*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.*
728 Fentress Blvd
Daytona Beach, Florida 32114
As a small business owner, a good accountant is a game changer. Matt, Jessica and Maggie have all been supportive since day one! They are always willing to answer any questions I have and have the best in mind for my business. Client of 4 years and would highly recommend.
I wanted to speak with a CPA about working as an independent contractor in my industry. Matt was recommended to me as someone who could answer my questions and provide guidance on business entities. Matt took the time to understand my specific situation and gave me excellent advice. He explained the differences I needed to be aware of between working as an independent contractor and working as a salaried employee in my field. He also explained business structures and the tax considerations for each type. H
Matt, Jessica, Maggie & crew are the best out there! They are always on top of things when it comes to our business questions and needs! Would highly recommended them for anything you may need!
What an enormous waste of our time! Jessica, one of the accountants, said that she would do our business & personal taxes for last year. She then took several weeks to respond to emails, and we didn?t hear anything from her since July 2024. We reached out and scheduled an appointment on her calendly for yesterday, which she confirmed, then we waited for the appointment for 30 minutes and she never called. She completely ghosted us. If you didn?t want to do or were not able to do our taxes, you should?ve tol
We have been using Matt & his team for several years now and highly recommend them! Our business also utilizes the Small Business Development Center who offers free audits of business's accounts. We utilized this service at the beginning of the year and their CPA was very impressed with what he saw Matt's team doing with our accounts and even told us to compliment them on a job well done. You can't go wrong with this team!
We used Matt and his team for our taxes for the first time this year, after years of doing it myself, and I wish that we had hired him sooner! Not only did he take all of the stress out of doing our taxes, but his entire team was incredibly professional, helpful, and kind. They took care of everything from start to finish and easily navigated our tricky return that included quite a few complicated aspects. Matt was even able to find us savings and get us a refund when we'd expected to owe. I could not recom
Matt the CPA is not interested in new clients at this time. He doesn?t answer phone calls, respond to voicemails or answer the contact form on the website. If you are a potential new client seeking accounting services you should save your time and look elsewhere. While it?s true that I haven?t received services from this firm, this is only because they do not answer phones, reply to voicemails or messages. This is the basis for my claim that they aren?t interested in new clients. Maybe they do great work a
Where to start?? First off, I called and left a message and was contacted right away to set up a call. This was amazing as no one else called back for over 24 hours and time was of the essence. Then came our call. Matt broke it down into managable understandable bites. He gave me info in laymens terms. Explained setting up things as a new business owner and really set me up for success. I 100% trust Matt and his team as hes making this as seamless as possible and gave me quick tips not to have unnecessary h
Matt is excellent at what he does! It was very overwhelming for me to think about doing my taxes especially since I'm a contractual employee. Matt took the time to explain everything I needed to do if I wanted to file under an LLC and what my options were for this filing season. Matt and his team were extremely communicative and on top of everything. I'm so thankful to have their help and I couldn't be happier with their services. I highly recommend Matt and his wonderful team!!!
Matt along with Jess and his team were more than helpful this tax season. They answered all of my questions and were so patient during the process. They make communication so easy especially with all of our busy schedules. I could not trust anyone more with my finances. I highly recommend this firm for any of your financial needs.
I've worked with Matt since my business started March 1, 2019. He and his team have been very supportive throughout the business start-up, growing pains process and they continue to guide me as my company has doubled in size in less than 3 years. I would highly recommend Matt and his staff to any entrepreneur, whether they are just starting out or looking to upgrade to a hands-on business consulting, CPA, firm. Thanks, Matt.
Matt and his team are excellent at what they do. When I came to them I had worked with a few other accountants and they are completely different than your usual experience. Everything I needed was done in a timely manner for a fair price. Not to mention the communication is exactly what I was looking for. They put an extraordinary amount of effort into each client from what I can see and as a business owner I appreciate that.
Disappointed at the lack of communication, no email responses for months, and even a confirmed scheduled call was never received. All this after we confirmed and planned the services and fees only to be ignored.
Matt is a phenomenal CPA. Prior to Matt, I had a few different accountants over the the years work with me on starting and running my LLC. Once I switched over to Matt, he informed me that the bookkeeping wasn?t done exactly correctly. He helped me come up with a plan and corrected everything to keep my business in compliance. He is very knowledgeable in the realm of taxes and has earned my trust.
Matt offers excellent services and is extremely thorough through the Tax filing process. Been using Matt The CPA for a few years now after growing and opening an LLC and having significant changes in our financial portfolio. He has been an incredible wealth of knowledge and information. Looking for a CPA for complicated tax filing? Matt The CPA is your person!!!!
Since I have Matt and his team working as my CPA, I do not have to worry anything about numbers again except for increasing my sales. Whenever there is a concern, he will make sure he got it cover for me. I would highly recommend him. Great team and great people.
Our story is one like many small business owners that needed some guidance and a major clean up. Matt and his team are incredible! They were understanding, knowledgeable, and extremely helpful. My wife and I have a huge peace of mind knowing they are looking after our financials and helping guide us along our journey of small business owners! Thank you again guys for all of the help!
Matt the CPA has helped me so much with my business! He keeps my books balanced (I use Quickbooks online) and taxes filed on time. I can ask him tax or accounting questions and always get a fast answer. I've used him for 2 years now and this is an affordable service I would highly recommend to others.
Passionate and responsive. I was looking for a new CPA as I started a property rental business and had W2's as I am employed. I needed expert advice and direction and that's exactly what I received. I've been working with Jess for two years and she is an absolute go getter, and extremely knowledgeable. This company has my business for life. Great job hiring people who care about your customers.
I?ve been a client of Matt?s for three years. Him and his team have helped me with the paperwork and tax side of things so I can focus on doing what I do best. I highly recommended Matt and his team!
Highly recommend Matt the CPA. His entire team was professional, knowledgeable and efficient with my tax filing. Their communication was top-notch and at the end of the process I felt confident that every detail had been completed with excellence.
Very great guy. I called a few around and was net with we don't have time.. being frustrated I flipped through the adds and came across Matt. Amazing customer service. Very very knowledgeable. I will use Matt for life.. please give him a call and see the difference.. breath of fresh air..
Matt did a great job with my taxes. Quick, easy and efficient. 10/10 recommend.
Matt is extremely professional and communicative. Great customer service. I highly recommend his services for all of your accounting needs.
Matt is definitely a professional and I highly advise using his services he provides along with his employees are very intentive! Hands down best person in town as a cpa!
Matt and his team take care of our business and personal accounting, taxes and financial needs. We couldn?t be happier or more thankful!!
I am so thankful for all this office has done for me! They are awesome!!! I am so glad I found Matt and his associates!
Highly recommended for accounting! Matt handles my taxes, bookkeeping, and payroll so I can focus on my business.
My entire experience with the team has been nothing but wonderful. They have taken such a burden off my shoulders and have been awesome to work with. Wish I could give 10 stars!
Highly recommended. They make things so easy, keep me informed, and I never have to worry about something not getting done. By the tone I think about it, it?s already done.
Amazing CPA! Helped me throughout the whole process and was very knowledgeable and efficient! 10/10 job
Amazing crew and great to work with!
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.