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Wolfson & Associates PA

Wolfson & Associates PA

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Many clients praise the team's responsiveness, attention to detail, and ability to simplify complex financial matters. Long-term clients (some for 20+ years) emphasize trust, efficiency, and personalized care. A few negative mentions cite unresponsiveness to calls/emails. The firm excels in tax preparation, business accounting, and maximizing returns, with frequent praise for staff going above and beyond. Most describe it as the best accounting firm they've used.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Restaurants
Hospitality
Construction
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
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
QuickBooks

Contact Information

Address

2801 N University Dr # 306

Coral Springs, Florida 33065

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

5 stars!! I highly recommend Wolfson & Associates CPA! They?ve been amazing?very professional, knowledgeable, and thorough with every detail of my taxes and finances. They saved me a lot of money and explained everything clearly, which made the whole process smooth and stress-free. From tax preparation to business accounting, they really know their stuff. The staff is super friendly, helpful, and always quick to respond to my questions. You can tell they genuinely care about their clients. If you?re looking

Wolfson and Associates are amazing! It's been a pleasure working with them for the past several years. Nicole and Amy are fantastic, attentive, efficient, and always willing to go above and beyond to ensure we're satisfied. Their dedication and professionalism make every interaction smooth and enjoyable. Highly recommended!

Exceptional Service and Expertise ? Highly Recommend! I can't say enough great things about Wolfson CPA Firm! From start to finish, the entire team?Nicole, Amy, provided outstanding service, professionalism, and attention to detail. Nicole was incredibly knowledgeable and took the time to explain everything clearly, ensuring I fully understood my financial situation. Amy was always prompt and efficient, making the entire process seamless and stress-free. Their team goes above and beyond, offering persona

I have been working with Wolfson and Associates for over 8yrs, mainly with Nicole and Amy! They are so helpful and ready to help me as quickly as they can! My calls and messages are addressed the same day 99 % of the time. I know I am not their only client, but when they are working with me I feel like I am the only client they have!

Nicole Wolfson and her team are incredibly knowledgeable, efficient and responsive! Highly recommend Wolfson & Associates!

I have been a client of Wolfson and Associates for a few years. The staff is helpful and polite. They are the only accounting firm that I have ever kept past one year. That's thanks to Nicole and Jared ??They are the best in their business as far as I'm concerned.

Wolfson and associates have provided me with accounting services for over 30 years. I have been so happy with them, that I?ve convinced all of my family members to use them. Besides the stellar services that they provide, they are wonderful people to work with. I highly recommend them!!

My family and the Wolfson?s and associates have been doing business for 20+ Years Over time build a strong family like relationship. From Nicole to Jared to gladys and Amy and everyone on staff they go over and beyond with there work. Great people to work and do business with.

Wolfson & Associates are exceptionally efficient at preparing taxes! Nikki and Jarod are especially helpful and they maximize returns! They are simply awesome! Definitely must get your taxes done by these wonderful professionals!!

Wolfson & Associates was a amazing company to work with . They made me feel so comfortable. They explained everything to me and if I had a question they went over it in a way so I would understand it . I highly recommend them

LOOK NO FURTHER!!!!!! I dealt with Jared and Nikki. Legit THE BEAST SERVICE EVER FOR TAXES! They worked with my schedule and treated me very kind! Plus Nikki met my 2 kiddos and was SUPER NICE to them!

I'm incredibly impressed. I've always filed my taxes independently and did not realize how much I was losing out on in many aspects. I'm a first year business owner so the multitude of forms were intimidating to me. I started as an LLC but needed to convert my business to an SCorp, that in itself was a hassle. They explained the process to me in detail, completed everything extremely fast, and even gave me tax tips for the following year. I typically dont post reviews however, as a business owner I feel co

I am using there accounting services from about 20 years and I have very very satisfactory service, in fact it?s one of the most perfect service we get from any accounting services firms. I highly recommend WOLFSON & associates for any personal or business account services.

Mark and his staff are amazing at what they do! They also happen to be wonderful people. If you have a tax issue, overlooking them is a grave mistake.

One of the very best accounting firms I?ve ever had take care of my tax planning and filing. Highly recommended.

I have been using This firm for over 15 years and Gladys Tiffany and Nicole are Amazing

Our small family owned restaurant business has been with the Wolfson for 30 plus years. One amazing team!!

Nikki and Jarod are awesome they helped me so much made doing my taxes fast and stress free!

The best bookkeeper in the US . I strongly recommend wolfsons & associates .I have been with them for more than 20 years they are the best .

I've left 3 voicemails with Patty Maher in addition to an email through their website in order to schedule an appt. to do my taxes. I have received no response.

They helped me do my taxes after years of not filing.... everything was so easy and seamless. I?ll definitely be back

I have been a client for last 20 years , absolutely best office in town. My favorite is Nicole Antonio

It is worth noting that the Website for this firm features a Financial Tool that can do many things including calculating how quickly you can become a MILLIONAIRE!

We've been using Mark for 15 years now. Best accounting firm in Florida!

I had a great experience after years of unreliable accountants. I will never go anywhere else again!

The best in Fl. For help your bussines. Going to the next level

Best Accounting firm in all of Florida, For all Business needs see them!

Best firm I have dealt with yet!!

Wolfson and associates And the team members go above and beyond

Being trying to make an appt for over 1 week now

Great and very professional

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.