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Conner & Associates LLC

Conner & Associates LLC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional professionalism, efficiency, and expertise in tax preparation and financial services. Customers praise quick response times, personalized attention, and deep knowledge of tax laws, especially for small businesses and complex filings. Many emphasize trustworthiness, clear communication, and going above-and-beyond to educate clients. A few negative experiences cite delays and poor communication, but the vast majority strongly recommend the firm for both personal and business needs, calling it the best CPA service in the area.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Financial Advisory
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

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

20 3rd St SW Suite 306

Winter Haven, Florida 33880

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

Fantastic company that is efficient and precise in their work. Everything with my tax return was handled well and they gave very personalized service. They also have a fantastic portal to upload documents that is safe and secure. Highly recommend!

I absolutely would not recommend Josh Conner CPA. Josh was unprofessional in email communications with my husband and I while using his services. He is very unprompt in getting back to you, no matter which way you try and contact him. We tried to file our taxes in early. Tax deadline came and went and it was crickets from Josh. Giving us a very uneasy, confused feeling. After visiting the office twice, he refuses to see you and has an ?it is what it is, deal with it,? mentality.

Perhaps not the cheapest but, IMHO, the best. I met with Walt, submitted my documents, and in a matter of a week or so, my return was ready for signature. Saved me a lot on taxes this year and I highly recommend them! Very professional!

Josh Conner has been an important aspect to us starting our Landscaping Business. He took the time to educate us in the creating our LLC and the pros & cons of which avenue to go. He is very professional, prompt with his response and open to schedule flexibility. He has even taken the time on a weekend to answer any question. I highly recommend Conner & Associates to help you with your business and tax needs.

Josh is a wonderful person! Very professional and down to earth. My husband and I had our taxes done by a different person the year before and Josh was able to find A LOT of things that should have been caught. We were SOOO glad that we choose to go with Conner & Associates LLC. We will be sticking with him for a long while. :)

This establishment was recommended to me by a friend. Mr. Conner filed tax returns for our family. He is professional, informative and efficient. His staff is top notch also. I?ll be back next year.

Don't waste time looking elsewhere. Go see Josh at Conner and Associates. He is very knowledgeable and experienced with solutions to every situation. From my personal and professional tax preparation to new business venture guidance. Josh is simply a phone call away with timely advise and clarity.

Josh is wonderful. He helped me file taxes with my business as well as my personal taxes. He is very informed in what he does and explains in details things you don?t understand. He is a very patient and talented CPA and I recommend his services to everyone. Thank you, Josh. You will always be my accountant.

You will not regret working with Conner and Associates for your accounting needs. I personally have a complicated tax situation and Josh is on top of it. If you want honesty and integrity in your financial dealings, Josh is your best choice. Give him a call.

Conner & Associates is knowledgeable and proficient in providing accounting services to the Polk County area. We've been with them since their inception and I wouldn't go to anyone with our accounting needs. Honest and trustworthy, we appreciate their work!

I am a combat veteran - a retired US Army officer that served in active duty for 24 years and retired honorably from the service in 2016. I endured the most frustrating experience ever - seven months left in the dark to properly prepare, file simple taxes and to apply for an ITIN. Paid ahead of time for services from this office to get my taxes prepared, filed, and to apply for an ITIN for my spouse in March 2023 - fast forward to September 2023 and the only thing accomplished was a request to the IRS for

I have been using Josh Conner for a year now and am very pleased. Anytime I have a question he is a phone call away. Also with all this Coronavirus stuff and the small business assistance along with other things this past year he took care of paperwork that I would otherwise had to deal with for a very small fee. Him dealing with this paperwork has taken a huge weight off my shoulders because I HATE dealing with paperwork. He is an awesome CPA and I would highly recommend him. This is coming from someone t

I am a retired CPA needing a firm to do my corporate tax return. After I emailed them the necessary documentation, Conner & Associates promptly prepared the return and sent it to me for signatures. Their work was precise and very timely. I highly recommend them!

Josh is a true professional, just 2 weeks before the tax deadline he was able to do my personal and business taxes which included rental income and 1099s and corp2corp payments to my company. Thanks josh for the great service.

Josh Conner has not only been exceptionally knowledgeable, but he has gone the extra mile to be sure we have a good understanding of our payroll and accounting. Super guy and super helpful. I highly recommend him for your accounting needs.

Josh is hands down the most responsive and professional CPA in the area. He is very knowledgeable and easy to work with. I tell all my friends with businesses to give him a call. I would recommend him to anyone.

Amazing guy and incredible value! I cannot say enough great things about Josh. I used his services for my personal and business taxes and could not be happier. He was fast, communicative and professional. I highly recommend him!

Truly a pleasure working with Conner & Associates. The process of filing our taxes was so easy. Quick to deliver and responsive to our questions. I would highly recommend this company to anyone looking for a knowledgable and professional accountant.

Our office has been working with Josh since we started our insurance agency last July. He has been a true blessing to work with and helps our complicated financial issues a breeze. Highly recommend

Taxes were done in a weeks time and my husband and I were very impressed at the efficiency of this company. Great communication and they got us a larger return than we had seen prior! Will definitely return next year.

I highly recommend Conner & Associates LLC. Josh is patient, honest, and professional. He comes with a wealth of knowledge to help your family, or your business, with tax prep and financial needs.

Best CPA in Polk County. Josh is very professional and knowledgeable. The entire team at this CPA firm is wonderful to work with. I highly recommend them!

Josh has been my accountant for a year and has been extremely helpful with helping navigate the financial side of becoming a new small business owner. I highly recommend his accounting services.

We use Conner and Associates for our business. It is refreshing to have great customer service and answers to our questions in a timely fashion. We highly recommend them.

Josh and his crew are on top of their game. Excellent customer service!!! Thank you for answering all of our questions and concerns and keeping us updated throughout the entire process. Highly recommend!

Top notch! Always responsive and professional. Josh gets the job done and is always available for questions. He has a great staff ready to help.

I trust Conner & Associates with my tax needs. They are knowledgeable, professional and always ready to help.

Very good accounting firm. They are professional, knowledgeable, organized. Will keep recommending to family and friends. Best CPA in town!

So glad and grateful to have met Josh and have him as my CPA. He is kind, professional and knowledgeable.

Conner and Associates are very knowledgeable and attentive. I would highly recommend Conner and Associates for your tax needs

Quickest CPA company I've worked with ! Windy at the office is exceptionally responsive and very quick and kind.

Best CPA in town. Great response time & very reliable. Glad to be working with the best!

Very professional work with my business and personal taxes?Excellent with communication and knowledge of the tax law?Highly recommended!

Conner & Associates have an attention to detail and a care of their customer la that is unmatched.

Thank you for taking the time to explain my tax return and other valuable information.

Maria is very knowledgeable and reflects a caring attitude.

Great customer service. Thank you!

The finance office was quick and informative

Good dude, easy-going and honest.

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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