Samuel & Associates CPA

Samuel & Associates CPA

Reviews Summary

Customers consistently praise the professionalism, expertise, and responsiveness of the tax services. Many highlight clear communication, thorough explanations, and a seamless process, making complex tax matters manageable. Long-term clients appreciate the reliability, strategic advice, and personalized attention. The user-friendly portal and timely service are frequently mentioned, along with confidence in maximizing returns. Overall, the firm is highly recommended for its exceptional, trustworthy, and efficient tax preparation and financial guidance.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Virtual CFO
Small Businesses
E-Commerce
Real Estate
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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Virtual CFO
Small Businesses
E-Commerce
Real Estate
QuickBooks

Contact Information

Address

701 Brickell Ave Suite 1550

Miami, Florida 33131

Hours

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

Customer Reviews

We are thoroughly impressed with our experience at Samuel & Associates. The process was efficient, well-structured, and highly informative. Nicholas demonstrated exceptional professionalism by addressing all of our inquiries comprehensively and providing strategic guidance throughout each phase of the engagement. His expertise was particularly valuable in navigating the complexities of our previous tax filing situations. Based on the outstanding level of service received and the firm's demonstrated competen

Doing your taxes again? Start here. Since 2013, S&A has been my trusted partner in ensuring my taxes meet government standards with full transparency. They consistently deliver on their promises, surpassing my previous experiences with other firms. What sets S&A apart is their commitment to excellence?placing my trust and financial security at the forefront of their work. Even amid global challenges, from the pandemic to economic uncertainties, they never wavered. Taxes still had to get done, and S&A rema

I've been working with Samuel for three years now, and as a business owner, tax season is never something I look forward to. However, Samuel makes the process so much easier. His deep knowledge and strategic approach help me plan the best game plan for my taxes each year. He?s thorough, reliable, and always ensures I?m making the best financial decisions. I highly recommend him to any business owner looking for expert tax guidance!

The process was quick and straightforward. Nicholas guided us through each step, asking the right questions and offering helpful suggestions?especially when it came to which receipts could be used for small business expenses. We are really happy with the service and wouldn?t hesitate to recommend them. I felt completely comfortable throughout the process and confident in the company.

I?ve been getting my taxes done by Samuel & Associates CPA for years, and the experience has always been outstanding. The hands-on approach they provide makes all the difference. Nick is incredibly attentive, communicates clearly, and takes the time to explain the filing process in a way that?s easy to understand. Excellent service from start to finish. I highly recommend!!

Nick?s service was quick and convenient! Helped me pull together a number of different documents, and also ensured that I was capturing everything correctly. Will be using his services again next year!

Extremely thorough and patient! Nick, thank you and your team for making this such a swift and easy process that customers can understand! You and the team excercise the best communication and make filing taxes, an enjoyable and learning experience .

I had a consultation call with Nick regarding Accounting services for my business and I was thoroughly impressed. He was prompt, professional, and well-prepared, which immediately gave me confidence in his expertise. Nick took the time to answer all my questions in detail, providing clear explanations and expectations. His communication style was both approachable and informative, making what can often be overwhelming feel manageable. I?m looking forward to the possibility of working with him and feel conf

Diligent professional services. You are not just a number with this group. If you are in business and want to work with professionals on a personal level, look no farther. I?d like to extend a personal thank you to Nicholas Samuel on behalf of Dave and I. We can?t thank you enough for your Knowledgeable services. Happy holidays!

Nicholas is absolutely amazing! I?ve been working with the team at Samuel & Associates for nearly 4 years now. Every year they ensure I understand my tax refund, are always available to answer any questions I have (and trust I always have many) and work through multiple tax scenarios to ensure I am optimizing for my ideal tax implications. A few years ago I also transferred a portion of my investment assets to S&A to manage and have realized gains despite a macroeconomic downturn. The team is timely, friend

Samuel & Associates have prepared my taxes for many years now, and each year I appreciate this team because of the transparency, professionalism and knowledge. Nick makes taxes as clear as looking through a glass, which is no small feat! In this most recent return, Nick walked me through the differences of how homeownership affects income tax and gave me absolute certainty that I was filing correctly while receiving the maximum return possible. Thanks again, highly recommend!

Great experience! They were quick and very informative. Nicholas made sure to answer all of our questions. Would definitely recommend Samuel & Associates.

As a small business owner, I can't emphasize enough how pivotal it is to find a reliable and trustworthy tax firm to handle your financial matters. That's why I'm thrilled to share my experience with Samuel & Associates LLP, a firm that has truly exceeded my expectations. From the moment I reached out to them, I was greeted with warmth and professionalism. The team at Samuel & Associates LLP took the time to understand my business needs and answered all of my questions with patience and clarity. They made

I?ve been working with Samuel and associates for 3 plus years now. My husband and i, I trust this company to handle all of my tax and business needs especially when it comes to my taxes . Everything is always done promptly and on time, there?s never any issues. The communication is always wonderful as well? I found my tax and business home for the long run. Thank you again Samuel and associates, j greatly appreciate you?ll !!

This has been my third year utilizing Samuel & Associates to file my taxes and the quality of service has remained consistent! The tax portal is user friendly making the entire process seamless. Nicholas does an excellent job at explaining my tax situation and preparing me for the following year. Highly recommend!

Absolutely loved working with them. They made the process of super easy and streamlined and they were incredibly responsive to my questions highly recommend their services and everyone i refer them to is pleased as well!

Have been using Samuel & Associates for the past few years and I can?t say enough about their professionalism and efficiency! Nick is so communicative, the portal is well designed and easy to use?filing taxes has never been this smooth! Highly recommend.

I look forward to working with Nicholas and his team. So far all interactions have been professional and very helpful. All questions have been answered and I'm confident my taxes will be filed correctly in the new year.

We just completed our third year with Samuel & Associates and the services just keeps getting better every year. Nicholas is Professional, Knowledgable, Competent and Speedy. We need to change the star rating to a TEN ??!! Thank you once again Mr. Samuel ????

I?ve been working with S&A for the past few years to file my taxes. They are always patient, answer my questions thoroughly, and leave me feeling calm and assured. I?ve always been very happy with their services! I highly recommend!!

Initial consult was very professional, well informed and I will see how the next steps of investing goes

100% recommend. Nicholas was very professional and services were provided in a timely matter. I will definitely be recommending to others.

Great CPA!!! The most helpful individuals when it comes to tax preparation. Also super responsive. Nicholas helped me through every step of tax filing and answered all my questions. Great service, definitely would recommend!!!!

This is the second year that I have used Samuel & Associates services and I have been very pleased. Very professional and always on time. Very thoughtful and patient. I greatly appreciate having them on my side.

For more than 3 years we have been working with Samuel & Associates, we have received incredible service and timely advice. We'll continue to use them for year to come.

Mr.Samuels has done my taxes for 2 years now and I?m always more than pleased. I?m a college student and business owner so him and his team always find different ways for me to maximize on my return! He was very helpful in making sure I benefitted from all my business expenses last year! Thanks again

They have never let me down. They?re punctual in responding and are creative in their approach to handling business taxes. They?re batting 1000.

Samuel and Associates worked efficiently to file my tax return for the Year 2022. This process was a learning experience for me, particularly since S&A exercised effective communication, patience, and provided a breakdown of all information listed in the forms documenting income received in 2022. They provided helpful tips in moving forward with filing, that I will utilize in the upcoming years as well.

This is my second year filing my taxes with Samuel. He is very patient and responsive. When I had questions he answered them in detail and had a quick response time.

Excellent service. Always on time and very communicative. 100% would recommend, been working with them for 2+ years now

By far the best tax experience I have encountered thus far. Very professional, immediate response and knowledgeable. Thank you for your time.

Amazing work, the whole team was very responsive and thorough!

Nick is knowledgeable, quick to respond, and gets the job done right every time! ????

Overall, a great experience! Very responsive, helpful with any questions, and timely turn around.

Super helpful in the services they provide.

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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