Taxsmart Accounting Services LLC

Reviews Summary

The consensus from reviews highlights exceptional service with many praising professionalism, expertise, and friendly staff. Long-term clients appreciate consistent quality, clear communication, and personalized attention. Negative reviews mention high fees or paperwork issues, but these are rare. Most recommend the service highly, emphasizing trust, efficiency, and results. Translations confirm positive experiences across languages. Overall, satisfaction is very high, with many clients returning for years.

About This Listing

Tax Preparation

Tax Planning

IRS Representation

Small Businesses

Individual Taxpayers

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

Tax Preparation

Tax Planning

IRS Representation

Small Businesses

Individual Taxpayers

Contact Information

Address

9957 Moorings Dr STE 502

Jacksonville, Florida 32257

Phone

+1 904-733-0027

Visit Website Call Now Get Directions

Hours

Monday 9AM-9PM

Tuesday 9AM-5PM

Wednesday 9AM-9PM

Thursday 9AM-9PM

Friday 9AM-9PM

Saturday 1-9PM

Sunday Closed

Customer Reviews

Taxsmart is very recommendable ! I am still a newbie in the US and filing taxes can be a daunting task. Taxsmart is very professional and knowledgeable. From the initial telephone call to ask for appointment up until the consultation with Mr Gonzales, I received expert advise and guidance, all given with utmost courtesy and respect. The person to person consult presented explanations that was easy to understand. I depend highly on google reviews when needing to make a choice on services

This is a great company a company you can trust people that make you feel at home extremely satisfied, they get you results. I definitely recommend this place over anyone.

Excellent services! They?ve done my personal and business taxes for 5+ years. They are always upfront and provide good business counsel. FYI. Sometimes immigration statuses can affect tax returns but that has nothing to do with the accountants? work. It has all to do with Uncle Sam.

Excellent service, I?ve been doing my tax for 3 years . Very professional , clear and good communication . Excelente team . 100% recommended

I have been a customer for +10 years. Excellent services, professional attention and environment with attention to details. They always show personal interest like family.

Excellent service and quality work. Super professional and responsible employees. It is an honor to be a client of Tax Smart for the third year. Thank you for your excellent service and commitment.

Excellent service very good comunication and they clear all my doubts and they help you till the end thanks, roberto and helen, from Tax Smart.

Excelente experience!!! I recomend this place 100% y you want your taxes done the right way

Excellent service. I have been a customer for over 5 years.

They've been doing my taxes since 2013! The best service in town!

I being doing my taxes for over 5 year mr Robert and his staff are very professional and have a lot experience on that field i recommend any time he is accet on his field..

Mr. Gonzalez explain in full detail all my benefits before start working in my taxes. Excellent knowledge.

Great,fantastic! They are professional and friendly.

Excellent service Nice staff Nice owner Roberto @??

I have good experience. The account very nice and profesional . Nice staff.

Great accounting and very professional work. I recommend 100%.

He did my paperwork wrong .. I didn't receive my almost 4k in tax back, and he charged $300.. I paid $300 for NOTHING

Nice and sweet people really professional

Very professional and courteous team!

Profesional Accounting

(Translated by Google) Roberto and his team have been carrying out our accounting for more than 11 years now. Always very responsible and honest with us and our business... I truly recommend them. (Original) Roberto y su equipo llevan nuestra contabilidad por mas de 11 a?os ya. Siempre muy responsable y honestos con nosotros y nuestros negocio... verdaderamente se los recomiendo.

(Translated by Google) Very good service. Alexandra was very friendly and it was very fast and we didn't have to wait long. (Original) Muy buen servicio. Alexandra fue muy amable y fue muy r?pido y no tuvimos que esperar mucho tiempo.

(Translated by Google) Tax Smart does quality work and strives to comply with taxes on time, they do their job well and know how to deal with any problem with the public, I would say that if anyone knows how to fill out the taxes and receive your money back, it is Mr. Gonzalez, and all of his staff. Tax Smart is a reliable agency and you can count on their good work. Thank you very much for your great help to Tax Smart and all its professional staff, . Keep up the good work! (Original) Tax Smart hace un tr

(Translated by Google) Ami also supposedly charged me for sending my papers and he didn't send them, everything went wrong and now that he doesn't answer me and I left a message and nothing like that, I lost my $$ (Original) Ami tambien supuesta me cobro por mandar mis papeles y no los envio me iso mal todo y ahora que yamo no me contesta y dejo mensaje y nada as? perdi mi $$

(Translated by Google) Very good treatment... the staff is very friendly and they help you very well. (Original) Muy bien trato.. el personal es muy amable y te ayudan muy bien.

(Translated by Google) Good service, met my expectations, has excellent equipment. (Original) Buenas atencion, lleno mis expectations, tiene equipo excelente.

(Translated by Google) Excellent service, very friendly and professional. A great experience. (Original) Excelente servicio, trato muy cordial y mucho profesionalismo. Gran experiencia.

(Translated by Google) Excellent service and a lot of peace of mind from the entire company experience (Original) Excelente atenci?n y mucha tranquilidad de toda la experiencia de la empresa

(Translated by Google) Very good service, I recommend them. Very good service, I recommend them. (Original) Muy buen servicio se los recomiendo Very good service I recommend them

(Translated by Google) That hasn't been done by us! Very good job and above all a nice person. (Original) Que no ha echo pornosotros!,muy buen trabajo y sobre todo agradable persona.

(Translated by Google) Excellent service and customer service, I recommend it 100% (Original) Excelente servicio y atenci?n al cliente yo lo recomiendo al 100%

(Translated by Google) Excellent Service! (Original) Excelente Servicio!

(Translated by Google) He charged me $300 for the tax return. (Original) Me cobro $300 por la declaraci?n de impuesto

(Translated by Google) Well treated (Original) Bien tratado

(Translated by Google) Professionalism and experience (Original) Profesionalismo y experiencia

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.

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