They are professional and knowledgeable. Great company!
Working with the Advantage team is always a pleasure to work with!!!! Customer Service still does exist!!!
Have been working with Naveed for a few years now, one of the best choice we made. Knowledge, Efficient, and extremely reliable.
Unfortunately the quality and integrity of this firm has deteriorated. Mistake after mistake for 3 years and empty promises to improve.
I am very happy with their services. They are very knowledgeable and always get back to me right away when I have any questions.
Personalized service, awesome client care, they look out for you like it?s their business. No one better or more professional in the industry, hands down.
Great team. Have been with them for several years and consistently do a good job,
THANK YOU Accounting Advantage Usa for the excellent work you've done for waste plus Inc. we couldn't be more pleased working with you. thanks again
Great AAA+ accounting service. Naveed is very detailed oriented. I will continue to use.
best accounting firm in town Ms LAURA always go out of her way to answer all my questions very responsible and professional team
Been using Accounting Advantage for a few years and always have my taxes ready and on time.
Once-solid service now falters. I am searching for a new accountant.
Very responsive, supportive, and thorough! I appreciate this accounting firm! K. Henry
They will treat you like family!
The entire accounting advantage team was amazing
fast and excellent service. I would definitely recommend.
Excellent.Very reliable.Always reachable.Very proficient for business and personal taxes.
Very efficient and helpful thought the process
Very professional and driven accounting firm!
Got me a big refund. Did it right.
very helpful and patient
I?ve been working with advantage for over 16 years, and I can?t recommend them highly enough. They handle all of my payroll, bookkeeping, and taxes with accuracy, professionalism, and care. Over the years, their consistency and attention to detail have given me total peace of mind, allowing me to focus on running my business. The team is knowledgeable, responsive, and always willing to go the extra mile when needed. It?s rare to find a firm that combines reliability with a personal touch.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.