P Mathis & Associates - P Mathis The Accountant

P Mathis & Associates - P Mathis The Accountant

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, expertise, and transformative impact. Customers praise the coach's knowledge, patience, and practical guidance in business growth, tax help, and digital products. Many note life-changing advice, clear communication, and personalized support. A rare critical review mentions poor video quality in one product. The consensus: highly recommended for professional, empowering coaching with tangible results.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses

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
Sales Tax Compliance
Financial Advisory
Small Businesses

Contact Information

Address

603 E Fort King St #1198

Ocala, Florida 34471

Hours

Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

This review is written with a smile on my face. Coach P. is awesome! I?m pleased to share with you all my thoughts and experience on my 15 minutes ?Pick My Brain? call. I?m excited about the opportunity to work alongside with Coach P. that?s to take place. Coach P is very knowledgeable in her expertise and provided me with a sense of ease venturing into something new. I?m very impressed with how our talk went and I?m looking forward to training with her as well as the creation of many adventures that will

P Mathis is a wealth of knowledge and was very very helpful in answering all the questions I had. She came fully prepared based on the preliminary questions I asked online prior to our meeting and had all the answers outlined before I could even ask! Definitely happy I found her!!

Just completed the Pick my brain call with Coach P. It was a wonderful experience. I?m looking forward to gaining the knowledge that I need to elevate my business Hairful Express. I came to Coach P after watching her on social media and for some reason I took to her content she made me feel like I could trust her process. If you want an honest and reliable business Coach you should hire Coach P. I look forward to working with her as my business coach on the journey to build MY brand Hairful Express. Comin

Wheww! The Pick My Brain call was amazing! Coach P is very knowledgeable, honest and reliable. She makes you feel heard, she meets you where you are. I'm truly looking forward to working with Coach P on this journey.

If you?re in need of an experienced account or business coach, I highly recommend Coach P. She brings extensive knowledge and a patient, thorough approach to answering all questions. Her passion for her work is evident, and she genuinely cares about her clients? success.

My call session with P Mathis was what I needed. I must admit I was a little nervous about our session because she doesn?t play when it comes to her services. She help made my website more buyer friendly when it came to purchasing my digital products. She told me what I needed to address but overall she gave me great feedback on my current products and website.

P Mathis is THE REAL DEAL! I?m getting looks on my business page and we?re not even done refining it. She has great one on one meetings along with group meetings. I?m confident that everything she teaches me will greatly help my business. Come and get this training!

She is Very nice and professional. I enjoyed my one on one service it was very knowledgeable and helpful. Thank you very much.

I recently had the pleasure of joining a Zoom meeting, hosted by Coach P Mathis , and I can?t recommend them enough! From the moment the session begin, I was captivated by their professionalism depth of knowledge and their ability to break down complex topics into easy to understand insights. The meeting was not just informative - it was educational, empowering and truly inspiring. I left the session filling, equipped with actionable strategies and a renewed sense of direction and achieving my goals. Whet

I highly recommend P. Mathis. She is knowledgeable, friendly and most importantly, has the experience to meet all of your business or personal accounting needs.

Great service, friendly, show support and will answer all your questions. You need your taxes done see Ms. Mathis. You won?t need go no further.

I have been a student of Coach P's since January of 2023. If anyone is looking to gain access to greatness this is the place to do so. Coach can teach anyone who is willing to learn. I have been in business for over 10 months and although life has happened she has been right there with me every step of the way. I made my first sale months into her academy and truth is she believed in me when I didn't believe in myself. Thanks Coach for all your support I am glad to be a lifetime student of yours.

Coach P has a great, free video explaining, in detail, how to start making money online. She made herself available to answer any questions regarding the video and some tax questions that I had. I am looking forward to putting action behind what I learned from her video and hopefully, I'll be able to purchase her full course soon! Thanks Coach P!

This has been the most informative, educational, experience for me. Coach p has been a very present help in the time of need. I can't say enough about how appreciative I am about her and her services. She's very dedicated and willing to go the extra mile to make sure you get to the success that you desire. Someone that is willing to go one-on-one with you, is definitely a person that is dedicated to their job, and their calling. Thank you coach p, for helping me help myself, thank you. I have not reached my

Coach P provides a free course that is very informative! Coach P breaks down how easy it is to break into the digital products industry. The PLR Bundle course Is amazing and it is self pace.This is great for someone that is still working a 9-5. COACH P always teaches about ownership!

Coach P was beyond amazing! From a fellow business owner it was refreshing to see someone reach out to connect the dots without a fee attached to it. I needed just minor guidance on setting up my Stan store after migrating from Gumroad. She instantly reached out and we hopped on a ZOOM CALL! That for me was above and beyond anything I could ever expected because that?s exactly how I am! She broke it down to where I could see how to navigate it and I instantly executed after our call! I?m big on the little t

P. Mathis got my taxes taken care of before the 1st. Even while she had a stumbling block in the road she kept me updated on everything.

Definitely got a lot of information from PMathis to help me better work my business.. Bela?s Bling Thank you so much .

This was soo helpful and detailed. Worth the time! I would refer P Mathis & Associates anytime. She will make sure that she does not skip over any information. You will receive everything that you need to become successful in your journey.

Great information. After one class I feel like I?m ready to edit my own PLR. I love how Coach P took her time to go step by step with us to ensure that we ALL understood the process. Can?t wait for the next session!!!

Coach P's class was stress-free. She was very patient with me as I had a few hiccups in the training. The class was well-organized and presented a clear pathway with the materials that were provided.

P Mathis is extremely helpful and knowledgeable. Do not hesitate to obtain her services, you will not regret it. One of the best decisions I made in a long time.

Coach P's PLR class is one of the best PLR classes . She takes her time to explain each and every aspect of the course . I recommend coach p because as a beginner like myself she takes the time to make sure that you get it. Big ups to coach P.

My first day of class feeling awesome and nervous. However, Coach P made me feel very welcoming, patient and was understanding throughout this process. Thanks Coach P Roshunda

P Mathis is a phenomenal business coach. She is very relatable, straight and to the point. She values your time and hers while driving you towards your success. She is a well rounded professional as she offers many services and I look forward to my continued work with her.

I needed help with getting my business going, as well as understanding how to use these social media sites with my business. Since joining the P Mathis, Coach P. has given me some useful tips and pointers to help my business blossom, It?s been two weeks since I?ve joined and gained access to the wealth of information P Mathis, has to offer; I must say I?m well pleased with the structure, information, and blunt honesty about business Coach P brings to the forefront. If your struggling with your business, nee

This is some of the best information I have gotten about starting a digital product. For this to be free, there were no holes in the information given. All my questions were answered and there was a thorough walk through of how to get started!! This is worth the 25-30 minute watch!!

If you are looking for a company that is trustworthy and really focused on your personal and business needs and goals relating to your finances, definitely look no further than P Mathis & Associates. Precious Mathis Hodge and her staff are extremely knowledgeable, passionate, and go the extra mile to meet their clients' needs. I highly recommend.

Coach P is an amazing business coach!! She answers all questions in a timely manner! She gives clear instructions when she needs you to fix something!! She gives honest and clear feedback!! Coach P is amazing and I recommend her as a business coach!!!

Mrs. P. Mathis is a great teacher who knows how to break it down so even a child can understand. Very helpful and patient and makes it easy for anyone to create a digital product to sell.

I wanted to make sure that one way or another I was going to make my coaching business a success and Coach P's experience with people and business has made P Mathis & Associates, a perfect fit for me. Coach P introduced me to a new way of thinking, that not only has changed my business, but also my life.

Great experience. Precious was very knowledgeable in helping me with my business. Great at marketing and helping with designs. Creative easy to work with and professional. Easy to reach direct and straight forward has definitely been a asset to my business. She understood the assignment.

I was very happy with P Mathis & Associates tax preparation services. She was very easy to work with and explained all the different tax programs that applied to my specific situation. I would definitely use her services again in the future.

Coach P was very thorough and knowledgeable with the information shared. I look forward to meetings with her. She's very friendly and helpful.

Precious made my tax filing experience extremely simple and fast. She worked with me all the way in another city and was able to maximize my refund. I recommend her to anyone looking for a professional, dedicated, knowledgeable, and trustworthy tax preparer ????????

I took the course with Coach P and I?m so happy that I did! I will have to say it?s life changing. I?m truly grateful to have crossed paths with Coach P and you will be too!

Working with Precious as a business coach has been game changing for my business. When I connected with Precious, I was struggling with clientele and ways to improve my business. Precious helped me to get out my comfort zone. I followed her plan and I gained an additional 70 clients and added additional services yo my business. Precious is brilliant, and it?s been an honor to work with her!!

The best firm in Tallahassee. They are fast, efficient and they get the job done. They are a pleasure to work with and help my businesses succeed. They are effective in the community and are a great firm to work with. Thank you for all your help and support. P. Mathis and associate is the best account and tax firm in North Florida.

My experience with P Mathis & associates has been wonderful. Ms. Hodge is very sweet and helpful She has help me a lot in the growing stage of my business i definitely recommend her and her services

Coach P is the real deal. Day 1 on creating your product was fantastic. Can't wait for the next class.

I have been using P. Mathis & Associates for several years now. This is the best tax service I have every used. I use her for personal taxes and I will be using her for my business as well. Fast and accurate tax services.

I haven?t come across anyone who is as thorough as Precious when it comes to my tax and acocunting needs. As a result of her detailed consultations, I have learned more about what I should be doing to better position myself financially. She?s knowledgeable, an expert in her field, and a treasure to her community!

There is so much value in the courses. Coach P really cares about you. I have learned so much from purchasing the PLR course. Highly recommend!

I love that Precious energy is everything. Very professional and knowledgeable so so many levels! Please do not hesitate to reach out and connect with this beautiful soul! Business to business, personal aspects, you name it?!

Coach P, is the business. So glad I signed up for the class. The Coaching has been a blessing and I appreciate the hands on training.

I have no complaints I have been doing business with P Mathis & Associates for a few years now. Very helpful..Very responsive. Has helped me with growing my business..

Very elegant and professional service. They were able to take care all of my financial needs. My taxes..credit...and small businesses was all made possible and I recommend this business to all families and Entrepreneurs local and state wide. Great firm!!

Don't waste your time purchasing the Academy digital product. This is clearly videos from YouTube that she's bundled together, it wouldn't be so if you could understand what they were saying. There's a huge language barrier. This was just thrown together.

The training was detailed and interactive. I appreciated the extra effort she put into the training and took the time to make sure the lesson was penetrating.

I was referred to CEO of PMathis & Associates (PMA) through a mutual friend. I was the CEO of an association and knew that the I had inherited an unfavorable financial situation. PMA conducted a forensic accounting audit, provided feedback and made outstanding recommendations for our financial management practice and philosophy. i contracted with PMA to provide bookkeeping services that was needed and the firms accounting expertise served the organization well as we worked with a new accountant. PMA was so

I was trying to figure out my issue with my LLC and decided to reach out to PMathis for advice and she was such a great help. Not only did she walk me through the steps, she also checked in from time to time doe an update.

The first day of class training was very informative! Excited learn more great information from Coach P.

Need a way to boost your business and be prepared well look no further, Precious Mathis is the right person for you, she is great to work with has all the knowledge to help you grow your business in all aspects from saving to advertisement and don?t forget Accounting and and so much more but what really catches your eye is how smooth and upfront she is so sign up for her program you won?t regret it thank you for all your help in my business as I continue to grow with you and your fabulous tips!!!!!

Amazing person precious was so delightful and engaging ??

This course was great, very informative. I didn't think I could do it but she help me and was very detailed.

I love taking her classes she is helpful and gives you exactly what you need. You would be make the best decision in enrolling.

Very professional company. I was pleasantly surprised that how fast the turn around time was and my project was completed. Definitely a good company, I recommend them highly!

Mrs. Mathis is an awesome person with great wisdom that loves working and helping people to achieve their goals

I am more than impressed with this company. They are professional yet personable. Their response time is quick and detailed information is provided. I highly recommend them for your business needs!

This was amazing!!! It?s crazy how you don?t know what you don?t know!!! And it?s amazing when you do! Thank you for making this easy! I?m amazed how simple this is!! I appreciate you

I had a great time and learned a bunch for the first class, I'm feeling very good after the first one.

This training was so insightful!! I am hoping the academy!

Coach P was easy to understand and very helpful as well as insightful.

Her class is amazing, she really have patience and really knowledgeable.

Very informative! Simple step by step instructions. Looking forward to the next class!

Done my first training with Coach P and she was amazing!

Working with PMathis on business coaching has given the knowledge and confidence to start my business?.

P Mathis and associates is a great company super fast with refunds and very professional Will be going back!

Thanks coach for giving me encouragement and all the knowledge to help me succeed

Very professional, experienced and helpful! Will definitely will be returning for this upcoming tax season!

Thank you so much . You made it easy to understand and follow along

This was very helpful. Very easy and knowledgeable. Love this....

I couldn't pull up the email so I couldn't participate

Great info very patient very understanding

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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