Rehfeldt Group CPAs

Rehfeldt Group CPAs

Reviews Summary

The reviews overwhelmingly praise the professionalism, expertise, and responsiveness of the service, particularly for handling complex tax and estate matters. Customers highlight clear communication, patience in explaining details, and timely assistance. Many appreciate the team's knowledge, ethical approach, and willingness to go above and beyond. The consistent 5-star ratings reflect exceptional satisfaction, with frequent mentions of trustworthiness and personalized care. A few note the ease of working with the staff and their ability to simplify complicated processes. The rare neutral review doesn't detract from the strong consensus of excellence.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

3201 26th St W

Bradenton, Florida 34205

Hours

Monday 8:30AM-4:30PM
Tuesday 8:30AM-4:30PM
Wednesday 8:30AM-4:30PM
Thursday 8:30AM-4:30PM
Friday 8:30AM-4:30PM
Saturday Closed
Sunday Closed

Customer Reviews

My deepest thanks to the Rehfeldt Group for preparing my tax return again this year. I have been a client for the past 14 years. I never have to worry about my tax return when I walk out their door with it being correct because I know it is. If you like that feeling then the Rehfeldt Group would be the Accounting firm for you. They are always very professional but also personable and passionate. I would like to personally thank Kevin and especially Allison this year. You are great! Sincerely, Signa R. Bouzi

I have been working with Rehfeldt Group CPAs for the past few years and can say without a doubt, they have provided the best service I have ever had. They have proven time and again that they over deliver on ever promise they have. Highly, highly recommend!!!

Kevin Hassall took extra time to walk me through some complexities tied to my employment situation. He was patient, listened well, and was focused on what was best for my situation.

I needed a professional to help with my taxes and a friend recommended Kevin Hassall with Rehfeldt Group. I couldn?t be happier with the outcome. Kevin was very professional, friendly and detail oriented. He went above and beyond and did everything in very timely manner. I would recommend him to anyone who is looking for quality service.

I came to the firm in July for tax direction when my mother passed away. Kevin was very professional and directed me with good, sound helpful information. Just visited again for help for myself. I would highly recommend Kevin and the Rehfeldt Group for your CPA needs.

Very responsive and helpful! Thanks so much! We are remote and appreciate everything you have done for us after my sister passed!

We are so grateful to Kevin H for taking our call and putting us on the path to save potentially hundreds of thousands on my aunt's estate property taxes by kindly listening to our situation, answering a few questions and providing several us options. Thanks again

I wholeheartedly enjoyed my experience with the Rehfeldt Group. I was in contact with Kevin who was handling a complex estate account. Kevin has the heart of a teacher and took a great deal of time with me discussing and explaining the details of the estate. He was always very professional and extremely knowledgeable. He was very patient and broke down complicated matters in a way that they became clear and easier to understand. I am very grateful that Kevin and the Rehfeldt Group handled the estate for my

Kevin Hassell was exceptionally helpful this year in sorting out some unexpected issues with my tax returns. I give him the highest recommendation possible as a person with whom to work because he went above and beyond in sorting out the issues involved and helping me resolve them.

Genuine and helpful. I contacted Rehfeldt Group looking for accounting support for a local business I was consulting for. They were quick to respond to our inquiry (despite the fact that they were quite busy) and were always friendly and professional. Although their service wasn't a good fit with our business needs, Kevin took some time to talk with us, look over our Quickbooks account, give us some quick general advice, and help steer us in the right direction on our search for an accountant. (The office i

Kevin Hassall was wonderful to work with me on my sister's estate. I live out of state and this was also my first time to be an executor of an estate. He patiently explained the whole process to me and explained the documents that I would need to settle outstanding tax issues my sister had, trust issues and estate taxes. I could call or email at any time and he would promptly answer my questions. What was an extremely confusing and daunting process for me, he made it easier for me to process and underst

The professionals at Rehfeldt Group are extremely knowledgeable, and go above & beyond in supporting our business needs. We are grateful to be in partnership with a trustworthy firm that consistently demonstrates integrity, strong communication, and transparency in our on-going business interactions.

I'm extremely pleased with Rehfeldt Group's wealth of knowledge and coming alongside me to help me achieve my goals. They are a real partner in a valued relationship. I highly recommend.

I have been with Terry Rehfeldt and his group for almost 25 years and they've consistently done an exemplary job for both my personal and corporate taxes, as well as book keeping and payroll. They are honest, ethical and reliable and have been an invaluable resource to my family when special tax/financial needs have arisen, such as death/inheritance. I could not recommend them more highly and without any reservation.

A wonderful office to do business with. We have been working with Kevin and Shulanda for years and can't say enough nice things about them. They are easy to work with in terms of scheduling appointments, answer questions, helping with accounting issues. They listen and ask questions so that everyone is on the same page. I feel they are very moderate, conservative and thorough when handling your accounting issues. I would recommend Kevin, Shulanda and the whole office to anyone. They are all extremely n

Kevin and the Rehfeldt staff were extremely knowledgeable and thorough while assisting me with my return. Highly recommend their services.

I worked with Kevin Hassall on a complicated estate tax return and he was awesome! His knowledge and attention to detail were outstanding. I deal with CPAs regularly in my line of work and he is certainly one of the best. Look forward to working with The Rehfeldt Group again.

We were attempting to qualify for the Employee Retention Credit - although we did not actually qualify, Kevin spent his time explaining the qualification needed for the ERC & what the program was all about with a clear understanding for those of us who struggle with the qualifying as the information available is vague. He looked at the initial information which clarified that we indeed did not qualify which in turn had a "no fee" for services. The filing of the ERC is so complicated that I really recomme

If you're scrolling through the internet and want to check these guys out to use for your taxes I would keep scrolling. I am so shocked by what happened after my experience and I'm not a big review doer but this was necessary. I was quoted $685 that they end up having to do two other years so that would be approximately 685 * 3 and if it was a little difficult maybe a little more. I get a phone call not from the person doing my taxes but the owner I use that word lightly, owners have no customer service ski

I have been a satisfied customer of Terry and the Rehfeldt Group for over 20 years. Terry has kept my best interest at the forefront in all of our dealings. Their services have given me a confident stance as we managed my financial life.

We had an extremely complicated tax issue. We were assisted in this by Kevin Hassall, a CPA with Rehfeldt Group. We had an estate for a person that had not filed her personal taxes for a number of years. The records were hard to locate and there were many puzzle pieces that had to be put together to file accurate tax returns. Throughout the process Kevin directed us on steps and needed information. Kevin was always professional and obviously had the sophisticated tax knowledge we needed to complete this

I have been a customer of The Rehfeldt group for a number of years now. I have gotten to deal with a lot of the staff but most frequently I get to have interactions with Kevin and Rebecca. The professionalism they show to help me with any problem I come across, big or small, is the type of service that keeps me coming back year after year.

I am so pleased with my choice to Rehfeldt Group. Very Knowledgeable and helped me with my return and planning. Would highly recommend!

This team has been of the utmost help in a time when my family and I were in the biggest bind. They provided fantastic instructions, were clear and concise on proper next steps and how too's, and recommended strategies to ensure that we could avoid similar pit falls in the future. 10/10 would come to them again!

Could not recommend this company more! They will take great care of you every step of the way. By far the best and easiest tax experience I?ve ever had. Could not recommend them more.

Super helpful! He answered all our questions and pointed us in the right direction. 100% would recommend for any tax-related questions or problems! He's very knowledgeable and not just there to take your money.

The service we received from Rehfeldt Group was timely, accurate and professional. The staff is well- trained with great people skills.

I used Kevin for 2 years. I was very pleased with his professionalism. He explained everything to me. I highly recommend this firm.

Kevin was excellent to work with and provided great resources to assist us on our journey to success!

Timely, professional. Knowledgeable about complex tax situations following death of parents. Kept in touch frequently. Have a great secure email system.

I would highly recommend Kevin Hassall whom I was referred to by my attorney.While I never met him in person,after a few minutes on the phoneI decided that he was up to the task ahead.Over the course of the next 20 months Kevin helped get my mothers estate and trust settled including taxes and distribution of funds.He was through and personable

If I didn't have an accountant that I'm comfortable with for over 20 years, I would absolutely hire this company. Honest, responsive, and timely

Wonderful people to work with. They are all professional, knowledgeable, and more than willing to help in any way...Thank you!

Highly recommended. No big upsell, did what I needed in very straightforward, economical way.

These are nice people, they take time to answer questions and are careful to be sure the answer is understood. Looking forward to working with them again

They we very helpful. I will always recommend Rehfeldt Group.

Very helpful, able to manage technical tax accounting issues well

Very professional and helpful. The entire team was great.

Very professional and quick once all information is delivered to them.

Ideal accounting in every way. It's not broken. Don't fix it.

Very knowledgeable and great to work with!

The staff at Rehfeldt Group CPAs are wonderful

Professional, friendly, accurate.

First time using their services.

Very responsive and professional

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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