*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.*
5401 S Kirkman Rd #700
Orlando, Florida 32819
I highly recommend David for your personal tax return preparation. He has been my tax accountant for the past three years and he has consistently demonstrated honesty, professionalism, responsiveness, and reliability. David effectively communicates through both email and phone, making the process smooth and efficient. Working with David has been a pleasure, and I am confident he will provide excellent service for your tax needs.
I have been working with David since 2021, both on my business and personal accounting. It has been a great experience. With a new business, he has been helpful in providing guidance and knowledge the accounting requirements for a small business. He responds timely to my inquiries, and ensures I am up to status on taxes throughout the year.
I highly recommend David for both business and personal taxes. He's been our tax accountant for the last 3 years and is honest, professional, responsive, and reliable. He communicates effectively through email as well as phone. He simplifies things and explains in an easy to understand way, and is a pleasure to work with.
I probably called 10 different tax places, before I decided on David. I found David to be very reasonable and easy to work with. He did mine, my boyfriend's, and my parent's tax returns. I appreciate how thorough he is as he summarizes the form afterwards and explains where the numbers were coming from. He provided printouts of information in regards to the additional questions we asked. He was very flexible and accommodating with scheduling appointments. Obviously, I would recommend and have already recomm
We were looking for someone to do our taxes, and we spoke to several people who said how complicated it would be, so we did not feel comfortable allowing them to do our taxes. We started searching online and finally stumbled across David Cole. I began reading the reviews and liked what I read especially the one where one person said how people tried to make preparing their taxes so complicated, and David just stepped right in, and made it a smooth transition. We called Mr. Cole and met with him, he was extr
After a new job, corporate move, new home office, two state income tax filings, and an increasingly difficult federal tax filing this year due to all those changes, I sought out David Cole for tax preparation assistance. He is great! Not only were all my tax returns prepared efficiently and quickly, but he helped me understand how to think about home office/business deductions and plan for 2017.
I usually dread tax season and obsess over all the possible savings I may have left on the table, but with David, this year was worry-free and painless. My total preparation fees were the best money I've ever spent. My returns were filed ahead of schedule, worry-free and painlessly, making me genuinely look forward to next year. Thank you David!
We own a small business and were in search for an accountant to do our taxes. We had been thru several accountants who either stalled on our paper work or made it seemed so difficult, complicated and even scary. We were so frustrated and a little nervous because we did not want to be in trouble with the IRS. We came to David and he took over and made everything happen so smooth, simple and very professional. He is a very knowledgeable and made us feel at ease, we felt a huge weight lifted of our shoul
He?s been my accountant for over 10 years. When I was frantically looking for an accountant that understood my industry, my friend recommended him hands down. He makes tax season easy to deal with. I?m in good company in using David as our accountant.
I contacted Mr. Cole after spoken with several CPAs in the area, to help me with taxes on a business I am partner with. He was an angel sent to me for all he did for our business, and the professionalism he showed, without a doubt I knew I found the right person to help us with our needs. I am still using Mr. Cole's services and I am recommending he's services to everyone I know, because I know they'll be as happy as I am with his services.
Great CPA! He is always responsive and helpful. Thank you Dave and Cheryl. I will be back next year as well.
David was hired to do taxes for personal and business. However, he has not responded or completed the job. We are now behind. His last filing was 2020. We only can leave voicemails.
You will get instantly drawn to David and his approach to your matters. Very professional, knowledgeable and responsive. Highly recommended. (5.0 stars review rating on Google doesn't come easy- I know as a business owner myself!)
Mr. Cole is a professional in every sense. After setting up a time to come in, Mr. Cole addressed my tax questions and helped me understand the intricacies of filing my taxes. Since the location was on the other side of town, I also liked that he communicated effectively through email, which made things easier.
David is a blessing to my fledgling office. He is responsive and has always been there to answer any questions I have-small or big, thanks David! Glad I found him!
Have been using David Cole for my accounting for many years, and i can honestly say it has been the best cpa experience i've ever had. That's why i am still a current client and will remain. When you need competency on the highest level, look no further.
Amazing service. I wouldn?t go anywhere else ever. Best CPA in Orlando. Thank you for all your hard work!
Dave has been doing our Business accounting for years and we couldn't be happier. He's very proactive and we know throughout the year where we stand with Uncle Sam.
David Cole provided extraordinary guidance, insights, support, responsiveness and expertise! He made the process very smooth.
Dave always has your back. Best accountant I've ever had. And always there when I need him.
Such a great person and easy to work with. I highly recommend Dave for your tax needs.
David is a pleasure to work with and he provides an outstanding service to all of his customers.
David has been a great addition to my professional team!
We recommend David Cole and associates to everyone A+ after 15 years of service!!!
Great accountant. Highly recommended!
He is great at what he does.
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.