Rea & Associates

Rea & Associates

Reviews Summary

The reviews consistently praise the firm for its professionalism, expertise, and responsiveness, particularly in tax and accounting services. Clients highlight the team's reliability, clear communication, and proactive approach, often saving them money with sound advice. Many appreciate the personalized service and recommend the firm highly. While most feedback is overwhelmingly positive, a few mention isolated issues like oversight in tax filings or high initial costs, but these are rare exceptions. The firm is especially valued by small business owners and those with international or real estate needs.

About This Listing

Accounting
Audit
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License
Firm Size
In-person Support

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
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License
Firm Size
In-person Support

Contact Information

Address

1613 Fruitville Rd

Sarasota, Florida 34236

Hours

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

Customer Reviews

Marina Parkin and JoAnn Koontz are amazing professionals. I am confident that you'll be in great hands if you decide to work with them!

This firm is top notch. I am an attorney in town practicing a different type of law. This firm provides me services that have always exceeded my expectations. They have always been there to answer my questions. Jo Ann is full of energy with go getter attitude that just exudes from her the moment you meet her. Her knowledge is extraordinary. Marina is absolutely fantastic. She gives such sound tax advice. I. have had experiences in the past with accountants not helping and giving the greatest of direction. M

Jo Ann is a highly knowledgable individual and an excellent resource when it comes to tax planning. Would highly recommend her services to anyone!

JoAnn has assisted me with transactional real estate activity and Marina has been preparing my tax return for several years now. Both are extremely competent and professional. Marina has always been timely and very responsive during tax season. I would highly recommend both of them.

I know Jo Ann and Marina both professionally and personally. They have handled both my tax returns and corporate documentation. They get the job done, plain and simple. I have unwaivering confidence in both of them. I simply tell them what I need and it gets done in a timely fashion. Cannot say enough good things about them and their entire staff.

Marina Parkin is an extremely competent, informed accountant who immediately makes you feel comfortable and part of the process. We needed Canadian and US tax law information, and her expertise in this area has been critical to our financial comfort. We highly recommend her!

I have known JoAnn Koontz and Marina Parkins for years. They are both extremely intelligent and capable. They have both been with me since starting my flourishing business 6 years ago. I can rely on their expertise on many different matters. I highly recommend this firm!

When they filled my taxes in 2020, I didn?t catch they had me with no dependents. He had asked for previous years returns. I?m shocked my children were missed. We were having a pandemic, and I had a lot of personal things going on, my fault for not catching it. I had to pay taxes that year and the following lost out on the stimulus check. When I realized and reached out about amending my taxes. No one ever reached got back to me. Again my fault for not being more on top of it, but it was a very costly mista

Marina Parkin & JoAnn Koontz, Koontz & Parkin, have been handling my business and personal returns for years now. Always courteous and professional. I always know they have our best interest at heart. They always know all the new tax laws that go in effect yearly that benefit us. The staff is courteous and easy to work with too. I highly recommend this firm for any and all tax needs for you personally and professionally. If you are thinking of buying a business or own one now; have this firm in your cor

I had been doing my own tax returns for many years but due to health reasons asked Koontz & Parkin to help me two years ago. They were easy to work with, understanding of my situation and answered all my questions quickly and thoroughly. My tax return was filed each year quickly with no problems.

I am so fortunate to have both Marina Parkin as my CPA and Christen Smith helping with bookkeeping. What a wonderful team! My wife and I just started a new business and they have been so helpful, trustworthy, and kind throughout the whole process. Highly recommend Koontz & Parkin, CPA's for all your business needs!

Jo Ann and her team are unbelievable. I have worked with hundreds of legal professionals over the past 40 years. I prefer to not make recommendations but she is so talented and responsive I feel compelled to let others know just how great she is. This system only allows five stars. She deserves an extra star!

Marina has been simply outstanding! She has been our CPA for several years - she is very responsive and down to earth - and most important she listens! I highly recommend Marina and her team.

We have used Koontz Parkin for almost 10 years after some bad experiences with another firm. Their service is timely, professional and without question they are one of our favorite service partners. Keep up the great work!

I am a real estate broker, specializing in the field of property management. Not only do I use Koontz and Parker for my business and personal tax matters, I also refer my clients to the firm. Their expertise in both tax and legal matters has proven invaluable and I am glad they are part of my professional partner network. One example of their point of differential is their approach to tax planning as it related to small business owners. Previous tax professionals that I had engaged always looked at historic

Koontz & Parkin, CPA's is a progressive, client-focused firm. My experience with them has been outstanding in every way. They are laser-focused on communication and providing the best advice. I recommend the firm at every opportunity.

Prompt in locating and providing past files when IRS reported inconsistencies.

K&A has always been spot on for us. I've appreciated how responsive they all are, the way they compliment my male dominated brain, the dynamic team and the combo of Legal advice along/coordinated with CPA expertise/tax advice has been really impressive and has saved us tens of thousands.

A go-to resource for small business and personal accounting services, especially when involving international clientele and real estate. Marina and JoAnne and their staff are high-performing, disciplined, and knowledgeable, yet grounded in reality, keeping clients focused on primary objectives and outcomes. In a coastal town dominated by retirees where ?good enough? and ?ma?ana? is often the norm, C&P doesn?t overcommit or over promise, which is key when time is critical, deadlines loom, and real money is o

Awesome company to deal with, we have used K&P for our business and personal requirements. We will definitely be a customer for life and have recommended them on several occasions.

This is my "go to" firm, for real estate transactions and legal counsel, as well as (international) CPA needs, I am only touching the iceberg of the breadth of their services. They are GREAT to work with, highly recommended!

I own a small business and know I am in good hands with Marina. She is professional, knowledgeable and no question is too big or too small. I highly recommend this firm.

Koontz & Parkin and their staff is always professional with all the matters that pertain to my accounting purposes. They take a personal approach to getting to know their clients. I highly recommend their services.

What I appreciate most about Jo Ann and Marina is they make things very clear and easy to understand. They provide a very proactive approach in providing their services.

I trust them completely with my personal and business returns. They really listen and have my best interest at heart. They have saved me thousands of dollars with their sound advice.

As a busy professional I appreciate the immediate response to questions from Marina especially in the tax season! I would highly recommend her for all levels of accounting and tax.

I've been with them forever. Excellent service and professionalism for business and personal taxes. I always recommend them to everyone who is seeking financial services.

Marina is best CPA we coud have. She always finds answer for any question we have. Very reliable and friendly.

Marina is extremely knowledgeable and has offered me some great advice for my businesses.

Excellent group of professionals that offer wonderful advice and get the work done on time. I highly recommend this team.

Very knowledgable and friendly firm! I always feel well taken care of when I need the advice of my CPA!

Great for small businesses. Highly recommend working with them!

Competent, efficient and very responsive to my frequent questions! Can't ask for anything else!

$300 for an initial hour of information gathering.

The only attorney I use

Outstanding people - Outstanding Service

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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