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The Forde Firm

The Forde Firm

Reviews Summary

The Forde Firm receives overwhelmingly positive feedback, with most reviews praising their professionalism, expertise, and exceptional service. Many clients highlight their reliability, clear communication, and ability to handle complex financial situations. Several mention long-term satisfaction and strong recommendations. However, a few negative reviews cite poor communication, unresponsiveness, and frustrating experiences with specific staff members. The majority of ratings are 5-stars, emphasizing trustworthiness and high-quality accounting support, particularly for nonprofits and businesses.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits

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
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits

Contact Information

Address

4685 Sunbeam Rd #203

Jacksonville, Florida 32257

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I too join others that have had great difficulty with the Forde Firm, especially dealing with David Forde. David requested documents that were out of the ordinary from my investment accounts. I tried my best to deliver the info he wanted but it was just not there. His directions and explanations were all over the spectrum. Perhaps that is where David is on the spectrum. David even went so far to send me an email saying that I was out of the country for 2 months and therefore I was tardy in sending him them

The Forde Firm is a very professional and efficient CPA Firm. They have been very attentive and professional to our questions, and very responsive to our emails and phone calls. They have provided us with exceptional service in preparing our annual corporate tax return and our personal tax returns over the years. Our taxes can be somewhat complicated as we are a 501(c)(3) nonprofit and we live nine months out of the year overseas. We find in comparison with other CPA firms, their price for personalize servi

Im disheartened by experience with this organisation. Overall my impression with the Forde firm is that they just don?t care.Over the past year of using their services I?ve been passed around to numerous CPAs within the company , have had my emails ignored, have had untimely tax filings and when asking direct questions regarding specific tax code was met with arrogance, deflection and passive aggressive responses by the owner and her bookkeeper. I wish my experience had been different because they are

I am majorly disappointed with this firm. I called for the first time almost 2 weeks ago to become a new client. The person answering my phone took my name, number, and email address and said someone would reach out to me. Days later, nothing. I called again. The person answering had none of my information in their records..I gave my information again. Days later, nothing. I called again. Was told my information had been given to "Mohammed", but he had never contacted me. They put me through to someone nam

The Forde Firm is provides a wonderful financial support system for non-profits. We actually began two NPO's this year and Linda, Alex, and the whole team there have been tremendous. Great service, very knowledgeable, and quite honestly some of the nicest people on the planet. Highly reccomended!

Forde Firm has exceeded our expectations year after year. Mohammad is so knowledgeable and easy to work with. Would recommend to anyone needing a professional accounting firm!

The Forde Firm has been helpful in the audit process of our nonprofit. Having an outside source look at accounting best practices and perform an audit has been essential to our organization. Professional and knowledgeable are key words to describe the firm.

We have used Forde Firm for the past 2 years after our move to Jacksonville. We have been very pleased with our relationship and the work they have done for us.

The Forde Firm have been a pivotal part of our company growth. They have been with us since inception and continue to be a major factor in our company's success.

The Forde Firm has been completing my 990 for many years. We have always been pleased with their performance and their fair pricing.

Linda Forde and her entire team have been a pleasure to work with. I sincerely appreciate their knowledge and professionalism. Easily the best experience with a CPA firm I have ever had.

My accounting and IRS Income Tax issues are complicated and lengthy. They require the best knowledge, talent, timing, completeness and accuracy of the highest quality professionals. The ?FIVE STAR? FORDE FIRM consistently offers these qualities.

All small businesses struggled during the beginning of the pandemic. David Forde walked me through everything I needed to know to continue keeping my business afloat. He knew I was a bit panicked but was always calm and walked me through everything.

Moved to FL with a somewhat complicated financial situation (e.g., 5 states involved) and they did a great job. Highly recommend.

Excellent experience with this very professional firm. One of the finest in Jacksonville. Highly recommend.

Very comprehensive approach. Good communication along the way. You are a trusted partner.

Love working with The Forde Firm!

Excellent, reliable work

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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