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Behrle & Associates

Behrle & Associates

Reviews Summary

Clients consistently praise the accountant's professionalism, expertise, and thorough knowledge of tax laws. Many highlight long-term trust, with some relationships spanning decades. The team is commended for clear communication, timely responses, and personalized attention, making complex tax matters understandable. Clients appreciate the proactive approach to deadlines, reminders, and financial planning. The service is described as reliable, efficient, and often exceeding expectations, with many enthusiastically recommending the firm. The accountant's patience, humor, and willingness to go the extra mile are frequently mentioned as standout qualities.

About This Listing

Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
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
Financial Statements
Payroll
CFO Services
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

6918 Aloma Ave

Winter Park, Florida 32792

Visit Website Call Now Get Directions

Hours

Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-1PM
Saturday Closed
Sunday Closed

Customer Reviews

I am Happy to have chosen John Behrle for my tax and accounting needs. He is thorough and well versed in the tax rules and keeps up to date with the continuous changes every year. He helps me to maximize my return even when I am not always timely in passing along all of the info he needs to process my return. Thanks John.

My family could not be more pleased with John's expertise in the preparation of complex tax returns and rigorous understanding of various tax resolution strategies. We are so appreciative of his assistance and patience in explaining the intricacies of the tax code, his wide breadth of knowledge, and his personable demeanor. Thank you, John!

John and the team are extremely professional while maintaining the hometown feel of a CPA. I have been using John for almost 25 years and will continue to do so, without question.

John and his team have prepared our tax returns for years now and provide an excellent service. He sits down with us to review the return and asks if we have any questions, which is very helpful. Without a doubt, we recommend him for tax preparation services.

I've been working with John Behrle for about 20 years! Clearly, that demonstrates the trust and sound relationship we share. He's offered assistance and coaching for my various ventures, while delivering accurate returns in a timely manner. I highly recommend Behrle & Associates!

I have been a client of Behrle & Associates for over 15 years, they do both our personal taxes as well as our small business. They are extremely professional, reliable and everything you expect an accountant to be. Paperwork/document handoff is easy and seamless and they are always current on tax laws and remind us of deadlines and follow up on any missing information when sometimes we forget. It is nice to have a team in our corner looking out for our interests. I have full confidence that they will t

John Behrle and his team at Behrle & Associates are amazing. I've been working with John over 16 years and John has always responded quickly with our questions and requests and has always provided us a truly great experience over the years. Without fail, John goes the extra mile in looking out for us as a client. I recommend John every chance I get!

I'm pleased to provide a glowing review for the accountant I recently worked with. Their expertise and attention to detail were truly remarkable. They exhibited a deep understanding of tax regulations and financial strategies, offering invaluable advice that significantly improved my financial situation. Their professionalism and clear communication made the entire process seamless and stress-free. I highly recommend their services to anyone seeking a knowledgeable and reliable accountant.

We have been clients of John Behrle & Associates for over ten years. During this time we have found him to be very professional and provided the highest quality of work. He is very easy to work, patient in his explanation on complex facts, and has a great sense of humor. His concerns for getting everything right is reassuring that you have the right person to take care of any situation. I would highly recommend him and his associates. Five stars are not enough to recognize this exemplary business.

Being the previous owner of one of the largest Residential Real Estate brokerages in Orlando, I always felt my CPA was just a processor of my financial documents with the IRS. In 2016 when I sold my brokerage, my father advised me to contact his life long CPA to handle the reporting of the sale, financial tax planning and to set up my new LLC for my real estate sales career. He also set up my Real Estate Investments LLC and assisted me with setting up a 401K. From the first meeting with John Behrle, he op

John Behrle is the best accountant I have worked with! He is thorough, and extremely knowledgeable on tax law. I refer Behrle & Associates to all my clients in need of a CPA.

I?ve been a client of Behrle & Associates for over 5 years for my personal tax needs. I always appreciate the speedy response/completion. Any questions are quickly addressed and issues are explained and fixed right away. Very timely. I wouldn?t go anywhere else. Anytime I can refer friends or family, I do!

I?ve used John Behrle as my accountant for years. He is professional, efficient and has a warm sense of humor. If it was 10 stars I would recommend out of 10.

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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