*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.*
801 W Bay Dr #418
Largo, Florida 33770
After doing my tax return this year, I had some questions. Linda made time for me during a busy time of year. She was very knowledgeable, friendly, and helpful. I highly recommend her.
I am a new business owner. Linda was recommended to me by a family member. I met with her today and she is beyond awesome! She consulted me on everything I needed to do to get my business on track. I feel confident and she was very informative. I would highly recommend Linda for any type of tax services. Thank you again!
Linda was very knowledgable, friendly and helpful. She answered all of my questions thoroughly and was very patient listening to every detail of my situation. She gave very insightful advice and I left her office feeling confident and satisfied with my experience with her. Highly recommend her for any CPA needs.
We are new business owners and had a horrible experience with another CPA firm leaving a bad taste in our mouths. I was reluctant to start over again with another CPA but decided to make an appointment with Linda. We met Linda this morning and I told her of our experience and she was very empathetic and immediately made us feel relieved. She is very thorough and took much time to answer all our questions and address our concerns. We are looking forward to working with Linda and excited that she will be a
First I would like to say we are a new customer of Linda?s since January of 2016. We find her very pleasant, very professional and very knowledgeable. She is always willing to work with you on any number of issues other than just tax issues. I always look forward to our next meeting because I learn so much from her. She has help us in so many ways that I strongly recommend her. John Cairns T Bellwood Construction
Honest and thorough. She helped me with a type of business that she knew little about, found out the information she didn't know, and fixed my issues in a timely and pleasant manner. She's a very nice and calm person too! Recommended!
After 17+ years working in the aerospace business, I launched my own company in April 2015 and moved from Wisconsin to Florida. It did not take too long before I realized that I desperately needed expert guidance to ensure that my S Corporation was set up properly with regard to taxation, payroll and other compliance issues. Within hours after sending out at least six inquiries to various CPAs, Linda responded to my inquiry, and we immediately set up an introductory meeting. Following our introductory meet
Linda is a professional and proficient CPA . She is extremely knowledgeable, helpful, honest and courteous. Linda has been my tax accountant since I moved back to this area 6 years ago and she has always done an outstanding job! I highly recommend Ms. Stortz for all your tax, accounting and financial needs.
As the new owner/operator of an LLC I found myself in uncharted waters dealing with my tax returns and was referred to Linda. She was personable, professional and incredibly patient with me regarding QuickBooks. I would gladly recommend her services to anyone!
After meeting with Linda last week I feel a huge weight lifted by knowing what I need to do, and knowing she's there to help me do it right. I would recommend anyone thinking about going into business for themselves meet with Linda as soon as possible. My first consultation was free, and I am amazed at how much I learned, and how helpful that advice would have been when I was just getting started.
We own a small business technology company in the Tampa area and have worked with 5 different QuickBooks consultants in the past 11 years. By far Linda has exceeded our expectations with QuickBooks knowledge and customer service skills. She is a joy to work with and explains things in human language rather than financial jibber jabber. We will be definitely be recommending her services to any business that ask for small business financial help.
Linda provided excellent advice in budgeting and planning for our family members who are each at different stages of life. We found her knowledge and expertise to be very helpful. She was even willing to stay past her office hours to spend extra time helping us and we never felt as if she was rushing to get finished. Quality CPA!
I visited Linda yesterday to go over some questions I had regarding my business. She was very knowledgeable, helpful, and nice. She pointed me in the direction and steps that I need to take in order to keep my business on track. I will be using her in the future for any accounting and or tax related issue.
Linda has helped our small business in so many ways. I really didn't realize what I didnt know. She keeps our accounting and taxes in line while we do our daily business. Highly recommended!
Thank you Linda. You are amazing. We are thankful to have found you. We met the deadline for the scholarship application for our daughter. So thanks again. As parents of a special needs child, we value every great service that we find. And Linda is amazing.
Linda has done my partnership and corporate taxes for the past two years. She is knowledgeable in tax law and precise in her work. She is conscientious is what she does - that's what you want in a CPA. I recommend Linda.
When I started by own company a few years ago I couldn't have been more fortunate than to happen upon Linda Stortz's services. I thank my lucky stars! She really knows her stuff and is on top of all the new changes. Highly recommend! You won't be sorry.
My Attorney recommended Ms. Stortz and yesterday my husband and I had an hour interview with her. We have many and varied tax and tax planning concerns including an LLC, K-1's Schedule D transactions. She was informative, reassuring and upon further inquiry re-clarified matters totally unfamiliar to us. We have had CPA help in the past in another state and found her fee schedule, which she was straight forward about, to be fair. If you have need for help with taxes or planning I wouldn't hesitate to rec
Linda is VERY KNOWLEDEABLE and very professional. She not only knows her 'stuff' but gets your answers and accounts up to speed in record time. I highly recommend her as an expert in her field.
Linda is so amazing ! She is so personable, patient and knowledgeable. She really takes her time , listens to my concerns and thoroughly explains the answers. Thank you Linda you are a true gem!
Linda was amazing!! I am opening my home business and this is my first time and had so fears about everything when it comes to book keeping and tax season! She was so calm and was able to work with me and all the questions I had!
Linda, If you want an honest, on-task accountant for your small business call Linda. Linda, is honest and ethical and always returns my calls or emails promptly.
Linda is great to work with she helped me so much getting everything I needed when I was starting my new business . I highly recommend her services!
I recently contacted this office discuss professional tax preparation, and they returned my call to state that they are not taking any new clients at this time. It was annoying that they have a website promoting their business, yet they are rejecting any new business. 2/10/2016
She was most helpful, knowledgeable, and willing to accommodate, which was especially appreciated in a very limited time frame. She was an invaluable help!
Linda is extremely knowledgeable and patient, especially with questions regarding small business taxation and accounting.
Thank you Linda for advice regarding small business laws! Your knowledge was extremely helpful...thank you!
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.