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Palmer Latko Ledas Page LLC

Palmer Latko Ledas Page LLC

Reviews Summary

The reviews show a polarized consensus with mostly positive feedback (12 five-star ratings) praising professionalism, expertise, timely service, and personalized tax advice, particularly highlighting attention to detail and client care. Negative reviews (3 one-star ratings) cite poor communication, abrupt client dismissals, and significant fee increases without prior notice, leading to frustration over perceived lack of loyalty. Overall, satisfaction hinges on consistent service quality and transparency.

About This Listing

Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
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

Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

Contact Information

Address

20 Tower Ln Suite 305

Avon, Connecticut 06001

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

David Ledas is an outstanding CPA! He handled both our personal W-2s and business taxes with incredible attention to detail and efficiency. The entire process was smooth, and he made sure we got the best possible outcome. David is professional, knowledgeable, and easy to work with. We?re extremely happy with his service and highly recommend him to anyone needing tax help or accounting services. Five stars all the way!

I have been a client for over 20 years personally and for my business. I have always been treated with courtesy and respect. No matter when I call, I can always get answers to any questions I have. If they say they'll call back - they actually do call back! My taxes are completed in a timely manner and every thing is explained to me. If there are ways for me to save on my taxes, I am always given suggestions. They even take care to figure out if it fits my personal goals. I have referred several frie

Made tax season less stressful. Excellent customer service. David was very efficient with my taxes. He took care of everything in a timely manor. He even went through ones I did last year on turbo tax and helped me amend the things I missed. Definitely recommend! I am happy I have found an accountant I can rely on for the future

10/10 recommend for all your tax needs, individual and business! I am a total novice when it comes to taxes, but Dave and his partners/ employees are very thorough, knowledgeable, and prompt with all tax information and returns. They take all things into consideration and are true professionals in their detailed work. I have been a client of theirs for the last 3 years, and recommend their services to anyone!

I am Dr William Seese. I was a customer at PLLP for 45 years. Recently I received an e-mail that I had been dropped from the company because the company had decided to go a different direction (bigger fish, I suppose). So I asked for a referral to an accountant who was comfortable doing a USA tax return for a USA citizen living in and paying taxes in the UK. I was told that they cannot make any referrals. Don't do business with these people. If they dumped me after 45 years without a referral, they wil

I had my taxes done by David Ledas for the past few years. I appreciate his advice when I told him I was thinking about retirement. He made me look at things a little differently that I never thought of before. Really appreciate his attention to detail. Thanks David!

I recently moved to CT from NY and was looking for an accountant. Kismet, I came across Palmer Latko Ledas where David reviewed my current W-2 and 2020 filings and flagged past reports based on what he saw. My previous returns had unreported/missing information as well as dependents unclaimed (What the sh*t!, right? - Who files returns so carelessly?). Luckily, David was able to amend my returns and patiently explained everything in great detail. Everyone I met with was very nice; the girls at front desk we

I have been with David Ledas and his team for many years and have never been disappointed. Mr. Ledas and his team are prompt and professional, have an impressive breadth of knowledge, and provide truly outstanding service to their clients. I feel extremely lucky to have found someone who I have absolute trust in to navigate the murky and complicated tax code. They are the absolute best!

David has been a go-to person for my clients for years now. As an Advisor, the biggest concern when connecting clients with a new relationship is whether or not they will receive the same high level of service. David take that level of trust seriously and ensures people are taken care of; a great experience for everyone involved.

I contacted Palmer Latko early March to prepare my 2021 return after reading great reviews about them on a Facebook neighborhood group. 2021 was a crazy year for me and the filings I needed to do were way beyond my TurboTax skill level. I was connected with their Tax Manager but received very limited support. I repeatedly asked for a consultation, never got a response to that. Initially we emailed back and forth some but then the tax deadline came and went, and I did not receive any communication regarding

Just received a letter dated January 15th telling me that fees were doubling 4 this year. Letter should have been sent prior ro the start of TX season. Fees going from $350.00 to $750.00. Talk about gouging clients. Come out and say you no longer want to do personal returns. I have researched and going rate is $500.00. Is there no loyalty to the client who has been with u 4 years? Guess not! So SAD! I thank you 4 your response and was not made aware last year of this change. I am a person who woul

I own a small business in Avon, and Dave Ledas has been my accountant for the last 3 years. He has put a lot of time into understanding my business and coming up with effective strategies. I highly recommend him and his team.

David has always been very timely and professional when addressing our taxes. We are very happy with his overall knowledge and advice he has provided over the years. We would strongly recommend him.

I?ve been getting my taxes done by this firm for quite some time now and I don?t think I?ll ever go anywhere else. Great service, quick responses to any questions I have, and always so friendly! Highly recommend for you or your business.

Great tax advisors. Very professional. 10 plus years and no issues.

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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