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Angelica F. Montealegre, C.P.A., P.A.

Angelica F. Montealegre, C.P.A., P.A.

Reviews Summary

Clients consistently praise the accountant for her expertise, professionalism, and ability to simplify complex financial situations. Many highlight her patience, thoroughness, and personalized guidance, especially for first-timers or those with international income. Long-term clients appreciate her reliability in preventing IRS issues and her proactive approach to tax changes. Her friendly, supportive demeanor and clear explanations make stressful processes manageable. Multiple reviewers strongly recommend her for both personal and business accounting needs, emphasizing her trustworthiness and dedication to clients' best interests.

About This Listing

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

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

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

Contact Information

Address

3874 Sheridan St

Hollywood, Florida 33021

Visit Website Call Now Get Directions

Hours

Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed
Sunday Closed

Customer Reviews

I?m delighted to write this review for Angelica F. Montealegre, CPA, P.A. I?ve had the pleasure of working with Angelica for nearly two years, and I couldn?t be more pleased with the experience. From the very beginning, Angelica welcomed me as a new business owner and has truly guided me every step of the way. Her approach is kind, supportive, and deeply professional. She takes the time to explain complex financial matters in a way that?s easy to understand, which has significantly reduced the stress and a

I've worked with Angelica for over 20 years, and I truly can't imagine navigating life without her guidance. Her knowledge and professionalism are unmatched, but what really sets her apart is how personable and easy she is to work with. She makes even the most complex financial situations feel manageable. I wholeheartedly recommend her to anyone looking for a trustworthy, experienced accountant who takes the time to listen.

I appreciate her support during my first tax return in the US! My situation is a bit more than simple - needed to deal with the income I had in the other country first half of the year. She patiently guided me to collect all necessary information according to my specific situations and completed soonest once those are all ready. Always calm and focus on what?s needs to get done.

Up until the time I found Angelica over 15 years ago, I was getting love letters from the IRS every July, telling me I owed them more money. Those letters stopped the year I began going to Angelica. There are very few professionals who really look out for their clients best interests. Angelica is tenacious, stays on top of all of the IRS changes and is so thorough she kills me. But that's a good thing. You don't want the IRS knocking on your door or sending letters.

Started working with Angelica a decade ago, and I'm happy I did. Knowledgeable, reliable, friendly and professional.

Working with Angelica F. Montealegre has been an absolute game-changer. She not only highly knowledgeable and detail-oriented, but she also take the time to explain things clearly and make the entire process stress-free. I truly appreciate her professionalism, responsiveness, and dedication. Highly recommend to anyone looking for a trusted CPA!

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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