*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.*
9030 58th Dr E #101a
Bradenton, Florida 34202
Ken is great to work with. He and his staff are very knowledgeable and thorough. Ken has helped me navigate some business decisions due to tax implications and other considerations. I highly recommend using Ken as your accountant if you are in need of one.
Kenneth and his team were professional and expedient. Their explanation of the process was easily to follow and painless to complete. We searched the area for a new CPA and were lucky enough to have The Jarvis Team take us on as new clients. I highly recommend the company to produce your tax documents and tax projection.
I approached this firm seeking proactive, collaborative support for my new small business and personal tax prep, along with guidance on best practices. Unfortunately, despite submitting documents in February, I wasn?t informed until April that an extension was needed?causing unnecessary stress and additional fees. Communication was often unclear, leading to lengthy calls for clarification and further misunderstandings that resulted in more fees. I ultimately felt disrespected as a client and would not recom
The tax prep service provided by the Ken Jarvis Team is well structured, including the annual questionnaire that sets up the planning process. My wife at I go into our meeting with Mary Lynn well prepped and our return is usually finished within two weeks.
Kenneth Jarvis is very knowledgeable and provides detailed feedback and advice. The tax filing process is very simple when this firm is representing you.
Ken and his staff exhibit true professionalism. Ken is always available to his clients for advice and direction. His office communicates by email whenever a new law or procedure is in effect. His office staff is friendly, helpful and courteous; as well as thorough and accurate in their work. I would (and have) highly recommend(ed) Kenneth Jarvis, PLLC as your CPA firm.
Another tax year is upon us and as usual, Kenneth Jarvis PLLC has processed my 2024 taxes in a timely and professional manner. My wife and l can't say enough about the professional manner and thoroughness of this firm. As in the past 11 years we will be back next year.
I have had the pleasure of working with Kenneth Jarvis for over a decade, and I can confidently say that his services have been nothing short of exceptional. As a seasoned professional in the field of accounting, Ken has consistently demonstrated a high level of expertise, reliability, and dedication to his clients. His attention to detail and thorough understanding of complex financial matters has been invaluable in optimizing our company?s financial situation. His decade-long track record of excellence sp
Ken?s accounting firm is great to work with. Ken is knowledgeable and great to work with our small business and personal accounting. Ken, and his office staff, returns correspondence quickly and thoroughly. We are very happy to have found Kenneth Jarvis PLLC, we rest easy knowing we?re getting top notch service and expertise.
Kenneth Jarvis has been my tax accountant for many years. Every year he has prepared my taxes efficiently and accurately. I would not hesitate to recommend him. His entire office staff is very friendly and knowledgeable. It is a pleasure to do business there.
I've been using Kenneth Jarvis PLLC for my translation company's monthly accounting and payroll, as well as for my business tax returns for several years. I'm a small business, but it has been well worth outsourcing these tasks. It has freed up my time to focus on growing my business. I don't have to worry about keeping up with changing tax laws and rules. Very professional and nice people to work with. Highly recommend!
I went to ND for recommendations for an accountant and Kenneth was mentioned very favorably several times. I contacted him via the site explaining my small business needs for accounting services. I had some very basic small business related questions and he immediately (and continued to be) beyond responsive both in his explanations and response time - so impressive! His answers were always well written and very clear even when my questions were probably a bit ambiguous. Once again I was so impressed and wo
My first year with Mr. Jarvis. He did an excellent job preparing my income tax return. My old tax accountant retired after preparing my returns for over 20 years. Ken Jarvis was an excellent choice! .
The Jarvis firm provides personal service with strict attention to the many details of current tax regulation. The staff is helpful, personable and well-organized. The technology they employ is top-quality. Security of confidential information is a priority.
I've been a client of Kenneth Jarvis PLLC for several years now, and I can confidently say that their payroll, tax, and accounting services are exceptional. Kenneth and his team are knowledgeable, responsive, and always go above and beyond to ensure that their clients are satisfied. They take the time to explain complex financial concepts in a way that is easy to understand and provide personalized recommendations that have been invaluable to my business. I highly recommend Kenneth Jarvis PLLC to anyone in
This was my first time using Kenneth to file our 2022 taxes. I can't say enough about how pleased I am with his company and the staff, they keep you informed about the entire process. The web portal is where you see all that is being processed. You meet with one of his staff to provide all your documents this gives you and them an opportunity to try and make sure you have all in order. Start to finish mine was done in 2 1/2 weeks. The most professional and efficient accounting firm I have worked with!
I have utilized Mr. Jarvis for several years and from the first day, it was apparent that he is most definitely gifted and talented in his field. He has helped me with all my accounting needs. Mr, Jarvis is extremely meticulous and consistently pays attention to the most minute of details. He is very amicable and meets with clientele in his office, making the experience personal and tailored to one's needs. I highly recommend Mr. Jarvis without any reservations.
I have been a loyal client of this accounting firm for many years, entrusting them with my personal financial matters. However, I am disheartened to discover that their focus seems to have shifted from valuing long-term relationships to prioritizing high fees. Recently, I received a staggering 29.5% increase in my fees without any prior notice or justification. Given our long-standing relationship, I kindly requested a courtesy discount as a gesture of appreciation for my loyalty. Unfortunately, their res
We have been using Kenneth Jarvis for both our personal accounting, and my business in Bradenton for over 4 years now. Kenneth is fair, honest, and gives sound advice on how to work with the IRS and handle our taxes. I highly recommend Ken Jarvis and his staff for your accounting needs.
I have several years of experience with Ken's service. His knowledge and attention to detail is top notch. I would highly recommend him and his business services.
This is an amazing firm! Mr. Jarvis and his staff are professional, knowledgeable, and passionate about helping with financial issues, planning, and accounting. I can not recommend them enough!
Great firm, highly recommend! Ken and his team are fast & efficient and are always there to provide advice for even my silliest question. They have helped me a great deal.
My kids accidentally left a 1-star review for Kenneth Jarvis PLLC on accident. Kenneth Jarvis and his Firm is outstanding.
Excellent and prompt tax service provided as always.
Could not recommend a better firm for a small business. Kenneth and team are very knowledgeable and easy to work with. Great experience.
Ken is very attentive and responsive to his clients needs. Very knowledgeable within his field. I would recommend him.
Great people, done my income taxes for years now.
He was very helpful and nice will recommend!??
Thanks for great job and as usual on time delivery!
Professional, Prompt and Courteous.
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.