*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.*
3505 Lake Lynda Dr
Orlando, Florida 32817
Chris is an exceptional CPA! His expertise and attention to detail have been incredibly valuable. His communication is phenomenal, he is responsive, and truly cares about his clients' success. I highly recommend Chris for anyone seeking top-notch accounting services.
By far, the absolute best CPA firm in Central Florida. Chris and his staff, specifically Daisy, have gone way above and beyond the call of duty to help me and my business, year after year, and done so with a positive charm and personal touch. This firm is incredibly professional, hyper responsive, thoughtful and insightful, really everything a small business could ask for in a CPA firm. The personal aspect of their professionalism is something that's become increasingly rare in this world, and may be the
Chris is very professional and responds to all of your needs almost instantaneously. I recommend Chris to anyone looking for an extremely knowledgeable, responsive, and professional CPA. This was the first year Chris did my taxes but he has been doing my parent's taxes for many years. We have nothing but good words to say about Chris and his firm.
Kozlowski CPA has been doing my husband's business taxes and our personal taxes for over a decade. I recently opened my own small business and they have been extremely helpful to me every step of the way and given me so much of their time and attention answering all of my questions. Because of their help, I have been able to focus all of my attention on making money and happy customers. I highly recommend Kozlowski CPA to anyone looking for individualized and attentive tax assistance with their small busine
I recently had my 15 year anniversary of working with the Kozlowski team as my personal and corporate tax preparers. I?ve met and worked with many CPAs in my life but this firm is the best. As my wife said ?it was the first time I ever had a good time doing my taxes?. Wonderful firm! Thank you to Chris, Dyanne & Daisy. You guys rock!!!!
As a young start up company 5 years ago, I was in dire need of accounting advice so my business could grow and use cash flow in a much more effective way. Since using hiring them, I have been able to grow my business more efficiently year over year and I am grateful for every piece of accounting advice I have received. Thank you Chris and Dyanne. You both have been a major difference maker with my company.
Chris is a very professional and extremely knowledgeable CPA. I've been using his services for both individual and business returns, it has always been a great experience. Very much recommended.
I was not very pleased this year with Chris. He?s been our CPA for several years now and typically schedule our appointment with him around the same time each year. This year when I called, I was treated like I was being pushed off to the side. The options I was given was to either file an extension and see me in April after taxes were due, which would cost me extra with the government or to drop off my documents and they would go over everything over the phone. I?m a business owner filing cooperate Ta
I can't say enough good things about Chris. He was incredibly friendly, kind, funny, and took the time to really explain things to me in detail. My absolute favorite thing about Chris that sets him apart from others I've worked with previously, is that he answered all of my questions in an in-depth way without making me feel stupid. He was incredibly reasonably priced and absolutely worth the fee of the appointment.
Dyanne Kozlowski has handled my personal and business taxes since 2005. I can't recommend them enough. They are very thorough, efficient, and straight forward with their advice and financial discussions. If you are a small business owner or a person who needs quality accounting services, The Kozlowski CPA is for you.
I?ve been going to Kristopher for my tax return needs for years ( over 10). He is friendly, knowledgeable and on point. He always gives good and honest information and is dedicated to getting the job done right the first time.
We have used Kozlowski for our perosonal/businesses taxes for years and he has always provided exceptional service. We always receive answers to our tax questions in a timely manner and have benefited from his professional advice. We would definitely recommend.
Easy and to the point. Definitely eases the stress of dealing with the IRS! He has been doing my father's taxes for 8+ years and now he will be doing mine as well.
I have used Chris as my accountant since 2005. I cannot recommend him enough. He is very reasonable and very responsive whenever I've had questions or issues.
Chris has been with me and my business from the beginning. He has always given honest advice and quick service. I have recommended him to friends and family.
Chris is easy to work with and makes time for you even when you are up against a deadline. I highly recommend anyone looking for a knowledgeable and trustworthy accountant.
I feel that the customer service is not good and I do not feel that this company strives to assist all of their clients needs. Made me feel like just another number and like they do not want to be bothered by clients after they submit a return. Not happy with the service and will not be using them to file my taxes again. I suggest not taking new clients if you feel that you are not able to happily assist them or provide great service
Chris does an excellent job, I?ve been going to him for a few years now. Have recommended him to others and they have all been extremely happy working with him.
Chris is quick to respond and has saved our company thousands of dollars. He is reasonably priced and well worth it!
Absolutely horrible assistance, I called him for assistance and he hung up on me and denied to answer back and all I needed was help with a company's questions for him. He straight ignored everything.
Amazing person. Funny. Wise. Good advice for life and business. Enjoyed three hours of conversation with him.
Excellent firm. 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.