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David J Reali

David J Reali

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and expertise. Customers praise the personalized approach, responsiveness, and thoroughness in handling both simple and complex tax needs. Many appreciate the clear communication, trustworthiness, and proactive tax planning. The team is described as knowledgeable, friendly, and reliable, making the process seamless. Highly recommended for personal and business accounting, with repeated mentions of satisfaction and long-term loyalty.

About This Listing

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.*

Contact Information

Address

2620 Manatee Ave W Ste C

Bradenton, Florida 34205

Visit Website Call Now Get Directions

Hours

Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-4:30PM
Thursday Closed
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

David is incredible! He did my business and personal taxes and whenever I had a question, he responded quickly. He is very knowledgeable and his service is 10/10! He is very kind and an all round great person to work with. I highly recommend David for your tax needs!!

Very pleased with the service, expertise and speed that David provides us when filing our tax return. I would highly recommend him! Thank you David and team for once again, job well done! !

We wanted to extend our deepest gratitude to you and your remarkable team for the outstanding support you've provided us with throughout this taxing time?pun intended! Thank you, to you and your entire staff for the time, effort, and energy you've invested in supporting us. Your dedication, expertise, and unwavering commitment to excellence have truly made a significant difference in managing our accounting needs. Beyond the numbers, it's the personalized care and genuine interest you've shown in understand

David Reali has been our accountant for both business and personal taxes for years. He is knowledgeable, professional, completely trustworthy, and friendly. He makes what could be a painful process simple and clear. Highly recommend!

Very thorough, fast, polite, and professional. David makes sure he does his best for you! Highly recommend him for your personal and business tax needs

David was very helpful and responsive with not only our tax preparation but helped with my late parents final tax return. Would highly recommend him!

I have relied on David's firm for the last several years, some complicated, some not, but in either case they have performed at 100% satisfaction on my behalf. They are much better than the larger firms due to their more personable approach to handling my needs. I am happy I found them and will continue to rely on their services in the future.

Everyone is very helpful and knowledgeable. David has done a great job on our taxes. I highly recommend him.

I have used Davis for many years. I have had some pretty complicated returns over the years and he does more then just file returns, he helps with tax planning and communicates with our financial investor to assure we are getting the best return with no red flags to the IRS.

David is a true professional, responsive and keenly aware of tax law and the implications on my finances. He is a trusted advisor.

David Reali is patient and always responsive. I never have to worry about anything as David always explains to me so that I truly understand the process. He?s fantastic.

David is extremely knowledgeable in his field. He takes time to fully answer questions and provides excellent client service.

Reliable, trustworthy, and gets right back to us when we have any questions. Thank you, David Reali & Team!

David is a true professional and excellent at what he does.

Fabulous customer service from David Reali CPA Tax Company

Quality choice for small business start ups, services delivered with joy.

The Best Accountant within the Bradenton & Sarasota area!

Very professional and helpful. Accessible when needed

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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