*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.*
7707 N University Dr STE 205
Tamarac, Florida 33321
Sheri Hoble and her staff are a pleasure to do business with. She, along with her entire team are on the ball at all times and I respect their wisdom greatly. Hence, I trust them. If they don't have an immediate answer to a question, you can rest assure they will quickly return your call with an informative response. I would like to share my most recent experience with Sheri Hoble ... my husband received a generous bonus but was only given 48 hours to choose how to invest and/or disperse it. Although S
My personal and business tax returns have been prepared by this firm since the early 1990's. Alan Rosenthal and his right hand assistant, Jackie, were always an upstanding, ethical and hardworking team. I valued their business knowledge that kept me up to date with tax laws and trusted the preparation of all my different tax returns were completed with excellence. In addition, I so enjoyed the person rapport that we developed over the years. Therefore, when retirement came about and Sheri Hoble became a
I highly recommend Sheri Hoble! She and her entire staff are very personable, very qualified, and friendly. You will love the office manager Ginger, she will brighten your day. I have had my taxes done here for years and Sheri also handles my finances. She explains everything in a way that I can understand.
I can't say enough about Sheri Hoble and her amazing staff. They are always very helpful and go above and beyond to assist me in getting my accounting in order. There is a level of professionalism at this office that is hard find anywhere else. From the moment you call the front desk until the time you sit with Sheri, they are so kind and courteous. If you are looking for a good accounting firm, look no further. I would give them 6 starts if I could!
I have been through quite a few CPA's, but Sheri and her team are the best. They are very thorough and smart when it comes to tax time, but more importantly they are there to answer the questions you have - with patience and intelligence. They handle my corporate and personal taxes and I highly recommend Sheri and her team.
I have been a client of Sheri Hoble and associates for many years. They are very professional and always help with everything and anything. I have a business that they also work on and all my accounting needs were exceeded. Ive even received help in obtaining my PPP loan with their help. I have referred several people to the firm and will continue to do so. I highly recommend them.
Sheri has always taken care of me. No issues what so ever. She was actually a referral for me when I moved from MI to FL. I have since moved back to MI but kept Sheri because of the work she has done for me. Always having peace of mind knowing your CPA will take care of you is very important.
For over 20 years Sheri?s team has done much more than our taxes. They do our reconciliations, fraud prevention, tax planning, financial analysis and retirement plan for our business and personal. I love that they are always on top of the changes that affect us. She once called because we used a different pen than usual to sign a check. That?s thorough.
Sheri L. Hoble is a very knowledgeable accountant, with years of corporate experience. I fully trust her skills to help grow my business. Her team works very well together. She is very responsive, and genuinely cares for her clients.
I recommend Sheri Hoble and her staff with enthusiasm and confidence. Without exception, I receive efficient, friendly service with up-to-the-minute knowledge of ever changing tax laws. It is a pleasure working with Sheri Hoble and her staff and one that saves me money and time.
Sheri and her staff are the smartest, most patient professionals I?ve ever met. They listen to clients and have done an excellent job on my taxes for years. I would not consider going to anyone else.
I have been using Sheri for both business and personal taxes for many years. I have always had a great experience and she is very good at explaining things and giving great advice!
Sheri and her staff gave life back to my business purpose and my life. We owe you more than you know ma'am. Thank you for exceptional service and hope.
Sheri, Ginger and all in the office are very helpful. They did wonders with my taxes (I even got a small refund!) and l look forward to working with them again...
Sheri and her team are great. They respond quickly and are professional and very helpful. I would highly recommend them to everyone!!
I called due to the great reviews but was immediately told they aren?t accepting new businesses. Left dumbfounded as I can?t imagine why a business would not want more business..
Great service overall! I would highly recommend to anybody looking for a professional and experienced 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.
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.