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Crystal Daliya, PA

Crystal Daliya, PA

Reviews Summary

Overwhelmingly positive reviews highlight exceptional professionalism, knowledge, and personalized service. Many praise responsiveness, thoroughness, and clear explanations of complex financial matters. Long-term clients appreciate consistent reliability and proactive tax strategies. However, two negative reviews cite unresolved delays and unexpected fee increases. The consensus emphasizes trustworthiness, expertise, and client-focused care, with most recommending the services highly.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Sales Tax Compliance

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
Business Consulting
Tax Preparation
Tax Planning
Sales Tax Compliance

Contact Information

Address

3333 Renaissance Blvd Suite 204

Bonita Springs, Florida 34134

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

Crystal has done our books, and personal tax returns, and now assists us with our transitions. She is very informative and walks me every step of the way. As a business owner, I highly recommend her services. She is very professional and does her due diligence. She has made my transition a lot less stressful, thank you, Crystal. We appreciate you!

Crystal Daliya, PA and her team are so easy to work with. She has taught us so many great tax benefits for our personal tax returns and saves us money in the long run. Crystal and her team are great at teaching us to be proactive in our approach to finances and tax savings. We value her expertise in the accounting, bookkeeping and tax fields. We have recommended Crystal Daliya, PA to our family and friends throughout the 15+ years we have known her. Thank you, Crystal, for always having our priorities

Crystal is by far the WORST tax agent that I've ever worked with. She is dishonest, arrogant and expensive. She bait and switched me on her pricing, $185/hr yr1 to $305/hr yr2 with no verbal or written communication. She lied about the expected cost of the 2nd yr return. She said year 2 returns would be cheaper. I paid her invoices despite the increase and no explanation. Now she is trying to charge me again. I paid her over 2.5k this year. Crystal will nickle & dime you and make mistakes. She made a

We have used Crystal Daliya, PA for over 15 years now for bookkeeping, accounting, personal taxes and business taxes. Crystal and her team are very attentive to our needs and offer professional advice on sensitive accounting issues we may be unaware of. Crystal and her team have always taken the time to explain tax laws, bookkeeping and accounting items to us thoroughly and easily. Not only is Crystal Daliya, PA a great firm to work with, Crystal is a kind, patient and intelligent woman in business. We

Crystal is very responsive and helpful. She's very knowledgeable and continually educates herself on new regulations, etc. so that she can better serve her clients. She listens well. It's very evident she cares about each of her clients and conducts her business with integrity.

Crystal is very thorough, courteous and kind. I had plenty of questions for which she had the answers to! I have a very busy schedule and she made sure to accomdate me with getting her the information needed without missing a beat in my own schedule. Hands down if you're looking for personalized attention, she's the lady to call!

Crystal is a woman of great integrity and is committed to doing the very best she can for anyone she may help. I have known her for years and have always found that she gives her very best to accomplish whatever task she has to do. I highly recommend her services to anyone who is seeking a competent, trustworthy and dedicated PA. Dr. E. Arlin Bolejack

Crystal and her office staff are diligent and very conscientious. I am a financial advisor and many times we help each other through tax strategies. I would highly recommend her for your business, payroll and personal tax needs.

Crystal is wonderful at what she does! She is very knowledgeable and always friendly and professional. I would recommend her for anyone looking for a personable accountant.

Daliya CPA has been an invaluable resource to me and my colleagues. Always responsive and professional. Reliable in sharing the best tax and accounting knowledge on issues at hand.

Amazing! Responsive and very knowledgeable. I've referred people to her with much confidence as she has prepared taxes for my kids and I and has done a great job.

Ms. Daliya is very thorough. She takes the time to make sure her customers are able to make use of every possible advantage. I'm glad I found her.

Mrs. Daliya is very professional and friendly! She is knowledgeable and ready to help any business. I recommend her for your accounting needs!

Do not use this woman. She's had our taxes since April of 2022 and not done them. Not done anything. Just got a bill for 800. I think her math is wrong?

Crystal Daliya is very knowledgeable and professional. She takes the time to find ideal solutions.

Crystal is trustworthy, reliable, responsible, and friendly! I'd highly recommend her!

Crystal loves what she does and is very knowledgeable.

Excellent service and great follow up.

Very attentive and efficient.

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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