*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.*
584 NW University Blvd #705
Port St. Lucie, Florida 34986
It definitely was a pleasure working with Natalia. She understood what I needed without me trying to explain. This was my first time filing as a company (Lilyscorner.org) and she made the process very easy for me because I didn't know what I was doing. I feel very comfortable recommending her to others. She is very knowledgeable about her profession and conducts herself in a professional and respectful manner. I was pleased to know that she will travel to meet her clients. That is extraordinary. It shows
We had an amazing experience with Natalia at Xecutive Drive! Her exceptional customer service made the entire process smooth and stress-free. She was not only knowledgeable and professional but also took the time to identify deductions we had overlooked?turning what could have been a negative tax return into a positive refund. We truly appreciate her expertise and dedication to helping clients maximize their returns. Highly recommend Xecutive Drive to anyone looking for a trustworthy and efficient tax prep
Working with Xecutive drive was a great experience Natalia is very knowledgeable at what she does, and is very helpful with setting task list for you to have a guide to accomplish your goals for your business . You will not be disappointed working with them. looking forward to continue working with the Xecutive drive team.
Xecutive Drive provided timely and excellent services for Taxes. Natalia is a great source of information and provided outstanding customer services. I would most definitely recommend 100%.
Mrs. Natalia Cox is great and professional, I really enjoy having her in my corner!
This is the only firm I trust with my taxes. Another company quoted me over $15k to file back taxes and resolve my tax debt. I reached out to Xecutive Drive and they went above and beyond with prior year's filings! Solved my tax debt and I even got a refund. They are truly the best
I?m very satisfied with the service I received I really recommend them for all your tax needs very patience and also very efficient.
"XEcutive Drive provides top-notch tax preparation services with professionalism and efficiency. Their team is knowledgeable, thorough, and always goes the extra mile to ensure accuracy and maximize returns. The process was seamless, and their attention to detail gave me complete confidence in their expertise. Highly recommended for anyone seeking reliable and exceptional tax preparation services!"
We highly recommend Xecutive Drive. The transformation in our financial management has been extraordinary. Their team has provided us with a comprehensive view of our company?s finances, allowing us to see the bigger picture and make informed strategic decisions. Their expert advice has been invaluable in helping us streamline our expenses, as well as really take a deep look and evaluate growth opportunities.
I just love how the company from the top down is efficient, responsible in getting back to you and creative in addressing different needs you might have in taxation and financial planning for the future. Also the business hub and resources are top of the line. Natalia is a great leader and she really has an understanding about business in this changing climate and I am happy to continue to be a customer, affiliate, and supporter!
Xecutive-Drive saved our company! We were getting ready to give up on our business. Financials were all over the place! They were able to correct our finances, help us get organized, and provide an analytical focus to help us make better decisions conducive to growth, while providing clarity and great customer service throughout the entire process.
I found the company on google and used their business services to assist with buying a franchise. The process took about 8 months but between Xecutive drive and my attorney we were able to successfully purchase our first franchise.
Customer service was excellent! Information that was provided was very informative and easy to comprehend. Natalia Cox was very knowledgeable and was able to guide me thru information I didn't understand. I am assured that my finances are in good hand because of the extensive knowledge that I experienced today.
Everything made me very happy about my discovery consultation with Xecutive Drive. They help me understand what I need to move forward as a legit business owner, keeping track of business finances and government contracts. I think that this investment is really going to take me to the next level and I am ecstatic about fulfilling the recommendations.
Xecutive drive is the best. Ask for Natalia. She?s understand business.she?s know how to grow and expand any type of business you may have in mind. Very intelligent, help my company improve in so many ways. Also. She help save my company money over the years.if you need an accountant or taxes done, or anything thing related to financial, reach out and call the goat. She been my goat for years and I know she would be your goat too.
So after years of putting off filing my taxes I finally bit the bullet and decided to do the deed with Xecutive drive. I heard many great things prior, but I was blown away with how simple and transparent the process was. Natalia has helped me take off years of stress from owing the IRS. Thank you a ton from the bottom of my heart. I?m referring her to any and anyone who has ears and files taxes. Great experience, fast response, very knowledgeable, the absolute best.
I recently started a new business with the help of Xecutive Drive and they are amazing. They helped with the state registration, tax structure, business license, minority owned certificate, copyrighting and trademarking. I highly recommend there services.
I was referred to Xecutive Drive from a Facebook group and after my first consultation I was very happy with the customer service. Definitely recommend them.
Great company and service. My company hired Xecutive Drive for bookkeeping and payroll services. They have done a wonderful job in managing the books. Look forward to continuing to work with them.
100% Recommend. Natalia is the best. She Gets the job done right & efficiently.!!!!
Starting a business can be a daunting task when it's your first time Navigating through all the paperwork, so it pays to have a solid team of professionals who care about your business the same way you do. I was recommended to Xecutive Drive LLC by a colleague who spoke highly of their professionalism and attention to detail. From the initial phone call to completing the business documents, I was in great hands. I would highly recommend Xecutive Drive LLCto anyone who wants their business handled with Preci
Xecutive-Drive helped my business in ways that far exceeded my expectations! They took my vision and refined it into an actionable plan that made sense. I recommend them to any business owner who wants measurable growth to their bottom line. Thank you!
The staff at Xecutive are very knowledgeable and professional. They always provide exceptional services in a timely manner. There is always someone available to assist with any questions that you may have. They have provided accounting services to my husband and I for the past 3 years at an affordable rate. We just finished getting our personal taxes prepared by them, and they always do a wonderful job.
I am super happy with the outcome of my taxes this year thanks to Xecutive Drive LLC. Very professional, Super responsive and fast! Ask for Natalia she?s the Best!
I wanted to take a moment to share my overwhelmingly positive experience with the monthly accounting services provided by your company. From day one, you all have consistently delivered exceptional service that has exceeded my expectations.
I received business consulting with Xecutive-Drive to start-up a non-profit. They walked me through every step from developing my mission statement, fiscal calendar, business identity, registering my business,a and more. Now they are preparing my 501c3 application to become tax exempt. Great company I couldn't ask for a better or quicker service. All of this was done virtually through phone calls and web meetings.
Natalia at Xecutive Drive is your one stop resource shop for all things business related. Natalia is detail oriented and very knowledgeable. She has helped me structure my business so that I can take it to the next level.
I recently used this company for accounting services with my event planning business for the past year. I?ve had a wonderful experience and it's drastically improved my financial structure. I love my account manager, she is consistently providing updates and works extremely hard to assist me with meeting my goals.
I found this company on google and scheduled a free consultation. The information I received was amazing. They helped me register a new business for youth basketball training. It was fast and they are very professional.
Xecutive drive is awesome they helped me secure commercial auto lending for business. Love them!
Awesome service. I purchased the truckers savers kit and I received about a $6,000 decrease in my insurance rate.
Very professional and reliable, I highly recommend.
The staff and service are the best in the business! Saved my company plenty of money over the years from their knowledgeable practices, advice, and service! I can?t say enough about how grateful I am to have finally found a company that delivers on their promise!
The Xecutive Drive staff have helped me immensely with working towards me meeting my financial goals! The guidance and the care that I received made me feel like an individual and that I was truly valued.
Great team over at Xecutive Drive!! They helped set up everything I needed for my business and did it with efficiency!
Xecutive Drive LLC ?????? my experience 10/10 the consultation fee low ? the service was very professional, but understandable they help cut my costs 65%??
Great customer service overall. Very knowledgeable and was willing to work with me to resolve my issues. Always kept a postive and professional attitude.They are the best.
They are AWESOME! My account manager is Tia and she Rocks. I hace the Virtual admin plan and its the best decision I could have made.
I got the maximum refund the best I?ve ever worked with
Natalia at Xecutive Drive is a life saver! She helped me with my small business start up!!!!! So attentive and knowledgeable about finances & growth ideas! Thank you thank you thank you!!!!!!
Very professional i love it got all my business needs done
Amazing experience, very professional and thorough! Highly recommend!
I'm very happy with the accounting services here. I love my accountant!!!
Exceptional service #1 in my book!!
Xecutivr Drive works with several business owners who I personally know, and they rave about the services: both customer and business solution oriented!
Natalia is highly detail oriented and very dependable. Thanks for all you do to help me stay on top of my business.
I am very happy with my tax refund and the tax preparer!
Very professional and a great help for my needs! Thank you!
Very efficient, helpful and they got the job done. The service was superb!
Great work , I?ll be back next year !
Wonderful, attentive, and friendly service
Very friendly and great customer service
The best service I?ve had when dealing with my business.
Excellent business start up advice
Great communication skills and knowledgeable. Very efficient with professionalism
Customer service was great
Extremely PROFESSIONAL & punctual????
Helped my business in areas even I didn't know about.....Thanks
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.