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JM CPA GROUP

JM CPA GROUP

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and attention to detail. Many praise the ability to solve complex problems, streamline operations, and provide valuable financial guidance. The responsiveness, dedication, and personalized service stand out, with several noting significant cost savings and improved efficiency. Clients frequently mention the practical, technology-driven solutions and the willingness to go above and beyond. The overall sentiment is overwhelmingly positive, with strong recommendations for both accounting and consulting services.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
E-Commerce
Healthcare
Professional Services
Law Firms
QuickBooks
Bilingual Services

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

Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
E-Commerce
Healthcare
Professional Services
Law Firms
QuickBooks
Bilingual Services

Contact Information

Address

780 NW 42nd Ave #1

Miami, Florida 33126

Visit Website Call Now Get Directions

Hours

Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed
Sunday Closed

Customer Reviews

Jesse was incredible to work with. He has helped me on multiple occasions over the last 2 years and every time exceeded expectations. Very attentive, responsive and pays very close attention to detail. Will continue using him in the future. Thank you as always, Jesse

Highly Recommended! Jesse?s consultation was simply instrumental in reaching our Accounting and IT goals. He helped us build out our QBOnline, integrate with our existing platforms, and provide the financial and IT systems planning that allowed us cut costs while also improving our productivity. His attention to detail and experience was immediately evident and I think he would be an asset on any team.

I needed quite a bit of accounting and tax consulting work and Jesse really pulled through for me. He is very intelligent, he gave us spot-on advice, and he is very diligent. He helped pull me through a rough time with my business and paved the way for me to avoid similar pitfalls going forward. I highly recommend Jesse!

Jesse from JM CPA Group stepped up when we needed to supply verified financial docs with a ridiculous turn around time. He was able to review and verify what we needed in addition to making some decisive business suggestions/adjustments to help our lean startup extend our runway. Jesse is now our CPA and third party CFO. Thank you Jesse.

We are a local medical office and since we began working with Jesse, he has become a key part of our business. Extremely happy with the work he has provided our practice! Very professional and knowledgeable in our line of business. The attention to detail, as well as his accurate reporting has helped us make the right financial decisions. Excellent work, would definitely recommend!!!

The first time I spoke with Jesse he went way out of his way to connect me with three different people who could help my unique situation in a niche industry. Jesse was a fresh breath of air in how he just wanted to help and expected nothing in return! I look forward to working with him again in the future. He works in solution and makes things happen! Thank you Jesse.. ?????

Jesse is great to work with! Our QuickBooks were a mess and he quickly helped us get them straightened out. Very detailed and proficient! His dedication and willingness to help with every situation has been a plus!

I was looking for advice on opening an LLC, found out about Jesse and his firm on a random search on Google. Jesse responded right away after I requested an appointment via the website. He suggested a 10-15 min. initial call for an assessment (that was actually almost 30 mins.). He was extremely helpful and provided valuable advice for what I was looking to do, I echo comments below about his attention to detail and experience that was evident from the very first seconds during the call. I did not fell rush

Our 3rd party accounting firm strongly recommended JM CPA Group when we felt we needed someone from the outside to review our accounting operations and procedures. After reviewing the existing roles, procedures, and systems, their recommendations were fully implemented and the results have been very impressive. By streamlining the department, and processes, we were able to cut accounting payroll by 40% and the number of items, that previously fell through the cracks, has dwindled to basically zero. After th

Jesse and his team were extremely professional and efficient in performing an audit for one of my companies, and I look forward to working with them in the future.

I?ve worked with JM CPA Group throughout this year, using a variety of their services. Their consulting services are top-notch, comparable to what you get at the national firms, at a fraction of the cost. I especially like their emphasis on technology solutions that are practical, save time and most importantly saved me money! JM CPA group is an invaluable partner for any business.

Jesse provided an invaluable service to our business. His attention to details and knowledge as a CPA is allowing our business to grow and expand.

Jesse is personable, and always figures out a way to solve any problem we have brought him. Hes a gem!

I?ve worked with the firm for over three years now, and I?ve never been disappointed with their excellent service and their responses to all my concerns. Would work with this firm forever.

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.

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