*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.*
10531 Bloomingdale Ridge Dr
Riverview, Florida 33578
I recently opened up my own business?.that was the easy part, but I knew nothing as far as taxes. Tracie made my experience incredibly easy. Such a smooth transition to say the least. Her expertise and knowledge came in handy when it came time to answer all of my questions. I couldn?t recommend her enough?. Worth every dollar to have a cpa I can rely on and someone who I can call a friend. Thank You again Tracie.. I look forward to many more years of your incredible service.
Tracie is amazing. She went above and beyond and surpassed my expectations. I called several CPAs over 12 to help me get my taxes in order and also help me with a notice I received. I found her office to be friendly and work with a payment arrangement. She vigorously supported me in the efforts, balances, and cleared everything with zero out of pockets payments to the IRS. She has set herself apart as Top in the business industry with her ability to be accessible and personable. Thanks so much.
I was hesitant about this matter but I decided to step out in trust and faith and contact Tracie Lowe cpa concerning this found money. It was easy and way faster than I expected and the money is coming at a time when we are in need ... I would recommend Tracie Lowe and her office. Highly recommend!
Tracie Lowe is absolutely amazing!!! My wife and I literally had a one minute conversation with her and it turned into nearly a $20,000 tax return!!! She is thorough and punctual. If you want your business and/or personal taxes done properly and stress free call Tracie you wont regret it. Needless to say I have found my CPA!!
Mrs. Lowe is an excellent CPA. I'm so grateful to have found her. After going to generic Tax services for years I stumbled upon Tracie Lowe CPA services and it was a unique, reassuring experience, with a reasonable cost. Tracie explains things in layman's terms, she is helpful, patient and very polite. A true professional who knows her stuff. I would highly recommend her to any of my friends or family members.
I recently attended a tax forum where Tracie Lowe discussed important ways to plan for financial success for future generations, tax filing tips, and how to maximize your business financially. She remained incredibly professional, interactive, and knowledgeable throughout the entire presentation.
We learned from Tracie within the first ten minutes of our onboarding session! She was awesome at explaining several paths and approaches for our financial and tax goals. We are moving forward and are excited to see what the future holds us and our relationship with Tracie.
I've known Tracie Lowe for years and she has provided excellent financial planning and tax preparation services for my family and me. I would highly recommend her to anyone seeking a skilled and knowledgeable professional to assist with any of your financial needs.
Tracie has been my CPA for over 5 years now. We have been very pleased with her services. I have not once had a question or concern go unanswered. She's professional as well as knowledgeable. She takes the time to explain and educate you on what you need to know. The quality of her services are top notch. Tracie is on point!
If you are seeking stellar services and sound advice for tax preparation, planning for retirement, auditing, and/or general financial guidance; Tracie is definitely the person to see! Tracie was able to point me in the right direction to meet my financial goals. Tracie demonstrates professionalism, thorough explanations, trustworthiness, and confidentiality. I highly recommend Tracie Lowe, CPA for any accounting need. Tracie absolutely knows her profession.
The experience I had with Tracie Lowe was Exceptional!!! She got it done!! Tracie helped recover the money that was lost years back and my mother and I are very grateful!! What a way to ring in the New Year!! Thank You Tracie Lowe for your fast, stress free service!! I would highly recommend this lady you will not be disappointed!!!??????????
CPA Tracie Lowe is a wealth of knowledge! Her ability to make the most complex tax formulas understandable is beyond reproach. She is both professional and relatable. I recommend her to anyone seeking top-notch accounting services.
Ms. Lowe worked with my brother for several months to get him some relief from IRS. He had suffered from a brain tumor a few years earlier and his children and I were very concerned that he was unable to understand the depth of his tax issues. Since he could no longer work, had thousands of dollars in medical and prescription bills, we felt he should not also be taxed beyond his capacity to pay. Our entire family saw and felt the stress the IRS bills caused my brother. Ms. Lowe stepped in, took over all co
Great experience. Tracie was willing to sit with me and go over my tax implications for ongoing health care costs that were out of pocket. She took time to go through all aspects of my taxes and financial planning to help me make appropriate decisions for my household. She also explained how the FSA/HSA would or would not benefit me and when a tax break comes into effect. She went above and beyond. She?s trustworthy and thorough. Highly recommended.
I?ve been trusting Tracie for many years now. She?s very knowledgeable and helps to keep me calm when dealing with the IRS. I?m very complicated with my businesses and difficult scenarios. She?s able to handle it all with ease. Contact her for all of your tax financial planning needs.
I thoroughly enjoyed all of the essential tax knowledge Mrs. Tracie Lowe provided in her tax workshop. There was a plethora of information that I was unaware of, and also information pertaining to solidifying my financial future. Mrs. Lowe is a tax and financial mastermind.
I was in a state of an emergency and I called to set up an appointment for a consultation and as I was explaining my issue Mrs. Lowe was taking action. This was totally not what I expected my issue was addressed immediately with no time waisted. The service was beyond my expectations as my issue was immediately address with the IRS . I am so thankful for this kind service I don't think I would not have received this type of service elsewhere. Thank you so very much Mrs. Lowe and I look forward to working wi
After many months of attempting to resolve a unclaimed funds issue with the state of Florida by myself and other companies that supposedly do this, I basically was going to give up until I spoke with Ms.Lowe. It did not look good at first but she attempted over and over again to see what was needed and finally was able to obtain our inheritance for the four families. I cannot express my thanks enough for her and recommend her for any accounting type issues.
This company is a legitimate business, and does their homework. I appreciate their professionalism and kindness with all my questions. Yes, the found money was mine. It was from many years ago. Since we had moved, the address on file was no longer valid. Mrs. Lowe and her team did their research, and I am very happy they found me. Thank you!
Always is professional and knowledgeable. She is an excellent CPA for all of my financial and tax needs. I refer her to all my family and friends.
Hi Tracie, thanks for sharing your time and expertise with our group of high achievers at Prep and Me. Their survey indicated they learned a lot from you about education, experience, exams and expertise.
Mrs. Lowe is very Professional, knowledgeable most of all, very Caring! Thanks for all your Help!
5 days have passed and no one replied my email
Absolutely amazing and very knowledgeable..
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.