*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.*
10225 Ulmerton Rd STE 10A
Largo, Florida 33771
I've depended on Tracy Jackson for many years and have always been pleased with his services. Even after moving 8 hours away, I use J & A because I trust them. I've recommended friends and family who have used their services, as well. Jackson and Associates can handle simple and complicated filings; they remain friendly and professional in the process of doing so every year.
Entire team is responsive, giving client full attention. Jackson and Associates was recommended to me by friends years ago and I, in turn, highly recommend them for their knowledge and timely communication. I value their professionalism and quality.
I recently had the pleasure of working with Jackson and Associates, CPA, PA, after being injured in a car accident. From start to finish, the entire process took over a year, but they were with me every step of the way, making everything as easy as possible. They guided me to the right doctors and chiropractors, ensuring I received the best care to make my injury manageable. A special shoutout to Nina Lancaster, who was incredible throughout this journey. She was always available to answer my questions and
Jackson and Associates have done my taxes for the last few years. They are extremely professional yet very nice to the clientele. I am amazed every year how quickly yet thorough they are in preparing and filing my taxes.
We have been using Jackson & Assoc. for about 9 years. Not only have they Saved us money but also (somehow) got us a REFUND one year, which up until that point had been impossible. We moved out of state and it is typical to try and find someone in your new location but we are so happy with the ease of doing business with them we decided to keep them as our tax preparers. Well that?s not quite true. We did try and switch the first year but there just wasn?t any comparison of service and the amount we ended
Excellent service! The staff is friendly and helpful and they were quick the finish my taxes. I had questions about an LLC and had a consultation to see what my best option would be. If you want to put your mind at ease about anything, give them a call. Will continue to use and recommend them. ??
Been working with Jackson and Associates for over 15 years. Great people that are extremely knowledgeable and are always there if we have any questions. Can't recommend them enough.
I have been using Jackson and Associates for many years. They handle my monthly and annual accounting for my business and also take care of my personal accounting. They are very responsive, answering any questions I may have and very professional. I highly recommend them.
I was referred to this firm by finance guru Dave Ramsey after a very unpleasant experience with another firm. Upon making our initial appointment, we immediately had the feeling of a caring, knowledgeable and efficient CPA?s. We now have been with Jackson & Associates for 10+ years and have never been disappointed. My wife even had a temporary job opportunity in another state with state taxes and they didn?t miss a beat.
Jackson and Associates have been my CPA?s for a number of years. My tax returns have been prepared quickly and accurately. Any questions I have had have been answered quickly or researched and answered in the current day. I have confidence in them and I do recommend them.
Best CPA firm ever! Even though we moved up north, we trust no one other than the Jackson team to create and submit our tax returns (state and federal!) and to do it so timely! They make it easy even though our taxes are typically very complicated. Greatly impressed by this team EVERY year! Thank you Team Jackson!!
We have been using Jackson and Associates since moving here 11 years ago. They are a wonderful firm to do business with. Competent and professional. I highly recommend.
We own a small local HVAC business. We have had to start everything from scratch within the last couple of years since forming our corporation. Jackson and Associates has been endlessly helpful and invaluable in guiding us and handling our annual tax preparation. Jenn is our rep and she is the BEST. Give this CPA a try, you can?t go wrong.
I was with another CPA before joining Jackson and Associates. The time had come to move on, due to things not being done up to par and on a timely basis. It ended up being a great decision. If you are looking for a CPA that you can trust look no further. I have zero worries about things being done correctly and in a timely fashion with Jackson and Associates. They came highly recommended and they did not disappoint.
After retiring in year 2021, my wife and I moved to our home in Largo Florida. We selected Jackson & Associates CPA, PA for our accounting services. They have been managing and filing our year end tax returns since our move. We feel that they are an outstanding company with great integrity, I highly recommend them.
We have been working with Tracy for our personal (W2) and business (local vending machine business) taxes for about the last 3 years. We have learned a lot working with Tracy, he is very patient and easy to communicate with. Over these years we have primarily utilized their tax filing services, but we want to work more with Tracy on tax savings strategies. Our personal and business taxes are on the simple side, as our business is only a few years old and does not generate a large amount of income yet. Over
This company was referred to me from a good friend, and I am thankful that she did! They have been wonderful to work with and very quick and efficient for my business needs. This is my 2nd year doing our taxes with them. I see us having a long relationship!
I have been getting my taxes done with Jackson and Associates for years. Always quick to respond and helpful. They get your taxes done quickly but are thorough and accurate.
Mr. Jackson and his staff are AMAZING! Thanks to their expert knowledge, they saved me THOUSANDS on my small business taxes! I am so thankful I gave them a chance this year because I have found and accountant for life! I highly recommend them if you need a new accountant!
We are a small company and have used Jackson for our corporate taxes, payroll, and personal taxes. They are professional, quick to respond, and their pricing is reasonable. I would definitely recommend their services.
Tracey and his associates are extremely knowledgeable. They're professional, prompt, and always take the time to answer any questions we have. We've used them for years now and will continue to do so. Can't recommend them enough!
A "snowbirds," Jackson and Associates, CPA, PA provided tax services for several years, including our Michigan State return. Always helpful, organized (annual checklist was easy to follow/deal with), and since we've stopped our Florida stays, have continued to provide excellent service through email and snail mail. Would recommend them to anyone needing tax services.
Professional, knowledgeable, and responsive accounting firm. I utilize Jackson and Associates for both my personal and business tax needs and trust that I am in good hands. Would highly recommend.
I am extremely satisfied with the expert services provided by Jackson and Associates, for both personal and business accounting services, tax planning and preparation. Everyone at Jackson and Associates has delivered year after year.
I have had a great experience with this company and would recommend anyone to come here!
I have been using Jackson and Associates for many years and they have always been very responsive, provided great feedback and answers to all the questions I have asked. I highly recommend them.
It is incredibly easy to have Jackson and Asso do my taxes. They even make the ?prep work? easy. I use the guideline questions to gather all the appropriate information and send it in. They respond quickly to questions, and complete the filing process.
Jackson and Associates have been doing our taxes since about 2017. They have done a wonderful and timely job as well as have been available throughout the year to answer any questions we have regarding tax liability questions.
I have been using Jackson and Associates for years for my taxes. I love the staff. Honest helpful and always willing to go the extra mile. I enjoy them so much that when I moved to another city I still use their services. I honestly couldn?t say anything but amazing things about them and the front office manage Dee who is just amazing.
My wife and I greatly enjoyed having our return completed by Jackson and Associates. They were prompt, courteous, and exceptionally thorough. If you're considering a CPA firm, they are the best that we have encountered. We would give them 6 stars if it was possible.
We have used this wonderful team for 4 years and their guidance and service is unmatched! They are thorough and efficient and always go above and beyond. They're always pleasant to work with.
I wanted to update my review for Jackson and Associates... The quality of their services and their attention to me as a client is impeccable. They're always on top of their game and I feel more than secure having them take care of all my accounting needs. I strongly recommend Jackson and Associates... I've been working with Jackson and Associates since 2011, and they are all professionals and a pleasure to do business with. They go the extra mile...
As a business owner, I am thankful for the knowledge and customer care from Jackson and Associates. They handle my personal and business taxes and I highly recommend their services. The office staff is personable and ready to answer any questions or concerns. I hired them many years ago after a major error on my taxes by a previous accountant. I feel confident that Jackson and Associates provide me with the correct and current tax and accounting services.
Tracy took the time to provide me with all of the necessary tax information that I need to properly grow my business. It is truly a relief to know that they are there to assist as my needs change. Thank you!
I am the owner of a small business and I have complete faith in Jackson & Associates when it comes to the finances of my company, and the personal taxes of me and my wife as well. Specifically, I have always had a connection with Jenn Tousignant in their office. I am the type that sticks with something that works, and it has gotten to the point where I trust Jenn unconditionally and she has never steered us wrong. I have been a client of theirs for many years and every person I have come in contact with in
Jackson and Associates is an enjoyable company to work with. Jenn my contact is the absolute best. She is amazing and really knows what she is doing. Every interaction I have had with anyone at Jackson and Associates has been pleasant and helpful. They respond in a timely manner and I would recommend this firm to anyone! - Mike Terpstra, Sunshine Filters
Having to file in two different states can be daunting but these folks were great. They handled everything quickly and efficiently and at a very reasonable cost. Highly recommend!!
We have had Jackson and Associates prepare our federal income taxes for several years now and have been very pleased. Our personal taxes are somewhat involved and it's great to have people we can rely on to do our taxes correctly. They are able to answer any questions that come up and give us very good direction.
I've been using Jackson and Associates for my personal and business taxes for a few years now and am extremely happy with their accounting services and top notch customer service. As a business owner, I am very appreciative of their responsiveness and high level of detail.
Been using them for over 40 years and they have always been nice. They are even quick to get back to me if I have any questions. Good honest people.
Tracy, Elaine, Jenn and the team have always been super friendly and helpful. I've used their services for several years. Would definitely recommend them!
I trust Jackson and Associates with my taxes every year because they are thorough and are easy to work with. It?s always a stress-free experience.
I have been using Jackson and Associates for many years. Their experience, guidance and expertise in keeping me informed, making sure I take care of what is required of me per the law and their level of integrity, and honesty in advising me in what's in my best interest is priceless. I would HIGHLY RECOMMEND them. Linda Burek 08/11/2020
Very happy with my experience with Jackson and Associates. Everyone was was pleasant, professional and very informative.
I have been using Jackson and Assoc, CPA's for many years. They are very responsive, always willing to take the time to meet with you, very professional and helpful! I am so happy with all the services they provide and highly recommend and refer them often.
Jackson and associates are excellent. I've been using them since I started out in business in 2018 and they're great. Never have any problems and they're fast
Yeager & Co has been a client of Jackson & Assoc. For years and years!! Their service is impeccable and spot on! Always there when you need them!! They watch out for you!!! Thanks Jackson & Assoc!! Awesome company!!!
The entire team is very courteous, professional and responsive. Would highly recommend them for any of your tax needs.
Jackson & Associates provides us with great service for our company. The team is very responsive and friendly. Jenn always answers our questions and ensures our returns are accurate.
Staff did a fantastic job with getting us the most refund. They are professional, personal and very welcoming ?? Thank you all.
We just started our business 3 years ago and Tracy help us figure everything out and we couldnt be more pleased. All the staff here is super friendly and so helpful.
I have enjoyed my relationship with Jackson & Assoc. for over 10 years! They are great people to work with and always easy to get a hold of them!
Not sure how I ended up with Jackson & Associates, but Tracy Jackson has been nothing short of a wise professional!! I have been with them now for almost 10year, and I hope to continue this relationship for many years to come.
Knowledgeable, responsive, and fast! Highly recommend them especially if you have real estate in your taxes.
We recently switched to Jackson & Associates from our previous accountant of 26 years and we are thrilled with the results. Their professionalism and detail make it a good fit for us.
Every year we can count on Jackson and Assoc to complete our taxes! And they are there if we have questions during the year!
We have been with Jackson and Associates for probably close to 15 years, and they are an outstanding firm to work with. I highly recommend.
Our company has used Jackson and Associates for tax filing and advice for several years. They always respond quickly to any questions and are so easy to work with!
Jackson and Asso. are wonderful people to work with. They have been with me since the beginning of my start up and continue to provide outstanding and caring service!!! Thank you, Jackson and Asso.
Have used Jackson and associates for years , they are very reputable and accessible for questions anytime
Jackson and Associates goes above and beyond for clients. Always so responsive, and helpful. Highly Recommend them.
Have been using Jackson CPAs for years. Always prompt and attentive even for a last minute guy like me.
My business is relatively small, but these guys handle my needs with as much attention as any other client. Quick responses to any of my questions and always willing to do the little things necessary to relieve my burdens. Highly recommended.
Very professional and at a reasonable cost. Have been using them for 14 years.
I've been a client of Jackson and Associates for 5 years and couldn't be happier. Exceptional services and great client relationship.
Professional firm that completes filings in a very timely manner. All staff are pleasant to deal with.
I have known Debbie in a professional setting through the Central Pinellas Chamber of Commerce for many years now. I always hear great feedback and am grateful to have such a highly regarded CPA to refer to others!
Excellent services! Tracy and his team are very knowledgeable and cordial.
Tracy and Debbie are the best. I've been with them for 20 years
I own due amici Ybor I?ve been with them over a year I?m really happy with their service I?m a demanding person and they always respond with everything I need I highly recommend it trust me
Filed my personal & business taxes with them 2 years in a row now. Highly recommend them
They have provided great attention to detail and great customer service for Allguard Pest Control for the last 12 years. Thank you
Excellent tax prep, great advice, wonderful people, very reasonable cost-the best tax service I have ever used. I highly recommend.
Completed my taxes faster than expected. Very nice as well
This is the best accounting firm there is in Florida. Debbie and Tracey have been instrumental in the growth and profitability of our business.
Extremely knowledgeable and helpful. Great team to work with.
Great people. Very professional. They do it right.
Great people! Competent, and reasonably priced.
Excellent, reasonable and very fast tax return.
I was impressed by how quickly they processed my taxes.
EXCELLENT PERFORMANCE TEAMWORKS ????
Very personable, attentive, effective and efficient!
Easy to work with, know what they're doing, fairly priced!
Professional service and always quick to respond to my questions.
Fast professional service you can trust.
Very reliable and timely.
Knowledgeable, attentive, efficient
Excellent Service!!!
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.