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Trudy A. Taylor, CPA

Trudy A. Taylor, CPA

Reviews Summary

The overwhelming majority of reviews praise the CPA for exceptional professionalism, expertise, and personalized service. Clients highlight her ability to save money, provide valuable insights, and maintain long-term relationships while being attentive and thorough. Many describe her as a trusted partner who goes above and beyond. One negative review mentions poor communication and a difficult termination experience, but this appears isolated among numerous glowing testimonials emphasizing reliability, knowledge, and client care.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Small Businesses
Individual Taxpayers
Educational Institutions
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
QuickBooks
ADP
Paychex

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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Small Businesses
Individual Taxpayers
Educational Institutions
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
QuickBooks
ADP
Paychex

Contact Information

Address

5901 Sun Blvd #100a

St. Petersburg, Florida 33715

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM
Sunday Closed

Customer Reviews

I've known Trudy for 31 years. She has been an integral part of our business and all its financial components since that time. I feel blessed to have found someone so knowledgeable and professional to help navigate the many obstacles to success that the restaurant industry poses. Over the years she has become a trusted confidant as well as a personal friend. She remains the one constant that I've come to rely upon to help resolve any issues that arise. Our success, in many ways can be attributed to her pe

Trudy is a great member of our team. She's timely, accurate, helpful and always willing to go above and beyond. I'm good at food and hospitality, not emails and paperwork, so she must be very patient to take care of me for all these years.

Trudy has been our CPA for over 10 years. She is incredibly professional and knowledgeable. Trudy has saved us thousands and we can always count on her to properly guide us and provide us with insights we didn?t think of. She truly cares about her clients and goes above and beyond to meet their needs. It is an honor to know her and have her and her team in our corner.

Trudy?s CPA services has helped our business tremendously while always being attentive and helpful.

Trudy is an extremely professional and personable CPA She does an amazing job communicating with me about questions I may have involving my business. During tax season she makes you feel like you are her only client and will help you with whatever tax preparation needs you may have. She is like a business partner to me, she consults me with almost every move I make with concerns to my business. She helps me save money, make money, and save time.

I just called to retain Trudy's services again since she was so helpful before, only to find out that she is slammed with work and isn't taking on new business clients. I realized I didn't give her a review before, so here it is: she rocks! Congrats on the success!

I didn?t hear from Trudy for nearly 6 months after hiring her. Frankly, I never expected to hear from her again until getting an email that she started working on my case and a deadline was the next week. Behind the 8-ball, I thought let?s just get this done. We worked through some substantive issues on the matter cordially, but a sticking point came up that caused me to lose confidence in Trudy. Upon my termination of our working relationship, she became quite defensive, accusatory, and generally hostile.

Trudy is a top notch CPA and ultimate professional. She is honest, forthright and cuts to the quick of a problem or issue straight away. I highly recommend her and her company associates.

I have used Trudy's services for several years. She is very experienced yet still manages to provide personalized service and makes you feel like special. Highly recommend.

Fantastic service! Trudy is very professional, knowledgeable, honest, quick, and she provides thorough work. I recommend Trudy to everyone in need of CPA.

Working with Trudy has been awesome! She is an asset to my business!!

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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