*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.*
1155 W State Rd 434 Ste 115, #106
Longwood, Florida 32750
Looking at past reviews of this firm, it makes perfect sense that they received a five star rating. Janelle's expertise and guidance has been invaluable to my start-up. In addition Patty, the tax manager, is extremely helpful. The caliber of knowledge this team of professionals possesses is outstanding, bar none. The insight I've gained and peace-of-mind, immeasurable. J. Thompson
LongwoodCPA is my go to for business owners in need of up to date financial accounting. Tom Abrassart and Janelle Pedulla take over the daily bookkeeping functions enabling an owner to re-task support employees to generate new revenue. The staff at LongwoodCPA understand their clients' business processes and automate what can be automated, eliminate non- value add steps and end waste in order to produce greater cash flow. LongwoodCPA does all this for a fraction of what regional firms charge while maximizin
Well I am as busy as a person can be and each year I dread compiling all the stuff I must put together and bring to my accountant to do the annual tax return. The time came when I said I need someone who can integrate technology-tax code-data collection-personal service and I found Tom Abrassart who has an incredible staff of highly skilled and likable people. I was able to get everything done and not have to extend which was amazing but better yet we were able to discuss some small change to business struc
We were referred to Janelle P and Longwood CPA by a our business coach. We are so thankful for the introduction. Janelle has been a big help in showing us how to protect ourselves with tax planning and streaminglining several of our processes. She is always available and patient to make sure we understand the what and the why. I love her straight forward no nonesense approach.
The Team at Longwood CPA is fantastic. They truly go above and beyond in their service and expertise. I have known Tom and Patty for nearly 20 years and can personally attest to the firm's "client first" culture.
If you are a small business starting out or been established you should come and meet with them and consult. Janelle and the office staff are so knowledgeable and very personable with your questions and concerns. I love that they utilize online bookkeeping software and responds quickly to phone calls and emails.
Highly-competent service oriented team of accounting professionals. Response time to inquiries by email and phone are exceptional.
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.