*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.*
1745 N University Dr
Pembroke Pines, Florida 33024
I have known Janette Davis since 1997. Janette and her team does exceptional work. You are in good hands, not only do they care about your financial future they work hard to help you make better decisions year after year in the way they do your taxes and the financial advise. The personal attention given to you is bar none. I am thankful that there are people like Ms. Davis that really care about her clients.
I have been using Janette Davis services for my personal and practice financial needs for over 5 years. Janet is prompt, attentive and extremely knowledgeable of recent tax laws. Janette Davis displayed exceptional abilities in processing and filing all of my returns. I highly recommend Janette Davis CPA, LLC and her team for all your accounting needs with no reservations.
Janet is an exemplary CPA of exceedingly high caliber, in my opinion the best CPA ever!!! I have worked with Janet on accounts ranging form Condominiums to Governmental accounting, audit, independent quarterly reviews and personal tax preparation. I have always found her to be accessible, responsive and quite pleasant to work with. If you are looking for professional, knowledgeable and highly sort after CPA services look no more. I have also found Janet to be of an unassailable character imbued with fai
I'm so glad I made an appointment a week in advance and waited 6 days to call on my allowed time just be told I'm not on the schedule. I told them to check again, since I made this appointment a week ago, got put on hold, and then another lady got on the phone without even introducing herself, told me to send her an invite to quickbooks, which I did, and I never heard back. The Quickbooks invite is still pending two days later and I haven't heard back from anybody. Will find another CPA.
Since 2004 Ms. Davis has been preparing Corporate and Individual Tax returns her and her team has demonstrated unwavering integrity. She is a pillar in the community and have helped many to accomplish their financial dreams both in their careers and business. I highly recommend Janette L. Davis CPA to any corporation or individual who want their taxed and financial future done right.
We were extremely disappointed with our service here. After explaining in detail what we needed and requested Which she advertises she assists with > IRS problems, help with negotiating penalties, buying time as we were financially crippled all she did or offered to do was something we could have easily done ourselves and then never contacted us again when that failed. Save your money! her website is FULL of errors as well.. look elsewhere.
Mrs. Davis is very knowledgeable and professional. A pleasure to work with and a tremendous wealth of information to assist me with my business. I would highly recommend her for accounting and financial services.
Miss Davis is very thorough to make sure you get the maximum refund possible. Friendly staff. Thank you
She never called me back. No tact. Follow up: then you must have an incompetent staff as I talked to some lady for at least 10 minutes.
My father was very pleased with Ms. Davis' services in preparing his taxes.
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.