Francis Tax and Accounting Service

Francis Tax and Accounting Service

Reviews Summary

Customers consistently praise the professionalism, expertise, and responsiveness of this accounting service. Many highlight the thorough, patient, and personalized approach, especially for complex tax or IRS issues. The service is commended for clear explanations, fast turnaround times, and educating clients throughout the process. Long-term clients appreciate ongoing support and attention to detail, while newcomers note ease of use and trustworthiness. Recommendations are frequent, with particular emphasis on business and personal tax needs. The overall sentiment reflects high satisfaction with both the quality of service and the caring, knowledgeable guidance provided.

About This Listing

Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

68 S Service Rd #100

Melville, New York 11747

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 2-6PM

Customer Reviews

I recently had the pleasure of working with Francis Tax and Accounting Service, and I couldn't be happier with my experience. I found them through a Google search, and I am so glad I did! Due to the complex nature of my taxes, I needed an experienced CPA, and Judy truly exceeded my expectations. From the very beginning, Judy showcased her expertise and knowledge. Not only did she tackle my complicated tax situation with ease, but she also took the time to educate me throughout the process. She explained ev

The Francis Tax and Accounting Service provides the most professional and exceptional service during your entire tax preparation process. Great customer service and consistent communication until your taxes have been completed. I had the most amazing experience working with Judy Francis. She helped me clean up two years of unfiled personal and business taxes. Judy took her time with me, educating and walking me through each step, explaining and correcting the errors made by previous preparers. She help ligh

Mrs Judy Francis is very efficient. She gives a personalized service to her client. She helped me to figure out what I have been doing incorrectly over the past two tax years as I grew my business. I feel secure with her guidance. I highly recommend her to anyone who wants their business taxes and accounting handled properly.

I cannot speak highly enough of Francis Tax & Accounting Service, particularly Judith's expertise. Judith is truly a seasoned professional with extensive knowledge. She assisted me with a real estate tax matter and more recently navigating a complex IRS issue spanning multiple years. Her assistance has been invaluable. She is patient, candid but also methodical and meticulous in her approach. It really made the entire process seamless. She offered multiple solutions to the problem at hand and pointed out so

Judy Francis was highly recommended to me by a dear friend and I was not disappointed. Judy is a detailed oriented, knowledgeable and very personable tax professional. She put me at ease from our first introductory call thru to our detailed call reviewing my supporting documents and financial overview. I highly recommend Francis Tax & Accounting Service!

Ms. Francis was extremely knowledgeable and helpful. Would highly recommend for business and personal.

Judy Francis is just the kind of professional you want working with you when you need clarity from the IRS. She was relentless and really kept me informed along the way to know where I stand. She cares about helping and doesn?t just treat you as another client. I would defiantly recommend her to everyone who needs an Accountant or IRS advisement.

My experience with Judy has been outstanding. From my initial telephone call until the close of the project Judy was responsive detailed oriented and thorough. I will definitely be utilizing her for future accounting situations.

I have been using Francis Tax and Accounting Services for over 7 years and it is my pleasure to share my experience. Each year Judy Francis has provided the upmost level of professionalism. I deeply appreciate her knowledge in taxes, accounting, finance, and other professional services. I plan to continue to use Francis Tax and Accounting Services for both my personal and business needs. I recommend others to use the services as well, and you too will be 110% satisfied in the services provided.

I found Francis Tax and Accounting through a recommendation on Facebook and after further research decided to call. It was a pleasure speaking with Judy. She is knowledgeable and explained everything in a way I could follow. I also appreciated the ease of the entire process.

I was looking for a Accountant to do my Tax return and I found Francis Tax and Accounting Service on google,and I?ll say I?m so happy I made that phone call the service was amazing .I got taxes done and got my refund. Judith also discussed with me about tips on how to build my money now to get more of refund etc. if your looking for a Accountant to do your tax refund and your in the South Huntington, Melville, Long Island area Francis Tax and Accounting Service is the place.

In an effort to support people who look like me, after careful research, I decided to reach out to Ms. Francis. Ms. Francis was friendly, personable, and professional upon contact. She put my spirit at ease in reference to ensuring that she would handle my taxes with care ... taking time to ensure I received all credits due me and include whatever is necessary for me to report. The real question you're seeking is, would I use her services again. See you next year, Ms. Francis!

Judy walked me through the process from start to finish and was very helpful and responsive. She understood where I was with my books and made it her goal to get me organized which was badly needed. Highly recommend her services.

Ms. Francis is extremely professional and knowledgeable in her field of service. She reviews your documents in detail and is able to explain in layman?s what is required, what you?re entitled to and what you can do in the future to better your financial status. Definitely will do business with Francis Tax and Accounting again!

Have used her for several years. She is prompt and attentive. She keeps you current with tax law changes year after year and as your life changes ( ex marriage, retirement etc). available outside of tax season for answers to any tax questions. I am a retired IRS Employee and could do my own taxes but I know she is that second set of eyes to keep me doing my tax obligations and not paying more than I have to.

Ms. Judy is GREAT!!! She explains everything to you and walks you through step by step. She also has an amazingly fast turn around time. I always have a great experience working with Ms. Judy.

Judith was very responsive, professional and knowledgeable. She was thorough, clear/concise and detailed. Appreciate the overall efficiency and timeliness.

I had so many issues and she made me feel so comfortable. She exemplified professionalism and attention to details. I highly recommend her and her company.

I will continue to use them to file my taxes. Judy was always there for every question I had and answered every single one. She?s quick and thorough!

Judy is a consummate professional, highly competent and is very knowledgeable. She is very responsive and personable. I highly recommend!

It was a pleasure to do business with Francis Tax and accounting. I Would highly recommend their services and I will use them in the future. Thanks!

Needed help completing my church's tax returns and Ms. Francis helped me walkthrough everything and got it done fast.

Judy was such a pleasure to work with. Thank you for taking the time to assist me with a simple matter.

Judith is very profession, pleasant, informative and readily available. Would recommend greatly.

Excellent service. I will certainly recommend my colleagues to Francis Tax and Accounting.

Very professional great customer relations very satisfied customer her services are a no brainer

Very professional, knowledge and the best accountant hands down !

Personal attention,kept informed and promptly completed.

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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