*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.*
13475 Atlantic Blvd Unit 8
Jacksonville, Florida 32225
Called the nearest CPA I could find and was immediately taken care of over the phone for about 20 minutes of his time and didn't charge me anything and I was able to file myself with no issues. Thank you for your help. Definitely recommend!
Keith Jones and his team are exceptional professional and very efficient, not to mention timely in dealing with citizens of the US Citizens and their civil rights when it comes to the government. I highly recommend keith and his team.
Keith L. Jones is not only a professional IRS resolution specialist but is the most personable and responsive CPA that I have ever met. Keith is more than able to help with your IRS issues and is able to do so in a manner that will give you a fresh start with your tax situation. In addition to tax resolution, Keith cares about resolving all of his clients issues and has a large network of industry professionals that he can leverage making his firm a platform for all of your professional service needs.
Keith is top notch in my book. He has been my CPA for the last four tax years. He does an extremely thorough and competent job. If you want someone who knows all of the tax laws, and someone who will work hard for you, Keith is your guy. Both he and his staff are extremely courteous and professional. I?ve referred several of my employees to him. He always goes above and beyond to get the best results legally possible for you. Whether you run a small business, or just an individual, you will not be disappoin
I was in a bad situation and looking for "the best" tax consultant. I found Keith Jones. He is definitely the best!! Keith saved me thousands of dollars, is patient, knowledgeable and professional. If you need the best it's Keith Jones.
If I could give ZERO stars I would. This man is nothing but a charlatan. He charged me $2,500 and then disappeared for about a month, the only thing he did was pull my records from the IRS and then tell me how much I owed, which I already knew as I have been getting notices of unpaid taxes in excess of $28k from the IRS, as well as notices of impending negative action, which is why I hired him in the first place! After he shows me his little worthless excel sheet with all the information that was already av
Keith guided me thru all the process with empathy and trust. He cares about people... thanks to him now I can sleep at night. Very knowledgeable about IRS and tax resolution matters. Thank you Keith, God bless you
Keith has been a tremendous help navigating my first experience on an HOA board. He is always quick to respond and answer my questions, advising me on how to handle different issues that come up. He has provided our tax services since the beginning of my taking over finances and has been an asset to me in the growth of our HOA.
Keith was extremely helpful in giving me advise on how to approach my problem with my taxes. I really appreciated all the help and advice he gave me.
Keith provides excellent service. He is knowledgeable, helpful, and prompt. I highly recommend him for any tax preparation.
Friendly and knowledgeable. Will definitely reach out again with my next concern
I spoke with keith and he put me at ease... Not Knowing which way to turn he guided me and helped me sort out my issues with confidence. He never made me feel rushed or that my problems were not important. A real personable professional. Thank you Keith..??
Keith and his staff are amazing to work with. Excellent service and communication. Very knowledgeable, professional and patient. I highly recommend! Thanks Keith and Jamie!
Keith is amazing, he helped us with some issues. We love him and suggest using him!
He was a lot of help he gave me options to where i could get help in my area for free..
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.