*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.*
801 International Pkwy Suite 500 (5th floor
Lake Mary, Florida 32746
Sherri at Aita Tax & Accounting Services is wonderful! She always responds in a timely manner and turnaround time with my taxes have been quick and efficient. She is meticulous and finds ways for us to save on our taxes - which is so appreciated. Highly recommend her and her group!
Lawnscapes is very grateful for Aita finding the availability to take over our tax & bookkeeping work when our previous CPA retired. Sherri and her staff have been very professional and their knowledge of a service business made the transition smooth. It's comfortable to have contact with a nice, friendly and client focused firm that frees up our time to satisfy our loyal customers in Lake Mary & Longwood.
Sherri was tremendously helpful in resolving the issues that I had with the IRS. She saved me valuable time in dealing with them and getting successful resolution. She was a pleasure to work with and always available for my many questions! I highly recommend Sherri as an accountant!
The ladies at Aita Tax are professional, attentive, and always keep the lines of communication open. They?re willing to work with you to meet your needs, and they utilize a robust portal that ensures documents are handled safely and securely. If you?re ever worried about anything, Sherry is a very well-spoken individual who will put your mind at ease. Thank you, Sherry and Jenny, for being part of our team. I look forward to a great future together. Jesus bless you! -Brandon and Tipp
Where do I begin? Sherri is the best CPA out there!! She has done my taxes this year and last year and I?ve never been disappointment. She takes her time to go through your taxes with you so you can understand everything that goes on with your taxes. What I love about Sherri is that she loves her job, she?s very intelligent, and she puts her all in her work. I would definitely recommend her and I?m going to continue to let her do my taxes.
Finally we have found an accountant that works for US and finds us ways to save on our taxes! Being in business for 40 years and having numerous accountants we have finally found the BEST!! Sherri?s knowledge of not only taxes but quickbooks bookkeeping and her professionalism have saved us thousands these past couple years of using her exemplary services. Sherri is a gem! We highly recommended her services!
Sherri at Aita Tax & Accounting has been such a blessing to our small businesses and family. We moved our tax accounting business to Sherri this year after many years with another tax firm. Sherri saved us money on service fees and has also helped us with many business decisions in just a few months. We feel very comfortable with her level of expertise in all matters. It is such a comfort to know we have a very educated, conscientious and efficient accountant available when questions arise. We highly r
My husband and I had a wonderful experience working with Sherri! She handles our business & personal tax returns. Shes been our CPA for two years now! It is so nice to have a trusted accountant who will direct and advice you to make the right decisions. She is always attentive to our needs and will take her time explaining every complicated tax question we might have. She is a wealth of knowledge and gets the job done!
Sherri and her team have done a great job on our personal tax return. We also trust her with our complex business returns. Expert advice, timely support, and availability- I highly recommend AITA Tax & Accounting Services.
Sherri is a top notch CPA! She was very professional and knowledgeable in in her field. She helped me organize my finances and structured my business in a tax saving setup. Highly recommend AITA Tax CPA Firm!
It was a pleasure working with Sherri at Aita Tax and Accounting Services. She is very efficient and handled my taxes in a very professional manner. Everything was done and filed quickly. I look forward to working with her again next year.
Sherri is an outstanding CPA at all levels, from personal taxes to my national corporation's taxes. She is very knowledgeable and professional and very quick to respond to any and all questions or concerns. I highly recommend her services.
Shurouq is hands down the best CPA I have ever worked with! Thank you!
We have had nothing but the best experience with our CPA Shurouq. She guides you through the process easily and answers all questions that you may have. She is very professional and very thorough on each return. She makes tax season less of a ?headache? for us.
Shurouq runs a tax preparation service that reflects her personality: detail oriented, meticulous, responsive and knowledgeable. She prepared the return for my LLC and joint personal tax filing, and she was great at giving professional advice on what to expect and changes in the tax rules. I highly recommend Shurouq and her Aita service.
Ms. Abuaita (CPA) provided excellent tax preparation services. She was very thorough and provided me with feedback and timely updates as required. Her professionalism, knowledge and customer service skills were evident from our first meeting and I was very pleased with the entire tax preparation process.
Tremendous knowledge and easy to work with. Sherri works first hand with us from book keeping to Payroll. She is also very knowledgable with the new PPP and EIDL. Stays up to date to deliver excellence to clients such as ourselves!!
She is the best CPA in the whole world she is the most trustworthy person. If yall looking for a good tax accounting yall should go there they got great staff and great customer services
We are extremely satisfied with the firm. Sherri is professional, expert, attentive and proactive in managing our affairs. We highly recommend AITA.
Sherri is awesome ?? she is patient with me . She explains well! My broker recommended her and I?m glad he did??
Great Assistance. 15 min Introductory call was helpful. Smooth and Easy experience thanks to their portal.
Exceptional service. Great understanding and knowledge of ever changing tax law. I highly recommend Aita Tax & Accounting Services. I've used them for the past 2 years.
Shari, our accountant and the aita team made tax time easy for us! A pleasure to work with
I been working with Sherri for the past few years and I wouldn't go anywhere else. She always gives me the best tax advice.
Only 5 stars for this accounting firm....These girls are professional and just plain awesome. If you are looking for tax or accounting help you cant afford to use anybody else!!!!
Sherry is very professional, detailed, and very helpful. We highly recommend her.
Outstanding service. Highly professional with impressive expertise. Excellent communication.
Highly recommend. Extremely professional, prompt, and reliable. Been very helpful in every capacity. Thank you.
Excellent service. Prompt responses and guidance throughout the whole process. Highly recommended.
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.