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Byrd & Associates, LLC

Byrd & Associates, LLC

Reviews Summary

Byrd & Associates receives consistently outstanding reviews for their professionalism, expertise, and responsiveness. Clients praise their thoroughness, attention to detail, and ability to simplify complex financial matters. Many highlight long-term satisfaction, noting their reliability, personalized service, and exceptional client care. The team is frequently described as knowledgeable, efficient, and supportive, making tax and accounting processes seamless. Multiple reviewers emphasize strong recommendations for law firms and businesses, citing improved financial outcomes and trust built over years or decades of service.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Construction
Professional Services
Law Firms
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

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Construction
Professional Services
Law Firms
QuickBooks

Contact Information

Address

180 N Park Ave #2a

Winter Park, Florida 32789

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

We've been working with Byrd & Associates for a few years now, and I can honestly say it's been a great experience. Everyone on their team is responsive, knowledgeable, and truly works together to support their clients. Anytime I had a question or needed something clarified, the owners and management were quick to jump in and make sure I was taken care of. It?s rare to find that level of service and follow-through these days. I highly recommend Byrd to any law firm looking for a reliable and easy-to-work-wi

I always feel confident that Byrd and associates can handle any of my tax challenges or managing your quickbooks. They are great about responding to any questions and also explaining anything you might now fully understand. I have been using them for over 10 years and still happy.

Jeannette and her team are amazing! Their client service, attention to detail and support offered have made a great difference in the growth of our firm. I highly recommend Byrd & Associates!

Byrd & Associates, LLC are professional and detail oriented, which is very important. In addition, they are also available for assistance and guidance. Highly recommend!

My team and I are extremely happy with Jeannette, Patti and the whole Byrd & Associates team. They handle all our corporate accounting and taxes services. They are a five-star company.

In my opinion, Byrd & Associates represents the highest example of work excellence and client satisfaction that can be found.

Client for over 20+ years. Highly recommend their services.Jeannette has always treated us like family we have shared family pictures it is nice doing business with a family friendly company.

I have used Byrd and Associates for both my business and personal accounting needs. They have been knowledgeable, professional, and prompt. Most importantly they care about their clients as people and are always there to answer a question or to give advice. Our business succeeded in part to their involvement in our financial affairs. I would highly recommend them to anyone.

Jeannette Byrd and her dedicated team of professionals have performed excellent accounting and bookkeeping work for our Orlando, Florida-based business law firm for several years. Jeannette's firm is always timely and responsive, and her team understands the unique accounting needs of law firms. I give Byrd & Associates, LLC, my highest recommendation.

Byrd & Associates provides great customer service!

If you are looking for honesty, professionalism, and efficiency in an accounting firm, look no further. Byrd & Associates made the process of filing my taxes a seamless and painless one. I have some very specific and uncommon income situations, and they handled them with ease, while remaining courteous and available to answer any questions I had.

Byrd and Associates are experts. They have given me excellent advice for over 15 years and I appreciate their attention to detail. If you are looking for CPA Professional Services, you will find it here.

When we met Jeannette Byrd and her team, our books were a mess despite having paid hefty sums through the years to internal bookkeepers, external bookkeeping outfits, fractional CFOs and others! But Jeannette patiently unraveled the entire mess and got everything tidy and orderly. She found tens of thousands of dollars in fees we hadn't taken too! But the most important service she performed was spending the time with me as the owner to review everything she was doing and helping me understand where things

Lizzy Bailey is fantastic at her job. She is so helpful! I highly recommend this company, the staff are great.

Byrd and associates handles the tax and accounting work for many of my clients. They are timely, thorough, and consistently uncover issues that improve my clients tax or financial position.

Truly excellent tax professionals?they?re smart, responsive and easy to work with. We?ve been working with Byrd & Associates for years and I have no doubt we?ll continue to do so!

Great service and quick results!

I feel confident working with Byrd & Associates, the staff is always responsive and thorough.

Professional and knowledgeable firm that you can trust! Good friend introduced me to these lovely people, never have to worry come tax season!!

Outstanding counsel and service. 10 ????!!!!

Thorough, caring and smart. I would be lost without their guidance.

They are always professional, efficient and friendly.

Excellent service and thorough and accurate results

Very professional, great service.

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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