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OTERO CPA, LLC

OTERO CPA, LLC

Reviews Summary

The consensus highlights exceptional professionalism, expertise, and reliability, with frequent praise for timely, accurate service and clear communication. Many reviewers emphasize long-term satisfaction, noting significant tax savings, thorough guidance, and seamless handling of both personal and business accounting needs. The team is consistently described as courteous, knowledgeable, and trustworthy, with strong recommendations for their comprehensive support. Several mention quick responses, organizational skills, and a proactive approach to deadlines. Overall, the reviews reflect high confidence and appreciation for the quality and dedication of the services provided.

About This Listing

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.*

Contact Information

Address

1607 Ponce de Leon STE 109

Coral Gables, Florida 33134

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Professional, knowledgeable and organized team at OTERO CPA in Coral Gables. Mrs. Mary Otero the CPA is outstanding and always goes above and beyond. She has been helping me with my company's accounting, financial reports, consulting and done both business and personal taxes for over 4 years already. I am Very happy with their services. I highly recommend Otero CPA and team. Thanks once again!

I have used Otero CPA for both business and personal tax filings for several years. On the business side, we utilize Otero CPA for a broad range of services, such as monthly state sales tax filings to bookkeeping and annual IRS tax filings. I could not recommend another CPA firm more highly.

A big congratulations to Otero CPA, LLC for consistently providing excellent accounting services! Your expertise and dedication to accuracy make a real difference for my business. Thank you for your continued support!

Mary handles all our accounting and filing requirements and we're very happy with the service. She is hardworking, professional, communicates well and quickly, provides instruction for my staff and is pleasant to deal with. We look forward to a productive and long-term relationship with her.

Competent, professional, tax adviser. Timely response to all questions that involved out of state tax return. Highly recommend Mrs. Otero CPA services.

Excellent experience here and very happy with the great attention, thanks to Otero CPA my company it is in perfect condition, Gracias and Merry christmas and happy new year

OTERO CPA is a trustworthy, knowledgeable and professional Accounting and Tax Service Firm. Mary Otero CPA goes above and beyond to meet the deadlines and get the job done on time. She is very easy to work with. I highly recommend her!

Mary is hands down the best accountant! She?s fast responds to your messages within minutes and is trust worthy! When you have a business you need someone who knows the ins and outs and is up to date with current financial structures that can help your business or personal finances. I recommend her 100% and look forward to continue working with Mary!

I am beyond satisfied with her services. Mss. Mary and her associates are nothing short of courteous, respectful professionals who will handle the task given in a timely manner. I first reached out to her for assistance with Tax services, little that I know; the consultation was free, and her counsel helped me save thousands of dollars (free of charge!) I was delighted! I told her I was in the process of opening my own business. Well, wouldn't you know it, she help me obtained my LLC. And, my company's na

Mary Otero has been very helpful for the past 5 years in preparing my Taxes and clearly explained tax credits and deductions I qualified for. Mary Otero was quick, accurate and very professional. I highly recommend Otero CPA services.

We have used the services of Mrs. Otero for a number of years and could not have selected a better accountant. All of our documents are processed timely and presented in a clear, organized manner. We highly recommend Mrs. Otero for your accounting needs.

Very professional and reliable, we been working for a wile now and we are very please, we recommend Otero CPA

Thank you Mary for your professional accounting guidance with my QuickBooks and tax issues. You and your company were able to get me back on track and pointed me in the right direction.

I highly recommend Mary Otero CPA and team

Excellent and professional service with fair rates. Highly recommended.

Accountant was extremely thorough and professional throughout. I highly recommend its service.

Highly acknowledged and professional, always supportive, definitely an invaluable help for our business.

Excellent, speedy and accurate service.

PROFESSIONAL,PROMPT AND VERY PLEASANT WOULD RECOMMEND TO FAMILY AND FRIENDS.

Otero CPA the ?? ????

(Translated by Google) At Otero CPA, my family and I feel confident that we are in good hands. They are very professional and diligent. We have had our taxes done by Mary Otero and her staff for some time and have always received excellent service. (Original) En Otero CPA, mi familia y yo nos sentimos con la seguridad de que estamos en buenas manos. Son muy profesionales y diligentes. Llevamos tiempo haciendo nuestros impuestos con Mary Otero y su personal y siempre hemos recibido buen servicio.

(Translated by Google) Excellent!!! (Original) Excelente!!!

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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