Riley Tax & Accounting Services, LLC

Reviews Summary

Customers consistently praise the tax services for their professionalism, knowledge, and efficiency. The secure portal simplifies document uploads and communication, while the preparer's responsiveness and thorough explanations stand out. Many highlight significant refunds, cost-effectiveness, and relief from complex tax situations. The intuitive system, trustworthiness, and personalized advice make repeat engagements likely. First-time users are particularly impressed with the clarity and support, often noting it’s the best experience they’ve had with tax preparation.

About This Listing

Bookkeeping

Tax Preparation

Tax Planning

Financial Advisory

Small 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

Tax Preparation

Tax Planning

Financial Advisory

Small Businesses

Individual Taxpayers

QuickBooks

Contact Information

Address

356 Bank Sculpture Rd

St Matthews, South Carolina 29135

Phone

+1 850-702-8644

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5:30PM

Tuesday 8:30AM-5:30PM

Wednesday 8:30AM-5:30PM

Thursday 8:30AM-5:30PM

Friday 8:30AM-5:30PM

Saturday Closed

Sunday 8:30AM-5:30PM

Customer Reviews

Professional, knowledgeable, efficient, timely, communicative, and trustworthy are just a few words I would describe Travis. Travis made the whole process of filing my personal and business taxes as painless as possible. All communication and document uploads were done through a secure portal but Travis was available for phone calls when necessary. This worked out perfectly for my needs. 100% recommend!

Travis did an excellent job getting us our biggest refund in many years. He was very communicative and his app made it very easy to download all the info he needed to do our taxes. He was very quick as well. Highly recommend!

Very happy with the tax services I have received from Riley Tax. Always helpful and willing to explain things to me. This is the first year of doing my business and along with that was the dreaded taxes. Travis made it easy and helped me set up things for next year and explained each process. Very thankful to have found Riley Tax!

This was our first year using Riley tax & accounting services, and let me tell you! We will continue using them ping forward. Travis is extremely professional and answered all questions I had in the beg. The use of the portal is super easy and Travis communicates with you the entire time! I trusted him right away. Thank you for being amazing!

This was our first year filing business taxes ,and I?m pleased to say We came upon Riley Tax & Accounting Services and this has yet been the best Tax prepare being it was our first time. Travis made sure to keep in contact, he texted back or called when we reached out. He took his time and made sure every that needed to be done was done and completed correctly. I would highly recommend Riley?s Tax service.

Mr. Riley has prepared our federal income tax since 2019 and his fast, correct and reliable services have been excellent. We really appreciate for all of Mr. Riley's services.

This was the first year my husband and I needed assistance with taxes. The customer portal made everything so easy to upload! Travis was quick to reply to any questions we had. I would definitely recommend using Riley Tax & Accounting Services!

It is a second year we file our Tax Return with Riley Tax & Accounting Service and, we like it! It was kind of new when we started but now, we are experts on uploading files, approving and signing documents. RT&AS has an intuitive and easy to navigate website where we can login anytime. No more file cabinets with overflowing paper! Switching to PDFs safely stored and available anytime it has been an absolute positive change.

Travis has performed tax services for me for three years now. Each year he has done an exceptional job and has always made me feel like I am well taken care of. He is knowledgeable, competent, and always willing to go the extra mile to make sure that you are getting the biggest refund possible. He knows the tax code in and out and is always on top of code changes. I would highly recommend him.

Mr. Riley did an outstanding job. He was very thorough and explained everything. We had a lot this year on our taxes, three different states for me and two different states for my husband, along with 401K's from parents death benefits and he completed our taxes inn a very timely manner. I usually do ours, but this year so complicated and local tax reps wanted too much, so I'm so glad I went with Mr. Riley. His office is in another state, but we were able upload and download all through a secured site. W

Travis is the best! I like that he has a portal with a secure way to share sensitive documents, sign returns, and pay invoices. He is always willing to answer questions by phone, email or chat in the portal.

I was lucky to find Travis and hes been amazing help. Its been a great experiance working with Riley Tax & Accounting Services for the last 5 years.

Riley Tax, was better than expected, fast accurate and very easy to work with. Thank You!

At Riley?s Tax Firm is different experience- he has saved me money on my taxes he actually takes his time to explain things. He answers all my questions he tells what I can write off, how to organize during the year. He makes doing my taxes easy. All for a great price!!!

Great tax company!!! There awesome definitely using them next year!!!

Riley Tax was very helpful and made understanding taxes as they related to me very easy. The advice I received was of great help determining which direction to go along with what I needed to do to prepare for tax season. Thanks for all the help!

Travis makes tax season such a relief! He tells me ways on how to save money and communicates extremely well! All for a VERY good price. I will definitely be using him for all things tax related.

I appreciate how patient and thorough Travis has been from the beginning in 2021. I found him to be easy going and he puts a smile on my face. I highly recommend his services!

Travis Riley is an excellent CPA. As trustworthy and sincere as he is knowledgeable. Always a pleasure to work with.

I would highly recommend Mr Travis for anyone seeking a professional tax preparer. He is knowledgeable and very helpful. Highly recommended

Knowledgeable, prompt, responsive, accurate, thorough, pleasant?can?t ask for much more than that.

Thank you so much!! You always find away for my family to get most return possible!! ????

When has an accountant ever made someone dance on the clouds? Today was that day.

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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