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Whittmarsh Tax and Accounting

Whittmarsh Tax and Accounting

Reviews Summary

The overwhelming majority of reviews praise the accounting firm for exceptional service, tax savings, and strategic planning. Clients highlight professionalism, reliability, and clear communication, with many recommending the firm for both personal and business needs. A single negative review mentions unresponsiveness during a critical period, but the consensus emphasizes trustworthiness, expertise, and outstanding results.

About This Listing

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Real Estate
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
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Real Estate
QuickBooks

Contact Information

Address

800 SE 4th Ave Ste 821

Hallandale Beach, Florida 33009

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I highly recommend the team! Their expertise, attention to detail, and responsiveness have made tax season stress-free for me. They provide clear guidance, maximize deductions, and ensure everything is done accurately and efficiently. Whether for business or personal taxes, their professionalism and knowledge are unmatched. If you're looking for a reliable CPA, look no further!

I?ve been a client of Whittmarsh Tax & Accounting in Hallandale Beach, FL for a while now. Their work is always thorough, timely, and easy to understand. Professional, clear, and reliable?highly recommended.

Aaron has helped us tremendously with all of our accounting needs over the years. He is an invaluable asset to myself and our firm. Thank you for being responsive and reliable as always.

Aaron disappeared and has not returned our calls and emails for the past few weeks during this critical tax planning time. We have been locked out of our accounting but have paid through year end.

Aaron has been an incredible help with my small business. Not only does he provide detailed statements of our monthly financials, he has advised me on the proper steps to take to ensure my business is a success. He goes above and beyond to advise me on the latest tax laws and deadlines. Thanks Aaron! I highly recommend.

BE AWARE!!! We stopped receiving contact from Aaron around 3 months ago, despite many texts, calls, and emails from various people from my company. During those months of complete silence on his behalf, we were still getting billed and we promptly payed every month, thinking the situation was odd but not alarming. After 3 months of many attempts of contacting him, we decided to visit him in person and try to get an answer, only to find out that his office space has been unattended for the last 3 months and

BE AWARE!!! This guy disappeared on us 3 months ago! Despite having a signed service agreement and receiving monthly payments!!! He completely vanished. He stopped answering emails, phone calls, and texts. After going in person to his Hallandale office, we found out he had left months ago!

We are very pleased with Aaron and his team and are blown away by their services. We started off by just needing a review of our financials and now we outsource all of our accounting needs to them.

Every time I speak to Aaron I learn something new, my family and I are very happy with his services. We definitely plan to continue working with him!

I have had the distinct pleasure to work with Aaron Pulver in two different ways. First, I have personally used him to prepare my tax return documents. He is knowledgeable, resourceful, honest, and a prompt and clear communicator. I have also collaborated with Aaron in a professional capacity, and I have recommended on many occasions that they use Aaron for various tax matters. Each client has been extremely satisfied with Aaron. I look forward to working with him for many more years, and I recommend y

Starting a business can be an exciting, but confusing journey. Aaron helped me open up an S Corp and set up payroll. Excellent experience every step of the way!

Aaron is trustworthy and honest. He helped me with my tax returns and it was done in a timely manner. Amazing service and experience!

Proactive, professional, and reliable. Pulver CPA has been a helping hand! I look forward to continue working with them for all my accounting needs.

Pulver CPA is very friendly and professional! They helped me create my LLC without any issue, amazing experience.

Extremely trustworthy and honest every step of the way, they simplify the accounting and tax processes for me. Absolutely recommend if you?re looking for a great CPA to work with!

Awesome people. Fully recommend for my entire community ????

Aaron took the time to learn our business and file our C Corp return quickly and accurately saving us a significant amount of time and money. Excellent service!

I really appreciate Pulver CPA for their amazing support and services, they do everything at a high level. You will be in wonderful hands with their expertise.

Outstanding service from Pulver CPA, he goes above and beyond when it comes to my business needs. It is an absolute pleasure to work with him!

The Pulver team goes above and beyond to ensure all my business needs are constantly taken care of, highly recommend working with them!

Our old accountant told me I would owe 20k.. i reached out to Aaron and he got me a refund using his strategy! Highly recommend

I have been working with them for almost a year now and can say that this is the best cpa firm I have worked with. They are prompt, patient, and professional.

Taxes can be very complex and confusing, Aaron makes it look simple with his knowledge! He has guided me and done an incredible job.

You?re missing out if you?re not working with Pulver CPA for your accounting needs. They fixed a problem for me which resulted in huge tax savings

Highly recommended accounting specialist. Great guy, easy to work with, quick turnarounds.I hired him for my company as a test, and now he does accounting and taxes my all business and personal needs.

We recommend their services 100%. Professional advice with an unbeatable treatment. We couldn't be happier with the company.

Amazing service! Thank you for helping me file my taxes and getting me my money back, will come back again!

Pulver CPA always gets the job done, I can count on them without a doubt. Amazing experience!

Polite, prompt, professional. The three P?s I look for in my account. The 4th is Pulver! If I could leave a 6 star review I would

Definitely recommend working with this accounting firm. Im constantly impressed with their professionalism and attention to detail, I?m sure you would be to!

Super professional! Quick and easy to to do my business tax returns and developed a plan to help me save money in the future.

Pulver CPA is the definition of accounting. If you want to get more visibility and leads, or to be more focused about what you are trying to achieve, Pulver CPA is the answer, #1.

I can?t thank Pulver CPA enough for their amazing support and service. Best firm out there!

Very reliable, efficient and great to work with!! Excellent experience from start to finish. I would highly recommend!!

Incredible services! Always on time and accurate. Happy to say I?ve found an amazing accountant!

Very strategic with tax planning, Aaron and his team provide excellent service!

Saved me a lot of money and easy to communicate with. Highly recommend working with him!!

My business wouldn?t be where it?s at today if it wasn?t for Pulver CPA, excellent service and help!

I highly recommend Pulver. He helped me save lot of money and time.

Helped me save on taxes! Aaron and his team are the best!

Aaron is truly a gem, best CPA for business and personal!

Finally solved my problem, best CPA with the best knowledge! Highly recommended

good firm, very knowledgeable

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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