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Robert Staats CPA LLC

Robert Staats CPA LLC

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and responsiveness. Customers praise the accountant for being thorough, efficient, and knowledgeable, often resolving complex tax issues quickly. Many appreciate the reasonable rates, clear communication, and personalized attention, noting significant stress relief and financial savings. The service is described as reliable, patient, and highly recommended for both individual and business tax needs.

About This Listing

Accounting
Financial Statements
Tax Preparation
IRS Representation
Virtual CFO
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

Accounting
Financial Statements
Tax Preparation
IRS Representation
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

3256 W Lake Mary Blvd Suite 1100 B

Lake Mary, Florida 32746

Visit Website Call Now Get Directions

Customer Reviews

My husband and I have been Bob?s clients since 2021. Prior to that we had the same CPA for nearly 20 yrs. We are very pleased with Bob?s handling of our very complex tax returns. No matter the question, Bob responds to us very quickly and is very gracious when we are not as prompt with our responses. He is so easy to work with. I so am glad we found Bob and that he?s right here in Lake Mary! If you are looking for a CPA, I highly recommend Robert Staats CPA LLC.

I was quite nervous to do my taxes for my newly opened business. Robert was highly recommended to me and I know exactly why. He helped me every step of the way. He was quick, efficient, orderly and very knowledgeable. Considering that quite a bit of the terms and processes were a foreign language to me, Robert was extremely patient and explained everything to me to ensure I had a better understanding to set me up for success. He did not hesitate to jump on a call with me to clarify the items when I had addi

I needed an accountant to file my business taxes, so I reached out to Bob. Thank God I did!!! He called me back immediately, literally a few minutes after I filled out the inquiry on his website. He was ready to start preparing my taxes the same day I called. He is very knowledgeable, dependable, thorough, professional, kind, and helpful. I will continue to retain him for all my future business tax needs. If you?re looking for a reliable and trustworthy CPA, look no further, Bob is your guy!

Robert really helped us out of a jam. He was very professional, very thorough and extremely quick. His rates are very reasonable and much less expensive than other firms. My situation was fairly complex (for me) and I just knew that it would be months before it was all straightened out. I told Robert that I was in a hurry as we were purchasing a home. It took him only a few days to complete (because he was waiting on documents from me). The amount of stress that was lifted with Robert's help is unexpl

Filing taxes and keeping up with pertinent paperwork can be a challenge at times, but no sweat when you have Bob Staats on-board. Whether filing a current return or amending a previous years return, Bob knows taxes, and the US Code. He's knowledgeable, courteous, and TIMELY. He's quick and efficient. If you don't have time to waste and want someone who knows "The Tax Code" and just gets it done, CALL BOB ! He's the Real Deal.

Bob assisted me with all the steps and paperwork involved in setting up my new business, as well as my complicated tax return. He is both extremely knowledgeable and extremely patient/helpful. I highly recommend him and I am glad I found a great CPA in the area. Prices are also very fair.

Just wanted to share my experience with Bob and his firm of StaatsCPA . I must encourage all to use his services without any hesitations. I had a major tax bill of over $ 32,000 dollars and Bob was able to reduce it to 2000 dollars !!!! Bob is the best accountant I have ever known, He was a huge help and saved me from a lot of trouble ! He is professional, prompt and he pays an amazing amount of attention to details. He also totally dedicates and devotes his time solely to your case or file. He is a great c

Robert was referred to us from a friend-that referral was great. Robert prepared our return in 1 day, answered questions, responded to emails like we were his only client. Robert has great customer service, you can?t go wrong if you contact him.

Bob did a fantastic job figuring out some challenging issues with my tax return, and even caught some errors in previous returns I had done with other firms, all the while being responsive and professional. Highly recommend.

Robert is very helpful and very 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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