*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.*
1101 Miranda Ln #109
Kissimmee, Florida 34741
Met Joel through his FREE 30 minute consultation online. I explained my tax situation and he assured me it could be fixed by amending my return. I gathered all necessary documents and met with him several weeks later. We sat down face to face for the 1st time and he spent an additional 30+ minutes explaining what he did and answering all my questions. Since this process will take many months via the IRS insufficiency I won't know final outcome for a long while...... Up to this point, Joel has been AWESOME
Joel was extremely responsive and professional. He was able to get our personal and business tax returns completely quickly and efficiently. He was able to help us find deductions we weren't aware of and helped save us quite a bit of money on taxes. I would definitely recommend Joel!
Joel and his staff are knowledgeable, efficient and proactive. As busy as they are, they are never too busy to answer a question or take the time to listen and look for the best possible option. I?m blessed to have a CPA that specializes in Tax Planning and not only in Tax filing. I?ve been a client for four years now and I am very pleased. Thank you!
My wife and I were extremely blessed to have been referred to Joel last year for our taxes. We couldn't be happier with his professionalism and knowledge. As first time business owners, he really made us feel comfortable asking questions and was so knowledgeable. We are excited to work with him again this year. If you are searching for an account, Joel is the best!
Joel is simply the BEST accountant I have ever come across. He is responsive to your needs and will look out for your finances as though they were his own. I am so happy I found him! If you are not using his accounting / tax services I guarantee you are losing money. He is the definition of a true professional, thank you!
My husband and I had been going to Joel Medina for the past three years and up until this year he had been doing a great job but this year is a different story. It is now close to June and my husband tried multiple times to contact Joel to see how our taxes were coming. Most of the time he didn?t answer the call. We left multiple messages both on the phone and text messages and I think he responded once. Yesterday as my husband had to be in the area he decided to stop by and see if he could speak to him. Wh
Very impressive result and superior service ever received. Joel Medina is very kind, professional, and has a very high level of expertise. He is very attention to detail to ensure accuracy, answers all our questions, and provides lots of inputs in many areas. Emails/calls were replied in timely manner. I am so glad to have KMG to prepare my tax for this year. The final product was fantastic.
Joel and his team handle my business taxes and personal taxes. Working with self employed clients is a skill and they know what they?re doing. Please make sure Joel and his team are top of your list when shopping for a quality CPA. You may never have to shop again.
I am self-employed and have interests in multiple partnerships. Because of this complexity, I've always used a large regional CPA firm for my IRS filings. Although their service wasn't great and their work product was average, I put up with them because I dreaded having to transition to a new accountant. By a lucky series of events, I was referred to Joel w/ KMG, who quickly put all my fears to rest; completing my returns in less than a week and charging a fee that was very fair. If you or someone you
Joel was very helpful! From accommodating my reschedule, to helping my husband and I out by answering questions any questions we had and being very informative through out the whole process. I didn?t even need to stay there long at all as Joel Medina gave me the option to head home while he finished up the return! Thank you KMG CPA & Associates and most importantly thank you Joel Medina for your assistance!
We were looking for a good accountant for our business and personal taxes. After meeting with Joel and getting our taxes done, we had a great experience and very professional. I do definitely recommend. We have found an accountant. Thank you Joel.
KMG CPA helped me process the PPP for my company. I have never had such a pleasant and patient treatment of a CPA as I have experienced with Joel and his team. Even with the confinement by COVID19 I always received advice through video conferences via zoom to help me. After applied, they were always pending to see if I had been assigned the PPP, also sending me instructions that they would do to present results to the SBA. It has been a great experience. I greatly appreciate them
I was really pleased working with KMG CPA & Associates, they listened to our tax problems with the IRS and made the process easier. They are very knowledgeable and personable as well. They pay attention to the details and make you feel at ease!
Joel was very helpful and answered all of our questions regarding our tax return. He made sure we understood the return before filing and took care to explain anything we did not understand. Overall it was a great experience.
Very professional, accurate and agile. I needed immediate help, and the KMG group went out of their way to support me on a short notice. I really appreciated that. They have my business moving forward.
Fast & Efficient Service! I even received a refund which is rare. It took us an hr. in traffic but it was worth it! Joel M. made everything very easy. Price as seen in Pic. Thank You!
Joel was very helpful and professional. He explained everything in a simple to understand way and gave us good advice. -Julia and Luis Hilerio
The folks at KMG CPA are really helpful, they diagnosed my problem and suggested a proposed solution. If you need a CPA for tax planning and business accounting needs this is the firm you need to contact.
Exceptional service, and timing. They took our complex situation, and made it simple for us, leaving us more than satisfied with the results.
Everything I could ask for in a CPA. Totally professional, readily available if something came up. I would highly recommend this company!
Excellent work. Thank you. Mr Medina
(Translated by Google) My experience with these wonderful accountants has been beyond words. From the moment we first started I have not been left alone in any process and that is what is needed right now. People who are willing to guide, honest, responsible and very kind. The unique service and welcome has been an important factor for our agency and our family. I recommend them 100%. God continue to bless you greatly! :) (Original) Mi experiencia con estos maravillosos contables ha sido sin palabras. Desd
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.