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Pelican Tax CPA

Pelican Tax CPA

Reviews Summary

Clients consistently praise Thiago's expertise, professionalism, and clarity in handling both personal and corporate taxes. His deep tax knowledge, patience, and ability to simplify complex matters stand out. Many highlight significant savings, timely service, and tailored advice for future planning. His approachability, attention to detail, and reliability make him a trusted long-term advisor. Multiple reviewers emphasize they'd never switch to another accountant. The overall sentiment is overwhelmingly positive, with strong recommendations for his stress-free, efficient service.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Foreign Nationals
QuickBooks

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
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Foreign Nationals
QuickBooks

Contact Information

Address

136 4th St N Ste 201

St. Petersburg, Florida 33701

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

Thiago Dias is a true 5-star CPA and tax advisor. Extremely professional, knowledgeable, and always willing to go the extra mile to provide guidance and support. He helped me structure my businesses in the U.S. with clarity and efficiency. If you're looking for someone reliable and experienced in both personal and corporate tax matters, Thiago is the one to trust. Highly recommended!

Thiago is wonderful! My husband and I were very concerned about the taxes we owed and were very confused how we owed so much in taxes (after trying to file them ourselves). Thiago was very patient with us and answered all of our questions thoroughly. He eased all of my concerns and cleared up all of my confusion. He also helped us with coming up with a plan for next year which was extremely helpful. Cannot recommend Thiago enough!

We?ve been working with Thiago for the past four years, and we couldn?t be happier. He?s incredibly knowledgeable, always up to date on tax laws, and makes the entire process stress-free. He?s also super approachable and easy to talk to?no confusing jargon or rushed appointments. He takes the time to explain everything clearly and answer all our questions. We truly feel like we?re in good hands every year. Highly recommend!

My taxes finally got too complicated for TurboTax, so it was time to call a professional. I?m so very grateful to have found Thiago at Pelican Tax! He is professional, knowledgeable, patient, and very easy to work with. He got our taxes done quickly while still ensuring to break down the complicated stuff into layman?s terms so we knew exactly where we stood. He even gave us things to think about for the future. Highly recommend Thiago if you never want to fret about your taxes again. ??

We are fairly new to Florida so we consider ourselves lucky to have found Thiago at Pelican Tax CPA. In the Fall, he helped us prepare for this year's taxes, and then we just spent a lovely few hours at his office completing our 2024 taxes. Thiago was knowledgeable and absolutely wonderful at helping us understand our tax return.

Great and speedy company! Thiago worked with me on my varying schedule and kept me promptly updated with documents needed for filing my tax return. He was very knowledgeable on what potential deductions could be made from my 1099 as well! Got a great refund and he had very fair rates! Awesome guy

I have been working with pelican for over 3 years. I will always recommend Thiago and his team to anyone looking for a fantastic accountant and advisor.

Pelican Tax CPA services are amazing, more than any other company I have ever contacted. My experience was 100% positive. Thiago helped me and was wonderful, he is an excellent professional. We received clear and concise information in a timely manner. Always ready to answer any questions. I highly recommend them!

Thiago was great with our company's tax files of 2023. We always had a hard time with accountants as our company have an extensive financial transactions. He was patience and helpful throughout the process answering all of our questions. We are keeping his services this year and hopefully all years from now forward.

Highly recommend Thiago and his team! I've worked with them for many years, and they've always been smart, clever, and reliable. Thiago helped me open my business account and handles my personal taxes with precision. Great experience every time?especially for my pocket!

I?ve been a client of Thiago Dias, CPA for over 5 years, and his service is exceptional. He handles both my personal and business taxes with professionalism and punctuality. His expertise consistently results in significant tax savings. Highly recommend!

Pelican has always been excellent overall for us, with very high marks for explaining all the nuances of our taxes. Good communication is a rare thing these days.

I am very grateful to Thiago's expertise and guidance in our taxes. Highly recommend.

Pelican Tax is absolutely the best. They are attentive to your concerns and needs. Tiago helped us save thousands of dollars in taxes last year alone we will never leave them.

"Thiago Dias, from Pelican TAX, has been a key factor in the financial success of both my businesses and my personal life. He is my personal accountant and also handles all the accounting for my companies, always delivering outstanding work. His precision, attention to detail, and deep knowledge of tax regulations are truly impressive. Thiago consistently guides me with clarity and confidence, ensuring that all obligations are met flawlessly. As a Realtor, I am extremely selective when recommending profess

(Translated by Google) Thiago is always very helpful, friendly and polite! (Original) Thiago sempre muito prestativo,cordial, educado!

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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