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Lodgz Financial PLLC

Lodgz Financial PLLC

Reviews Summary

The consensus from reviews highlights exceptional service with consistent 5-star ratings. Customers praise Lodgz for stress-free, efficient tax preparation and bookkeeping, particularly for content creators and esports professionals. Key strengths include responsiveness, thoroughness, and industry expertise, simplifying complex financial situations. Many appreciate the clear communication, timely submissions, and personalized support via platforms like Discord. Long-term clients emphasize trustworthiness and reliability, with several noting it's the best financial decision they've made. Minor delays during peak times are acknowledged but outweighed by overall satisfaction. Highly recommended for painless, professional financial management.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory

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
Payroll
Tax Preparation
Tax Planning
Financial Advisory

Contact Information

Address

610 E Zack St Ste 110-2200

Tampa, Florida 33602

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

Highly recommend. Juan and his team prepared my taxes and it was smooth and easy. I am a content creator and photographer and Lodgz Financial is there to make your life easier by providing tax prep and or bookkeeping. I would recommend them to any content creator or influencer needing accounting help!

I have been working with Lodgz for over 2 years now and it has been the best decision I could have made! He makes it easy for me to work and have my financials taken care of! You could not ask for a better person to be involved with!

Juan was great to work with! The pricing was fair, clearly communicated, and honored despite some unexpected complications in our return. Communications were sometimes a little delayed, but it was crunch time (just a few weeks until tax day) and he always responded to each message when he could; so this was still a vast improvement over our experiences with other CPAs in the past. Everything was completed and submitted on time without filing an unnecessary extension with the IRS (unlike other CPAs we hav

Juan at Lodgz Financial was top notch and a great collaborator through my entire tax return process. I'd highly recommend him to anybody looking for a trust worthy and reliable CPA.

Lodgz has been an excellent experience from start to end. Going above and beyond to assist with all of my tax needs and questions, I will definitely be using them again in the future!

Been working with Logdz for 2 years now and counting. It's great to have someone who actually understands the Youtube and Twitch industry, and who makes things about as painless as taxes can be. My wife and I send him the relevant stuff, he prepares our return, then we set up a brief meeting via Discord and go over it. Gone are my days of sitting in a 5-hour tax appointment where you spend half the time waiting for some 58-year-old H&R Block rep who has no idea how the internet works to punch numbers into

This was my first time working with Lodgz and it was a stress free ride! They were quick to respond and got everything in a timely manner. Looking forward to continuing with their services!

Lodgz has been great to work with! He made everything very easy and helped with every question I had. I plan on returning for more in the future.

Been working with Lodgz since the beginning of the year and it's simplified my financial situation to a level I didn't expect. He makes sure to be aware of what's going on, when things need to be done, and gets them done quickly.

Have been working with Lodgz for about 6 months now, and he has really simplified my esports financial situation better than anyone I've had in the past. One of the goats in the financial business for sure.

I have had a really pleasant experience working with Lodgz, he is very thorough and takes time answering questions, which is always much appreciated! Great experience!

Working with Lodgz was a very stress-free experience. They were responsive and patient. Highly recommend!

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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