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UPFRONT CPA

UPFRONT CPA

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise in accounting and tax services, and outstanding client care. Customers praise the team's reliability, efficiency, and responsiveness, often noting significant savings and stress-free experiences. Many emphasize the personalized, thorough approach and user-friendly tools. The service is repeatedly called "excellent," with strong recommendations due to trustworthiness, knowledge, and going above and beyond. Bilingual reviews also commend the same high standards. Overall, clients are highly satisfied, frequently describing it as the best accounting service they've used.

About This Listing

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Real Estate
Professional Services
QuickBooks

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
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Real Estate
Professional Services
QuickBooks

Contact Information

Address

13574 Village Park Dr #255

Orlando, Florida 32837

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

After going with Julian there is no way i would ever consider using turbotax or any other software to file taxes. He was thorough, helpful, efficient and competitively priced. Ive already recommended him to some friends and family.

I was lucky to find Upfront CPA for my accounting needs. The entire team has been always quick to reply and is very professional in all their work.

Working with Julian was a great experience. The software they use makes uploading files and communicating back and forth very easy. All of my questions were always answered quickly.

Got here last minute and Julian helped me immediately. Got everything done in less than 24hrs. They make it super easy as well. Thank you guys again.

Julian is brilliant, genuinne guy, not to mention that he goes above and beyond Helping me figure out what was best for my business?right from the begining our relationship has been efficient, very communicative and pleasure to deal with. I cannot recommend them enough and I am so pleased Julian and Upfront CPA are my accountants.

Great experience here. Love their taxdome portal to handle all of my finances and taxes for my business. Quick and responsive. Highly recommend.

Julian Gonzalez is a phenomenal CPA. Extremely polite and professional, always willing to answer my questions and help me find the best solution to my business needs. Julian always go above and beyond and does all the necessary research work to help me find the best solution to my business needs. I strongly recommend Upfront CPA to any business professional that needs support with tax filing, business incorporation and accounting in general. I have already recommended Upfront CPA to multiple family members

G & C, and Julian Gonzalez have been an important support and trustable resource for our accounting needs. We feel that when a specific request has been sent to them, we have received the answer and support everybody should receive. We recognize their professionalism and willingness to help every time we have asked for and recommend them 100%.

Amazing fast and reliable service. They really helped me in my time of need. Thank you so much !!!!

Very knowledgeable and helpful CPA, knows how to save you money and get the most from your taxes back year after year. Thank you for your services Julian, highly recommended!

Great people and very professional. you will not be disappointed with the amazing service and experience. Highly recommended.

Have nothing but great things to say about UpFrontCPA.They are extremely accommodating and I saved a ton of money on taxes this year. Will definitely be using them from now on for my financial needs including bookkeeping!

Karla is so wonderful to work with. She's always eager to help us with everything and anything. Thank you so much!

Great people to work with

As a new business owner I wanted to start everything by the book. Upfront CPA is vital in my operation for payroll, taxes and everything I need to operate. Highly recommended.

Great tax service! I recommend them 100%. Very knowledgeable and friendly.

We finally found a team of experts that we can trust. Thanks to Upfront we were able to save time and money during tax season.

Fast service and reliable!!! Would recommend.

Hands down amazing team. Thanks for all you do for our business.

Professional accountants who are client-focus and trustworthy! Taking your business to the next level is their goal.

Great accountants. Very professional and kind service. Experts on taxes, bookkeeping, and other accounting services.

Very professional and excellent service!

Great professional! Capable and sharp!!

Best in class! Excelent professionals

Excellent!!! EXPERTS!!!! Highly recommended.

The best tax company!!!

Highly trained prefessionals!!

Reliable and professional accounting services!

(Translated by Google) Just one word: EXCELLENT. Our three companies have changed since they joined us. We love them. (Original) Solo una palabra: EXCELENTE????????. Nuestras 3 compa??as cambiaron desde que nos acompa?an ellos. Los amamos????

(Translated by Google) Great professionals, with a flow of continuous, precise and decisive information. UPFRONT CPA is the ideal team for companies that want to grow safely and in the best hands. (Original) Grandes profesionales, con un flujo de informaci?n continua, precisa y resolutiva. UPFRONT CPA es el equipo ideal para empresas que quieren crecer de una forma segura y en la mejores manos.

(Translated by Google) Excellent attention! And very efficient ???? (Original) Excelente atenci?n! Y muy eficientes ????

(Translated by Google) Excellent service!!! Julian and Karla are very professional and responsible. I recommend them 100% for your taxes and accounting. Nothing like working with nice people who do their job with excellence. (Original) Excelente servicio!!! Julian y Karla son muy profesionales y responsables. Los recomiendo 100% para sus taxes y accounting. Nada como trabajar con personas agradables y que hacen su trabajo con excelencia.

(Translated by Google) Happy with the accounting service! Karla answered my questions clearly and promptly! The app is easy to use and friendly. Their office is 100% recommended, they are excellent accountants and professionals! (Original) Feliz con el servicio contable! Karla respondi? clara y oportunamente mis dudas! La app f?cil manejo y amigable. Su oficina 100% recomendada son excelentes contables y profesionales !

(Translated by Google) Capable and reliable people! They are serious and upright people. With a lot of ethics and professionalism! The best!! (Original) Gente capaz y confiable! Son personas serias e ?ntegras. Con mucha ?tica y profesionalismo! Los mejores!!

(Translated by Google) Excellent professionals. I recommend them. Honest and serious people with a lot of professional ethics (Original) Excelente profesionales. Los recomiendo. Gente honesta y seria con mucha ?tica profesional

(Translated by Google) Super happy with your services! They are professional, conscientious and super efficient! ?? recommended (Original) S?per contenta con sus servicios! Son profesionales, cumplidos y s?per eficientes! ?? recomendados

(Translated by Google) Top Notch Service! Nothing like finding a reliable and responsible company when it comes to doing taxes and accounting. (Original) Top Notch Service! Nada como encontrar a una compa??a confiable y responsable a la hora de hacer taxes y contabilidad.

(Translated by Google) Excellent work and time optimization (Original) Excelente trabajo y optimizaci?n del tiempo

(Translated by Google) The best and super professionals!!! ???? (Original) Los mejores y s?per profesionales!!! ????

(Translated by Google) Excellent service!!! (Original) Excelente servicio!!!

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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