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Soldavini & Caldwell CPA, PA

Soldavini & Caldwell CPA, PA

Reviews Summary

The reviews present a mixed consensus: many praise the firm's professionalism, expertise, and friendly service, particularly for tax preparation, with several 5-star ratings. However, recurring complaints highlight poor communication, unresponsiveness, and occasional unprofessional behavior, especially regarding follow-ups and client interactions. Some clients express frustration with delays and lack of transparency, while others appreciate thoroughness despite minor hiccups. The firm appears highly regarded by long-term clients but inconsistent for newer or time-sensitive engagements.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
QuickBooks

Contact Information

Address

5455 Jaeger Rd

Naples, Florida 34109

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Horrendous!? ?DO NOT USE! One of the most unprofessional services I've ever used. Hired them to basically calculate, organize and reconcile one quarter of a year's figures. It took them 93 days constantly procrastinating with no positive results. Zilch!? Poor or nonexistent dialogues with the senior accountant.? He keeps passing the work to junior and very immature and untrained assistants who generated a 1st draft that a 5 year old would have lughed at!? He takes no responsibility himself.? He is unavaila

michael mir- you have the WRONG CPA firm. please remove... not my firm.... please check your facts before you post things. our firm is amazing. remove your post

I called to inquire about services offered and pricing as I have a new business and need some help. The receptionist blew off my question and immediately told me they wouldn?t be helping me as they?re not accepting new clients. I get it, but there?s a certain decorum we should have over the phone when interacting with other human beings they she was sorely lacking in. Definitely wouldn?t do business here even if they were accepting new clients.

Would be a five-star review based on Cathy's thoroughness once she got to my return. I have no problem waiting, but the lack of communication (no response to emails) left me hanging for two weeks. Also, if she tells you she will get back to you on a certain day, it may not happen for a couple of days thereafter. Tell me how much time you really need. I won't mind.

Had my taxes done here for many years. Always a great experience with professional and caring staff in a convenient & lovely location. Tell Cathy Caldwell that Denise S from Oh & Fl referred you & said she is great.

I have been dealing with this firm for at least 15 years. I have NEVER had a problem. They have always been very kind and caring when I have gone in and had any questions. I have always received my taxes in a timely manner. Brigid has always guided me in the right direction when I have needed any help. She always takes the time to make sure everything is taken care. I would highly recommend using this firm if you need to get your taxes done. You will not be disappointed.

I don't know where to begin my review of this company, every person from the owners down to the receptionist at the front desk has a huge smile on their face and are always more than happy to help no matter how tough the problem may seem to be. They are through, efficient, professional, thoughtful, reasonably priced and VERY good at what they do. Whether it's for personal or corporate taxes these ladies can handle anything and will surpass your expectations of what a CPA is.

I am exceedingly happy with the expertise and service I receive at Soldavini and Caldwell. Brigid and Annette give great attention to my needs, saving me both time and money in my business as well as my personal accounting management. The whole team makes me feel welcome!!

I had appointed Cathy Caldwell to deal with a tax issue and at our first meeting I pointed out that I was recovering from a stroke, and was based in the UK so is extremely important, particularly in the light of her bad reviews, to answer my queries promptly and keep me abreast of events. She did neither to the point where I had to let go. I wouldn't waste your time and money.

Soldavini & Caldwell have been preparing my payroll, corporate, and personal tax returns for several years now. The staff is extremely professional, competent, thorough, and even funny on some occasions. Sometimes I get the impression they drink too much coffee during the day, but as long as they keep taking care of me and my business, I'm staying with S&C!

Not taking new clients right now 10/03/23. Rating not reflecting any service only for feedback.

Wonderful team and very knowledgeable. Highly recommend them for all of your accounting needs.

this year we are not happy busy co never return phone call s ignoring my request that i need taxes to be done before 11 then am leaving overseas left 4 vi mail s no respond send 3-4 ? email s too, still been ignored -- very disappointed , upset stress out , will find responsive CPA for next year

Cathy is the best she was very nice and put up with all my questions and continuous calls, very nice and professional

Best Ever!! Worth every penny

Love having our taxes done here

Extremely helpful and knowledgeable.

Quick, efficient and exceptional

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.