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The Simple Solution Organization PLLC dba TSSO CPA

The Simple Solution Organization PLLC dba TSSO CPA

Reviews Summary

The Simple Solution Organization PLLC receives consistently outstanding reviews for expert tax preparation, particularly for US citizens abroad and complex financial situations. Clients praise their deep IRS knowledge, professionalism, and ability to handle audits, estate taxes, and multi-year back filings. Many long-term customers (some for 20+ years) highlight meticulous attention to detail, year-round tax advice, and reliable service across state lines. The team is commended for making stressful tax processes seamless, with personalized service and clear explanations. Their responsiveness, accuracy in maximizing refunds, and digital tools for tracking filings are frequently mentioned as standout qualities.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
International Tax
Outsourced Accounting
Small Businesses
Expatriates
Non-profits
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
International Tax
Outsourced Accounting
Small Businesses
Expatriates
Non-profits
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

Contact Information

Address

301 W Bay St Suite 14153

Jacksonville, Florida 32202

Visit Website Call Now Get Directions

Hours

Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 10AM-2PM
Sunday Closed

Customer Reviews

I've been working with The Simple Solution Organization for a while now, and it's always a smooth and professional experience. They?re knowledgeable and responsive and make tax time a lot less stressful. Highly recommend!

Knowledge, responsiveness, and consistency all earn trust. We have moved across state lines several times and had many life and financial changes in the years since starting with TSS. Jacqueline tracks our circumstances and asks pertinent questions and offers applicable advice to make sure we optimize our tax planning situation every step of the way.

Jacqueline I wanted to take a moment to express my heartfelt appreciation for the exceptional service you have provided over the years. Since 2005, I have entrusted you with filing my federal tax returns, and each year, you have exceeded my expectations. Your dedication to accuracy, efficiency, and timeliness has consistently ensured that my filings are not only correct but also submitted well ahead of schedule, providing me with peace of mind and allowing me to focus on other important matters. Your prof

Jacqueline is amazing! We live overseas and she was the only accountant who knew everything about filing international taxes. She made the whole process so easy and filed our last 3 years of USA tax returns in a super quick turn around. I would definitely recommend her services and will be a customer for years to come.

The Simple Solution has been my accountant and personal financial adviser for more than a decade. They have helped us both personally and professionally. We found them to be most reliable and very accessible. They paid attention to details and ensure we get the most from our tax refund. The fact that we are located in Maryland and The Simple Solution is in Florida has not deter us from utilizing their services and a testament and proof that they are the experts we trust with all our financial needs. We high

The Simple Solution Organization PLLC has been a lifesaver for me! I was referred to Mrs. Spence by a fellow expat, as I was in need of someone who was an expert with tax preparation for US citizens living abroad. Mrs. Spence always ensured I had all the information I needed so that she could prepare my taxes. I have since moved back to the US and I will continue to utilize her services. I highly recommend The Simple Solution Organization PLLC for your accounting needs.

The Simple Solution(TSS) is TOP NOTCH when it comes to tax returns preparation. The member's knowledge in tax preparation is superior to other companies I have used prior. TSS keep me informed during the year about any changes by the IRS before tax season arrives. This company has being preparing my taxes over TWENTY YEARS. Never once have I had any errors or IRS inquiries after submission. I love the link / App provided by TSS which allows me to follow each step during the process of my returns by the IRS.

Review of The Simple Solution Over the last 20 years I?ve worked with The Simple Solution as my Tax Consultant and Preparer. During this time frame, they have managed to deal with tax audits, missing payments, taxes on employee buyouts, stock options plans and income planning. In addition, the Simple Solution has complied final account analysis and distributions for the Estates of my mother, brother and cousin. The integrity and professionalism are of the highest order and the organization would be a valu

My connection with The Simple Solution came out of a crisis - I found myself in the midst of a tax penalty ordeal and the "tax-in-a-box" provider that I had been using was incapable of helping me at all! I did my online research, and was impressed by the description of services they provided. Not only was my very tricky tax problem SOLVED, but the service was so excellent that I have stayed with them - since 2010! Even after moving out of state, I have received the same level of customer service. If you nee

I am an American citizen living outside the USA for the past nine years.Somehow l got complacent and didn?t file my taxes for a couple of years. I happened to get in touch with the Simple Solution Organization who was able to take care of my tax issues.They were knowledgeable and professional in dealing with my problems. I would recommend this organization to anyone to do their taxes for them. They are second to none.To me they are Simply the best.

We have been using Jacqueline for a number of years for tax preparation. She is thorough, timely, personable and extremely knowledgeable about tax policy and recent federal and state changes. We could not ask for a more professional and responsive resource to help us manage our finances.

I have utilized the services of The Simple Solution Organization, PLLC for more than 20 years. I have always received personalized, professional and the most reliable service. I am confident that I will receive the greatest tax refund which is possible. The tax advice provided throughout the year is an invaluable tool in preparation for filing season. TSSO prepares my company taxes and provides professional, reliable book keeping services as well. I have used other tax services in the past, but the servi

Jacqueline Spence is very knowledgeable. She not only does our books but also takes the time to explain why things should be done in one way versus the other. This is very important to me as I love being a hands on business owner. I highly recommend The Simple Solution Organization!

Jacqueline was amazing!!! We were in a bind to get our taxes filed and she handled it quickly and professionally! We will definitely be using The Simple Solution Organization for future returns!

My wife and I are very pleased with the Individualized service we have received over our 16 years of association from this very professional and responsive company which earned the remarkable growth and development we have observed in their corporate structure and quality of service delivery.

Great team, felt in very good hands when I came in to get help with my business. would highly recommend

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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