Northrop Financial Group

Northrop Financial Group

Reviews Summary

The consensus is overwhelmingly positive, with nearly all reviewers praising exceptional professionalism, expertise, and personalized service. Clients highlight timely responses, clear communication, and stress-free tax preparation. Many appreciate the team's friendliness, thoroughness, and ability to handle complex financial situations. Several mention long-term satisfaction and strong recommendations. A single negative review cites poor communication. The majority describe a transformative experience, with consistent emphasis on trust, reliability, and going above expectations.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Professional Services
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
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Professional Services
QuickBooks

Contact Information

Address

13700 6 Mile Cypress Pkwy #2

Fort Myers, Florida 33912

Hours

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

Customer Reviews

For the last two years I have been using Northrop Financial Group to handle my annual tax return preparation. I have always dreaded the tax planning and preparation process but the customer service that we received from Shane & Meghan is in my opinion second to none. The total quality management at Northrop Financial Group ensures success through customer satisfaction. Whenever I meet with Meghan to discuss my taxes she makes me feel like family! I will continue to use their tax services so I can save all

Professional and personal service! I recommend Northrop Financial Group to all of my friends and family. It is such a great team. They make me feel like I am their only client, and I could not be happier with their valuable service!

Amazing company that helps my handle my business needs. Meghan is fantastic! She cares about you and does everything in her power to show you that quality is what she offers with her skills and knowledge of accounting practices. She always has a smile and welcomes you like you?re family. Every business no matter how big or small, needs Meghan on their team to be successful. Highly recommended

I highly recommend Northrop Financial Group. Their professionalism is astounding and has been obvious from my initial consultation with Shane and Meghan. They have helped me convert my business from sole proprietor to S Corp and have made me aware of the benefits of doing so. I have had several questions along the way and Meghan has been very responsive and has always taken the time to answer my questions to my understanding. As a Realtor?, it has been difficult for me to maintain my bookkeeping throughout

I found Northrop Financial through google and submitted a request through email for an appointment ( We had been blown off by multiple companies I had called and wasnt feeling like going through that again). I was so surprised when Meghan called me immediately she was very professional and scheduled an appointment for us right away. We met with Shane to discuss the next steps to take with our small business he was so kind and helpful, he took time to answer all our questions and now we feel a huge sense o

We have worked with Northrop Financial for a couple years now and I have never been so happy with an accountant or their staff. Meghan & Shane keep on top of things, return emails and phone calls and treat me like I am their only client. Shane has called me back after work hours just to be sure I am taken care of and they never make me wait for my taxes! The customer service & quality of the service they provide is top notch!

Shane Northrup, with Northrup Financial Group, is absolutely the BEST accountant that I have ever had the pleasure of working with. I am writing this review as a multiple time, sole proprietor/business owner, so I have "been around the block" a fair share of times with many previous accountants. I sincerely mean every word that I write in this review. Beyond Shane's tremendous expertise in taking care of my company's financials, Shane is really, simply put, an AMAZING guy all around. Every time time I meet

Running your own small business, taking care of your personal finances, and raising a family is challenging even in the best of times. One of the major stresses was trying to do all that and our taxes as well. Thankfully, several years ago we were referred to the Northrop Financial Group. They have been an absolute godsend to us. Shane, Meghan, and team are personable, professional, and extremely knowledgeable. We are so thankful to have found them and highly recommend them to all.

Shane and his team go above-and-beyond to help me with the financial and tax aspects of my marine construction business. They are professional, responsive, and SO easy to work with. Would recommend to any of my friends or colleagues!

After being horribly let down by another CPA firm a week before the tax deadline, I found Northrop Financial Group via a desperate google search!! I called Meghan and explained our situation. Straight away she put my mind at ease and our tax returns were given immediate attention. Shane and Meghan returned my calls, answered every email and when we met with Meghan, she was ready for us with prepared paperwork to sign. Never having needed to file US taxes before (we're British), we really needed help and

Shane at Northrop Financial in Ft Myers, FL is the best accountant and tax expert I have ever worked with. He is extremely personable and goes the extra mile to make tax filing so much easier. I have always felt overwhelmed with having to handle both personal and business tax filings, and now I don't stress at all, knowing Shane is handling it all for me. He is very knowledgeable in all aspects of taxes and financial planning, so I highly recommend him to anyone who wants their stress over taxes to be elimi

Shane and Meghan have been an amazing asset to the financial organization of my company. They are always available to answer to my questions and quick to respond as well. I highly recommend Northrop Financial Group to individuals and businesses seeking professionalism and a dedication to excellence! Thank you Shane and Meghan!

As a small business owner, there are many daily concerns. My accounting issues are not one of them as a result of Northrop Financial. From purchase to expansion they have been assisting us step by step. The quick response times with emails and questions has been a lifesaver. I feel fortunate to have become a client, dealing with Meghan has been an absolute pleasure, and my only accounting concern now is if Shane beats me to retirement.

Look no further than Northrop Financial Group! Shane is AMAZING!! Being a first year business , Shane made the process quick and easy and explained everything I needed to know. He answered any questions or concerns, prepared the taxes very quickly, and sat down to explain everything that went with my filing. There's a reason Northrop Financial Group is so highly rated and it starts with Shane and his great personality. Will definitely be continuing to have Shane be my go to guy!! Thanks!

I always enjoy working with Northrop Financial, not just at tax time but throughout the year with questions related to tax planning and such. They give great advice, respond timely and they are really friendly. I?ve used them in 3 states! they have the ability to file out of state returns. I?ve also used them for LLC formation, and filings. So grateful for everything! Thank you so much.

This firm is one of, if not the premier CPA firm in SWFL! I?ve known Meghan and utilized her services for quite some time now. She is a phenomenally gifted, adroit, attentive, and super friendly accounting professional. As a token of my appreciation for the services they?ve rendered I constantly recommend Northrop Financial Group to my banking clients, family, and friends alike. If you?re looking for emphatic service, expertise beyond measure, and sound financial asvice in tandem top notch results ? you ne

I am so grateful to have met Shane and Meghan. This is by far and away the best accounting/financial firm I have ever worked with. Meghan is smart, talented and goes the extra mile for her clients. I would recommend this firm to anyone that needs world class accounting and financial planning.

I am very thankful I found Shane and Northrop Financial! They have been invaluable in the formation of my small business. From inception to tax filing, etc.... Shane has provided exemplary service. They are always extremely prompt and helpful. Shane has also provided me with wisdom and advice that many others probably would have charged hourly rates for, but for Shane he has always been such a valuable resource and more than willing to help. I look forward to working with Shane and Northrop Financial fo

Meghan Maynard is exceptional. If you are a small business and looking for an amazing cpa you MUST contact her. She is extremely talented, but also a very hard worker. I HIGHLY recommend her!

Shane from Northrop took over our business and personal accounting after major disasters with two other firms. At first we were not sure how well this would work as we are in New Mexico and they in Florida. They have met and/or exceeded all of our expectations, handling three business accounts and our personal in a timely professional manner. The distance has not been a problem at all. We have since recommended them to several friends and business clients who have found the same impressive service we fo

Shane makes my S-Corp business tax time easy. Quick turnaround. A pleasure to work with. Have not had the pleasure of meeting him; but, all of our communication (although not much has been needed) has been great. I love his secure portal for uploading and receiving my data. Very easy to use. Great questions. Very thorough and responsive. Wonderful advice! Highly recommend.

Meghan did an amazing Job and completed my taxes for my business and personal in a timely manner. I recommend her tax services to anyone that wants your paperwork to be done professionally and right! Thank you Meghan you saved me from the IRS! Best in SWFL!!!

Shane and his team have truly helped change my business tax preparation from a nightmare to a piece of cake. Shane is thoughtful and professional with replies and addresses concerns and questions in a timely and no-nonsense way. His answers are easy to understand and his suggestions absolutely on-point. And this is only the tip of the iceberg. I thought Shane?s roll would be tax preparation only for myself and my company (which is somewhat complex and international), however Shane and his team have been an

I have been using Northrop Financial for three years and have been very pleased with the advice and services that they offer. Meghan and Shane are always available for our every need and request, I would highly recommend this firm to anyone for personal or professional services. Brett Woodard

Absolutely a 5 star team! I needed an accountant after attempting to handle my small business finances myself. Shane was a pleasure to speak with the second we met and the service the team provided was outstanding. I can?t thank them enough! If you need anything accounting related stop wasting your time and call them now.

Northrop Financial, is the fastest service and friendliest service that I know of!! They take care of us very quickly, and Shane is the best at what he does!!! I love Northrop Financial, and our family has made a decision to stay with him for the rest of our lives... Thank you Northrop!

Northrop Financial Group's expertise is beyond reproach! Their work ethic, and intimate knowledge in the accounting world is unparalleled to any other company I have worked with. Thanks Shane for all of your hard work and great insight! I look forward to doing business with you again soon!!

I did a lot of research throughout Lee county to find a smaller CPA firm and someone to form a business and personal relationship. I have worked for the large firms and could not afford them for myself, however, he is every bit as knowledgeable and very friendly. I came to him with 1099 income and some small home businesses and right away he made me feel very comfortable. He discussed options, deductions I wasn't aware of even after preparing my own taxes in turbo tax. I do QuickBooks Consulting locally

Lori and I (her Husband) are CEO's of 3 LLC's and profoundly commend and recommend Shane Northrop and his team for an over the top professional, excellent, and friendly service. Both personal taxes and business taxes were prepared in a quality, timely manner. It is very rare, indeed, for us to write a review. If there were 7 stars to check we would have checked an extra 2!

Professional, prompt and financial wizards! We use Northrope for our business and personal taxes and we can't recommend Shane, Meagan or Chris enough. They always go above and beyond. They make a normally stressful time of year a simple pleasure.

Northrop Financial is a premium accounting firm in Fort Myers. They are an example of how good care and attention to detail can help your business in run smoothly. They are honest, knowledgeable and truly care about their clients. They are my accounting firm and will stay that way indefinitely.

We can't recommend Northrop Financial highly enough! We've used other accountants in the past, and haven't ever had this great of an experience. You can tell they really care about people, and I felt like my company was more than just a number. It's great to know that we've found someone we can rely on!

Shane has been doing taxes for my entire family since we moved to Florida. He is kind and professional-everything you are looking for in an accountant. Shane makes tax season a breeze and I can't imagine working with anyone as wonderful or capable of maximizing my return, year after year.

Both Shane and Meghan are very polite and professional. If your looking for an Accountant. Look no further. I highly recommend Northrop Financial Group. Thank you for everything!

Great professionalism here with Northrop. I've sat with Shane and with Meghan. Both are very welcoming have a listening ear and always have what you need done in a timely manner.

Ms. Maynard and the Northrop Financial Group were exceptional resolving our tax issue. Ms. Maynard was able to assess the issue, provide the necessary documentation and communicate on our behalf to resolve the issue in an expeditious manner.

Shane, does a great job. I have been working with Northrop Financial group, since 2013. I have nothing but good things to say about them. Very professional, helpful, and fair.

Meghan handled our business taxes for 2016 and 2017. Highly recommend her to anyone wanting to get their taxes or book keeping handled right! Don't look anywhere else.

Had my taxes done professionally for the first time and so glad I did. Meghan was a pleasure to work with, and found deductions that I missed. Thank you for amazing service!

Shane, Meghan & staff are extremely helpful in assisting all my tax prep needs throughout the year. They truly make filing my taxes simple!

Meghan and her team are incredible! She is extremely knowledgeable, thorough and fast!! So happy! Highly Recommend!

I was completely impressed with the entire staff and my experience. I was able to get my taxes done with lighting speed year after year after year. I?m Looking forward to working with them in the future on a monthly and weekly basis to help me grow my business. Absolute pro?s!!!!

Shane is so friendly, and prompt. We have been doing our taxes at his office for two years, and he is just great!

Meghan has been taking care of my personal and business taxes for years. I would not trust anyone other than Meghan and Northrop Financial Group.

My experience with Northrop Financial Group exceeded my expectations. The quality of customer service is top notch. Highly recommended!

I can't say enough great things about Northrop Financial Group. They handles all of our filings with ease. They have 100 percent of our business from here on out!

I had such a wonderful experience at Northrop Financial. They are definitely someone we can trust and have on our side for future business.

We have been very pleased with the professional service we have received from Northrop Financial Group. I would highly recommend them.

Not impressed! Poor communication unless to send a bill

Professional quick and very through. Will be going back next year. Highly recommend!

First time we used their services, and so glad we made the change, for our taxes and investments

Great service will be using them again next year!!!! Too easy :)

Smart, fair, industrious

(Translated by Google) I was searching on the internet for an accounting firm that could help me with my taxes and other super important documents that I urgently needed. Luckily I found Northrop Financial Group A professional team with great knowledge of their work Thank you 100% recommended (Original) Estube buscando en internet a alguna firma de contadores que me ayudara con mis taxes y otros documentos super importantes que necesitaba urgentemente. Por suerte encontre a Northrop Financial Group Un equ

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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