Sabella & Marshall CPAS

Sabella & Marshall CPAS

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Clients praise the firm's responsiveness, accuracy, and personalized attention across decades of service. Many emphasize long-term trust (20-40 years), citing thorough tax advice, efficient handling of complex filings, and genuine client care. A single negative review cites poor communication and professionalism. The consensus reflects a highly reputable firm with dedicated staff, consistently delivering reliable financial guidance and building lasting relationships.

About This Listing

Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Outsourced Accounting
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
SOX Compliance
Multi-state Experience
Cross-border Taxation

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

Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Outsourced Accounting
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
SOX Compliance
Multi-state Experience
Cross-border Taxation

Contact Information

Address

2033 Main St #501

Sarasota, Florida 34237

Hours

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

Customer Reviews

I cannot speak highly enough about Anthony Sabella and the exceptional level of service he provides as a CPA. Anthony truly cares about his clients?not just as numbers on a spreadsheet, but as people with unique financial goals and concerns. His dedication goes far beyond what you'd expect from a typical accountant. Whether it's tax planning, financial advising, or simply answering questions with clarity and patience, Anthony consistently demonstrates a deep understanding of the work and a sincere commit

We have been with Sabella & Marshall going on three years now. Although our business is only two people, it's a multi-faceted , complicated business. We had significant challenges with our previous firm when we moved everything here to Florida. We knew we were going to need help from a competent, local firm. Florida is paradise but it is loaded with potential pitfalls and scams. We met with half a dozen firms / accountants before choosing Sabella & Marshall. We couldn't be happier. Anthony Sabella to

Lack professionalism, accountability, responsibility, and ability to communicate effectively. Customer service is very poor and this was from the managing partner.

Anthony Sabella, Ron Marshall & team are experienced and knowledgeable tax planners & preparers who have helped our businesses in countless ways. We appreciate having them as a "go to" resource on many tax & accounting matters and are truly grateful to them for their dedication to excellent client service. We highly recommend them!

Anthony is excellent, extremely knowledgeable CPA! Saved thousands! Received great business, personal tax advise. Advised on local business referrals. Exceptional team to work with as well. Very thankful for the referral to such a professional CPA firm.

I have been working with this firm for the past 5 years. They have handled my personal & business returns. Recently they also assisted in handling tax prep and advice through an asset acquisition of my company. Their professionalism, attention to detail and communication is top notch. The team is always friendly and attentive to your needs. On major difference and a major decision maker is that the team provides you the one on one attention while providing the knowledge of a large accounting firm. To sum i

Always helpful, professional and organized. From the time you drop off until you go in to sign for the tax documents everything is handled well. Always made to feel like a valued client with excellent communication.

I have used Lichtenstein, Briefman & Sabella CPAs for over 20 years. I am very pleased with the accurate and timely response of getting my taxes filed. Liz is very helpful and responds promptly to all of my questions. I highly recommend their service.

We have engaged different tax counseling and preparation professionals in a number of major cities in the USA, as well as overseas. The LBS firm rates # 1 in our considerable experience. Mark Briefman has been an invaluable counselor in all aspects of our business life. We consider ourselves fortunate to have found such talent in our move to Sarasota.

The accountant firm of Lichtenstein, Briefman & Sabella Is most professional. Mark Briefman completes my taxes with accuracy and efficiency. I am very pleased with his caring ways and informing me of any new tax changes. I truly recommend this firm.

We find that Lichtenstein, Breifman, and Sabella have been a constant asset as a team advisor in taxes, investments, refinancing and general fiscal advice for many years. They are efficient, always available for consultation, and continually aspire to do what is best for their client. I have been a client for 40 years and would never consider seeking other comparable consultants.

I have been a client for over 30 years. Even though I have been a full time resident of Hollywood, FL since 2012, I continue to consider them my accounting firm and transact any financial business through this office. My contact has been Liz for many years and I wouldn't consider changing for anything. Sarasota is lucky to have Lichtenstein, Briefman available in its community.

I've known Anthony since 2002. He's always been very knowledgeable, hard-working, professional, and great with client relations. I trust him with accounting and tax issues 100% and highly recommend him for anyone that needs expertise in those areas.

I have been using the services of Lichtenstein, Briefman & Sabella CPAs for years and I have nothing but great things to say about their entire team. They are so responsive if questions come up and they provide the best advice I could hope for. I recommend them 100% for your accounting needs.

Anthony and his team are extremely professional and very helpful. They respond very quickly as well!

Non-responsive company. I left a message but never received a call back.

I've been a client of the firm for over 40 years-both for my business and personal needs.Started when it was just Allan Lichtenstein, then later on Mark took over and now Anthony is ontheteam . Always professional ,reliable advice, and great service from the entire staff. Thanks from an appreciative client, wishing you continued success -Dave Tartikoff

Absolutely great people. Anthony has helped us so much. Their philosophy is to help you be successful in balancing books, business decisions and provide great advice without the feeling of being on the clock. Highly recommend them!

Anthony Sabella is very responsive and professional, as well as a kind and caring human. Taxes are always rather difficult for me, but I feel much better having him as my CPA.

The staff is very friendly and professional. The CPAs are very knowledgeable, experienced and responsive. I have used them for my personal taxes for many, many years and have sent them numerous client referrals who love their service.

This is a great firm to work with. Liz Vaughan has been our accountant now for several years. She follows through on every question and issue that arises each year and produces a very professional product for our review.

They are, simply put, the best, most knowledgeable CPAs I have ever had do my tax work. Also, Mark, Sherry, Liz and Lana, very personable!! You will be most pleased with their work and reasonable fees.

Elizabeth Vaughan has taken care of my Income Tax for two years now. I do not have the ability to do that on my own. This year was difficult and I appreciate all the work she did as my IRS bill was much higher. I was able to mail the first part to the IRS before April 15th. The balance will be completed in January 2021. It was such a relief for me. I am sure I would never have found another person like Elizabeth. I do appreciate the help from others which were there for support. Thanks to all of you in the

Lichtenstein, Briefman & Sabella have been my family's CPA firm for at least 35 years. We are three generations of very happy and satisfied clients who value the integrity, personal and business relationships established with Allen Lichtenstein, Mark Briefman, and Anthony Sabella as well as the firms many long term staff.

Fantastic accounting firm for my medical practice. Have been associated with them for over 40 years. Effective, business minded office that works to minimize the corporate tax burden legally.

We have been going to Mark Briefman for years. He is a superb professional: his communications and explanations are clear, he manages to make a dry and sometimes anxiety provoking subject understandable, he gets back to us quickly and is a warm great guy!

I worked with Marc Briefman over the past 20 years. He was very exacting in what information he needed from me to file my IRS forms. He got exactly what ne needed and we were ready to file easily and quickly! Aubert Coran

Extremely competent and professional - We have had the firm handle our business and personal taxes-We have also been very pleased with the firm?s excellent tax advice- We highly recommend their services!

There is no reason to give them anything less than five stars

I?ve been a client for 30 years. It is an established firm with your best interests in mind at all times. I would recommend them for small businesses and individual accounts.

I have found the firm to be responsive and helpful regarding any questions I needed answered. I feel I can always call and get a quick response. They have been, without exception, courteous and professional in all of our interactions.

Excellent accounting firm and incredibly responsive. I have been working with them for some time and would highly recommend to anyone I know.

personal, prompt, astute, detailed and knowledgeable service for several years for fairly complex individual Federal and multi-state returns.

Efficient, courteous people who know and understand tax law. They have been doing my taxes for many years and have always pleased me with their results.

We are using the services of this accounting firm for several years and are very satisfied with the level of service, knowledge and promptness.

I have been a client for almost 20 years and the service has always been professional, always forthcoming, realizable and personal to me.

We love working with Anthony and his team. We would highly recommend.

Great group! Very thorough , professional and responsive. Highly recommend!!

Excellent and timely accounting advice and services which have continued safely and conveniently through this pandemic

I give a high rating.

fast, efficient , reasonably priced service

Very professional and the news letter is helpful and informative

Consistently professional, responsive and accurate.

Responsive, knowledgeable, polite, friendly, helpful.

Excellent service and great people!

Appreciate your help and advices.

Excellent, friendly 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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