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CloudCPA

CloudCPA

Reviews Summary

CloudCPA receives consistently outstanding reviews for their professional, reliable, and highly accurate services. Clients praise their proactive tax strategies, efficient bookkeeping, and deep expertise in financial planning. Many highlight the team's attention to detail, collaborative approach, and ability to provide valuable business insights. Reviewers appreciate their honesty, thoroughness, and fair pricing, with several considering them indispensable long-term partners. The firm is particularly noted for fixing past financial issues, reducing stress, and delivering exceptional client service. Highly recommended for both personal and business needs.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Real Estate
Restaurants
Xero
Gusto

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
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Real Estate
Restaurants
Xero
Gusto

Contact Information

Address

1825 Corporate Blvd NW STE 110

Boca Raton, Florida 33431

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Since becoming a business owner with my husband my biggest anxiety and dread is tax season. Every year it will keep me up a night in anticipation of how stressed I will be to ensure I submit the correct documents and the impending doom of a large, unexpected tax bill. Our past accountant was the first we ever hired officially to help us and after hours on phone calls and large unexpected bills from the accounting department I knew it was a first and last time I would work with them. Thankfully a month la

the team at CloudCPA have helped us to become more efficient and effective through careful planning, accurate and swift bookkeeping, and proactive tax strategies. our growth the past few years means that we have bigger challenges and more complicated needs. thankfully Tony, Jennifer, and the rest of the team at CloudCPA have provided a reliable and trustworthy partnership every step of the way! highly recommended.

They should call themselves CloudCFO. Not only do they bring an attention to detail in getting the bookkeeping accurate and timely, but, they brought me business insights and a sounding board for financial strategy. Outstanding service orientation. And, they picked up the unique reporting of the restaurant business quickly. Also, impressed with how they automated tasks to reduce time and increase accuracy of reporting. Very happy client.

Sharpest crew around. Tony is top of the line. Intelligent, experienced and a strong understanding of the tax codes. There's a strong collaborative nature to his work. Excited to work with them for the long haul!

I have been working with Tony Tropeano for more than a decade on both my personal taxes as well as my business taxes. And have moved with him to CloudCPA. He has been instrumental in fixing my ?problems? of the past and I consider him a true financial mentor who bends over backwards to keep things moving smoothly. Greg D, President of OAFA, Inc., Vancouver, WA and West Palm Beach, FL.

I have used them for many years and they are professional, thorough, stay up to date on all laws and fairly priced. I wouldn't use anyone else, period.

Professional, reliable, and accurate... everything you want in your CPA! 5-Stars!

The true best of the best. Honest and takes care of all details.

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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