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Next Level CPA

Next Level CPA

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and trustworthiness. Clients praise the thorough, clear guidance, timely service, and financial acumen, often noting years of reliable support. Many emphasize significant savings, stress reduction, and strong recommendations for both business and personal needs. The team is described as responsive, knowledgeable, and invaluable for financial clarity and compliance.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks

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
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks

Contact Information

Address

5011 Gate Pkwy building 100 suite 100

Jacksonville, Florida 32256

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I have worked with Mark and his team for many years. His attention to detail has caught mistakes, saving me money & keeping me on track with my taxes. I fully trust them to handle this important part of business and knowing that they are handling my taxes has removed a huge boulder from the burden of a small business owner.

I have had my taxes done at Next Level CPA the past 3 years and I have zero complaints. Great service, prompt replies to any questions I have and overall great results.

Mark Cook is an amazing accountant. He has a wonderful support team to assist with the tax prep process. Mark has never let us down over the years.

Mark Cook CPA is one of the finest and most professional experts in the business. I have trusted him for years and can attest to his acumen in finance, integrity, and expert eye navigating the complexities of financial compliance.

Mark has been my CPA for both business and personal for several years. He is always ahead of the game and has a plan to make sure I never pay more than my share of taxes. He has always been quick to respond to any questions I may have and his payroll team has been excellent. If you are a health care professional, I highly recommend his services.

I have been using Mark Cook with the Stratam Group for close to 2 years now for my Chiropractic business . I can honesty give him and his team my highest recommendation. I have never felt so "safe" with entrusting my business with anyone like I have with him. His knowledge and experience is bar none. I can only have wished that I have used him earlier in my 20 years of practice. Thank you Mark, my life is better because of you.

Mark is extremely knowledgeable and easy to work with. His experience and advice speaks for itself in 'keeping a pulse' on your business, which includes what is currently happening, and also what can be done to meet your goals. Thank you Mark and team!!

Mark and his team are such a value in keeping our business statistics and giving us detailed reports so we can make intelligent decisions regarding our finances. They are able to compare us to similar businesses in our market so we know exactly where we stand. Thanks Mark and Team!!

Mark and his team are exceptional! He did our taxes quickly and painlessly. He does quality work on all he does!!! Thanks, Mark!

Mark Cook and his team are THE very best. Words cannot express our gratitude for all they have done for our companies over the years. Highly recommend.

I give Mark Cook my highest recommendation! I?ve been working with him for 7 yrs. I have been in Chiropractic practice for 35 yrs. Using Stratam?s full array of services has allowed us to know with certainty we?re financially accurate, current and managed properly.

Working with Mark Cook, CPA is always a good experience. Nothing can make taxes fun but Mr. Cook takes the pain out of filing your taxes. Always reliable, fast and accurate.

Mark was very helpful, direct, and straightforward in helping put together the tax filings. I highly recommend his services.

Mark was so informative at each step. I never felt confused or left in the dark. I highly recommend Next Level CPA! Without a doubt!

Mark is amazing he walked me through the process of setting up my LLC and explained how I will file my taxes for my business. Thanks Mark.

I?ve been with mark cook for about 10 years and he?s very professional at what he does.he has helped many times with both my business taxes and personal taxes.I would absolutely recommend him to anyone

Very responsive, professional and extremely helpful!

Next Level CPA has saved us so much money and given us such sound advice. We strongly recommend them for your business and/or personal needs.

Very quick responses and very professional throughout - truly appreciate it Mark! Thank you!

Next Level CPA has been a pleasure to work with! They are amazing people and really make life easier with all the work that they do!

Mark and his team are great. Very professional and trustworthy.

Very good people to work with. They know their stuff and topically get things handed in a timely manner.

A extremely knowledgeable & professional company that provides exceptional services at fair rates.

Been using for my businesses and personal and Next Level CPA has more than exceeded my expectations.

Excellent service in every way!

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.