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Longley CPA Firm

Longley CPA Firm

Reviews Summary

The reviews consistently praise the service for its professionalism, efficiency, and expertise in tax and accounting. Customers highlight the convenience, security, and transparency of the process, with many appreciating the educational approach and personalized attention. The team is commended for being knowledgeable, punctual, and going above expectations, making clients feel comfortable and confident. Highly recommended for quality, thorough work and excellent customer experience. Many express long-term satisfaction and intent to return.

About This Listing

Bookkeeping
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals

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
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals

Contact Information

Address

1860 SW Fountainview Blvd Suite 25

Port St. Lucie, Florida 34986

Visit Website Call Now Get Directions

Hours

Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 8AM-6PM
Sunday Closed

Customer Reviews

Highly recommend the Longley CPA Firm. Had an excellent experience from consultation to implementation of tax returns. Jerrod was always available for questions whether in person or via phone. He is professional and will continue to utilize him for our needs.

My wife and I have been utilizing Mr. Longley?s accounting services for several years. He has always been professional, punctual, and well worth the price. I highly recommend him for any tax and accounting services.

Longley CPA Firm was a perfect fit for my tax needs. Having recently retired and establishing an LLC for our investment properties I knew needed an expert on tax laws. Longley CPA Firm provided the professional service I expected.

I was very comfortable and the team was very informative. They did what they needed to do and also even let me know what I needed to get done so that my business would be a success. I greatly appreciate them working with me!

This firm did a great job preparing and filing my taxes in a timely mannner even though I contacted them on short notice.

Excellent accounting firm. I?m working with them for already 3 years and I could only recommend them!

I would highly recommend this professional firm for any tax and accounting purpose. Very professional and truly going above and beyond to meet client needs and expectations. Overall, a good team that cares about its clients and delivering value for them.

If your looking to do your taxes with an actual CPA virtually, I would highly recommend using them. In one portal, I was able to upload all my docs SECURELY. I also was able to sign and E-file and pay in one place. Spoke with Jerrod and he walked through me my return. This is the smoothest process I have ever had doing my taxes. I feel better knowing an actual CPA handled my affairs.

The services provided here are outstanding, he?s very knowledgeable in his expertise. If you want your taxes and other financial services offered with this company done thoroughly, and never have to question if it?s been done right, I highly recommend Masters Accounting for quality work.

I?ve generally always filed my own taxes with the help of Turbo Tax, however i wasn?t the most comfortable going into this years process with the additional credits and income filings that may come with having received 2020 pandemic assistance. Their team before anything, took the time to provide customer education to where I confidently understood everything. This is why I chose to go with Masters Accounting & Taxation. Very objective communication, prompt, and transparent. I will definitely be using for y

The experience was Amazing! Very convenient due to the fact that I?m in another state, all I had to do was email all my information. I was insured that my information was protected and I was in great hands. The customer experience is definitely 20 out of 20! I highly recommend the service and this company to everyone! I look forward to continuing business for years to come. Thank you again!!

I was very pleased with my service and if I could rate my experience a 20/20, I would. Once again, thank you Masters Accounting & Taxation. Definitely recommend!

I wanted to say thank you for your hard work. If you want someone transparent and honest then you definitely got the right person. Extremely professional, knowledgeable and easy to work with.

The team not only helped with my taxes but also provided education. Will definitely be a returning customer. Thanks again!

Very professional, knowledgeable, and really took his time to explain every detail. I highly recommend.

Great experience! Jerrod was very efficient and knowledgeable. Looking forward to next year!

The service was amazing! It was quick , efficient and very professional. I will recommend this service to all my friends and family. THANK YOU!!

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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