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Patriot Tax & Accounting Service, LLC

Patriot Tax & Accounting Service, LLC

Reviews Summary

Patriot Tax receives consistently glowing reviews for their professional, friendly, and efficient service. Customers highlight the team's expertise, timely tax preparation, clear explanations, and personalized care, often comparing the experience to working with family. Many long-term clients praise the trustworthiness and reliability, with frequent mentions of stress-free interactions and thorough, accurate work. The combination of professionalism and warmth makes them a top recommendation for both personal and business tax needs.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience

Contact Information

Address

24670 Euclid Ave

Euclid, Ohio 44117

Visit Website Call Now Get Directions

Hours

Monday 10AM-4PM
Tuesday Closed
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

They worked on my taxes in a timely manner along with being kind, friendly and explaining my next Steps in the process! Thank you Patriot Tax!!!

The very best tax & accounting company around nice friendly people and there work is top of the line

As a new client (2 years), Michael and Amy have been great. I feel like I've been with them for longer and definitely a valued customer. They helped me with a job layoff year and my first year as a retiree. Their work is impeccable and I feel comfortable and am happy with their services.

Mr. Filippo and Amy are great. I am a new customer and happy to have been referred to Patriot Tax. It is a great feeling to know that I can count on my taxes being handled by Patriot Tax from now on. Taxes were completed in a reasonable time and they were explained clearly. I am very happy with Mr. Filippo and Patriot Tax! Thanks again!

Patriot Tax Services was recommended to me by my daughter. I'm glad she did. They are very professional. Filing taxes can be very stressful but Amy made us feel welcome and our visit stress-free. Will recommend Patriot to family and friends.

I have been using Patriot Tax & Accounting Services for over 10 years and have had the best of service consistently throughout. They are knowledgeable, efficient, and caring when working with their clients. I am reassured that they have my best interest in mind.

Michael Filippo and his staff are unassuming and as professional as they come. He?s been doing my taxes over 10 years and I?ve referred my family and friends. I drop off my paperwork and money magically appears in my bank account (if I?m lucky). He?s trustworthy, funny and has a very loyal following.

I could not ask for a better firm to represent me with my financial needs when it comes to filing my taxes, properly. Mike is highly educated on all of today's dues and don'ts that makes preparing my return easy and painless. Thank you Mike and Amy for being just a phone call away!

The accountant, Michael and the office receptionist both provided excellent service. The minute I walked in, I felt that I was in good hands. Both of them guided me every step of the way and finished preparing my taxes in a reasonable amount of time. I will definitely be coming back next year and I would highly recommend this service!!

Mike always does such a great job with my taxes. I've never had an issue and his team is top-notch! Amy is super great and knows her stuff! Donna and Tyler have always gone above and beyond as well - can't say enough about this great team we have in Euclid :-)

Mike has been doing our taxes for 10 years. Professional and well done. He and Emily take care of details and are quite pleasant as they help.

I will be expecting a phone call as soon as possible.This is Mark with g ML attorney associplease contact me as soon as possible as we are going to be moving forward on press and charges for harassment to a particular individeo. We will see you in court .soon. please contact us at your earliest convenience thank you

We are so happy we have Patriot Tax and Accounting. Michael has taken care of Larry and I like we are family. It?s good to know we are in good hands when it comes time for our taxes. I highly recommend Patriot Tax and Accounting. Thank you Michael and Amy Larry and Lorette Pinto

Patriot tax gets a 5 star from me. From the front office with Amy to the CPA, Mike they are personal, interested and professional. Really get a sense I'm working with family! Thanks all!

I have been using Patriot Tax & Accounting services for many years. They are always professional and they complete my taxes in a timely manner. Any questions that I may have are answered to my satisfaction.

I've been going to Patriot Tax for 20 years now. Micheal is the best by far. And he is a great guy. I highly recommend him.

I have been using this firm for many years and am highly satisfied with their expertise and the friendly service they provide. My taxes are always done thoroughly, accurately, and on time.

I have been getting my taxes done at Patriot for several years. They are always on time and very professional. Even with the pandemic, they did not miss a beat. Thank you Patriot Tax staff.

Been going here for almost 20 years. He is professional & always takes the time to make sure you get the most in returns & your paperwork is processed correctly. Highly recommend!

Amy has been always wonderful and helpful with my questions about my taxes as well as Mr. Filippo. This a very honest place to do taxes with excellent service.

Tax prep work was done timely and without issue. We have always experienced very good and professional tax service.

We have been using Patriot tax for 8 years. Trustworthy, honest, and very accommodating. Have never had any issues. Highly recommend

We have Patriot Tax handle our personal and small business taxes. I really enjoy having a professional CPA take care of things.

Amy is wonderful and always has an answer at her fingertips. The process was painless and I was very happy with my experience.

My taxes were done again by Mike. Never a problem and done by a professional.??

The service was very nice and got business done. I enjoyed the professionalism and the confidentiality my taxes!

Very professional answer all my questions an knowledge of the tax laws very satisfied will recommend thanks patriot team ??????

Patriot Tax does a great job. They are efficient and friendly.

Don't know why you think we used you. Have gotten lots of calls on my cell phone though unsolicited. Haven't used so can't review favorably.

We thank you for all of your help in our preparation with taxes and will continue to do so. Derrick and Mary Lou Hoyes

Michael and Amy were very welcoming, helpful, friendly, and patient. I would recommend them to anybody!

Great service! Always there for your tax needs.

Excellent service! They have been doing our taxes for years!

Great customer service, simple, easy, flexible options at a fair price

I like working with them very professional

Very professional! Amy and Mike are fantastic!

Always gives the best service and explanation of what is being done!!!

Thorough, fast, and honest - very satisfied.

Excellent service each year. Highly recommend!

Excellent work very reasonable.

Very professional, prompt and polite

Very friendly and efficient

Very efficient very pleasant

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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