*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.*
1983 Centre Pointe Blvd # 200
Tallahassee, Florida 32308
The dedicated team at James Moore is professional and helpful. Through their hard work we just completed our second municipal audit in less than one year. Their staff is always available to help with questions and recommendations. I highly recommend James Moore & Co.
Possibly one of the best business decisions we?ve made in our professional relationships. James Moore is a large firm that gives you the individual attention that makes you feel like you?re their most important client while at the same time you have many years of combined experience they can pull from that will satisfy any accounting need you have. We meet several times a year to make sure were on the same page, and talk several times a month to help with any questions we have with our software or how a new
Daniel Roccanti is by far the best accountant I have worked with. He is a true professional that cares about his clients and their experience with James Moore. He is always engaged and is very proactive in the annual tax preparation for my business. My office wouldn't be as successful without his expertise and guidance.
James Moore and Co. is the best Accounting firm in Tallahassee. They have provided exceptional service and advise to us -- for both our personal needs and our business -- for the past 10 years. They offer quality service and I know they always have my best interest in mind.
I am a small business owner that thought for years I had the right CPA for my needs, little did I know the CPA I was using did not know my industry, nor the tax law like Mark Payne & his staff. I met with Mark for a consultation and within minutes he informed of 2 or 3 points that were not being reported with the fullest benefit. The items he discussed with me more than paid the annual cost of using/upgrading to the best CPA/Accounting firm in Tallahassee. I have been a client of James Moore since that day
My wife and I just recently moved to Tallahassee in November, 2019 and we are both business owners. Not knowing anyone, we used google to find a local CPA at the James Moore & Co firm. I called and within 10 minutes I had an appointment the following week to see Nadia Batey. This process was so simple and easy. The building was very clean and the receptionist greeted myself and my family with a friendly hello and asked if we wanted anything. We were politely escorted into the conference room and waited no
Wonderful team to work with. Very professional, value conscience and low key. The have that business edge you look for but without the gimmick. We have been a customer for twelve plus years and will continue to do so. If not for the way they threaded the needle for our PPP and ERC paperwork with the covid-19 assistance, we would be a much different company. They earned our review and I am totally satisfied.
James Moore & Co - CPA Tax Accountant Tallahassee FL and his staff are wonderful. I've been going to him for several years now and I highly recommend them. Great customer service and very knowledgeable.
James Moore has completed my taxes for the past several years. I recommend them to everyone I know. They keep me on time, out of trouble, and are always available to talk.
I can't recommend James Moore enough! Specifically Nadia Batey - she is top notch - always available and responsive, always up on the newest rules and regs and ready to give the best advice for your specific situation. She makes you feel like you are her ONLY CLIENT when you know she's slammed! I highly recommend her!!
James Moore & Co - CPA Tax Accountant Tallahassee FL helped me with accounting services and developing a costing system which provides me up to date accurate costing data. They provide the best accounting and consulting services. Highly recommended.
This is a great accounting firm. They are especially good at combining databases and then summarizing the complex, analytical information into easy-to-follow Business Intelligence Dashboards. The Dashboards are especially good for: 1) Monthly financial statements that are easily, rapidly understood 2) Details on Sales and Customer Relationships ? to understand: a) exactly what advertising works b) who buys what items c) details on best customers (customer profile) to effectively advertise to this gro
James Moore delivers a high quality product in a timely manner. Honored to be their client.
This is an amazing accounting firm! They really care about the quality of their work and their clients. They have been around for a long time and are well known in Tallahassee!
James Moore is truly dedicated to their clients and their quality of work is exceptional.
James Moore is a professional accounting firm that provides five star service.
Ability1st has relied on James Moore & Co. for all of our non-profit accounting needs for the past 20 years.
James Moore is the best accounting firm in Tallahassee! I highly recommend them!
From top to bottom the firm has been extremely great to work with! Extremely responsive and professional!
Detailed and professional. They are very knowledgeable in assisting with tax and bookkeeping advice.
Got transferred 3 times and then got sent to a voicemail box with none of my questions answered.
James Moore & Co provide excellent work and services!
Professional, thorough and knowledgeable. Great to work with!
Friendly, professional, and prompt in meeting all my organization's needs!
Great team, very helpful and thorough.
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.