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NxtStep CPA, PA

NxtStep CPA, PA

Reviews Summary

The consensus is overwhelmingly positive, with all reviewers praising Greg's expertise, professionalism, and ability to simplify complex tax and accounting matters. He is consistently described as knowledgeable, patient, thorough, and easy to work with. Many highlight his clear communication, prompt service, and willingness to answer questions in detail. Reviewers appreciate his personable approach, affordability, and efficiency, especially for small businesses and complex tax situations. His ability to build trust and provide tailored advice makes him highly recommended for both personal and business accounting needs.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Law Firms
QuickBooks
UltraTax
Drake
Lacerte
Years of Practice
CPA License

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

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Law Firms
QuickBooks
UltraTax
Drake
Lacerte
Years of Practice
CPA License

Contact Information

Address

1901 Island Walkway Suite 117

Fernandina Beach, Florida 32034

Visit Website Call Now Get Directions

Customer Reviews

I had the pleasure of working with Greg, and I can't recommend him enough. He helped me navigate the complexities of taxes for self-employment in a way that was clear, approachable, and genuinely helpful. From our first conversation, Greg made sure I understood the ins and outs of everything, breaking down complicated tax concepts into easy-to-understand pieces. He?s patient, knowledgeable, and always ready to answer any questions, making the whole process a lot less intimidating. Thanks to Greg, I feel muc

Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.

Greg is incredibly efficient. I bring a very complicated portfolio of investments and statements here from NY. And for three years now, Greg has filed my returns quickly, completely, and charges me less than what I used to pay. I wouldn't think of going to anyone else for my tax returns. Contact me if you have any questions.

Greg is very attentive, available, and easy to work with. He is thorough, knowledgeable, and provides good advice. I?d recommend you contact him to discuss your accounting and tax needs.

Greg did a great job preparing and filing my taxes. He is very professional and I?d highly recommend him.

Greg Gresham far exceeded my expectations as an accountant. He is experienced, knowledgeable, professional and completed my taxes in less than a week. Most of all Greg takes the time to get to know one personally making it pleasure to deal with him. But if you want an expensive office with a big staff and a fat bill to match, go somewhere else.

Greg was a pleasure to work with; he prepared my return very quickly and took the time to answer all my questions. Lauren

Gregory is so amazing! I am a small business owner learning how to do taxes properly and he has been such a huge help. He answers every question I have in extreme detail and has truly made such a difference for me and my business. I highly recommend working with him if you?re looking for someone who is full of knowledgeable, patient, and kind! He gets the job done. Thank you Gregory!

Greg was a delight to work with and always makes things much easier to understand. Very personable, so you never feel like you are walking into a strangers office. Very communicative and professional through the entire experience.

Greg Gresham was referred to me by my real estate broker on Amelia Island. He has been invaluable in assisting me with an LLC, prepares my quarter reports, advises me, and prepares my taxes. He's very easy to reach and talk to. I highly recommend Greg for anyone's accounting needs.

Gregory has been my business accountant for several years. I am, and have been extremely lucky to have been introduced to him he helped me ?Tremendously? as a small business during Covid and allowed me to continue thru a tough season of life with his knowledge and continued commitment to help me succeed.

Greg is very thorough he has help me tremendously over the past one and half years . I am very satisfied with his help with my accounting needs

Helpful and knowledgeable - will use 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.

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