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ClearSky CPA

ClearSky CPA

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and dedication. The service stands out for its clarity, responsiveness, and personalized approach, making complex topics easy to understand. Clients appreciate the proactive guidance, attention to detail, and genuine care for their financial success. The collaborative and supportive nature fosters trust, saving time, stress, and money. Highly recommended for both business and personal financial needs, with many noting it as a rare and invaluable partnership.

About This Listing

Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
QuickBooks
Xero
Multi-state Experience

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
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
QuickBooks
Xero
Multi-state Experience

Contact Information

Address

5417 E County Hwy 30A STE 311

Santa Rosa Beach, Florida 32459

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Zhenya is a gift. She makes complicated tax laws simple and easy to understand. She went above and beyond to make sure I was taking advantage of every tax break available. She replies promptly every time I have a question or need. I think organization may be her love language. She sends reminders for my due dates including direct links. Zhenya is an expert and offers exceptional customer service. I believe she wants to see her clients succeed. Rare find!

We?ve been working with Zhenya as our tax strategist, and we couldn?t be more grateful for her expertise and guidance. She has helped us navigate some complex tax situations with incredible clarity and confidence. Zhenya takes the time to explain everything in detail, making sure we understand our options and the best strategies available. Her attention to detail, proactive approach, and deep knowledge have saved us time, stress, and money. She?s not just a tax expert?she?s a true partner in our financial p

I know Zhenya over 10 years. Our friendship evolved into an amazing partnership. I can honestly say- without her knowledge, support, ability to explain everything, I would not be able to have business that I have. I trust Zhenya not just with my business but with my personal finances. Zhenya makes everything very simple and easy. If anyone is looking for the CPA that would not only take care of your business but set you up for your retirement or any financial goals- you are in a great hands! Highly recommen

Zhenya is incredibly professional and an absolute pleasure to work with. In a time when great customer service can be hard to find, Zhenya truly stands out by going above and beyond. It?s clear they genuinely care about their clients, and that level of dedication makes all the difference. I highly, highly recommend working with Zhenya!

Zhenya is an outstanding advisor. As a lawyer, I rely on CPAs to discuss financials with a client in a complex business transaction. They must be responsive, knowledgeable and analytical. Zhenya checked all those boxes and then some. I'm lucky to have worked with her.

Working with Zhenya and her firm has been an absolute dream! They are responsive, knowledgeable, and exude personal touch for their clients. Keep up the good work!!

ClearSky and Zhenya have been wonderful to work with. Highly collaborative and productive working relationship and I can?t recommend their team enough.

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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