*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.*
121 Executive Cir
Daytona Beach, Florida 32114
James Moore has been great to work with. They are professional and have been very responsive to my needs and questions. The staff are competent and have assisted me with multiple tax issues (both personal and business). They have given me peace of mind which is priceless.
James Moore CPA's are the BEST in Daytona Beach! Their dedication and quality of work is outstanding! They are always so very helpful in making sure you understand all of your tax matters! I highly recommend James Moore for your tax matters!
James Moore & Co is a great accounting company!They are very thorough, honest and get things done in a timely manner. Staff is very professional and more importantly very knowledgeable. They will answer your questions, provide guidance and make sure you get your money's worth. Excellent CPAs should you need one!
I'm extremely pleased to trust the entire team at James Moore & Associates to handle our tax work. I am know in the process of expanding my relationship with the firm in regards to wealth management and long term tax strategy. Justyna Mueller, in particular, is as professional and dedicated as anyone in the industry.
My father became part of the James Moore family in 1995, until his passing in 2011. My husband and I are still with James Moore because of the relationship my father had. They have helped me through such a difficult time when my dad passed because I had such a large and complicated estate to deal with. I didn't feel like a client number, but that I really mattered. And it's not just tax season that I need their help. Whatever the time of year or situation that arises, I know that I can call them and get the
Having a full-service CPA firm at your elbow has proven beyond priceless in forming and managing real estate partnerships. Regardless of the type service I need, JMCO will have someone with that experience. And quickly. Saves so much time and money. Also prevents us from making errors in judgment we may not have foreseen.
For many years, James Moore & Co in Daytona Beach has been doing my tax preparation and I've found them to be very knowledgeable and helpful. I highly recommend them for all your tax needs.
This CPA firm has been incredible for us! They found several deductions that had been missed in prior year tax returns and were able to get us very sizable returns by amending those taxes. Justyna in particular has been a pleasure to work with and is always very attentive to our needs. If you are looking for a new CPA firm, look no further.
I have worked with James Moore & Co. for over 15 years. They are very professional, knowledgeable and efficient. They are always willing to help with any questions that I have. I highly recommend James Moore & Co., especially the Daytona office.
I could not be more pleased with their services. Not only did they fix my previous years taxes, but they have offered help getting my financial planning in order and stayed on top of me to get information to them. It is hard to juggle everything as a small business and they have gone above and beyond to make sure I am set up correctly. It is nice to trust in them to do right by me and my company...one less thing on my plate!
Our family company have been with James Moore and Co since the beginning and have been getting the best personal service you can ask for. Efficient, reliable and trustworthy is the best way to describe them.
We had a complex business/trust issue with multiple returns, and the James Moore Daytona Beach CPA team was excellent! I highly recommend them and they are now my go-to tax experts.
James Moore & Co has been an excellent resource for our business. We really enjoy the engagement we have with the firm.
Just tried to call desperately seeking a CPA since our left us in a really bad situation. Was asked how much our business makes and how much we make. We make almost $300k a year, not a lot, but not peanuts. Janis asked if we could afford their $3000 fee for taxes. I said we could and that we would pay just about anything for someone to help us. After that she proceeded to say that we were not a good fit since we didn't make enough.
I'm working with JM&Co for over 2 years and I'm more than happy. Great customer service and data delivery.
They spent time explaining my inquiry even when I was not utilizing their services. I appreciate the personable and professional quality when dealing with my concerns even when it was not going to benefit them.
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.