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Schafer Tschopp Whitcomb Mitchell & Sheridan, LLP

Schafer Tschopp Whitcomb Mitchell & Sheridan, LLP

Reviews Summary

The firm receives overwhelmingly positive feedback, with most reviewers praising their professionalism, efficiency, and responsiveness. Clients highlight excellent service, thoroughness, and accuracy in handling taxes for individuals, trusts, and businesses. Many appreciate the team's empathy, personal care, and ability to resolve complex financial issues. A few negative reviews cite slow communication and high costs, but the majority strongly recommend the firm for accounting needs, emphasizing trust and long-term satisfaction.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License

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
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

541 S Orlando Ave # 300

Maitland, Florida 32751

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 Closed

Customer Reviews

Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP is hands-down one of the best CPA firms I?ve ever worked with. Their professionalism, responsiveness, and attention to detail are unmatched?but what truly makes them exceptional is how much they care about their clients. I especially want to recognize Kellie Mitchell, who went above and beyond to support me during a difficult time. Her empathy, patience, and genuine kindness made a huge difference?not just professionally, but personally as well. She trea

We are a nonprofit which must carefully account for all our spending, as well as watch expenses with vigilance. Our first accountant retired 4 years ago and we had been though 2 other CPAs before we found Tom Tschopp. Our books were a disaster, our tax returns had not been filed by the other accountants and financial records were a mess. Tom rectified the problems very quickly and has been a huge asset, not just with our books and taxes, but with general business counsel as well. We recommend him and hi

We just had our taxes done by Dan. He was thorough, efficient, and accurate. I am pretty sure those are the big 3 when it comes to accounting. We had a couple of questions and he responded within a few hours. We will be using them again.

Mike Schafer assisted me in preparing and filing my 2011 taxes. He was professional, prompt in responding to my inquiries, and helped me save money. I recommend Schafer Tschopp to anyone looking for a good accountant.

If you need taxes done don t pick these guys. It took three months to get them to answer a five question E-mail. You must chase them down for information and beg them for meetings, and when you do they charge you through the roof for each E-mail they read or meeting you have, always rounding up for the time it cost them to talk to you. Could not be more unhappy.

We've been using Joe Mitchell for years. We're a small business with pretty complicated tax returns and between Rose and Joe we're able to keep a small finance department with their support.

Best accounting firm I know. I have been going to Dan for 3 years. Personal, trusts, and businesses they can take care of your needs. Excellent service.

Best in the business

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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