*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.*
5401 S Kirkman Rd Suite 210
Orlando, Florida 32819
OGO Financial Services has been helping us file our taxes the past couple of years & it has always been such a pleasant experience. Everyone has polite, efficient, knowledgeable & professional. Definitely recommend filing with them for the smoothest, reassuring & quickest process!
I am very happy with filing my taxes through OGO Financial Services. They make the process extremely easy and simple while having great customer service. They also help you in a timely manner. I will continue to refer family and friends to their services.
I have been a client at OGO Financial Services for two years now and they have not disappointed! I use their service with a peace of mind knowing they are accurate and efficient. They respond quickly and answer each and every concern I may have. I definitely will use their services again next year! Thanks OGO!
Dear OGO Office Team, I would like to extend my heartfelt thanks for the excellent service I received during my recent tax filing. Your team's responsiveness and clarity made the process much easier for me, and I truly appreciate your support. Thank you once again for your assistance. I look forward to working with you in the future. Best regards, [Ramsys Rodriguez]
I have been with Ogo Financial Services for a few years now and I definitely plan to stay with them to do my taxes. They are so professional and so prompt and always willing to answer any questions I may have. I highly recommend their company
Gina and LeBron is amazing. They are patient and understanding. They go above and beyond to ensure satisfaction. I always feel like a family member every time I enter the office.
Gina at OGO Financial Services is amazing! We?ve been using OGO for a couple of years now and they have been great. Highly recommend!
I had an amazing experience with OGO. They asked me for specific information, and once I sent it over, I received my refund estimate within a couple of days. OGO fights for every cent, and I highly recommend their services.
I am 56 so I?ve been filing for years! This company has been very detailed, helpful with answering questions and most of all making sure I don?t have to pay the IRS. I?m not going to say my past preparers were lazy, but moving my services here was one of the best thing I?ve ever done!
OGO Financial Services are great. The process was fast and easy. I will definitely have my taxes done by this company next year
Amazing service, everything needed is as simple as possible all done electronically. Customer service was impeccable, highly recommend doing your taxes with OGO Financial Services!
Fantastic crew! Gina and Genesis are amazing in helping on my taxes and informing me about any questions and concerns I had. Amazing. ???????????? 10 ??!
Gina and Genesis helped me so much. So nice and kind. I will always do my taxes needs with them. If I could give them 10 stars I would. ??
My bf and his family go here! I came to get my taxes done they welcomed me in right away and got everything finished in a timely manner. Very patient people:)!
The best taxes people you may know! We have been with them for over 7 years and they have helped us in every way with our complicated fillings without any issues
Awesome professionals! 2nd year working with them and they always do a great job. I even recommend all my family and friends to go here.
OGO Financial Services are awesome! They answered any questions I had and made filing my taxes easy and they are very knowledgeable.
Quick, accurate, and reliable. I love the professionalism and the help from the team. They keep me updated through the process. I will never work with anyone else.
We have been doing our taxes here with Gina for three years now! Always fast and efficient and will continue to keep using this service for our taxes.
Very satisfied. They got me a quote back in a timely manner. Would definitely use them again.
They helped me with my taxes and always kept in contact with me via email or phone great job. I will be going to them next year!
They are always so helpful and responsive. I have been doing my taxes with them for over 5 years!!
I Been using OGO Financial services for the last 5 years never had a problem will refer to anybody very professional & just a phone call away?.
I?ve been utilizing services for a few years now and the customer service and turn around for processing is exceptional. Thanks so much!
They are very trusting when it comes to your taxes ? I?m a 5 years client with them ? Gina is amazing
Gina A. Took care of me for the second year in a row. Very professional and she made sure to get me my full refund!
Awesome experience! I didn?t have a long wait time and the service was excellent! Definitely recommended moving forward!
I?m always so stressed out about tax season but Gina and her team make everything better!! 100000% recommended!??
If you?re looking for honesty and trust while receiving amazing results, contact OGO financial services now! You will thank me later!
This will be my 2nd time filing with them and i couldnt ask for a better experience! I recommend to anyone looking to find a new place to file through
Very nice people and Gina make a very good work with my taxes
Wonderful nice customer service i have been coming here since I moved to Orlando
They are really good been going to them for years! Lebrun & Gina are the Best!!!
Gina and the team were absolutely awesome and answered every question we had. They are so sweet and their customer service is 11/10. Definitely will be doing my taxes with them from now on.
They are the best!! Treat us with a lot of respect!! THANK YOU!!!
I have used OGO services for the past 2 years and I must say l that I am very pleased! Very professional and top tier when it comes to handling your taxes! Overall a great experience!
Very amazing and personable will come back every year.
Always a great experience, always feel welcome. Will definitely come again, and refer friends and family. Thanks again OGO Financial Services.
Was Fast and easy also had very good communication
The staff is friendly and knowledgeable. If anyone would like to have a professional tax preparer to do their tax, I strongly suggest NGO Financial Services.
Thank you for your service. Have a wonderful day
Best company i found to do my taxes
I have been using the services for years and would recommend to everyone. Very professional yet they make you feel like family.
I am very pleased with the professional service I received. Any questions I had were addressed in a way that I could understand. I was updated regularly on my status. Great tax service.
I am pleased to have found someone willing to take the time to answer my many questions and educate me. OGO Financial Services have found a life long customer in me.
The staff at OGO services are very professional in providing services to the clients. The staff exemplifies knowledge in the area of expertise. Please resource them for all your accounting needs.
Best in class customer service ! Very professional and reliable with my finances
Professional, accurate, and reliable!
The best place in Orlando
Great Service! Gina is the best!
Thanks OGO for helping me get the best refund possible.
Must do your taxes with him great guy
(Translated by Google) Very good service, excellent people since I had too many questions about my taxes and they resolved them for me, Gina and Mar?a were very special to us, thank you very much (Original) Muy buen servicio excelente personas ya que tenia demasiadas dudas por mis impuestos y me los resolvieron, gina y mar?a muy especial con nosotros muchas muchas gracias
(Translated by Google) Very grateful to this company for filling out my taxes. Very friendly and fast in filling out my documents. I recommend it 100% (Original) Muy agradecido de esta compa??a por llenar mis taxes .Muy amables y r?pido en llenar mis documentos. La recomiendo al 100%
(Translated by Google) A very pleasant experience and if you bring family and friends they pay you $75 per person, I recommend it! (Original) Una experiencia muy agradable y si traes familiares y amigos te pagan 75$ por persona , se los recomiendo!
(Translated by Google) Excellent service!! The best work team regarding taxes, I recommend them 100% (Original) Excelente servicio!! El mejor equipo equipo de trabajo referente a los impuestos los recomiendo al 100 %
(Translated by Google) Excellent service from Genesis, I really liked it, I recommend it. (Original) Excelente atenci?n de Genesis me gust? much?simo, la recomiendo
(Translated by Google) excellent attention and good service, we left satisfied (Original) excelente atenci?n y buen servicio, salimos satisfechos
(Translated by Google) Excellent service, very well rated, thanks for all the attention (Original) Excelente atenci?n super muy bien calificado gracias x toda la atenci?n
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.