*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.*
5420 Central Ave
St. Petersburg, Florida 33707
I had been a continual customer of The Burke Company for over 20 years; and was always satisfied with how my account was handled...even when the unexpected situation arose financially. When Cindy S. (from the Burke Company) joined with Nichole to form Morales Burke, I was happy to follow suit. My taxes were once again done efficiently and quickly. I appreciate having the peace of mind to be able to trust this company completely with my taxes. I will be a life long customer. Linda T. Johnston
My husband had been working with this company to file his 2022 taxes before we were married, and didn't have any issues during that time, but his taxes were simple at the time. For our 2023 taxes, it has been a disaster. During my first experience with them, I had reached out about needing to file for my TPT license. It was a month overdue, and I didn't know how to do it by myself. A TPT license is a transaction privilege tax license that small businesses that resell items are required to have. The first re
Nichole Morales has been my accountant since 2012. She has been a tremendous resource to me. I own my own business and I have greatly relied on her advice and guidance from the time I started it and while it has grown. She is always available when I need personal and professional advice and guidance regarding finances and taxes. I highly recommend her and her firm!
I have been using the services of Morales Burke and Associates for all my income tax needs both business and personal for my entire family for the last six years. They have been extremely helpful and expedient in navigating the complicated ongoing tax law changes resulting in lowering my overall tax liability. I highly recommend this company without reservation for anyone needing the assistance of a tax professional. Tom Harrington
When it comes to having your taxes prepared by experts, pricing isn't the main reason for selecting a firm. I have been using accounting firms for many years back in Boston, and when I moved here to Treasure Island Morales Burke was recommended to me by a very dear fiend ,whose judgement I trust without hesitation. I have been totally pleased with the responsiveness and thoroughness of the firm , and will continue to use them and recommend them.
0% recommend this business unless you want to be taken advantage of & overcharged. As a first year entrepreneur I came to Nichole asking for guidance & very clearly expressing that I had zero idea what to do with taxes & management - later to find out I was charged the same amount for filing one business that someone else was charged (at a different firm) for 3 businesses. If you?re clueless with taxes save yourself the extra $1,000 they?re going to charge you here & use Turbo Tax, you?ll receive better cu
We've worked with Cindy Stepp for several years now (first at The Burke Company and now at Morales-Burke). I am a retired commercial banker and in my banking days worked with many local accounting firms, book keepers and accountants (that represented the many small businesses and individual borrowers I assisted). And I can say, without reservation, that Cindy Stepp, of Morales Burke, is one of the best when it comes to tax return work (both business and personal). She is experienced, responsive, and tho
Nichole has been my accountant for years. Morales and Associates are always quick to respond to my questions and my accounting needs. Most importantly Nichole is proactive in helping my business and personal tax needs. This helps me out greatly at tax time. It also takes away the stress and anxiety I may have as April approaches. If you have a business or need a personal accountant where you are treated like a friend and not just a number; you should contact Morales and Associates.
Pleased from A to Z with this firm. Cindy Stepp, has been expertly doing my taxes since I moved back in 2007 - and has done my father's for longer than that. Always pleased, and I always go back. Thank you to the entire team, and especially to you Cindy. See you next tax season!!
Nichole Morales has been my personal and business accountant for over 10 years. Every year, my financials and taxes have been timely and accurate. My business would probably fail without the assistance of Morales and Associates.
We've been using Morales and associates for over 3 years now and would never use anybody else, she is so knowledgeable and very easy to get along with. We look forward to seeing them every year.
I would recommend Morales Burke to any business. I have recommend Cindy to 2 of my friends. She is the best.
Absolutely terrible service. No communication, took advantage of lack of knowledge from my end, and misfiled my tax return losing me thousands of dollars. Do not waste your time & money.
This is a great company and an outstanding staff. They always deliver great service. I highly recommend them and will continue to use them!
Very efficient and most helpful with my questions. I appreciate the assistance. I was referred by Helen Ballweg, a neighbor in my park.
Please note the review on this page from "Debra C" is not from me! I do not know who this review was written by but it was not my husband or myself.
Nichole could learn how to be more professional but they meet your needs
Professional, efficient, courteous. No negatives, highly recommended.
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.