*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.*
7301 W Palmetto Park Rd Suite 110C
Boca Raton, Florida 33433
Gold Coast Accounting has provided all of our company's accounting needs for nearly 20 years. They are an outstanding, top-notch, service that will save you time and money. As well, Tony, Laura and staff are a pleasure to work with.
I have had the pleasure of working with this company for a number of years. Tony and Laura are extremely efficient, fast and attentive to their clients. Tony has in-depth knowledge on business and goes above and beyond to explain options. They are delightful to work with! I highly recommend Goldcoast for all accounting needs.
I have been using Gold Coast Accounting for over a decade now. They are truly incredible at what they do. Their personal touch and care shine through with their outstanding level of customer service and attention to detail. I wouldn't trust anyone else to handle my business and personal finances with such precision. They are one in a million.
Gold Coast Accounting is a 5 star company. In addition they are a very nice family business. They handled all aspects of the financial needs for my in home business...HRC Recruiting, Inc ...for many years. They are about the best you can find.
I hired Gold Coast Accounting a few years ago for my law firm and have been thrilled that I did. They have helped my firm tremendously and provide outstanding CPA services. Highly recommend Good Coast if you need a quality accountant.
There is no need to look any further for an accountant. I've been through every scenerio with accountants that never filed, or aren't helpful/responsive... once i found Tony and Laura my worries dissolved. I am a firm believer in supporting family owned businesses and I know from experience that they are outstanding with their professionalism, quality of service, and I absolutely LOVE that they are digital and up to date with their methods. Tony has been an amazing guide to help me do things correctly wi
Taxes and accounting, what a nightmare! Not with Gold Coast Accounting. Both Tony and Laura have removed all of the aggravation. They are Trustworthy, Reliable and Accurate. April 15th is no longer dreaded. Do yourself and family a favor, switch to Gold Coast Accounting as our family did. Thank you Tony and Laura
It's not easy for a small private practice to comply timely and accurately with IRS and state tax obligations. Gold Coast has consistently earned their stripes by by making the many tasks easily manageable for us. Help is always available within minutes when we have questions or special requests.
Good Coast Accounting has provide me with quality accounting and tax advise through the years. I am undoubtedly financially better off since trusting them with my tax planning. I appreciate all their hard work.
For the last 20 years (yes, 20 years) Tony has been taking care of my business and personal tax reporting needs. After a grueling audit 25 years ago, I needed an accountant who knew all the ins and outs of keeping my tax burden low and at the same time not drawing any attention. It's been 20 years now and all is well using Gold Coast. I could not have a stronger recommendations.
Tony and Laura are always available to answer questions. They are a nice, family-run organization. Make it a personalized experience and think of their clients during holidays and birthdays.
My husband and I both have our own companies and Gold Coast has been very helpful and patient with us in making sure we have all of our accounting affairs in order.
I?ve been using their services for over a decade. Very professional and helpful. Tax time is stress free with gold coast accounting.
I'm very pleased with the service at Gold Coast Accounting. I have been with them for years and not a single complaint to report. So glad I found them!
Great professional service. I?ve been a client for many years. They?re always very friendly and respond quickly. Their website offers the convenience of securely uploading my financial documents.
I have worked with the team over at Gold Coast for several years and have had nothing but pleasant experiences. I have referred them to many friends and family since.
Oh my, this place is the best. I was in and out and their staff was knowledgeable and friendly. Would highly recommend to everybody.
Tony is very knowledgeable and responsive to questions, forms and business needs.
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.