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LSM CPA Firm

LSM CPA Firm

Reviews Summary

Overwhelmingly positive reviews highlight LSM CPA Firm's professionalism, expertise, and exceptional service. Clients consistently praise their reliability, clear communication, and ability to simplify complex financial matters. Many long-term customers appreciate their fair pricing, timely updates, and business growth support through strategic tax planning. A single negative review criticized customer service responsiveness, but the vast majority describe the team as welcoming, patient, and highly knowledgeable, with several clients using their services for years. The firm excels in both personal and business tax preparation, creating trust and satisfaction among clients who frequently recommend them.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

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
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

190 NE 199th St Suite 106

Miami, Florida 33179

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 10AM-5PM
Sunday Closed

Customer Reviews

I have been doing my taxes with Sage at LSM for a few years now. He and his team are worth every penny I have paid. They are professional, prompt, and have the heart of a teacher! They have saved me and my business enough to make me a very satisfied client. Thank you all at LSM!

Mr. Sage prepared my documents in a timely manner. So we can be ready for closing on our new home was much appreciated. I highly recommend Sage and look forward to working with him for many years to come.

Excellent service and professional staff. We?ve used this company for years. It helps to work with experienced tax professionals instead of those fly by night tax agencies who pop up on January 1st and close shop on April 16th. Thank you for all that you do LSM CPA Firm! You are the best!!!! I wish I could give them 10 stars instead of just 5.

I have bee coming to LSM for years.. I do my taxes here every year. The service they provide is very professional, swift and they pay attention to detail. The staff here are very welcoming and accomadating. It is very much a family friendly atmosphere. I look forward to doing more business here.

I used to do my taxes with turbotax, but when I started running a business, things got complicated real quick. I have been using these services for 3 years now and I am always super satisfied with the way my book keeping and taxes are handled and explained to me in a way that I can understand. I don't trust anyone else with my finances. Keep up the good work

Professionalism is a must, and LSM CPA has that down!! You feel comfortable and confident that they?ll take care of your financial needs?- the worries of not knowing the laws and legal jargon are not a problem when you?re in their hands! I?ve been with them for 3 years now and glad to be serviced by them with the matters of personal and business finances? TB

Sage is a delight to work with, making a required annual audit not nearly as painful. He indicates what he needs efficiently and clearly. I look forward to working with Sage's firm for many years to come!

LSM provided me professional service. They are skilled in their profession. I recommend everyone to file their taxes and seek expertise on how to financially help your business to become more profitable.

Amazing, amazing, amazing CPA. Extremely patient and helpful. I have gone to LSM CPA for quite some time now and I don?t see my self going anywhere else. Highly recommend! ??

Have used his services for the last couple of years. Price is very fair and I appreciated the constant updates and professionalism that is expected from a CPA. So thank you!!!

Pleasure to do business with LSM CPA Firm, Sage is very customer service oriented and knowledgeable in this field. Great service all around!

The service was amazing. I had my personal and business taxes prepared and send by LSM. The process was easy, no hassle. I will definitely go back again. Thankyou LSM????

This tax return service is the best I?ve ever been to. Friendly and things are done in a timely and professional manner. I love this business.

Thank you to the owner Mr. Monbrun, for his continuous dedication and professionalism. I know my Business is in good hands!

LSM CPA has help my business grow in more ways than one thanks to their tax planning strategies. See for yourself.

My overall experience at LSM CPA since 2019 has exceeded my expectations.

Couple years and much more are coming with LSM CPA FIRM,they are super professional and awesome,thanks so much.

Very professional and dependable. Respond to every phone call. We appreciate the level of service this firm provides.

They have horrible customer service, they never pick up the phone, and when they do, if you ask them for help, they tell you that they are too busy to help you, making you have to figure it out for yourself.They are only interested in getting your money.

Have been us using him for years. Great service

Always readily accessible and professional.

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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