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Dan Calton, CPA, PA

Dan Calton, CPA, PA

Reviews Summary

Dan Calton receives consistently glowing reviews for his professionalism, expertise, and approachability. Clients praise his ability to simplify complex financial matters, provide valuable guidance, and deliver exceptional service. Many highlight his responsiveness, fair pricing, and personalized care, often describing him as a trusted advisor for both personal and business needs. His warmth, humor, and willingness to educate clients further enhance his reputation. Long-term clients emphasize his reliability and the significant savings or clarity he brings to their financial situations. Highly recommended across the board.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
QuickBooks
Internal Controls

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
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
QuickBooks
Internal Controls

Contact Information

Address

1540 International Pkwy STE 2000

Lake Mary, Florida 32746

Visit Website Call Now Get Directions

Hours

Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Dan is very knowledgeable, professional and has been extremely helpful in helping me start my own business. He is very easy to get in contact with and he is very responsive. Dan has done a great job in assisting me with my tax strategy as well as guiding me with the financial affairs of my business. I know that I can count on Dan and his many years of expertise is perfect for my growing business. I highly recommend Dan for any of your financial needs whether it be for business or personal reasons. You w

Dan has done my taxes for years and has always been a joy to work with. He's very easy to talk to, explains things without giving you a feeling that he's "talking down" to you, and has helped me out with several situations that would have been hopelessly confusing for me if I'd had to figure them out on my own. You will not be disappointed if you choose him as your tax or business CPA.

I would give Dan 20 stars if I could!!! I came to Dan on fairly short notice expecting a very substantial tax bill this year and needing help figuring our my options. I immediately felt at ease talking with Dan. He was extremely professional and answered all my questions and concerns and in the end saved me a huge amount of money. He definitely has a return client!

Mr. Dan Calton has been my trusted CPA for over 5 tax seasons. He has helped me navigate my business and personal life into semi-retirement. Not only is he an excellent CPA and communicator, he has a pleasant personality and sense of humor. I highly recommend him.

Dan Calton has served as our CPA for personal and small business for the last several years. Dan has always gone above and beyond to provide superior customer service. He's responsive and prompt and quick to help educate me when I have questions. I will continue to refer friends and family to Dan.

I have used Dan and his team for several years now as we have built our business. He gives excellent guidance and is always responsive. He cares for us not just as clients but also as people. He gives trusted, wise counsel even when its something you may not want to hear. We plan on using him for years to come. Thank you Dan Calton for all of your help!

Dan is one of the most professional people I have dealt with. His advice is always very insightful and comprehensive. His work is thorough. He always delivers on time. His fees are extremely reasonable; I have always found them to be far less than the value Dan has provided. Dan is very highly recommended.

We have used Dan and his team for all of our accounting needs for both our small business and personal finances. Dan has a way of explaining complex accounting events in an understandable way, allowing you to feel confident in your decisions. Fair prices for prompt and accurate services. Wish I could give them more stars than 5.

My accountant died last year, and I found Dan Carlton CPA, PA in a google search. It was as if my former CPA in heaven guided me to the perfect CPA." Dan is amazing." However I found him, I am so glad I did!

I highly recommend Dan Calton CPA, PA. Outstanding service! He is very knowledgeable, answered all my questions and gave excellent advise!

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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