*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1101 Miranda Ln Lobby
Kissimmee, Florida 34741
Everyone at this firm is responsive and helpful, but Phyllis consistently goes above and beyond in making sure all my questions are answered! She has been incredible to work with and I feel fortunate to have her knowledge and expertise for our business!
I?ve been having my taxes prepared by Sbc-cpa for 28 years and I will never go anywhere else. It?s the little things that count the most in my opinion. This year I realized that I had left out an expense for one of my rental properties and when I realized it a week later I called SBC, and Andres Fernandez graciously included it even though my taxes had already been prepared. I was embarrassed to have to call, but he assured me that it was no problem at all and he was there to serve his clients and exceed
Excellent accounting firm. Very professional in all they do. I have many years as bookkeeper and SBC is the best I ever seen.
Andy at SBC-CPA is helpful, attentive, and kind. I wouldn't hesitate to recommend their services to others looking for CPA services! The 2 years I've used them so far, I've been living through very difficult times and their services have made life a bit more gentle. I'm appreciative.
We needed to start a new business in Florida and we found the best partner we could hope for with SBC-CPA. Their entire team has been wonderful, both very professional and competent, but also very friendly and personable. We got reliable advice on the best business structure for us, they took care of everything concerning the entity?s registration and payroll set-up, and they follow up with us whenever we have questions. We have also hosted our LLC at their Business Center, which is awesome and very well ma
I'm delighted to share a positive review for your CPA accounting firm. Their expertise in navigating real estate investments for foreigners has been invaluable to me. Their professional guidance and attention to detail have significantly contributed to the success of my ventures. Highly recommended!
We have used SBC for all our accounting needs for 10 years and found the staff and firm to be very professional, detailed, and timely in their relationship with us. Patricia Davis has been especially helpful on all levels of expertise and attentiveness! Thank you!
I have been a customer of Swart Baumruk & Company for over 25 years. During this time, I have started multiple businesses where the firm has been able to provide me with tax services and business support services for operational items such as mandatory year-over-year state filings. As the businesses grew, the firm has also helped me with Financial and Business advice that enabled continued growth and profitability. Over the years their ability to provide customer-focused and user-friendly technologies ha
We've been working with SBC for over 20 years having them do our personal and business taxes. They also helped us when we started a 2nd business. In particular, Patricia and Andy have gone over and above many, many times for us. They are not just our accountants but have been a crucial business partner for us.
Five star service from a first-rate team. My wife and I live in the UK and have been clients of SB&C for 12 years. They have handled our federal tax returns from a long term property rental and most recently helped us to renew our Individual Tax Identity Numbers. Dealing with an unfamiliar bureaucracy when you live abroad can be quite challenging and SB&C have taken all the hassle out of that process. We have always found them to be friendly, efficient and trustworthy. Our first point of contact is with Ju
We brought our business over from another accountant in March 2020. I can not speak more highly of this company. They are truly the best! They reply to any of my questions or needs within 24 hours or less. They are excellent at what they do. I came with a lot of undone business from previous accountant. They have helped file and fix my issues and quickly. I would definitely recommend this company to those needing business and personal accountant work done. I have total peace knowing our company and personal
I have used Swart Baumruk & Company for well over a decade and can honestly say that they are the most ethical, knowledgeable, efficient, and hard-working people in the business. Spend just a few minutes with Andy Baumruk or anyone else in his crew and you know that you are in capable hands. They do personal returns, but are available to handle anything, from everyday bookkeeping to the most complicated business returns. Their fees are reasonable too, especially when you consider the high level of servic
I have known SBC for over 10 years and can only recommend their services. Their competence, skills, excellence in customer support and knowledge with accounting, tax and finances are outstanding. Thank you dear SBC team!
We have been clients of SBC for 9 years. Excellent service. We needed a company we could trust and depend on, as this is our first time being business owners. They were recommended to us by a friend, and we feel confident in their services, knowledge and feel like they care about us as clients. Plus they fix all of my mistakes!!!!!
Swart Baumruk have expertly looked after our Tax and Accounting requirements since 2004. My wife and I live in the UK and have owned a vacation home since 2005 and sold it in Nov 2020 due to Covid-19 travel restrictions preventing our regular visits. Andy Baumruk and his team have provided an outstanding friendly service at all times PLUS they have always been very patient with my detailed questions! Their expert advice has educated me about the US tax system and related accounting. We will maintain o
Swart Baumruk & Co have been our US accountants for the past 13 years. In all our business dealings with Andy and his team, we?ve always found them to be extremely professional, communicative and helpful; ready to resolve / answer any Accounts questions or queries we have. Every single member of staff that we?ve dealt with has been courteous and above all professional and precise in all communication with us and we hope to continue working together as we are undoubtedly very happy with the service provided
I desperately needed a more professional C.P.A. I made the switch this tax season. I have completed my first year of tax filings for both of my businesses with this firm. It was very professional. All my questions were answered and everything in the process was explained to me. I have completed the online sign up as well. The whole process is very smooth and well put together. I feel I am in good hands taxwise for my present and future business plans!
Andy and his team have been my families accounting firm for well over 20 years. My family has relied on their professional advice and guidance through good times and bad. Although the answers I have received have not always been what we wanted to hear the guidance has ALWAYS been to the benefit of my family. I do not post reviews often but in this case it is well deserved. They are professional, prompt and accurate with personal attention to every matter. If you are in need of accounting services please gi
They've been with us since we started our small business on 2020 up until we moved to a different state on 2023. We were lucky to have a good tax partner when we started our business journey.
Have known and worked with Ed McLeod for close to 20 years if not more. When he moved to Kissimmee, I used another firm just out of convenience. However, it only took 2 tax seasons for me to realize what I had missed. Will follow Ed wherever he goes. Full of honesty, integrity and grinds everything out. Very comfortable and know that if I am audited, I have the best team. Always appreciative of his time and his advice. Thanks , Ed for helping to keep it real... in every sense.
I have had my businees and personal tax returns done by this company since 1995.They are professional,competent and have a very friendly staff. Andy Baumruk has been a great tax advisor over the years and has always done right by me.
15+ Years of Impeccable Service! I?ve received excellent accounting advice to find business deductions which have saved me a lot of money over the years. As a real estate broker, I?ve also referred and entrusted my most valuable clients to their care. Knowledgeable for my International Foreign Investors and FIRPTA Highly recommend!
I've had the pleasure of working with Mercedes Infante over the years and she is excellent to deal with. She is very knowledgeable and is focused on delivering quality service to her clients. Mercedes and her team have helped many of our clients throughout the years, as well as us personally. I highly recommend her!
I've been working with Andy Baumruk for years and his professionalism and knowledge impressed me from the start. When I met Andy, he looked at my previous 3 years and found some errors and amended my taxes and got me back a ton of money I didn't know I even had coming. I know I'm in good hands with Andy and everyone at this company. Thank you for everything.
I had been blind to the benefits of using a CPA for years - using TurboTax because ?I didn?t have any write offs, credits or deductions?. Little did I know, I just wasn?t educated enough about my tax situations, which is why I wish I would have made the switch to SBC-CPA 8 years ago. Harry is phenomenal and I have never dealt with someone in the professional world who is more willing to take a personal phone call to answer even the ?littlest? questions. He has made ?tax season? a stress free season and I h
Andy, Ana, and the whole team at SBC have been very professional and helpful for the 10+ years we have engaged their services. When you hire an accountant, you want someone who understands tax law, works hard and does it right. That's why we utilize SBC.
I have been using Ana and her team for 10 years. They are always helpful and forward thinking. Ana has been stellar in helping us with both rounds of PPP. They were recomended by a close friend who said they saved his butt in a sales tax audit. I highly recomend them.
Very helpful and great people. Andy and his assistant always go above and beyond when dealing with me. Definitely will recommend their service to friends and family.
A friend of ours recommended SBC-CPA to us over 10 years ago after relocating to Florida. Prior to our move to Florida, we had relocated seven times and used seven different tax/accounting services. By far, SBC-CPA is the BEST full service tax & accounting firm we have worked with for both our personal and business tax/accounting needs. They are always accessible for questions, timely on filing documents without extensions, accurate when completing required documents, and a pleasure to work with during the
We have been dealing with SBC for 11 years or so and have found the whole team we have dealt with to be professional and friendly. Coupled with the fact that we are English they have been very patient with us. I don't think we could have found a better financial partner.
My family has been doing business for many years now and I con not say enough about how much they have helped us over the years. They are as professional as they come and go out of there way to help you if you have any accounting questions. My contact at SBC is Sharon G. Henry, EA, Senior Accountant, Certified QuickBooks Online ProAdvisor. She has helped me so much since I took over our family's business that I cannot thank her enough. We plan on using SBC Accounting for many years to come.
Very knowledgeable and great customer service from all the staff. If you are a small business owner this is the firm you need to organize your personal and business finances the right way. Worth every penny!
Ed McLeod, his team with Maria and Rachelli, and their Front Desk staff, are nothing short of the perfect one-stop-shopping solution for what a business needs for a peace of mind that the critical aspects of tax, accounting, payroll, and office functions just gets done. Always available and always with insightful and sound advice. It is a please working with them and having them on our side.
Honesty & integrity is what Swart Baumruk is all about. We have worked with them for well over a decade and their attention to detail and timeliness to deadlines have been impeccable. Thanks for always going the extra mile!
What a blessing it Was to be referred to Harry! Him and his staff are the best! He is professional, a pleasure to do business with and a amazing accountant! Thanks for everything Harry!! If your looking for a accountant or even if your not call these guys you won?t regret it !!
I?ve been with this company for 25+ years. They?ve grown so large but still give you very personable professional and friendly service. I?m not very computer literate and had trouble downloading my files to my client portal. I called the office and Ashley, the young lady that answered the phone, walked me through how simple the process is. I love the feeling knowing I?m in great hands.
Its hard to find someone that can explain to you the different types of Corporations in terms that are understandable and that is what you get when you meet Ana Lantigua. I highly recommend her if you need a consultation about any business need. I recently did a training on Tax strategies and love the way Ana Lantigua does her training she goes very in depth and would sign up for a class again. I highly recommend her and her training.
ALWAYS respond to my inquiries on an extremely timely manner. Most of the time either immediately or later the same day. They have been my accountants (and my business accountants) for over 10 years and I have never had a bad experience. They cover every aspect of accounting including but not limited to payroll, taxes, etc.
Have been using SBC for years and they've always been courteous, efficient and good value. I would thoroughly recommend them to anyone who, like me, is easily confused when it comes to tax return time!!
The Best Tax Prep company we have ever used!! Professional, Fast, Tech Savvy and Precise. 5 STARS for Andy & staff.
Great team! Always friendly and very responsive. SBC always keeps our company on top of what is needed with our accounts. Top notch firm!
I?ve been doing business with Swart Baumruk for over 17 years. They?ve always done the right thing and I?ve never had an issue with the IRS and that to me it?s worth every penny!!!
I've been working with this company and Ed specifically for the last two years. Top notch service and extremely easy to work with.
Couldn't be happier with using Harry and SBC-SPA. On year 5 and there professionalism, speed, support, and accuracy are second to none. I refer all my friends and family.
Ms.Ana Lantigua did an amazing job training us. She goes really in depth and at a reasonable pace so everyone can understand I will definitely go again.
With providing me over twenty years of excellent service, they have even made it easy to do my taxes out of town! Personal, customer service sets the industry standard! I would never use anybody else!!!!!!!!!!!!!
We have worked with Andy and his team for over 15 years! Always quick to respond, informative and a trusted partner. Thanks!
SBC & Mrs. Ana Lantigua is my go to company & CPA to get all my and family accounting annual needs ? done! Thanks Mrs. Lantigua, CPA Helson & ANITA Gonzalez
Attention to detail, knowledge and willingness to go above and beyond for clients - they are a great firm.
This company is very irresponsible, they never return the calls... I have been waiting for more than 2 weeks for an appointment call and they said that is the busiest time of the year, and I should call another office because they cmdomt care about my business
I've used this firm as my accountants for over 25 years. They are competent, professional and reasonably priced.
Very helpful, always following up and keeping me in the loop. Very patient and putting my best interest at heart.
$350dollars just to have a conversation with the agent . I WAS BORN AT NIGHT BUT NOT LAST NIGHT. COMPLETE RIP OFF!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.