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JCM Corporate CPA, P.A.

JCM Corporate CPA, P.A.

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and expertise in tax preparation, financial planning, and accounting. Customers praise the team's patience, clarity, and genuine care, often noting their willingness to educate and provide personalized solutions. Many emphasize long-term trust and satisfaction, strongly recommending the services for their efficiency, attention to detail, and welcoming atmosphere. The overwhelming sentiment is highly positive, with repeated mentions of confidence in the team's abilities and gratitude for their outstanding support.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
International Tax
Outsourced Accounting
QuickBooks

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.*

Features

Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
International Tax
Outsourced Accounting
QuickBooks

Contact Information

Address

95 Merrick Way 3rd floor

Coral Gables, Florida 33134

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I recently had the pleasure of working with Javier for my personal tax preparation and accounting needs, and I must say, the experience exceeded all of my expectations. From the very first meeting, it was clear that Javier is a true professional, with a deep understanding of tax laws and regulations. They took the time to explain all of my options, answer all of my questions, and make sure that I was fully informed every step of the way. Overall, I would highly recommend Javier to anyone in need of account

Yanet is very proffesional and always willing to help with the best of attitud

Both Mr. Carballo and his staff work very efficiently and are very professional. I totally recommend them and do not hesitate to contact them for your tax return and other procedures.

Words cannot express the trust I have in them. Always available and willing to help. Not only do they always try to put me in the best position always, Javier the accountant is always educating me and preparing me for the future.

Without a doubt they are the best team of accountants in Miami ... First class attention and service ... I have been a customer for 4 years now and I recommend it ??

Very knowledgeable in financial planning and wealth management. Advisors who recommend what?s in your best interest and genuinely care. Service is exceptional. Highly recommend.

The best!!!! Thank you for your services

(Translated by Google) Professionalism and good service, God level. Thank you for making the difficult things the most beautiful. (Original) Profesionalidad y buen servicio nivel Dios , Gracias por hacer de lo dif?cil lo m?s Bello.

(Translated by Google) Javier's work was excellent. He's very professional. He answered our questions with great patience and wisdom, making us feel confident. Our family trusts him and we recommend his work. (Original) Excelente trabajo el de Javier, es muy profesional, nos aclaro las dudas con mucha paciencia y sabiduria que nos hizo sentir en confianza. Nuestra familia confia en El y recomendamos su trabajo.

(Translated by Google) A very welcoming office and more than professional service. I'm so happy to have had Javier handle my business accounting. Thank you so much. (Original) Una oficina muy acogedora y una atenci?n m?s que profesional . Muy feliz de haber contado con Javier para llevar la contabilidad de mi negocio . Graciassss infinitas

(Translated by Google) Excellent group of people and professionals. I recommend them. (Original) Excelente grupo de personas y profesionales. Los recomiendo.

(Translated by Google) A couple of days ago, I was at JCM's office and had one of the best experiences I've ever had when it comes to tax preparation. The service was excellent, competent, and optimal. My husband and I were so pleased that I decided to recommend it to several friends. Thank you. (Original) Hace par de d?as , estuve en la oficina de JCM , y tuve una de las mejores experiencias que he experimentado si de hacer taxes se trata. El servicio excelente , competente y ?ptimo .Mi esposo y yo quedam

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.