*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1813 N Dean Rd #104
Orlando, Florida 32817
I had left a message but no longer needed an appointment when Patrice called. She answered some other questions about veterans benefits and she gave good advice. I would definitely schedule an appointment with her for next any tax assistance as needed. She was very nice and helpful on the phone.
I recently had the pleasure of having my business taxes prepared here, and I must say, the experience exceeded all my expectations. From the moment I reached out, I was greeted with the utmost professionalism and care, especially by Patrice at reception, who went above and beyond to ensure that all my initial queries were addressed promptly and efficiently. Myriam demonstrated an exceptional level of expertise and dedication and answering all my questions . The attention to detail and the personalized appro
Your team is great and Patrice at the front desk was very courteous and helpful. We will be coming back for tax service this year for our tax needs. Thank you ever so much for giving us good tax knowledge about gifts. God bless you all.
I went to make a consultation and Miss Patrice attended to us, explaining everything very well. She gave us extensive information and explained our options! She took all the time to help us. excellent service
I walked in and was greeted very warmly by Merline, she made me feel very welcomed and like I was the only client in the place. Along with the other employees I felt like every issue that arose during my visit was taken care of with haste and completely addressed. I feel that people who take the time and effort to thoroughly Address all your issues and concerns are deserving of your business, this office did all that and more. I will definitely be returning to CPA Accounting and Tax Services in the future
After filling out information online with CPA Accounting & Tax Services, they returned my inquiry Quickly!! Patrice Franklin was not only professional & experienced, she was personal & friendly too! I would recommend this firm to Anyone!! Thank you for your help!
I had a great experience with Sonia as she helped me with my questions about my 401k and starting a new business. The meeting was very enjoyable and I would definitely recommend. I look forward to continuing to use their services. Thank you
The Best Place I Visited. I have a small business and wanted a local accountant I could talk to throughout the year, not just during Tax Season!! Sonia and her team are awesome. It was a quick and they are going to start helping me with my bookkeeping as well.
I wanted to take this opportunity to say how thoroughly pleased I was with my first visit to Sonia's firm. The professional attitude of everyone i met, along with a 5-star knowledge base, and a sincere desire to help with my tax issue was impressive and much appreciated. I want to give special kudos to the people I personally interacted with. There is no question that going forward, I will be moving all of my business and personal accounting needs over to Sonia's firm, and recommending her firm to my bus
I've really enjoyed working with Sonia and her team and can't say enough great things about them. I've been on the hunt for a good accounting team for the past few years and finally found a company to handle my complexities. Thanks CPA Accounting & Tax Services!
Very professional, responsive and knowledgeable. From the receptionist to the CPA, the entire staff is wonderful. As a small business owner, the team at CPA Accounting & Tax Services has helped me implicitly with all of the recent tax law changes. I highly recommend them.
Great staff and service! Switched our small business accounts over to them and saved a lot of money. Sonia, Myriam and Lucy are excellent! Don?t hesitate, they are simply the best ????
I have come to Sonia and her group in 2012 when we started our company. Everyone is helpful, kind, and patient - which is good when undergoing stressful financial paperwork. Sonia really has gone the extra mile for us in helping guide us to ways we could optimize our finances. Vanessa with payroll has held my hand through too many small crises to count (always with charm and grace.) I recommend them very highly for small businesses.
We had an appointment, Sonya was busy with another client and we waited around 20 minutes. We had to wait for an unknown reason after the meeting was over. After around 10 minutes I had to leave over respect to my own time. I understand it was a special circumstances, but as a potential client I expect "respect" to my time.
Sorry to be rude, but sometimes the truth is what it is. I called to ask if they handle S-Corps, I was told to book a consult for $300. I again asked specifically can you tell me if your CPA's process 1120S forms, 401(k), and have worked with Defined Benefit Management companies because not every CPA knows these or feels comfortable doing them. I know a CPA that wasn't that experienced in them and finding out turned out to be the reason I didn't have one sooner. She again said you can book a consult... I
I had the experience to do my taxes with Rubem. He was very professional and precise. He met my deadline that I had in a timely manner. As well as he was very prompt with returning my calls whenever I had questions or concerns. Excellent service with no complaints...
We have been using CPA Accounting & Tax Services for over a decade now. They are great, always helpful and professional. It's almost like we are part of their family at this point. Thinking about it now I probably should have wrote a review a long time ago haha....Thanks for all you guys have done for us!
Since I switched over back in 2014 to CPA Accoiunting I have had the best experience with EVERYONE working there. I am treated excellent and at times I do not exactly make things easy for them. I highly recommend the services here and thank everyone on staff for being so professional and helping me straighten out my business accounting needs. HIGHLY RECOMMENDED!!!
Ever since we began using the services provided by CPA Accounting & Tax Services, Comprehensive Family Medicine of Orlando has seen a great improvement in book keeping records and tax management. The staff are very professional and diligent. They work in a timely manner and have done a great job filling the company's Annual Income Taxes. When it comes to tax services, book keeping, and any other financial services, sometimes, it's just very difficult to find a business that has it all. In our experience CP
This our go-to place for taxes. We have been going to them for a few years now. We normally see Ms. Miriam. She is always courteous and is very knowledable of any/all the changes, if any. Highly recommend to friends and family.
Find an HONEST and COMPETENT accountant! Don't waste your time with this lady. Paid a years worth of work and she didn't do anything, no bookkeeping, no financial reports when we asked her for them. She didn't do a anything, just took our money. I never leave reviews but this time I felt it was necessary to leave one.
The front desk talked so rude. And unprofessional what I mean in another word she has an attitude with you. When I asked for a consultation she also said is $295 just for consultation per hour. So just give you a heads up first it will be charge not only do the tax yet lol. I go somewhere elses no fee for consultation hehe.
Searching for accountants that knew about international taxes I found them online and visited them. I had a great service and found they perfectly understood my needs. Looking forward on working with Sonia and their team.
I was referred by a friend last year and love the experience working with them to complete several years of unfiled taxes. What a great staff. Thanks to all of you for a job well done.
I wanted to take a moment to thank you and CPA Accounting & Tax services for how you handled my business. Even though I did not get the answer I would have liked your office was very professional in the manner in which it handled it. I will definitely be using your services for my personal and business taxes from this point on.
I've been doing my taxes with Myriam for a lifetime and have always been extremely satisfied. Look forward to continuing doing business with her.
I have been here two years in a row and the service is great and they really help you with all the issues for your taxes!!!! You will not go wrong coming here!!!! Very friendly and accepting environment!
They had a great turnaround time and were able to answer my questions about my taxes even when I filed right before the deadline.
My 1st experience this year with CPA accounting.was top notch, the staff were very informed, helpful and responsive.. (very reasonable also) the staff found credits and deductions ioI didn't knowtknow were out there seriously let these Pro's do their thing. Thank you so much CPA accounting, see you all next year. Scott
CPA Accounting and her great team have been very professional, knowledgeable and helpful always. I have been their client for more than 10 years and can?t be happier!
Anthony was great, helped me get the most money back possible! 10/10 recommend
I have known Sonia for 15-20 years there is no one better for taxes and accounting she use to do my business and kept me out of trouble any times.
Very good service.Friendly helpful service.highly recommended. Excellent service. Thanks Patrice
The people here are very professional with excellent service, the latest technology tax programs for highest returns, they're bilingual, and fast.
I called to get information about my set up with IRS and the front desk was rude and not professional. Will not recommend.
God bless,we got excellent service, so thanks so much.
Did my business taxes and are now helping me with my QuickBooks!! I finally feel like I know what I am doing with my accounting!!
Always friendly and helpful. First time doing a side business and they were very helpful.
I have been coming here for a few years now and I'm Very satisfied with the great service i received.
Great sevice. Nice people. Especially Merlene Myers. She?s really polite.
Sonia and her staff are always the best. Professional and courteous
When over there. They didn't work out the way i wanna.. Charged me $200 to start... . And didn't performed WORK... don't recommend ... wasted time and money....
I saved $4,000 by switching to this firm, great team will be sticking around for a while
Love this place, very friendly and professional. Friendly staff and got the work done!
I am not surprised in your reply; I do not have time or desire to explain myself, 3 strikes...
I paid but I did not take. Avoid problems.
They were helpful every step of the way.
Great staff. Wonderful environment.
Great up to the minute advise is much appreciated!
Tried to Rip Me Off 4 $295 for Consultation !!!!! Crooks !!!!! Stay away !!!
Good place, friendly staffs
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.