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Green and Gentry, CPA's

Green and Gentry, CPA's

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Customers praise the team's knowledge, efficiency, and ability to simplify complex tax matters while providing personalized attention. Many long-term clients emphasize consistent satisfaction, timely results, and trustworthiness, especially for small businesses and complex filings. A single negative review mentions dissatisfaction with IRS issue handling. The consensus shows strong client loyalty, with frequent mentions of friendly staff, clear communication, and going above-and-beyond to alleviate stress. Most reviewers highly recommend the firm.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
Law Firms
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License
In-person Support

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
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
Law Firms
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

745 SE Port St Lucie Blvd

Port St. Lucie, Florida 34984

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

DeLo Construction Services has been using Green & Gentry for 2 tax seasons now and couldn?t be happier. The firm is professional, knowledgeable and friendly. We're quite sure that we were a challenge since we are a new company and getting to know the ins and outs of bookkeeping ourselves, she made it as painless as possible. We would recommend Green and Gentry to anyone looking for a competent, reliable and fast CPA service. Thanks Toni!

We were very happy for years until an IRS problem Unhappy to say they did not meet our needs

Working with Green and Gentry CPA?s has been the best experience! I was welcomed as a new client and Toni and her team gave me a much better understanding of my taxes by answering all of my questions. Outstanding service! I am looking forward to trusting them for my future tax seasons.

I had Toni Gentry prepare my taxes this year. She was quick, accurate, efficient and easy to work with. Her attention to detail, professionalism and willingness to go the extra mile make her a real pleasure to do business with. I will be using Green and Gentry, CPA's for all of my accounting needs in the future and would not hesitate to recommend them to anyone looking for excellent tax and accounting services.

I've used Toni and her team for 10 years and over that time I've had some really difficult and complex returns. Toni has always worked to ensure that my return is completed fairly and honestly. When my father-in law passed away two years ago and we discovered he has not filed taxes or taken his RMD's in years. Toni worked with us and the IRS to ensure that we filed and paid all the appropriate taxes while keeping any penalties to the minimum. This is truly a wonderful place and great people to work with a

We are going on our 3rd year with Toni @ Green and Gentry and have been very pleased with our past two tax returns done in a timely manner of two weeks or less. This year we also have had the opportunity that we also needed advice of a lawyer & we have received our answers right away in a real estate issue. We have been with firms in the past that we did not receive this customer service. We are very happy to find a accountant and lawyer that really appreciates her clients.

Met with Toni of Green & Gentry CPA firm today for the first time. Relatively new in Port St. Lucie and needed Help with tax questions. Toni, answered all my questions very professional and knowledgeable. Gave me adequate time and Undivided attention. She gained my confidence And now I have a business friend that I can meet and have confidence that I?m getting quality professional advice. Thank you Jim

We had relocated and had lots of changes to our taxes in tandem with the changes in general this year. We had the pleasure of working with Siomara Diaz (2018 taxes) We were full of questions and anxiety , she was an excellent informed educated professional That went above and beyond any expectations to make sure we were at ease and fully understood the changes and their impact on us . Green & Gentry CPAs are a honest and proactive and operates with the client as their top priority. l highly recommend the

Toni Gentry has been doing a friend's taxes for years and I now see why. Friendly, efficient and affordable CPA/Tax Attorney. Always thought us regular folks could only afford H&R Block or Turbotax. Nope. Glad I made the switch his year and I'm sticking with Toni from here on out.

We were referred to Toni Gentry by a friend that could not speak more highly of her. We understood why after our first meeting. She started by doing something that is unfortunately rare in many professions today. She asked questions and then listened intently. She then answered all our questions directly without any equivocation. it was quickly obvious that our search for a CPA was over and we continue to be extremely pleased with our choice.

We have been using Green and Gentry for over 12 years and have been extremely happy with their service. Very knowledgeable and professional.

Before I walked in the door I had so many questions, but I left feeling confident in the next steps I needed to take with my small business. Toni was so helpful and I really appreciated the way she took the time to make sure that I was understanding all of her responses to my questions.

Toni is very helpful with all of my paperwork and payments. I needed someone to take my forms and give me direction on the current year and how to make things easier in the future and Toni did it with a smile.

Thank you Toni for always providing great service! Being a small business owner is not easy but you and your team make it less stressful. You guys are hard working, honest, knowledgeable, personable and professional. Thanks again for all that you do!...

Frank, kind and considerate! Toni and her staff are most welcoming and knowledgeable. I was put at ease that we would take a difficult process one step at a time.

I have been going to Green and Gentry for over 14 years. They are GREAT to work with and they do an OUTSTANDING JOB.....

Very knowledgeable and professional. Great at explaining and simplifying the unknowns. I highly recommend taxs done here over anywhere else.

We are a small business owner and Toni is the best.

Great fast service!!

Very Knowledgeable i

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.