*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.*
2210 Ashley Oaks Cir #101
Wesley Chapel, Florida 33544
This was my first time using SK Financial. The process was very simple - I received an estimate of the fee up front then I provided my documents needed for preparation of the income tax return. The return was ready in just a few days. I went to the office to sign the return and pay the fee. All happened in a short time frame with very little effort from me.
Shams has always been very responsive to me as a customer, scheduling appointments in a timely manner and providing tax expertise that has helped me to reduce my tax burden, both professionally and personally. His turnaround time for tax preparation is amazingly short as he uses technology to reduce the burdensome process of preparing tax returns. I procrastinated way too long in switching accountants; Sham made it easy for me once I decided I needed to change. Thanks for your all your help, Shams!!!! I con
SK Financial CPA LLC has helped me for a couple of years now. I tend to be late filing my income tax, and I lose important documents, but SK Financial is patient and understanding in guiding me through the process, helping me find everything I need to get the maximum refund possible, or at least to pay the minimum possible. They are professional and kind, and very knowledgeable of everything income tax. I definitely recommend them.
SK Financials are a highly professional setup which takes care of all your needs. They are well staffed with experts. I have had excellent experience doing my taxes through them for the past 9 years. Highly recommended by me for any tax related work.
Consistent Excellence and Exceptional Service: I've had the privilege of entrusting SK Financial with my tax filings since 2019. Beyond SK Financial CPA's technical expertise, it's their clear communication and willingness to go the extra mile that truly defines their commitment to client satisfaction. What sets them apart is their belief in customer service as a continuous process ? it's not a one-time engagement but a relationship that is built on trust and reliability. Recently, I received a query on m
SK Financial has been doing our taxes for over a decade now! We started with personal taxes and now use their expertise with business taxes as well. I will say that Shams along with his team is extremely thorough, professional and has always taken the extra time to give us the best guidance. The personalized service is SO worth it! I would STRONGLY and HIGHLY recommend their service to anyone considering!!
I had a fantastic experience with SK Financial! Once I relocated from NJ to Florida, SK financial was my first call. They provided guidance on how to manage my new life as a self employed contractor. I opted initially for the LLC service. Things went so smoothly that I had them handle my 2nd LLC and tax preparation. Very professional with a personal touch. His team took their time to explain every step in the process. I highly recommend them for all matters financial. I can?t say how happy I am enough. A++
An absolutely brilliant accounting firm and they definitely go above and beyond what is needed or required! I've never had such great services as I've had from SK financial! Definitely recommend them 100%!
Shams and the team at SK Financial are great and I've been with them since 2011. They answer all of your questions with clarity and patience. Everyone is very friendly and knowledgeable. They've made the complicated process of filling taxes a lot easier and headache free. Highly recommend for personal and business CPA services.
I highly recommend Shams and his helpful team. It has been 1 year since I have started using their accounting and book keeping services, they did a very nice job. This year I will start using the payroll services also. I like their flat rate pricing system depending on the volume of work to be done. They are available throughout the year to help you with any questions or concerns you may have. Thank you all for the support SK Financial Team.
Excellent! SK financial CPA was extremely professional and courteous regarding my needs. I was very impressed with the SK financial staff as well as Mr. Shams(CPA). Mr. Shams was very informative and understanding of my needs, as well as Mr. Will. I highly recommended SK Financial CPA. Thanks SK financial !!!!!!!
My third year of using SK and have never experienced any issues. People are friendly and engaging and the return is always completed in a timely manner. Nice to have an opportunity to say GOOD things about service, and that is what I have received for three years: GREAT service and I feel confident in their work!
I have been using Shams organization for over 5 years and am very pleased by their performance and promptness. If you are having any issues I would consult with them to help solve them. I recommend the SK Financial team to make your business needs more professional and just for the peace of mind.
I have been with SK financial for three years. Everyone in the company is helpful and extremely professional. As a young entrepreneur i knew that i needed to keep my books in order but i had no idea where to start. I decided to give SK financial a call and it was one of the best business decisions that i've made. They really know their stuff and they always make time for their clients. Shams is extremely knowledgable and Erica is amazing, she always supportive and makes sure that your books are accurate an
I have a small boutique hair replacement facility , my strength are product development , and servicing my clients . With that said I do not like nor want to be boggled down with bookwork, taxes , payroll... SK Financial has been a complete Blessing for my company.. never ever make me feel uncomfortable for not knowing certain things, always willing to help and at a very laser fast speed. They will do your book work, pay the taxes that need paid , payroll with ease and the trust I have in the team is pricel
I have been very happy with the services provided by Shams and his team. They are very prompt in providing needed documents and services. They have also been helpful in answering questions that come up during the year. Shams's professinal feedback has been very valuable to me in making financial decisions that affect the logevity of the company.
SK FINANCIAL CPA has been awesome! They are very professional and knowledgeable, and have a fully staffed firm for all your personal and business tax needs, as well as book keeping and payroll! I am so glad I hired them 4 years ago!
SK Financial has been doing our business and personal taxes for almost a decade. The accountants here are professional, polite, detail oriented and very prompt. My wife and I will highly recommended SK for small business taxes and personal taxes. Excellent people and firm!!
I highly recommend Shams! He has helped me with my taxes for the past 3 years and has always made sure I got the most $$$ back on my return. He is always very prompt with getting back to me and is always very polite. My parents also use him too for their taxes and managing their new company.
For the last 8 years I've used SK Financial for my personal and business tax returns, and for financial consulting. The staff is very knowledgeable, responsive, and a joy to work with. I highly recommend them.
SK Financial has worked our Annual Income Taxes for the past four years. They are awesome, which is why we keep going back to them - quality research and of our Tax Return, including the rental and sales of two rental properties! You can't beat the value ? and the insurance of them backing their computations with the IRS.
I have had a CPA that did my taxes and wouldn?t answer any questions on my business account. Shams is the opposite. He takes the time to answer and give recommendations to those with small businesses and just starting up. Very organized and responsive as well. Everything is easy. So glad we found them. Thank you!
I've use SK financial now for 3 years and Shams and his team are easy to work with and are on time with the tax prep and reporting. The whole team is very knowledgeable and competitively priced, would recommend them to any SMB.
SK has been doing my personal and business taxes for 10 years. They are lightning fast, courteous, and most importantly, very knowledgeable. They will always have my business! -Billy
This is my second year with SK Financial company. The staff has been very professional and polite. My husband has passed away last year and I didn't know where to do my taxes. I found SK Financial on the website and I felt very comfortable doing business with them. Thumb up.
I have a very small business and have been doing my own taxes. Big mistake! SK Financial saved me far more than the cost of them doing taxes. I will be using them from now on.
Shams, You and your team do an excellent job in doing our taxes. We have used your services for 4 years and your services are always very professional. I highly recommend SK Financial
Great service. I have been doing my business taxes for 3 years here and very happy with their services and prompt response on each issue.
The owner, Shams ("Shoms"), helped me recover from an IRS complication last year. I have several unique situations that make filing my taxes more difficult than DIY turbotax. I often travel overseas for work. SK Financial was able to work with me both in person and through email. They have a very useful web portal that allows me to access and process my tax documents from anywhere in the world; very convenient. Shams is my CPA for life. Thank you for another smooth tax year.
We had very challenging taxes with our company and personal taxes this year, S & K handled it with ease and professionalism and great communication. 4 years running. love them and other services they provide.
SK Financial absolutely makes my life as easy as possible with all things regarding taxes, and they do so at a low cost. Very satisfied and thankful for their service.
I've been using Shams Khan CPA for 12 years, and have NEVER had any problems. I have been totally satisfied with all aspects of their operation,, both business and personal. I have referred them to many others over the years.
Thank you Shams - Great Job. I have been using your service for over 3 years and I am very pleased ever year. Your expertise and knowledge helps me to understand taxes better. Thank you again to you and your team - I highly recommend your service. - Mark R.
One of the most professional, deligint and thoughtful CPAs I have ever interacted with in the past 20 years. I have had the experience with many big firms and will put SK Financial and its employees right up there with KPMG, Ernst Young and PWC. Carl and Shams are the best accountants. I recommend SK.
I?ve been using SK financial for 5 years and they are great! I couldn?t ask for more professional accountants. My taxes are done in a few days and no errors.
I have adjusted my rating from 1 start to 3 because after my review the owner did contact me by phone and email to try to resolve this issue which I do appreciate but at this time I am still not interested in working with this company Left a bad taste for me. Original Review : I contacted this company by email through their website. My email was very clear and to the point on what I needed and I asked them if they would contact me so we could try to get a quote. The lady Amy that called me doesn't seem
My wife and I have used this firm for two years. We highly recommend this firm to you for all your business and personal tax needs. We would like to thank them for all the peace of mind they have given us now and into the future! Sincerely, Greg & Wanda Huntley
Great service at SK Financial CPA. They provide specific answers to each question. They are very helpful and thorough with their explanation.
SK Financial has done a great job for me with my taxes and with financial planning. Shams is very reliable and personable, and really does a great job of explaining.I would highly recommend SK Financial, a great value!
They are fast, very detailed and professional. I have been using them for my personal and business tax needs for several years. They do awesome work!
Highly recommended. We have a high volume environment that requires consistency and accuracy. After using them over a year I would never pull this function back in-house. I also like the security of having extra eyes on our money.
I have been a client for over 6 years, the very best service, and ease in an area that Im not so comfortable with, I love my business but the financial aspect is not my favorite, I feel that they are very patient and personable in an area that isn't so personable . I would highly recommend as I have to many other business owners who are extremely happy with their service! The most important part of any business and its completely handled and great care!!
SK Financial is just wonderful. They make tax season so much less stressful.This is our second year to use them and will use them for many years to come.
Update 2020 -- stillvVery pleased with the service and with the pricing. I have used SK for my business accounts and are personal accounts for a number of years and are always very satisfied
The team of professionals here are amazing and they turn around everything very effectively & correct. They never fail to answer any questions and help point you in the right direction. We are so glad that they are managing everything for us!
They do a great job and are up to date with technology. I sold two rental houses in two different states. The taxes were complicated and they did an excellent job.
Highly recommended. I have been using SK for five years. I have been impressed by the professionalism of the staff and attention to personal and business taxes.
Communication was amazing and they were extremely helpful. My wife and I are very grateful we found them and are relieved that we now have a local CPA to use on a yearly basis!
Place has been a god send for me. I've been trying to buy a house and was years behind in taxes. This group of individuals helped me get back on track with my taxes so that I will qualify at a better rate this year! Thank you!
I am a new customer. Sham and his team were very helpful and know what needed to be done for my situation. They completed my taxes and took the time to explain everything to me.
Was having problems with my refund, emailed staff with questions. They took more than 24hrs to get back to me. Never got an update on the refund. Last year I was sent a confirmation email. This year I had to ask myself to get an update almost a month after my refund was filed
My experience had always been perfect with them. They're very professional, very responsive and above all, caring. I highly recommend them.
Detail oriented and very reasonable accounting firm. Very knowledgeable and on time with their financials. Highly recommend these guys!
Great staff, very responsive, all suggestions given were really appropriate. I would recommend SK Financials for your taxes.
We have been with the company for a few years. They have strived for quality work. We feel we are represented well in every aspect. We appreciate their hard work.
I am grateful for Shams and his staff not only during tax season but all year long. They take care of my family and business with class.
They were quick and accommodating and saved me a ton of money on filing my taxes compared to doing it myself with TurboTax. I plan on using them from here on out.
My second year using their services. Very professional, friendly, knowledgeable and extremely fast preparing my taxes. Very happy with services provided.
I highly recommend SK Financial as they are very knowledgeable and communicate any updates/changes as they take place. You will be very pleased with their service.
Very impressed with the professionalism, efficiency and quality of tax preparation work that SK Financial does for us every year!
Easy and Quick to make an appointment. Friendly easy to work with I will be going back next Tax seaso
Been using SK Financial for many years. Shams and his team are top notch CPA's.
For several years I have been a client and have always been satisfied with both the high level of service and the expert knowledge from my accounting people.
Great experience working with Shams Khan last two years and appreciate the expertise and tax advice to help us better understand our strategy.
SK Financial are my go-to accountants for personal and professional finances. Extremely professional and expert advice.
Excellent experience with my taxes for 2020. They always make it easy and quick! Thank you SK
Shams and his team do a wonderful job and are incredibly responsive. I recommend them highly!
We've been using SK for years. Shams and his team have always been great.
They were quick to respond and I am very satisfied with my taxes.I will be using them moving forward ?? ?.
Shams, I really appreciate the time you take working with me when doing my taxes, you always have the answers to all of my questions, I am very comfortable and confident when we are finished, I will do my best to refer you to my friends and family, Thank you so much for your help, Fred J.Pascarella
Them listened to my request, completed it quickly and at a reasonable price! Will return to do more business here.
Susan and Shams are just so kind and willing to assist you in any way they can.
I have been using their service for over 2 years. Very nice staff and very accommodating.
It's great working with Shams and his staff. Easy to work with on tax preparations.
These guys do my personal and business taxes. Fast work. Great team!
Would highly recommend these folks. Knowledgeable, Timely, Professional.
Great service very detailed with preparing our taxes.
Email W2s 1099s they file for me...Easy as 123 Very convenient
Outstanding customer service!! They always go above and beyond.
Extremely friendly when I called for a free consultation!!
Excellent group, but lacking personal contact.
thorough, friendly, reachable, smooth processes. Highly recommend!
Professional, timely, and responsive. Great group!
Highly recommend. Thanks for your services
Great company, very organized and professional.
Thank you for resolving the issue, and I appreciate the call.
Very helpful and very convenient to me.
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.