Wooten CPA PLLC

Wooten CPA PLLC

Reviews Summary

Customers consistently praise the service for its professionalism, expertise, and ease of use. Many highlight the relief from stress, thoroughness, and quick responses. The online portal is frequently mentioned as convenient, and the personalized, caring approach stands out. Clients appreciate the clarity, affordability, and trustworthiness, often noting they’ll return for future services. The handling of both personal and business taxes, including unique situations, receives high marks. Overall, satisfaction is unanimous, with repeated recommendations.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

6900 Tavistock Lakes Blvd Suite 400

Orlando, Florida 32827

Hours

Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-4:30PM
Thursday 9AM-4:30PM
Friday 9AM-4:30PM
Saturday Closed
Sunday Closed

Customer Reviews

Wooten CPA has been extremely helpful for all my tax service needs. Their online portal system makes everything easy and convenient. Brad has also been very professional, knowledgeable, and easy to communicate with. He is always available and responds to all my questions and concerns in a timely manner. I appreciate his expertise and have recommended him to family and friends.

This was the first year I ever hired someone to do my taxes as my situation had become more complex. I was referred to Brad and it was a great decision! It was so easy and professional. I really appreciated the portal he uses to communicate continually, even back in late 2023 to begin the prep work. From start to finish this was handled easily and professionally. I highly recommend him!

Had a great experience with my first-time tax filing using Brad. Excellent customer service, professional and knowledgeable accountant and a user friendly portal that makes it easy to ask and answer questions. Highly recommend.

Extremely satisfied with the services provided by Brad and the team. Their online portal is easy to use and convenient for tracking the whole process. Highly recommend and will absolutely use them again the next time I need the services of a CPA.

Working with Brad and his team was really seamless. It took the stress out of filing our tax return that we needed amended. He was able to get us money back and we appreciate all his hard work. He was thorough and easy to work with. We highly recommend him.

Update 4/2025: since my last 5 star review 5 years ago, Brad and team have continued to serve our family and small businesses we have operated well with consistent results. Even when there were questions or updates, the Wootens responded quickly and accurately. Considering their business has grown significantly in size, their use of effective communication and tax prep tools has been excellent throughout the growing! Thanks, Wootens!! --- First review in 2020: Brad was Great and flexible to our family's nee

We've used Wooten CPA for our taxes for 3 years now and Brad and the team have been incredibly helpful throughout our experience! They are diligent and persistent, following up consistently when things slip my mind and helping track down any documents or information we need for tax season. Whenever I have questions or concerns with something about Taxes, Brad is professional, patient, and filled with understanding and empathy while helping us navigate any issues. I cannot recommend their services enough!

Brad has been great to work with! Extremely professional and knowledgeable on anything tax related. With his modern approach he and his team make it easy to get your taxes accomplished without ever having to go into the office. Very convenient for the busy working professional. Highly recommend!

Brad Wooten and his team are great! They are very competent and very prompt in their communication. They explain the tax filing process well, and their website for uploading all documentation and communication is very straightforward and secure. I can file my taxes easily and with great confidence!

Quick, professional, and knowledgeable. Brad took the time to understand my tax situation in order to maximize my deductions and credits.

True professionals.Will use again highly recommend! Brad and his team are quick, upfront, and easy to work with. The communication between myself and his team was above what I expected. All my questions were answered in less than 24 hrs, even at the peak of tax season. Not only were they able to maximize my refund, but also allow me and my family the peace of mind that our taxes were done correctly and honestly.

Brad and his team are so great to work with! We've used their services the past three years and have found them to be incredible. They help remind us of all the details we need and get our taxes done in a timely manner. They are incredibly competent with complex tax situations! I highly recommend them.

We found Wooten CPA when we were looking for someone who is knowledgeable about clergy taxes. Brad was exactly what we were looking for! He is very knowledgeable and helpful. He was able to answer our questions and helped us better understand our tax situation. I also appreciated his safe and secure use of technology to make the process of uploading documents and messaging simple as we are not local to Lake Nona. The software he uses is convenient and easy to navigate. Overall, a pleasant, professional expe

Brad and his team at Wooten CPA are incredible! They have made my tax season so much more simple and easy. I feel at peace with them taking care of my taxes. I've had a little complex tax situations (well at least complex for me), and they have taken care of it wonderfully! Would highly recommend them!

I have been using Wooten CPA for a few years now and can highly recommend them. Brad has always been really great to work with and makes getting my tax return filed quick and easy. His online portal makes it really convenient to upload documents and ask questions. Overall great service!

Brad cares, is careful, and offers great service. Used him and his company two years now.

Excellent service again this year. He is very quick to respond to any questions or concerns. His portal is easy to use. Thank you Brad!

I am an international that just got married in the past year. My husband and I really appreciate Brad's knowledge and expertise. The process is thorough and efficient. It had given us a peace of mind in this season. Would highly recommend!

Brad has been helping us both with our business and our personal taxes. He is very knowledgeable, honest, and quick to respond. He is also thorough. I don't hesitate to recommend him and will continue to be a customer. Not a single complaint!

Brad Wooten fixed my life! I had past issues in addition to new questions, and, due to his expertise, I am now on track. He uses state of the art in technology in communicating and exchanging documentation with me. As I have new life issues, Brad will guide me through. He is accessible and responds promptly to my questions. Having Brad prepare my taxes has given me confidence that they are filed correctly and my stress is eliminated. I highly recommend Brad Wooten CPA!

We love using Brad for our taxes. It?s a peace of mind to know it?s taken care of and handled properly! The tax dome system makes it so easy and navigable! A usually daunting task, Brad and his team make it easy and stress free.

My husband and I decided to use a tax professional because our tax situation got a bit more complicated this year. We are missionaries and because of that, our taxes require a bit more expertise than we are able to do ourselves. We were extremely pleased with how quick and easy it was work with Brad. He gave us a thorough list of documents we might have and then once we gave him all of those, he was done before the end of the day! We are incredibly grateful we decided to use Brad and would recommend him to

Highly recommend Brad and his team for professional service and expert guidance. He's easy to communicate with, answers any and all questions quickly and is through in his craft! He handles not only personal but business tax and finance issues as well! Will continue to do business with him!

Brad was amazing to work with. He was very thorough, informative and was always on top of things. He made our taxes so simple and easy to get through, on top of helping us to plan ahead for next year. We will definitely be using him from now on!

Working with Wooton CPA has taken away the stress of filing taxes! They are quick to respond to our questions. Highly recommend them, especially if you are looking for a CPA who has experience with clergy tax. Thank you, Brad and team!

I engaged the services of Wooten CPA this year for the first time. My tax situation felt a bit more complicated than in years past and I needed help after doing them myself for the past few years. Brad made the process incredibly easy and efficient. highly recommended.

I've always done my own taxes using software. Always been a headache and fearful that I'm doing something wrong. Had Brad do our taxes this year and it was so simple and fast! I now have assurance my taxes were done correctly. Brad was great to work with - explained things well, responded quickly. All for an affordable price!

Brad has been doing my taxes for the last few years and I am 100% satisfied with his service and quality of product. I recommend you give his company an opportunity to assist you with your tax needs.

Brad is an excellent CPA and extremely knowledgable beyond the numbers. He always quickly answers any questions or concerns we pose. He contacts us quarterly to go over our finances and to make sure all things are in order for our LLC and personally. He is a great advocate and has been a joy to work with!

Brad Wooten answered all of my tax questions in a timely and efficient manner. His business made filing my taxes simple and easy. Three words sum up my experience with his business: simple, efficient, and trustworthy.

I'm so grateful for both the level of expertise and detail Brad brings. Though painful to learn my previous tax professional was doing it wrong, it is a relief to go forward knowing Brad has my best interest professionally and in character. Good advice is worth paying for!

We have used Brad for our taxes for several years now. His attention to detail, knowledge of our taxes and personal service can't be beat. Would highly recommend Wooten CPA!

Our taxes felt complicated this year so we decided to use a CPA rather than try to figure it out ourselves on turbotax. SO glad a friend recommended Brad to us! He was great to work with and we will be using him again in the future as he took all of the stress out of the process!

Brad was easy to work with. He was professional and had a fast response time to get us our maximum refund on our tax return. We would highly recommend him.

Brad was very helpful as my taxes got more complicated. He answered all the questions I had and helped make me aware of additional deductions that I could take. He was responsive and easy to talk with. We'll be using Brad again in the future.

I have been use Wooten tax services for years now! He makes it very simple, and I know he is extremely professional and I have nothing to worry about when using Brad. Highly recommend!

Brad and his team were very prompt and efficient with our tax preparations and filing. Excellent service. I would highly recommend his business to anyone.

Wooten CPA is a great investment if you want a peaceful tax season, I?m grateful knowing my refund is in good hands. Brad brings more than tax expertise to your refund, it?s evident he is someone who cares about you as person.

Great professional, very smart but more importantly he cares about his clients. I?ve known Brad for over 10 years and he?s always done great work.

Brad has been amazing to work with! Not only is he fast and efficient, he's willing to explain complicated tax concepts in easy-to-understand terms. Would highly recommend!

We have had two great years of filing taxes with Wooten CPA. They are responsive and kind and so knowledgeable. They have brought peace to our tax season. Highly recommend!!

Wooten CPA has been a place of security lately. We?ve had some unique tax situations arise this year and he took it in stride and was very helpful. He?s still in it with us and I?m grateful for his quick work and how he?s cared for our family. I?d recommend him all day long!

Brad and Justin were awesome to work with! They answered all of our questions in a timely manner and were very professional. We appreciate all the services they have to offer! We would highly recommend Wooten CPA!!

Brad was clear, efficient, thorough, and fair. I rest must easier knowing my tax responsibilities are not left to my ability to figure out a library full of forms. Glad to have found Wooten CPA, and will be back next tax season.

Brad is honest, knowledgeable, and easy to understand. The combination makes him great to work with. I'm happy to have him do my taxes, and refer our family to him as well.

Wooten CPA has been fantastic to work with over the past few years! Knowing that they are taking care of all the details and doing it accurately is great peace of mind! They are efficient and respond quickly.

Wooten CPA prepared my personal and business related taxes. It was a great experience. I received timely and honest tax guidance. Best of all, it was done thoroughly and it wasn't rushed. If I asked a random question he didn't know the answer to, he would research and respond shortly after.

Great company! Once again Wooten has provided us with promptly courteous advice and accurate tax service!

I am a pastor and needed help making sure my taxes were in order. Brad helped me navigate all of it really well, and was very timely and helpful. Really appreciated all he did.

As my tax situation became a bit more complicated, I looked for an expert in clergy taxes. I found Brad through his Youtube channel, and was glad to meet him and use his services. He is an expert in taxes, and he is also a kind person.

Just completed my first time working with Brad. He was efficient, helpful, and highly competent. I definitely recommend his services for anyone looking for a CPA.

This is our second year that Wooten CPA worked on our taxes. They know the ins and outs of our non-profit tax status and we trust their careful work. We highly recommend them!

This is my second year using Wooten CPA for my taxes. In the past taxes were ALWAYS a very stressful thing for me. Thanks to Wooten, doing my taxes is not so stressful anymore. I really appreciate them!

My family and I are grateful for the faithful and reliable services provided by Wooten CPA. They are both professional and personable.

Kind. Thorough. Responsive. Excellent service.

Brad not says he wants to help & serve others, but he demonstrates it by his actions.Hes been very patient with me in navigating the portal & some technology.

Wooten CPA helped me navigate a pretty simple tax situation. Appreciate his responsiveness to my emails and all my questions. Would highly recommend.

Brad was very knowledgeable and had everything organized for us to make it as easy as possible. We are thankful that we found him!

Great experience overall. Clear communication and expectations. Great knowledge of ministers taxes. Highly recommend.

Brad listens well, communicates clearly, and delivers fast. I heartedly recommend his services for peace of mind.

Best tax service I've ever experienced! Very thorough, secure, and quick!

I just switched my complex return from my out of state accountant to Wooten CPA. Smooth. So smooth. (and a better price!)

Brad is professional and efficient. We will be using him from now on. Thank you.

Brad has been a great help with my taxes and tax related questions!

Concierge tax service that does not disappoint. Thank you Brad!

Wooten CPA was quick, personable, and thorough. I had a great experience!

Wooten cpa was so great to work with. Answered all my questions and responded very quickly!

Very professional, thorough, & trustworthy. Highly recommend.

Thorough, professional, timely, and personable service!

Always a great experience when working with this company. ????

Quick, reliable, trustworthy!

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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