*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.*
8961 Conference Dr
Fort Myers, Florida 33919
I called Markham Norton and spoke with Lorrie who at least provided me with their associated fees. I called so many CPA Firms which I have been associated with by working for a law firm and they did not even return a phone call. I would refer this firm from working with them on legal matters in the legal field and for the effort that they took with assisting me on a personal level.
I've been a client of MNMW for almost 5 years and have been very pleased with their service and responsiveness. They have helped with estate issues, tax planning and business and personal returns. I have returned friends with thorny tax issues and which MNMW unwrapped and solved quickly. The firm has advanced knowledge and exceptional skills.
First year working with Julio and he was an absolute pleasure. He had me covered on everything, best CPA I?ve ever worked with. I will be coming back for years to come.
We are small business owners and have been with our accountant, Julio for almost 10 years. From the beginning of our first meeting he made us feel at ease. He always does his due diligence and provides us with sound advice. We are always greeted with a warm welcome by Louise and my boys love getting snacks when we stop by. Last year we started working with Micheal for our IT needs at the office. He is always there when we need him, preventing office downtime and headaches! Lastly we want to mention the com
Markham Norton Mosteller Wright and Company, P.A. are by far the best accounting firm I have personally and professionally have had the privilege to work with. Joni, Lynn, Toby and team always go out of their way to communicate. Their knowledge and insightful guidance to handling all of my personal and business accounting needs make it a joy to work with them on a regular basis. I highly recommend this firm.
I have worked with them for the past 2 years and have had a great experience. They are very professional and knowledgeable as well very responsive. I was glad to be referred to them and will continue to use them for my business' accounting and would happily refer friends/family to them.
Thank you to all of the staff at MNMW! Everyone there is so pleasant. I truly enjoyed the year-end tax seminar this year, I left with a wealth of information to take back to Stokes Marine. Thank you for inviting me and doing this for our community.
When we moved from Southwest Florida to Nashville we changed CPAs because we thought it would be easier to work with someone local. Guess what? We're back with Joni Norton! We could not find anyone in Nashville as proactive and savvy of tax law and strategy, with a support staff (Thanks, Louise! Thanks, Toby!) that's just as competent.
MNMW is an excellent organization. The litigation team was amazing and I am very pleased with their work. Also, their good work within the community is an inspiration to 'do good'.
As a small bussiness owner I do almost everything myself. But the stress of doing business taxes myself untrained is not worth it. Exceptional customer service from the moment you walk in the door or call. If they can fix the mess of bookkeeping i handed them the first year and teach me to keep better books. Then they can fix anything.
It's always such a joy and pleasure working with any of the team members at Markham Norton Mosteller & Wright & Co. From the front desk, to the executive assistant, to the tax professionals, I'm always impressed by the level of professionalism and care they apply to everything they do. This firm is truly an asset to the Fort Myers community.
After doing business with the firm for 12 years, I was summarily dismissed as a client. No explanation, no personal phone call, no issues with them...ever. This is not the way a long-standing client should be treated.
Joni been our accountant for over 20 years. Everyone at the firm is always pleasant, knowledgeable and great to work with. When you don't have to worry about taxes and accounting, that is a great thing!
Everyone is so friendly and professional. Julio Barina is OUTSTANDING - very professional, caring and SMART! We have confidence and peace of mind knowing that we have Julio as our CPA. He is a blessing to us!
This is by far a company that gives far more than they receive. You never get some off the cuff response it?s always detailed and caring. Thank you for all you do Tom Foley
We have been working with MNMW for years with nothing but great results. They are professional, organized and well organized. Highly recommend!
The Markham and Norton team are always dedicated and professional. They offer great service, and trusted industry advice.
I love the team at MNMW! They work hard and support the local community. It's good to know they are always there when I need them!
ALWAYS a professional environment at MNMW. I have 100% confidence and comfort in their expertise and ability in handling my accounting needs and beyond.
Fantastic group of professionals. They truly care about their clients. Quality of service is A+!
We have been using MNMW for about 20 years. Their service is impeccable.
Absolutely love this group! Everyone is helpful, sincere and very informative. Not to mention their commitment to our community!
Very good at what they do Nice staff.
Very professional and knowledgeable. I highly recommend their service.
Outstanding service and accessibility. Toby is a real gem!
very professional and they deliver great service
Always top notch service. Thank you!
Very unprofessional.
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.