Back to Directory
Steverson & Associates, P.A.

Steverson & Associates, P.A.

Reviews Summary

The reviews consistently praise the firm's professionalism, expertise, and exceptional customer service. Clients highlight the team's responsiveness, personal touch, and ability to handle complex financial situations with compassion. Many appreciate the savings, clear communication, and thorough explanations provided. The firm is repeatedly recommended for both business and personal tax needs, with clients noting their reliability, affordability, and willingness to go above and beyond. The overall sentiment reflects deep satisfaction and long-term loyalty.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation

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
Business Consulting
Payroll
Tax Preparation

Contact Information

Address

1552 Brickyard Rd

Chipley, Florida 32428

Visit Website Call Now Get Directions

Hours

Monday 8AM-12PM,1-4PM
Tuesday 8AM-12PM,1-4PM
Wednesday 8AM-12PM,1-4PM
Thursday 8AM-12PM,1-4PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I want to express my sincere gratitude to Steverson & Associates PA for their exceptional care and support during a very difficult time. After the sudden passing of my CPA, they stepped in and took excellent care of my financial needs. The team was incredibly understanding, compassionate, and efficient in managing my situation. They went above and beyond to ensure everything was handled smoothly and with great professionalism. I truly appreciate their kindness and expertise, and I highly recommend their ser

While I've only been a client with Steverson & Associates for three years now, there truly are not enough kind words to say about their company and employees. I was formally an H&R Block client who was never satisfied with the results or feedback given I made a choice to swap. When I came to Steverson & Associates, I came with the absolute impossible, they worked diligently in getting my taxes back on track. With doing so, Steverson & Associates will always be my suggested accounting firm and they have earn

Would have worked with Stevenson and associates since they opened and they have always took time to answer our questions and work with us. Their whole staff is very courteous and professional yet personal. We look forward to dealing with them for years to come.

We were searching for a local accountant to handle our business and personal taxes. So glad we found these guys! The entire staff was so friendly and full of smiles (Great energy to be surrounded by when dealing with the daunting filing of taxes!) Garrett and Lee Steverson were very knowledgeable, helpful, down to earth guys who went above and beyond for us! They saved us thousands! We have found our forever accountants at Steverson & Associates! We highly recommend S&A for your business and personal needs!

Lee, handles our business and personal taxes. Always on top of our needs. Always available straight forward. If you are looking for a personal touch and an A plus Accounting firm i suggest Stevenson and associates. Lee?s firm has gone above and beyond of what is expected to handle our business. Thanks Stevenson and associates

Garrett Steverson is highly recommended. I slipped up and almost didn't meet the deadline for my business and personal taxes. He finished my headache with days to spare. Very professional, communication is great, answered all of my questions and explained in depth so I could comprehend it, services were very affordable. I have yet to meet this man but he went above and beyond to work around my schedule to get all the information needed to complete the task at hand. He will be handling my business and perso

Steverson & Associates is a 5 star accounting firm located in NW Florida. I was referred to Mr. Steverson by a friend and I am extremely pleased that I accepted the recommendation. The professional team at S&A processed my tax return quickly and saved me time and money in the process. I highly recommend Steverson & Associates, P.A. to all my friends, family and colleagues.

Lee, Scarlette, and everyone at Steverson & Associates have made filing my taxes so easy this year! My wife and I will be back next tax season to have them file for us again!!

Lee and his team are unbeatable. Very professional and always prompt.

Very trustworthy and relentless effort financial services. Would proudly recommend to everyone

Professional, knowledgeable, and easy to work with. Would recommend to all.

Very humble and great CPA?s!

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations