*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.*
725 Dunlawton Ave
Port Orange, Florida 32127
Tonia has been an absolutely phenomenal CPA. As my company grew I was with a former CPA firm out of Lake Mary but they just seemed uninterested in truly ensuring my company was growing properly and constantly charging me for every question extracting as much money as they could from me. Que in finding Wint Logix and Tonia. Not only does she care about ensuring my tax liabilities are taken care at a fair price but she did it with such ease which reduced my stress regarding the matter. The relief only grew
After our accountant of over 20 years retired, my husband and I had some horrible experiences with CPAs and tax preparers. Then we found Tonia. Thank goodness! She's knowledgeable and ethical. She has given us GREAT advice that saved us money and allowed us to maximize our company's benefits. As a critical bonus, Tonia is super easy to work with. She's responsive, organized and uses technology in a way where we are efficient yet her service is still very personalized. I trust Tonia and am so glad to be w
Tonia is a powerhouse. She takes care of her clients with their best interest in mind. Sending reminders and helped us stay on top of our filing. She knows tax law and projects annual income as your business grows. Tonia has also helped us on a personal level with obtaining the Step Up private school scholarship by providing a P&L for our business within 24 hours. She's great. If you're looking for someone to get you on track and help you grow your company she's your gal! Always available and talks direct w
Tonia and Wint Logix is the best tax preparer we could hope to have. Tonia was recommended by a mutual friend about 6 years ago and my husband and I have never regretted the decision to use her services for not one, not two, but three tax returns! My husband and I both run our own businesses and then they both ?feed? into our personal tax return. She has helped us to not only set our business books up for success, but has helped guide us through the ups and downs as well. Tonia is responsive and helpful
Tonia is an excellent professional, who goes the extra 10 miles or more for her clients. As a small business owner who had to deal with a catastrophic illness, I needed a lot of help bringing everything up to date and navigating complex issues. Tonia has been patient, reliable, and empathetic, a complete different experience from other accountants I have worked with. I am happy and grateful I found her.
Tonia Wint has been my accountant for over a decade now. I run a very complex law practice and three investment properties with two separate corporations. Tonia also handles my bi-weekly payroll, IRS taxes and Department of Revenue taxes Her advice has always been spot-on and her response time is always within the same day. In fact, it?s usually minutes. Her ability to not only know the law but being able to look ahead, has allowed me to plan ahead tax wise so I don?t have to write those huge April 15th ch
Tonia is by far, one of the most professional and courteous individuals I have ever had the pleasure of working with. She is always very helpful and extremely prompt with her replies. When it comes to having my taxes prepared I will ever use any one else. I highly recommend her services!!
My husband and I own 2 businesses as well as multiple residential and commercial rental properties. Wint Logix maintains our monthly books, payroll, quarterly tax filings, as well as, corporate and individual tax returns. Having Tonia as our accountant takes all the stress off of our shoulders so that we may focus on profitably running our many businesses. Any questions we might have she promptly finds the information and answers, fulfilling all of our financial needs! If I contact Tonia on a Sunday night a
've worked with a number of accountants over the last few years and never was able to find the help I needed to the tax situations I was facing, but fortunately a friend referred me to Wint Logix. They have been instrumental in helping me through a number of transitions and complex tax situations. Tonia has been fantastic to work with, always very detailed, accurate, and timely. I've been very impressed with the care and dedication this firm provides and will be coming back for future assistance. I'd rec
Ms. Tonia is exceptionally professional. I was afraid to trust anyone in Volusia County with my taxes being that I'm new to the area. I thought the reviews couldn't be real but I decided to take a chance and I'm glad I did. Ms. Tonia educated me on my business. I will continue doing business with her and HIGHLY recommend her.
Ms.Wint was highly recommended and referred to me by a friend to assist me with my 2020 taxes, both personal and for my business. I reached out to her and she was very responsive, extremely informative and after a brief introduction, scheduled me timely to discuss my taxes further. Ms. Wint proved to be very professional, knowledgeable and extremely helpful to me. I was very pleased with the result of her work and she continues to keep in touch with me , directing me with business suggestions for the upcom
I have owned and operated 6 successful restaurants in the last 36 years. Needless to say I have had more than my share of accountants. Being an LLC my personal taxes are greatly influenced by my business. Tonia and her staff at Wint Logix is by far top shelf. They are abreast of all the n?w and changing tax laws our government has been throwing at us, which she has informed me on. You know what that does for your cash flow. ??. Believe it or not she actually answers the phone, to me that is a testament
What a joy it has been to find Tonia. She makes my business life so much easier. She never makes you feel bad about a question you have and she always finds way to help benefit our business.
What a relief to find someone who truly listens and cares about your business and personal tax returns. Tonia takes the time to talk to you about your concerns and help you to find the best options to suit your financial circumstances. Highly recommended.
Wint Logix is a lifesaver! I have been a constant mover, due to this I was receiving a lot of tax letters from states claiming I owed money. I was able to hire Wint Logix based on positive reviews/ referrals from Nextdoor app. Right away Wint Logix got to work, communication was high and results were quick. They were able to find out that the state actually owed me money, not the other way around. I also utilized this year's tax return due to issues with Turbotax returns in the past, and within 2 days it wa
Tonia was super friendly and made the process very simple and easy for me to understand. I am so glad after all these years I have found a great CPA. Looking forward to working with her for years to come!
Couldn't be more thankful for Tonya, not only does she know EVERYTHING on how to help w taxes but more than anything she is kind, patient and understanding! We are a new small restaurant and it has been very overwhelming with all the financial and various taxes, she not only guided us to not make mistakes but made sure we were not owing especially w how much we put in , we couldn't have done it without her ! Always positive and w a smile ! Thank u from Harts Deli
Tonia is very knowledgeable and dedicated to her clients. She is always available to answer our questions and give advice. I highly recommend Tonia as a trusted CPA
Tania was great to work with! She is patient with terrible accounting procrastinators like me !! Thanks to her my small business is back on track and it gives me tremendous piece of mind.
A knowledgeable, ethical company that provides superior service.
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.