DiMercurio Advisors LLC

DiMercurio Advisors LLC

Reviews Summary

Most reviews praise the team for their expertise, responsiveness, and personalized service, with many highlighting long-term trust and satisfaction. Positive feedback emphasizes transparency, professionalism, and a family-like rapport. However, a few criticize high costs, poor communication, and unprofessional behavior, citing instances of hostility or incorrect tax filings. The majority recommend the service highly, while dissenting voices warn of overpricing and inefficiency.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

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
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

111 N Orange Ave #1450

Orlando, Florida 32801

Hours

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

Customer Reviews

I've been using DiMercurio Advisors since 2021 when my LLC started. I asked a friend in Florida who they used since we're in an online economy and I wanted an accounting firm who gets it. I love my tax team. They're always fast to answer questions, thorough with the tax prep, and quick to complete my forms. They have my best interest in heart. They always make sure I have my closing journal entries and advise me on GL codes. They're not just a tax firm. They're an accounting firm. For what they do, they'

I had a disappointing experience with DiMercurio Tax Advisors. Initially, I was drawn in by their promises of personalized service and expertise, but the reality was quite different. Communication was a major issue; emails always went unanswered for days, and when I finally did get a response, it was unhelpful. There seemed to be multiple people working on my case and none of them seemed to know what the others were doing. My taxes were filled in correctly and I got a fine from the IRS. They wanted me to p

Unfortunately. John Kirkland and his team including Janay Pittman who I spoke to made me extremely uncomfortable and hostile with trying to figure out pricing that was hiked from a 500 deposit to 4,000 deposit. As I started to ask questions and try to show proof of documentation I was shouted over and made to feel dumb for not understanding the process that ultimately ended up in her hanging up on me. Filing taxes is a stressful procedure and having a firm that is going to make you feel safe is something I

I just completed a consulting appointment with Sean DiMercurio regarding setting up a Family Management Company to help my S-Corp pay my kids and he could not have been more helpful, knowledgeable, down-to-earth, humble, passionate, or easy to talk to. His passion clearly comes across and I also especially appreciated his honesty in saying "I don't know...let me check on that and get back to you" where appropriate. He is so easy to talk to and I gained a wealth of knowledge. I waded through countless articl

I've been with Heroes Group since just after I started my business ~6 years ago. As the owner of my business, my primary focus is serving our clients. Accounting is the thing we just have to do. Sean and his team have turned it into something I ENJOY. The team is insightful, helpful, responsive and gracious. I'm continually amazed with their ability to grow with me. Every time I reach some new plateau, they've already waiting there with directions on where to go next. Sean, John, Sheila & Jordan -- THA

If I could rate this company 0 stars I would. DiMercurio advisors charges extreme rates for minimal work. No one should charge the rates they do when handling accounting through email.

The Heroes Group is an incredible team. Sean was a great fit for us from the first day we talked. He?s flexible, creative, incredibly detailed and his team is amazing. We love days we get to meet with our accountants. (Who says that??!) Somehow he keeps up with us and even gets ahead of us sometimes. I?m a real fan.

The entire team at The Heroes Group is an integral part of my business. They manage the accounting and bookkeeping for multiple business I own and have always been amazing to work with. They are like family, are trustworthy and are always able to advise me as to what is best for my business and personal accounting. I highly recommend them!!

Had a great experience working with Jeremy. They are extremely transparent whereas many other firms hide prices. Enjoyed the entire process and felt comfortable from the first moment of speaking with them. Highly recommend.

I trust The Heroes Group to do both my personal and business taxes and I couldn't be happier with the results. They get the job done right, they do not rush it to move on to the next guy and the staff is superb. No catches, straight forward pricing and top quality results. I couldn't be happier, high recommend.

Been with the team for almost 10 years through several business start ups and real estate investments. There?s no other firm I trust as much as DiMercurio Advisors!

We've worked with Sean for a few years now and he's always such a pleasure. His team is responsive and knows what they're doing. Fantastic all around! Highly recommend.

Sean, Sheila, John, Brittany? honestly the entire team has been fantastic to work with! I've been working with them for years and I plan to continue for many years to come.

Initial consultation was $350/hr with a Sean DiMercurio. Seemed like an unexperienced pretender who did not understand accounting basics. Suggested aggressive accounting practices which my other CPA shot down instantly. I was directed to this company through my payroll provider and it was a mistake dealing with this group of people. Beware of this group!!

This business was of great help to me in straightening out my finances and getting my taxes in order. Extremely professional and responsive to my needs. Invaluable. Thanks.

DiMercurio Advisors are great

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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