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The Nealson Group

The Nealson Group

Reviews Summary

The Nealson Group receives consistently outstanding reviews for their expertise in business taxes and financial consulting. Clients praise their professional acumen, detailed explanations, and strategic guidance that boosts profitability. Many highlight exceptional customer service, prompt support, and a partnership approach that instills confidence. They're particularly valued by e-commerce businesses for specialized tax strategies. Reviewers appreciate the team's knowledge, patience, and ability to correct past errors while providing clear action plans. The recurring themes are trustworthiness, thoroughness, and tangible business growth resulting from their services. Multiple long-term clients strongly recommend them for both routine filings and complex financial needs.

About This Listing

Audit
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
CPA License

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

Audit
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
CPA License

Contact Information

Address

11187 Sea Grass Cir

Boca Raton, Florida 33498

Visit Website Call Now Get Directions

Hours

Monday 8AM-7PM
Tuesday 8AM-7PM
Wednesday 8AM-7PM
Thursday 8AM-7PM
Friday 8AM-7PM
Saturday 8AM-7PM
Sunday Closed

Customer Reviews

I have been using Nealson Group for years! They are very informative and helpful throughout the whole process of filing my taxes. They always ensure I am well informed & explain everything going on in detail. I am thrilled with the company!

The Nealson Group assisted with my business taxes and not only did an outstanding job with that project, but helped me set a course to put me on the road to profitability! Their professional acumen and know-how have instilled the confidence I need to continue to grow my business. I count on the Nealson Group as a "business partner"!

I needed someone knowledgeable to answer my questions about previous filings and mistakes that had been made- The Nealson Group went above and beyond my expectations. They were able to give me resources and research for each step I needed to take. I felt extremely confident after working with the Nealson Group. Trustworthy, knowledgeable, professional, and enthusiastic to help.

I have an e-commerce business and finding an account was like finding the holy grail. Chris is very knowledgeable and patient with me. He is kind, professional and generous with the amount of information and tax strategies he provides. If you need an accountant and a tax strategist Nealson group is the best pick. I highly recommend them for Amazon FBA sellers, shopify, Etsy and Ebay sellers.

As an entrepreneur, I know finances are the key to success building companies. With the Nealson Group, you are in the best hands, working with a competent team.

I retained the services of the Nealson Group for our monthly business needs and we are completely satisfied. Chris is a professional and a pleasure to work with. I highly recommend Chris.

No business is perfect, and ours is no different. We needed help getting over the hump and taking ourselves to the next level. We received and we still continue to receive the tools and the no-BS insight to sustain our growth. Highly recommended ??

A first class consulting firm. Great customer service, and even better client support. Any time we needed something, they promptly delivered.

Thank you to the Nealson Group. I have peace of mind, more free time and assurance that my business financials are spot on! Thank you!

Chris helped me with my business taxes by correcting errors that were made and informing me of what I needed to do to expand my business profits.

Have our taxes completed every year by them, great company!

Awesome experience. Great company to work with! Thank you!

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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