Daysi Jacobson

Daysi Jacobson

Reviews Summary

Customers consistently praise the accountant for exceptional professionalism, deep tax knowledge, and personalized service. Many highlight her patience, thorough explanations, and ability to simplify complex tax situations. She excels at making clients feel comfortable while delivering outstanding results, whether for personal or business taxes. Her responsiveness, attention to detail, and willingness to go above and beyond are frequently mentioned. Clients appreciate her friendly demeanor, multilingual capabilities, and use of technology to streamline processes. Several note she's resolved IRS issues and saved them money. Strong recommendations emphasize her as a trustworthy, caring expert who transforms tax preparation into a stress-free experience.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Bilingual Services
Years of Practice
CPA License

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
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Bilingual Services
Years of Practice
CPA License

Contact Information

Address

818 A1A N Suite 304

Ponte Vedra Beach, Florida 32082

Hours

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

Customer Reviews

We?ve been using Daysi Jacobson's services for the past two years, and they?ve been amazing every time! They make the whole tax process super easy and stress-free. From start to finish, they?re professional, knowledgeable, and incredibly helpful. They take the time to answer all our questions, make sure we get the best possible refund, and handle everything quickly and efficiently. We really appreciate their attention to detail and how smooth they make the process. If you need someone reliable and friendl

As always, year after year I am impressed with Daysi?s professionalism. She goes over and beyond to provide exceptional work with a personal touch. She takes time to establish and build rapport with each client to learn your specific needs and goals to help devise a plan for your success. Not only has Daysi provided advice regarding my personal taxes but she?s been very instrumental in advising me in foundation of setting up my business. It is always great to do business with other women who are passionate

I have Daysi as my tax preparer as well as tax planning professional. Even after I moved away from FL, I cont. to consult with her as she has been very very helpful. When I am concerned with any tax related problems, I consult with her and I feel much better and put my worries at rest. Thank you Daysi for your dedication, professionalism and much caring. I wish your business do well in new location.

Daysi Jacobson was great! My wife and I recently moved to the area and we were looking for someone to review our taxes, give us good advise and guide us through this so delicate process. From the moment we met with Daysi we felt a high level of care and professionalism. We felt very comfortable sharing our story with Daysi as she took her time to get to know us and our situation. I can now see why she has great reviews; this one included. We highly recommend her services to anyone that is looking for a

My husband and I are so grateful for Daysi and her team. They took the time to input our tax information, thoroughly reviewed and explained all the necessary steps, and ensured we understood the details. Daysi?s patience and dedication to teaching us about the intricacies of tax preparation have been invaluable. Not only is Daysi highly knowledgeable and skilled in her field, but she also goes above and beyond to make the entire process smooth and stress-free. Her friendly and approachable demeanor make it

Daysi and her team are excellent...very professional, very friendly, and very knowledgable!!! They make tax season and all the time in between much more tolerable. Daysi helps you through each step of the process needed to be the best financial version of yourself possible. She is very personable and makes understanding your tax situation so much easier. I find Daysi's services to be unmatched by any others I have worked with in terms of personal and small business financial planning and taxes. Her team

Daysi is truly exceptional! Not only is she incredibly knowledgeable and skilled, but she also has the sweetest personality that instantly puts you at ease. Her expertise shines through in everything she does, and I always leave feeling confident and well taken care of. I can?t recommend her enough!

I highly recommend Daysi Jacobson as an accountant. She is knowledgeable, thorough, and extremely detail-oriented. Daysi took the time to explain every step of the process and ensured that all aspects of my financial documents were handled accurately and efficiently. Her professionalism and dedication to her work were evident throughout. I felt confident and supported every step of the way, and I couldn?t have asked for better service.

Daysi has been my accountant for 13 years. She is a true professional. She is knowledgeable, compassionate and explains everything in a manner which everyone can understand. I highly recommend her firm.

Daysi and team are terrific. After using the same CPA for over 20 years, I was a little uncomfortable with changing practices, but I had nothing to worry about. Daysi is thorough, incredibly knowledgeable, and so easy to work with. I am very satisfied to have her expertise in my corner.

Daysi and her staff are professional, friendly, efficient and helpful. Daysi has made great suggestions on tax planning that I never would have thought of doing. Highly recommended!!

I have been extremely impressed with Daysi and her staff. It was a pleasure to work with them and I am confident with the results! I will definitely be a return customer ? grateful to have found a competent accountant who is responsive and easy to work with.

I came away from my initial tax preparation meeting with Daysi Jacobson feeling empowered that my financial future is in good hands. There were several things I learned that my previous accountant never shared with me. Not only is Daysi intelligent, resourceful and knowledgeable on tax laws but also makes you feel important. She will be working alongside my financial advisors in order for everyone to be on the same page. I feel so lucky to have met Daysi and would highly recommend her services.

I recently had a fantastic conversation with my CPA, Daysi. She was incredibly helpful and knowledgeable, providing clear and insightful advice on my financial matters. Daysi's professionalism and friendly demeanor made the experience enjoyable and stress-free. I highly recommend her services to anyone in need of expert financial guidance. Thank you, Daysi, for your excellent support!

My wife, Cristina Garcia, and I filed together and she just wrote a review including BOTH of our sentiments! I will simply add that Daysi and her team are all incredible to work with and Daysi?s attention to detail and knowledge of the tax industry will ensure your returns are accurate and that you receive the maximum money back allowable! I would recommend Daysi Jacobson for all your tax, financial planning, and business accounting needs!

Daysi is not only smart and professional, but kind and supportive. As a CPA and advisor she is top notch. I'm thankful we have her in our corner when it comes to taxes and financial planning.

Initially Daysi served me well, prepared my federal tax return. But then I paid her $2100 to prepare and submit amended returns for three consecutive years but only one was successfully processed by the IRS. Two amended returns totalling about $17K were rejected.

I?ve been using Daysi for years. She?s helped me file through my difficult divorce, and with 1099s and assisted me wonderfully. Always gets me the most back as well. Can?t recommend her enough!

Daysi Jacobson has provided consistent support with all my business and tax needs. I rave on Daysi and her team's consistency and accuracy. Best in town!!!

Daysi is the best. No need to look for anyone else if you are wanting Tax filing and help. She is so very caring and a wonderful person to do business with

We are repeat clients of Daysi and her firm is always on point for us. They were incredibly easy to work with and she really listened to our input every step of the way. We're incredibly grateful to be working with Daysi and her team!

Highly knowledgeable and professional. I really appreciate the time, patience, and attention to detail to ensure the tax filing process was well understood. I look forward to a lasting professional relationship with Daysi and her team.........Dr. Marriel Harrison

Daysi goes above and beyond to help with all of our financial matters. She set us up personally and professionally for financial success. Her background with the IRS is the KEY to knowing how to file taxes. I wish we had found her earlier but so thankful she is our Accountant now and forever! We can not recommend her enough! She is so personable and truly CARES!

Daysi and her staff are great. Everyone was very friendly and accommodating. She is clearly a very experienced tax account.

Had a wonderful experience with Daysi! She was kind, patient, professional and so knowledgeable. I would absolutely recommend her for any financial or business needs.

Daysi takes the stress out of filing your income taxes. Her entire office is very professional and thorough. Daysi takes time to explain all aspects of the tax return and answers any questions fully and clearly. I am so happy that I found her firm!

We have been working with Daysi Jacobson Accounting LLC for the last 3 years. Daysi is amazing!! She is knowledgeable, professional and takes the time to go over all the documents, and will schedule multiple appointments if more time is needed. She helped us with identity theft issues that we experienced 2 years ago. Thanks to her connections we were able to get in touch with IRS, which without her help would have been difficult. I strongly recommend this great accounting firm

Daysi and her team are extremely knowledgeable, and helpful. I am grateful Daysi was referred to me.

Daysi was absolutely amazing at asking the right questions, understanding the challenge I was facing and quickly addressing my issue with the IRS. I was dealing with a very emotional issue regarding my deceased Mother's estate and the stress of responding to the IRS' request for $ 15K in back taxes, significant penalties and interest was overwhelming. Daysi was able to address the issue during a complimentary consultation, determine that my Mother's unreported income was not taxable and sent me an amende

We had an outstanding experience working with Daysi. Her attention to detail is unparalleled, showcasing a remarkable level of professionalism throughout the entire process. Daysi has been instrumental in providing valuable insights on how to maintain our business organization throughout the year, ensuring we stay on track for taxes. We highly recommend Daysi if you are seeking an accountant!

Daysi was awesome! She provided me with invaluable advice and information. I will be seeking her services in the future.

Daysi Jacobson Accounting truly deserves five stars! From start to finish, Daysi and her team provided exceptional service. They were not only knowledgeable and efficient but also incredibly helpful. Daysi took the time to understand my financial situation and provided personalized advice that significantly improved my financial health. I highly recommend Daysi Jacobson Accounting to anyone in need of professional accounting services. Thank you, Daysi and team, for your outstanding work!

There are not enough positive words to use for Daysi and her team. The level of personal attention is nothing I have experienced before. She really takes the time to explain everything and make you feel comfortable.

Daysi is the most organized and efficient tax return preparer I have ever worked with! Data is entered before you arrive (that you've provided) so it's efficient, visible for you to see on her screen and her on-the-spot thoughtful questions often result in additional deductions you haven't thought of! She is very personable and explains complex items in an easy to understand way.

I can't recommend Daysi highly enough for your tax preparation needs. Not only is she extremely knowledgeable and experienced when it comes to taxes, but she also takes the time to explain things in a way that makes sense for your specific situation. Daysi always greeted me with a smile and made me feel comfortable asking even the smallest questions. She answered all of my doubts with incredible patience, never making me feel rushed. It's clear she truly cares about each client. I'll certainly be going ba

Daysi and her team are simply the best. I?ve been working with Daysi on my personal and business taxes for over two years. She takes the time to develop relationships, plan, and go over documents and information. Her guidance has helped me grow in confidence with understanding and filing complex taxes and my overall financial literacy. I?ve reached out to her and her team outside of the tax season with questions, and they?ve always been knowledgeable and so gracious. I highly recommend her services.

Daysi has been my accountant for several years now and I highly recommend her. The entire team has a real customer first attitude and Daysi is extremely knowledgeable and consultative. She has helped me over the last few years make adjustments for tax planning while going through life changing events. Handling my taxes is no fun but Daysi and her team make it easy and stress free.

Daysi was amazing at helping me navigate my business taxes! Being a brand new small business owner, I had no idea where to start but she made is so easy. I highly recommend her for personal and/or business tax needs.

I was extremely pleased and impressed with Daysi and her team. Due to unexpected and last minute illness of my longtime accountant, I was scrambling to find someone to take my account at the last minute. Daysi and her team took my information, filed my taxes on time and streamlined the process! Great Experience!

Once again, we found Daysi to be organized, prepared, professional, warm and kind. In and out in 1 hour and 10 minutes, and our not-so-east taxes were DONE. We had a one hour slot but we?re not at all rushed. She explained each detail thoroughly and we learned a lot along the way, too. Hope she sees this: Thank you, Daysi ? and Julio ? for making this oh-so-dreaded process downright *easy*. You are truly the best!

Daysi Jacobson has been a wonderful accountant and am incredibly happy I found her to help with my business and personal finances. She and her team have been helpful, supportive, patient, and very easy to work with. I highly recommend her office to everyone who is looking for their accounting needs.

Daysi Jacobson and her personal go above and beyond to make your accounting experience as easy and efficient as possible. They are thorough and precise in their accounting practices. They are efficient and timely in both their actions of processing and completing all tasks. I highly recommend working with Daysi for all of your accounting needs. Kind, trustworthy and a 100% recommendation!

Working with Daysi is great. So professional, so insightful, and delivers above and beyond on all of my services. The best this is can say is that Daysi is who she says she is and delivers value with exceptional customer service.

Daysi is amazing. She cleared her calendar on a Friday afternoon to help me. She took the time to explain in detail and give guidance on a comprehensive tax strategy for upcoming major life decision. We will be Clients for life.

This is my first year with Daysi Jacobson Accounting, they helped me with my personal tax preparation and I couldn?t be happier with the service I received. The Team was incredibly knowledgeable and took the time to explain everything to me in a way that was easy to understand. The entire process was seamless and stress free, which was a huge relief for me. I would highly recommend Daysi and her team for anyone in need of personal tax preparation or any accounting services. Their expertise and attention to

Although we are not local and have completed our taxes via zoom for the last couple of years, we feel as if we are right next to Daysi. She is professional, patient, kind and very thorough. We are so grateful for her deep expertise and guidance around the tax preparation process. Thank you so much Daysi for making tax preparation (dare I say), a joyful experience. I have and will continue to recommend her to anyone that asks!

You did a great job as usual. Thank you for your time and assisting me and saving me a lot of money. I?m very glad that I found you and I appreciate your hard work.

Today we first met Daysi and upon our arrival we submitted our paperwork to her associates. We then spoke with Daysi who was absolutely one of the nicest people you would want to meet. She was very knowledgeable. She listened and spent time getting to know us. We started to review our form to find out that Daysi's associates had already reviewed and digitally entered the information electronically. She and her team worked curteously and proficiantly together. After answering all of our questions Daysi spent

I was very pleased with the service that I received from Daysi Jacobson. She explained things very thoroughly and took the time to make sure that I understood everything. I'm fairly new to the area so I feel very fortunate to have found her. I highly recommend Daysi Jacobson to anyone who is in need of an excellent accountant.

Working with Daysi was such a pleasant experience. She made me go from being super stressed about doing my taxes to not worrying about anything because she knows exactly what she?s doing. Super informative. Would highly recommend this company to anyone looking for an accountant.

Daysi is the best of the best!!! I would never trust anyone else for my business or personal accounting needs.

Daysi is very professional and very knowledgeable about the tax code. She is easy to work with and has a portal that is easy to navigate. I would not hesitate to recommend her to others.

We have recently moved to Jacksonville, and we were very pleased with Daysi and her team. We would definitely recommend her services to anyone who is looking for a CPA. Daysi was extremely professional, knowledgeable, responsive, organized, and very transparent in the steps we needed to take. We will continue to use their services going forward. Her team can provide assistance with way more than just basic tax filings. Thank you again for helping us !!!

Daysi and her team transformed the daunting task of filing taxes into a pleasurable experience. They patiently answered all of my questions and thoroughly addressed every concern I had. Thanks to Daysi's guidance and expertise, I am confident that I received the maximum return possible.

Daysi and her team are AMAZING!!!! This was my first year being a business owner and I was beyond stressed out about filing for my first time. After our initial meeting I never have felt more confident in being able to get this done the right way and all my stress was gone! Daysi went above and beyond for our business and is really helping me set up our future with the company. There isn?t enough good things to say about her and her business and expertise! If you need a tax person?.look no further! I promis

Daysi Jacobson Accounting is honestly by far the best accounting firm that I have ever worked with. Daysi and her team make the process smooth and easy. The team truly demonstrates outstanding customer engagement and their systems are outstanding, easy to navigate, and customer centric. I would 10/10 recommend Daysi and her team to anyone looking for an accounting team that truly has your best interest in mind. Their knowledge, expertise, and skills truly provide an above and beyond service. Thank you, D

Daysi has far exceeded our expectations and has been such a pleasure to work with. With an impressive attention to detail, her knowledge is apparent in how easily she explains and communicates. I would highly recommend Daysi and her lovely team.

The professionalism of Daysi Jacobson is superb. I?ve always had such a great experience working with Daysi and her staff for over five years.I can only give positive feedback as a very satisfied customer. Thank you Daysi Jacobson accounting for all your hard work and giving me a sense of peace when doing my taxes.

Wish I could give more stars! I highly recommend Daysi Jacobson to anyone looking for an accountant in the Jacksonville area. Daysi is extremely knowledgeable, profesional and personable. Lucky to have her as my accountant!

Her professionalism, experience and friendly personality is a plus when delivering services! Highly recommended! I have been working with Daysi for 4 years now and what I enjoy about her service is the warmth and support of a personalized, efficient and responsive service! Thanks Daysi!

Daysi is amazing! Very responsive, knowledgeable and FAST!! She makes everything seamless and painless. Would HIGHLY recommend her and her team to anyone in need of assistance with their accounting needs!

Daysi has helped us two years in a row now with our tax preparation. We couldn?t be happier with level of professionalism and ease of service Daysi and her team provide. We would recommend her to anyone we know who is looking for a knowledgeable professional to take care of their tax prep needs.

This is my first time filing my taxes as a business owner and I am so glad chose Daysi to be my accountant! I was so nervous going into this, and ended up feeling very comfortable and ay ease. She answered any questions I had and made everything simple and easy for me to understand. Daysi made sure i saved as much money as I could, she is the best and I will be using her in the future for all my accounting needs!

Daisy is a tax professional with extensive knowledge and patience to listen to the questions my husband and I had. She took the time we needed to prepare the return and showed us a very easy to follow plan for next time especially for those of us who are not familiar with this subject. We are very happy to work with Daisy and would highly recommend her and her friendly staff!

Daysi is so lovely and really makes taxes less scary to tackle!!! I am so happy I decided to get an accountant and even happier it is with someone who makes me feel comfortable and confident about the steps we go through! Being able to trust someone with my money isnt easy but Daysi was able to gain that trust right away and I couldn?t be happier with having her on my side.

Daysi helped me a ton with nanny taxes. She is very knowledgeable and answered all the questions that I had. She really helped put my mind at ease and ensured that I had everything I needed to file my taxes correctly.

Daysi is a very sweet and professional oriented accountant, who has a vast knowledge of tax law. Her firm offers the latest technology to upload documents and keep tax records, but if you are the kind of person who needs an in person appointment and a walkthrough of your taxes no one is better than her for it. To make it even better she also speak Spanish, and have a knack for explaining and teaching others. If you need an accountant, don?t hesitate.

Daysi was a pleasure to work with. She is knowledgeable, reliable and was very efficient in getting our taxes done. This year we had a late tax form come in and she was awesome with getting our amendment worked up and getting us taken care of in a timely manner. We would highly recommend her for all your tax needs!

Absolutely professional, knowledgeable and I would rate 200% stars! Daysi takes the time to solve solutions and does it with sincere care. She was extremely helpful, and gets the ?job well done? and delivers results. We are very happy that our dear friend recommended Daysi and look forward to continue our business relationship with Daysi.

Daysi really took the time to understand my business needs. As a small business owner, she has helped immensely with my taxes as well as with developing the very best business model for me. She has been critical in helping me understand my business options, sorting out my finances and achieving my financial goals. She is very thorough and worth every penny spent!

Daysi was amazing. Im a very busy professional single mom hardly has time for anything especially taxes! She was very patient and took care of everything. Made the process stress free. I got a refund for the first time in 5 years.

Daysi is personable, thorough and a sharp shooter with anything related to financial advisement. Daysi assisted us with a complex multi-state tax return at a fair service rate that resulted in minimal IRS tax contribution. She also coached us on the nanny tax law, leveraging her personal experience which enabled us to initiate becoming a lawful employer with ease and generously provided content that allowed us to navigate through the complexities of following IRS protocol related to hiring a nanny. We would

Daysi and her staff have been a life-saver in helping me resolve some past tax issues and current tax preparations. Daysi's knowledge of how to properly navigate for the IRS made a huge difference. Her staff were able to accommodate me into the hectic schedule just before tax deadlines. Super grateful to them all.

Daysi is very professional in her interactions with clients. She knows the tax code and how to apply it to the clients needs. Her counsel has been very beneficial to our tax planning for the past several years. She is such a pleasant person to talk with also.

This is my first year to use Daysi, she is a great listener and has the latest technology to keep our information secure. She kept us up to date on where she was in the process and when she says she will call you back, she calls you back. Quick turn around time and efficient and accurate. Very diligent! I recommend her highly Jim Steeden

Fantastic and reliable accounting service. Daysi was very knowledgeable and responsive to my tax needs. She identified several things that my previous accountant did not, which saved me quite a bit. My tax return was somewhat complicated and Daysi was able to handle it very effectively. I highly recommend Daysi and her team and I'll continue to work with her in the future. Thanks Daysi!

Switching Tax Preparers definitely paid off as Daysi Jacobson came highly recommended and most definitely lived up to her reputation. Filing my taxes has never been easier. Daysi?s staff was very friendly and knowledgeable. They handled my preparation professionally and courteously. This is the biggest return I?ve had in years! They also gave me great advice on how to deal with the IRS. Definitely will be doing my taxes with her next year and would recommend her to everyone. Two thumbs up. Six Starts!!! Ver

I value Daysi's help and experience. She is a pleasure to work with. I am confident in here abilities with my tax preparation and guidance on tax related matters.

I use Daysi Jacobson Accounting for tax services. I have been a return client for three years. She always has a smile and a sweet disposition. Daysi is extremely knowledgeable in her field. She is always willing to look at things a few different ways to get the best results for her clients. If your looking for any kind of accounting service this is your final stop. You?ve hit the Jackpot! You have found the accountant you NEED.

I got my taxes done today. Best tax experience ever. The receptionist was so friendly and helpful and Daysi who did my taxes was wonderful and so efficient. Everything was done in 30 minutes.she even helped me with last years tax problems that hadn't been resolved. One phone call and done. I highly recommend Daysi Jacobson Accounting.

Daysi always makes the tax season less stressful, and the go to for tax and financial advice!!

Let me start by saying that I don?t write reviews, but this is a must. Daisy Jacobson accounting is the place to go if you want to be treated with professionalism in a promptly manner, and with dedication to your case and not just like if you are another taxpayer that needs a file. I happened to believe I had an open issue with the IRS, and before filing the taxes she prepared for me, Daysi took the time to call the IRS to ensure there was no issue that would hold my refund. That is a lot to say from an ac

I just moved to PVB from San Francisco and was *dreading* doing my taxes because of the state to state move. I walked in thinking that we'd do an initial consult, and by the time I left, my taxes were done and submitted! Thank you, Daysi! Daysi and her staff are warm and personable, and my first experience leads me to belief that this will be a long, long relationship. I've found my accountant, and I've already sent more business her/their way. Superb. Efficient. Sage. Warm and friendly. 10 out of 10!

Daysi is great in her approach to understanding your needs and walking me through each step of my tax preparation. Highly professional and would recommend to anyone.

My Husband and I feel very thankful for Daysi. She is knowledgeable and knows her stuff! She is warm, friendly and trustworthy. We would definitely recommend Daysi Jacobson as a great accountant!

Daysi Accounting is professional, highly experienced, and diligent. I have been using this firm for my tax preparation, and have been very pleased with their attention to detail, knowledge with tax code, and helping to ensure filing is done properly with the most possible return. I will continue using this firm and recommend you give them a try. Jonathan

Best accounting firm I have ever worked with. Truly focused on understanding your needs and help you plan to get the best outcome. Daysi truly spends the time to understand and provide the best advise. As a plus just minutes away from home. Can not recommend enough.

Daysi has been helping/guiding our small business for 2 years now, she was willing to help us organize and clean up the mess of our books that we had at the time, and she has been able to do it with absolute grace and patience. Her team is one of professionalism and diligence and we?re so thrilled to have been able to get them involved in helping our small biz grow and prosper!

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations