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His CPA

His CPA

Reviews Summary

Consensus: This CPA receives consistently outstanding reviews for expertise, reliability, and personalized service. Clients praise his thoroughness, accuracy, and promptness in handling both business and personal taxes. Many highlight long-term relationships (10+ years), noting his proactive guidance, tax planning, and ability to simplify complex matters. His responsiveness, deep knowledge of tax laws, and ability to maximize deductions are frequently mentioned. Small business owners particularly value his strategic advice and IRS representation. Reviews unanimously recommend his services for trustworthy, efficient, and professional accounting solutions.

About This Listing

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.*

Contact Information

Address

215 Prairie Pass

Santa Rosa Beach, Florida 32459

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

John has been working with our law firm for many years & has been most helpful in providing guidance to our accounting team with monthly closes & financial statements. He is very knowledgeable, extremely thorough and personable. I highly recommend his services to anyone in need of a great CPA!

John has been our accountant for our personal and corporate taxes for about 10 years. He is simply the best! He is always available with tax advice or answers to our questions at a moments notice. His preplanning and diligence makes our tax preparation easy. I would recommend him to anyone for their small business or personal needs.

I have been working with His CPA for over 15 years. They prepare both my corporate and personal income taxes. I appreciate their unique style and professional approach. They serve as our Virtual CFO CPA and make sure we get all legal tax deductions with the latest tax law changes. They have even assisted with some IRS representation and have saved us thousands of dollars with their through knowledge of the latest tax codes. They are a pleasure to work with and I would highly recommend them to any new or

Excellent and prompt service with an accountant you can trust. His CPA provides consistently reliable and efficient services for all of your tax needs. I trust him to take care of my finances and concerns in the most effective method possible.

John Dillard of HIS CPA has been my CPA since 2006. He has completed all my state and federal tax returns for my two businesses and personal accounts. His work is very accurate, complete, and timely. Highly recommend.

John is the best! Makes me not worry about tax season now. Fast turnaround and great communication, I definitely recommend him to anyone looking for a great accountant for both business and personal.

His CPA is a thorough and trustworthy that caters to small business and personal needs. We have used for many years and found him to be diligent and responsive to what is needed to be successful.

I have worked with His CPA for several years for my corporate taxes. I appreciate how easy it is to work with them and the breadth and depth of knowledge that is provided each time i have a question. I highly recommend His CPA.

Great to work with! Always takes great care in his work and ensures that all the bases have been covered. This is the type of individual I trust to take care of my tax needs.

Awesome CPA. Been with John 14 years and has always been there to lead me in the right direction as a small business owner

I've been working with these folks for over 20 years. Excellent and timely work, always!

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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