*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.*
4215 Old Rd 37
Lakeland, Florida 33813
I echo the sentiments of a previous reviewer. Our experience with this company, and specifically Trisha Floyd, has been terrible. We hired them to prepare our 2022 taxes and the process was simple and we didn?t have any questions. 2023 taxes have been a nightmare with them. Completely unprofessional and terrible customer service - and they?ve wasted a month of our time and theirs. Definitely do not recommend them. Turbotax has better customer service and is much less expensive. Despite a 20% price increas
We absolutely love Trisha Floyd and her team at Ramos and Floyd. We started using them for both our small business and personal taxes this year and we could not be more pleased. She has taken the time to really get to know us and make sure we are getting a really clear financial picture of our business and ensuring we are doing everything correctly as well. She is very clear on how to help, and also offers a unique service that we have not seen elsewhere. We cannot say enough good things about them!
I attended Trish Floyd's training course for business owners. She covered all the critical information needed to keep the financial side of my business running smoothly. She gave excellent advice. She provided a system for keeping proper financial records. I highly recommend this course for anyone starting a new business or an existing business that is overwhelmed with managing finances.
Navigating tax law for small business owners can be more challenging than running your business at times. We use Ramos & Floyd and they continue to help us grow our business through superior tax consultation and planning. I have referred friends, family, and clients to them over the years with 100% satisfaction. I highly recommend their CPA services for small business owners and non profit organizations. You are missing the boat if you only have them do your tax returns. Thank you David, Amanda, Trisha
I have been coming here for several years. I had great things to say about them previously, even referred friends to them. Their process in the past was always that I meet with an accountant, explain my tax situation and I pay around $400. This year, I expected the same process but was charged over $800?. The explanation: because I asked for a consultation. No, I actually didn?t ask for it. I thought this was your process. I walk away with a bad taste in my mouth for this gross overcharge. I do not recommen
This is my first year working with the David Ramos CPA team to handle my business and personal taxes, and I'm so glad they were recommended to me. They have been wonderful to work with! Rob Westlake is extremely knowledgeable and has provided me with much needed guidance and advice. I will continue to recommend them to friends and colleagues. Thank you for all you do for myself and my business!
I met with Trisha over 2 weeks ago, and she explained to me how much manpower they have and how knowledgeable they are. So I was confident that they will help me with my urgent needs, no problem. After providing right away the hundreds of documents and confidential information that she requested to give me a quote I still don't have a quote two weeks later. Now, I am under contract on a very expensive house in NC and over there the deposit is non refundable, so I have $40k to loose if I don't have my tax r
David Ramos is one of the most intelligent, knowledgeable, and hard-working professionals I have ever met, and he is highly regarded among his peers. I have referred multiple customers and family members to David over the years, and I have only received positive feedback. Having sat in on some of those meetings with clients, I can tell you that David is patient, thorough, and informative with his clients. I had a client tell me that it used to take weeks to get replies and progress from her previous CPA dur
We have known David for some years now and he has always come through for us in the best possible way. His charm, ready smile, kind manner, and personal touch are not the only reasons you would want to do business with him. He is an excellent CPA with proven expertise in tax advice and preparation. We have always received prompt, courteous, and professional service at David Ramos, CPA. Heartily recommend them.
We started working with Rob right at the end of the year. I knew as a small business I wasn't prepared for the coming tax bill. Rob really helped us get a clear picture of what our liabilities would be and now we are able to prepare. He really explained everything clearly an is helping us put together a plan for preparing for future years and growth. I definitely recommend that you contact Rob or David if you are needing a CPA!
As a transaction and estate planning attorney it is important that I accurately advise my clients of any potential tax liability to which they may be exposed. Rob Westlake has been a wonderful resource for me. He is knowledgeable, prompt to respond and easy to understand. I highly recommend this firm!
David Ramos has prepared my tax returns for several years. David is very knowledgeable and experienced. He and his entire team are extremely professional and the fees are quite reasonable. I highly recommend this firm. THANK YOU JESSE
I would highly recommend David Romas to anyone looking for tax preparation. He took time out of his Sunday to meet with me at his office to get all of my information. The office is very clean and professional. I stopped by there a few times during business hours and the staff was very courteous and efficient. The biggest plus is, they got us 36% more than turbo tax or h&r block would've been able to get us. Due to him being a private cpa you have to pay for them to process it after it is prepared. Well wort
David and his staff never cease to amaze me, especially this time of year. They take such good care of peoples tax return needs and always have time to speak with you and deal with you on a personal basis. I know they are busy with other accounting task in addition to tax returns, but you would never know that from the quick turn around of your documents and reasonable fees.
After seeing all the good reviews of this place, I decided that this year it is better to go to a "Professional" to help me with the business that I just started, I was so excited to see a "Professional" because I was sure that He would help me and clarify all my doubts and concerns about the IRS for my new business.then I make this appointment for a orientation, Well, my experience was not exactly as I thought. I was with Him for 15 minutes. Copy and paste everything. He told me that he would call me and I
Diane Harrington is the absolute best CPA that I have ever used. She knows the business inside and out and can give you the best knowledgeable answer for any question you may have. She?s a super intelligent woman and I have gotten the best returns ever since using her as my CPA. I would recommend her to anyone as she has been in business for so many years and does her continuing education and knows tax laws inside and out. I assure you if you use her as a CPA you cannot go wrong. That?s why she gets a five
I used David Ramos CPA to file my personal taxes and their turn around time was impeccable. I also started my own business and I have been able to lean on Rob Westlake to ask him questions to make sure I start off on the right foot. I can't commend this firm enough for their professionalism and willingness to help individual's succeed. I highly recommend David Ramos CPA!
The professionals at David Ramos are nothing short of exceptional! I've tried to use several other CPAs over the years, some were larger firms, and was let down each time with the results. Rob Westlake has an incredible wealth of knowledge and is just an incredible professional. They are now our CPAs and recently were able to assist us with a very difficult situation. To have them in our corner is probably the best decision we have made for our business in recent times! I encourage anyone looking for a top
David is a genius! He has assembled a staff that work like a well oiled machine to crank out returns so we can get our refund ASAP. I am sure they are working on other accounting task too but you would never know it from the quick turn around of giving him your documents and receiving your completed return. If you are looking for someone that is excellent, with service second to none, David is your man!
David Ramos, and staff, have been taking care of our financial needs for almost 20 years. Their ability, professionalism and work ethic is unparalleled. Whether you are dealing directly with David, or another member of his capable staff... you are in more than capable hands. Amanda is a pleasure to speak with, and makes it a point to answer your questions quickly and thoroughly. Would (and have) recommend them without reservation.
Rob Westlake at David Ramos CPA is on the cutting edge of the ever changing ever expanding tax laws. He can help you if you have an IRS notice or if you just want to know if you're paying too much in taxes. His door is always open to help business owners, even if you're not one of their clientele. If you have tax questions look no further than Rob Westlake.
I have started my tax return with Rob and he is just wonderful, made time for me after hours, explained everything, very patient and you will not get anywhere so much knowledge about new tax laws any changes etc. than you can get here at David Ramos's office. Thank you so much Rob, I was stressing this years tax return struggle with new job, recently new purchased home etc. Nope no struggle or stress here easy peasy :)
Very thankful for the prompt service at a very reasonable price. Previous CPA didn't file my taxes properly and I had a huge bill from the IRS. In less than a week Rob had it all squared away and back to smooth sailing!
My experience with this office was not good. I was told I was getting a nice tax refund then a month later IRS sends me a letter saying I?m getting half of the amount I was told I was getting.Then August 13 I got another letter from IRS saying I owe them another $476 my experience with this office was awful I called them on the same day and they never called me back. This office does not have in my opinion professional CPAs. I know who will not be doing our taxes next year!
Rob at David Ramos is literally the tax guru. He has helped me so much on my business taxes. I am totally lost when it comes to accounting and Rob takes the time to explain it in a real way. Keep doing what you do Rob and keep the irs off my back.
We use Rob at David Ramos for both our personal and business taxes, and he does a phenomenal job! Very pleased! We definitely recommend using the staff here. Very professional, friendly, and timely.
I highly recommend this firm for all of your accounting needs. Rob Westlake is one of the most professional and knowledgeable persons that I know. Whether a large business or a new entrepreneur, they will set you on the right path for success.
I've been going to this office for our taxes for a few years now. His office is communicative and makes it easy for us each and every year. I like having the piece of mind that 1) I haven't made any errors by doing it myself, and 2) I'm not leaving any of my money on the table at the end of the year.
We are so very pleased with the service at Ramos & Floyd. Our contact Natalie is part of our team and has our best interest in mind.
Mr. Ramos is extremely knowledgeable, able to answer all questions about my tax return and other financial needs that I have. He's seriously worth every penny and I highly recommend him and his staff.
Rob Westlake is a wealth of knowledge, personable, and eager to help. A great accountant who is easy to contact and great with people. You will not be disappointed if you give him a call.
Amazing advice for a first time business owner! Answered all my questions without hesitation and showed off his professionalism! Even called me after hours to ensure I got my advice when I needed it! Thank you Mr. Ramos I will be using you for all my business needs and questions.
I had tried to prepare our taxes and thought we were going to owe, but followed Google reviews to check out David Ramos and he helped us to actually get a refund. He was professional and super helpful. We'll be repeat customers for sure.
Rob Westlake is very helpful and always available to assist his clients and partners. If you are looking for a top-notch CPA, give Rob a call!
Rob Westlake is amazing! He listens to his client's needs and takes his time to make sure that he addresses those needs. I will definitely be working with Rob in the future!
Rob Westlake with David Ramos CPA is extremely knowledgeable when it comes to navigating the tax landscape. I?ve known him for a long time; he?s a man of integrity & professionalism.
Answered my tax related questions, and provided professional insight for my financial situation. Courteous and well worth the price. Thank you, Trisha!
The office staff is friendly and knowledgable and the service is prompt, thorough and fairly priced. David Ramos has handled my taxes for years and has my highest recommendation!!
Go to David Ramos! He?s super affordable and fast, you will be impressed. Mr. Ramos was very professional, the office was beautiful and the refund was too! I will be back, for sure.
I can?t say enough about Rob Westlake of David Ramos CPA; he is just AMAZING!!! He will do his best to not only save you money but cares so much for each and every client.
Excellent service and Rob Westlake never disappoints me and always quickly gets back to me when I call with a question or concern. I highly recommend you entrust all your tax needs to these professionals.
Rob Westlake is my go to guy with any tax issue or question. We have several good CPAs in Lakeland but Rob is my first stop.
Wonderful people! There's nothing more important than trusting your CPA and these guys make it easy. They go above and beyond in all aspects. Highly recommend!
I called to inquire about signing on with them after reading their reviews and get this....they told me in order to sign on, I have to attend 4 classes and pay them $3,300, just so they can then quote me on what my actual costs are. HAHAHAHA Pass
David and his team have been great and well worth the fee. I had a pleasant experience and plan to stay with this firm. Thumbs up!!!
Rob Westlake is my accountant. I have found him to be very professional, extremely knowledgeable and always willing to answer your question and give very valuable advise -- advise which was invaluable while i was establishing my business
Used David Ramos CPA for the first time. They will be my CPA for life. Great working with them, and they get my highest recommendation.
Rob Westlake CPA is very informative and keeps us up-to-date. Recommend ROB for a Tax CPA.
I would like to give a huge shout out to Rob Westlake he is a very knowledgeable certified public accountant . I would recommend him to anyone that needs accountant.
Fantastic service with unquestioned expertise... Great turn around time and the best experience I have ever had with an accounting firm... I strongly recommend
Highly recommend. Very professional & friendly. Will be using him for my return next year.
If you like paying top dollar to get your returns rubber stamped, then this is the right place for you.
Always helpful!! Fast and especially trustworthy.
Mr. Ramos has a very professional staff. I highly recommend.
Used to be good now it's not. Won't use again next year.
Fast and Professional. He knows what he knows!?? Great CPA
$150 for individual tax preparation. Oh and that was with a $50 dollar discount.
Thank you for year after year taking the stress out of Tax Time!
Outstanding knowledge and service , my number one choice.
Very impressed with the depth of knowledge and experience.
Absolutely fantastic folks to deal with!!!!
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.