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Norris CPA & Associates Inc

Norris CPA & Associates Inc

Reviews Summary

Customers consistently praise the accounting firm for its professionalism, accuracy, and excellent communication. Many highlight the team's responsiveness, year-round availability, and ability to handle complex tax and business needs with ease. The firm is commended for making tax time stress-free, offering sound financial advice, and providing personalized, family-like service. Clients appreciate the seamless use of technology, fair pricing, and reliable support for both personal and business accounting. Overall, the firm is highly recommended for its expertise, efficiency, and trustworthy approach.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Budgeting
Virtual CFO
Outsourced Accounting
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Remote Services

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
Tax Preparation
Budgeting
Virtual CFO
Outsourced Accounting
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Remote Services

Contact Information

Address

3639 Cortez Rd W #250

Bradenton, Florida 34210

Visit Website Call Now Get Directions

Hours

Monday 7AM-5PM
Tuesday 7AM-5PM
Wednesday 7AM-5PM
Thursday 7AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

This is to acknowledge for the excellent accounting work that your company has provided. I have being using Norris CPA & Associates for years. My company is located in Massachusetts and distance has not being an issue at all! They handle our company's payroll, insurance audits, bookkeeping, tax filling, etc... Even my personal taxes! I wanted to thank Judah and his excellent crew for the excellent accounting work that you and your staff have done for our business!

Owning, operating, and growing a business is difficult. For my business, success means delivering quality products on time and under budget. To do that I need people that know how to 'get it done right the first time' and Judah does just that. As a very busy business owner I greatly appreciate Judah's simple, direct, and timely communications. After three years of searching Norris CPA is the first accounting that can keep up with my pace and deliver quality, on time, every time. If you are looking for a tru

Having dealt with previous CPAs that left me wanting to close my business, I found Judah and he encouraged me that we could turn it all around. He was right! He and his staff are terrific to work with, do exactly what they say and are quick to communicate and answer any questions or issues I've had. I couldn't have asked for a better experience! I've also been using Judah for all of my bookkeeping so I can focus on my business and he can do what he does best. He works seamlessly with my personal and busine

We have worked with Norris CPA for several years. Judah and Joanna are very professional and have always given us sound advice. Being in agriculture, our taxes are a bit different than other businesses, but Judah always researches options and works incredibly hard on our behalf. We trust him implicitly with our financial information. If we have a question or problem, Judah is quick with answers and solutions. I highly recommend Norris CPA for all your accounting needs!

I love my Norris CPA family! A few years ago, the company I used for accounting services closed due to retirement. Norris CPA was recommended, and I have been very pleased with their work. Not only do they take care of my taxes, but they are always available throughout the year if I ever have any questions. They have always been kind and pleasant. They literally treat me like family.

Judah and Joanna Norris, and their team have helped me for years with efficiency, accuracy, and empathy. There is excellent communication within the staff, so you never feel like something has been missed or lost. They are also excellent at using techonology to make life better, not harder. It took several years to settle my dad's estate and they kept track of all of it. Thanks team!

Make tax time a nice time the office handles my business, and my personal accounting the entire staff is great

They are a great team. We were comfortable with our communication with them and they are very thorough. The end product is so professional. I would highly recommend them

amazing, finally, after all these years of business to finally have someone that can actually do my books and on time. so happy

Great experience. Knowledgeable and fast. Also very fair with fees. Thanks again

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.