*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
19910 S Tamiami Trl suite d
Estero, Florida 33928
When we had Tyler as our accountant, it was fantastic. Once he left this company completely dropped the ball. It took them seven months to complete our tax return and since then everything has been incorrect. I emailed and called in four times that our address is incorrect, and I found out today that they still haven?t been changed. Furthermore, our taxes are completely incorrect and I now have to pay a new firm to redo them. Our taxes for our personal and business are very simplistic and there is no reason
Mitchell and his team have done our taxes, business and personal for the last several years. And have always done a great job making sure that our stuff is done correctly so that we have nothing to worry about.
I had a great consultation with Mitchel Pruitt and his team! Mitchel's extensive knowledge of tax laws and breaks was impressive, and he explained everything clearly. He and his team are very professional and personable, I highly recommend them!
This company is very professional. Mitchell, Wesley, and Alejandro have been very helpful and great to work with. They are easy to talk to, will always call you back if necessary, and go the extra mile to help meet your needs. Their prices are very fair as well. Would highly recommend using this company for any and all of your tax and accounting needs! Five stars hands down!
The whole team at Pruitt Cordell is amazing!! You can tell how much they care about their clients, they?re always there to help and are constantly looking out for you. Not only did they do a great job preparing my taxes, but Mitchell went over my RSU/stock options to plan out the best way to exercise them each year to maximize my earnings. I?m so glad I found this firm!!
We are new clients and were searching nearby for good tax preparation services. We have been very pleased with the service. They were very prompt in getting our taxes filed in a timely manner. Their prices for doing a federal and state (non resident) tax form are in line with what we have been paying. They were very responsive to my questions and would follow up either by email or phone. We will be using them in coming years.
Would not use again. They filled an extension for us but never told me to pay by the deadline date so I just got a letter in the mail for a fine because I did not pay. I called to ask them about it and they said oh we should have told you, sorry. I asked multiple times through process if everything was okay and we were fine because we were going past the deadline date and they reassured me we were all good. If you use beware you may get fines later!
Pruitt Cordell & Associates continue to have done another great job for me with my 2022 Taxes. I appreciate Mitchell Pruitt' and the office for all their attention to my needs and speedy turnaround for getting my taxes done. Thank you yet again.
I highly recommend Pruitt Cordell & Associates to anyone looking for help filing their taxes. They were extremely helpful and professional. Filing can be a very stressful process. They were so helpful and answered any questions/ concerns i had in a timely manner. Whether you're filing for personal or business, i would recommend Pruitt Cordell and Associates to anyone!!
Mitch and his team here are A rate. I had an issue they helped me resolve with the IRS. They took the time and helped me immensely. Something I couldn?t handle myself. I called around but when I talked to them I could tell they have a wealth of experience. Hit the jackpot here. Highly recommended.
Mitchell is great! I am a small business owner who had problems with another accountant and Mitchell helped me to resolve everything. He is friendly and professional. Very quick to respond back. Excellent service. I feel very fortunate to have found them.
From the minute I met the staff I knew I was in good hands. Everyone is polite, considerate, and up-to-date on all the new tax laws. I put my trust in Wally V Cordell Accounting and I recommend you do the same.
We are new to the area, and choose Pruitt Accounting. They did a great job on our taxes, and processed them very quickly. Very pleased, would recommend them to family and friends. Will be back next year.
Mitchell Pruitt was honest, efficient, personable, and creative in organizing our complex finances and giving well-informed, money-saving advice. We are so happy to work with him and his fine crew!
After several years with Cordell, My husband and I have found Wally V Cordell Accounting very efficient, attentive to details, up-to-date with the current tax laws, and very accommodating to our needs. We very highly recommend this firm to others in the Fort Myers area. Tony & Sally Caputo in Estero FL
I referred a patient who worked for Deloitte who was having trouble getting taxes done through the company. Mitchell at the firm handles everything perfectly from what I understand to be a very complicated situation. My patient was very happy.
These guys are too easy to work with! Love the family atmosphere and feel they bring! They?re so good with answering questions and the phone!! They NEVER leave me hanging! Very thankful to have crossed paths with the Pruitt?s and their business! Thanks guys!
this is a new firm for me. I have been very satisfied so far. i'm new to this area and had a bad expierence for the last 2 years. I found them by accedent and i'm so glad i did. At this point i would give them a 5 STAR REVIEW. If you are looking for someone to do your taxes i HIGHLY RECCOMEND THEM, Sharon Pierce
By far the best! Mitchell is knowledgeable and goes the extra mile. When someone asks me for a CPA it?s a no-brainer for me to send them here. I know he delivers exceptional service on a consistent basis.
For over more than the last twenty years we have our Taxes done with Wally and Pruitt done one outstanding Accounting firm the best associates and professional Staff totally satisfied we highly recommend this company Thank you for doing a brilliant job with our 2021 tax return Regards Heinrich and Anna
I have used Wally Cordell Accounting for 8 years. Mitchell has done a stellar job with my taxes these last few years. Best of luck in your new location.
This Accounting Firm treats you like family. They are continually researching the tax laws to make sure your filing is in proper order. I highly recommend using them for any and all of your tax issues!
Recommended to me for tax preparation. I transferred from my up north CPA and so pleased! Everyone was pleasant and competent to work with! Easy and convenient! Highly recommended!!
Professional friendly team at Wally V. Cordell Accounting! They really know how to handle all of our business needs. Thank You for great service!
Mitchell prepared our federal tax return for 2018 promptly, efficiently, and at a fair price. We plan to use him again for the 2019 return.
I met with Mitchell and his team for quite some time and had good conversation. I take my finances very seriously and certainly recommend Mitchell and his firm.
I have used Wally V Cordell Accounting Firm for the last 3 years with excellent results. It is a very professional company, all my questions have been answered in a clear and friendly manner.
Wes and his team are awesome to work with and really take care of my Roosters Men's Grooming Shops accounting, payroll and taxes.
I use this firm every year. Hope they around for a very long time. Can't imagine using anyone else. Very efficient and very friendly people.
This is a stand up firm. Our company has been extremely happy with the work they are doing for us for our multiple businesses.
Needed a couple of accounting matters resolved, Mitchel and staff were efficient, cordial and expedient. Nice solution to what I needed done quickly.
Mitchell and his team are awesome! Pleasure to do business with, I will refer everyone I know!
These people know what they are doing! Would highly recommend this firm for all of your tax needs.
These guys are great and they are reasonably priced.
Been using them for years, and will continue for years! Always available and best customer service.
Pleasure doing business with them Everyone is very nice and they go out of their way to be helpful
Mitchell you rock, solid job and saved me a ton over my previous firm!
Mitchell and staff there are very knowledgeable and courteous . They are highly recommended by me.????
Just completed first year with this firm. Excellent service. Very good explanations.
Wally would be proud! The office staff are AWESOME!
They are highly recommended. Intelligent and friendly.
Precise, courteous and professional service. Thank you.
Knowledgeable and attention to detail, I would recommend highly
Awesome team! Thank you for everything!
Very knowledgeable, highly recommend
Very good and professional service!
Professional, effective & efficient!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.