*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.*
1646 W Snow Ave
Tampa, Florida 33606
We have worked with Alex for a little over half a year. He has been great and knowledgeable. Definitely recommend working with Alex if you are looking to have someone take care of your books.
Working with Stronghold Accounting has been a breeze. They are on it every step of the way, often giving me ideas/advice on how to operate smoothly. I do not know where I would be without Alex and Stronghold Accounting.
Alex is one of the best. His knowledge and experience has helped our small business increase our net profits by analyzing monthly costs and providing key strategy ideas to make our operations more efficient. He's always willing to help and answer financial related questions when needed. He is instrumental in the success of our firm.
As an owner of an accounting firm. Alex is one of the resources I always do not question leveraging on when in need. He always has eyes for growth opportunities for the relationship or project to capitalize on while being extremely reliable. It's like by having him around you start feeling and walking towards your goals and even further! A top-notch value provider anybody would want in their business/life team. Proud to call him my friend and business partner.
Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. We tried to change over from QB desktop to QB online and use the Quickbooks accounting and what a mess. Alex has cleaned all of that up and so much more. I would HIGHLY recommend him not just for a messy clean up, for the month to month daily bookeeping needs. Having Alex on board has been a real game changer with my business.
Alex is a hardworking and responsible professional that has been a pleasure to work with. He has helped me with tracking and managing my financials on a monthly basis. I would recommend his services to anyone.
Alex is a personable guy with great character who provides an impactful service and was able to more accurately track my business financials as well as those in Real Estate.
Thank Alex for taking care of me and my company, very knowledgeable about his stuff! Literally one of the best people I?ve done business with! I would definitely recommend him to anyone! Thanks again
Stronghold accounting & Booking has been nothing but of the best help. They corrected the mistakes of my last accountant and put all of my businesses financials on the right track for the new year! An absolute pleasure to work with!
Happy we chose Stronghold Accounting, not only did they fix a ton of errors we had in our financials but we feel much more confident in our numbers and saved thousands of dollars!!!
Fantastic experience and communicative team, never had my finances so organized. 10/10 would recommend.
It?s always a pleasure working with the team. They are communicative, and I?m generally satisfied with the services delivered.
Grateful we chose the right accountant, helped us save a ton compared to prior years!
Stronghold Accounting Solutions is an outstanding resource for small business owners looking for expert client accounting and advisory services. Alex is incredibly knowledgeable in tax strategy and QuickBooks Online (QBO), and he explains complex financial topics in a way that?s easy to understand and apply. Thanks to his guidance, I feel much more confident managing my books and making smart tax decisions. If you?re looking for a reliable accounting professional who truly adds value, I highly recommend Str
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.