*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.*
800 SE 4th Ave Suite 818A
Hallandale Beach, Florida 33009
Morris is incredibly helpful and always very easy to reach, he can help In English, Hebrew and Spanish. He helped me and my husband with our taxes and we are not looking back! Excellent service
Morris has been an excellent accountant always professional, responsive, and thorough. He takes the time to explain things clearly and offers advice I can trust. I truly appreciate his support and expertise.
Morris is an outstanding CPA! knowledgeable, reliable, and easy to work with. He explains everything clearly, stays on top of deadlines, and truly cares about his clients? success. I highly recommend him!
Been using Z Advisory Group ever since I started my small business a few years ago. Really happy with the service and advice on a new process I had never done before. Highly recommended for anyone, whether just starting out your business or as it grows with time! Using them now too for my personal taxes as well
I?ve started using Z Advisory Group for taxes and bookkeeping and I?ve been taken care of with the best communication and quality so far. Ask for Morris! They can help in multiple languages as well. Really top notch, not looking back !
I can?t recommend Z Advisory Group LLC highly enough. Their team is responsive, thorough, and incredibly knowledgeable when it comes tax matters. It?s rare to find a CPA firm that combines deep technical expertise with such a high level of care and attention. If you?re looking for trusted advisors who truly have your back, Z Advisory Group is it.
Z Advisory group has exceeded all expectations. From the very first consultation, they took the time to understand my business and offered tailored advice that immediately helped streamline my finances. They're not only highly knowledgeable, but also incredibly responsive and approachable, making even the most complex questions easy to understand.
Mr. Zeitune was so thorough and professional. He not only addressed all my concerns but actually saved me money from my old CPA. Really good personal service. Highly recommend Z Advisory group. Switching my company?s daily accounting to the group as well.
Morris has helped us opening corps, with personal and business taxes, and even retrieved us almost 20k from overpaid taxes in a previous year. Thanks for all the hard and efficient work! Will be referring you to many clients and friends
Z Advisory Group is great to work with! The service and attention to detail shows how much they care about their clients.
Great to work with! Always gives the best advise, very professional and super responsive. Morris and the team was there to answer all of my questions and guide me on how to prepare the taxes properly and with no stress. Thank you!
I work with Morris in the last 4 years and he?s the best CPA I?ve ever worked with so far in the US. He?s always available and listen to our needs and he is always answer our questions patiently , he likes to plan ahead of time , and thanks to him we have our peace of mind on anything related to our Taxes. Thanks Morris and keep up with the fantastic work. ????????
Morris is excellent and professional ,good service! He?s always available, reliable, and makes everything easy to understand. Highly recommended!
Been working with this group for many years and they always get the job done on time. They are always very responsive, even during busy season. I hope to work with them for a very long time!
Amazing service from Morris!! He is really good and pays a lot of attention to detail! Thank you.
Morris is professional thorough and dedicated. 10/10 recommend.
Morris is extremely accurate and reliable!!.... few people like him to manage personal finances
Morris is incredibly helpful, knowledgeable, and communicative. Highly recommend.
Morris is extremely trustworthy and an excellent person to work with!
Thank you, Morris, for your professional work every year. You always explain everything clearly, provide the necessary help, and, most importantly, are always available to answer any questions. Thank you very much!
Excellent service and attention! Will be doing my taxes with them next year. 10/10 recommend
Great service. Highly recommend them to anybody looking for professional accounting advice.
Amazing services, we are happy to use it and will highly recommend
Highly Recommend! Always attentive and responsive.
Professional, timely, extremely helpful
(Translated by Google) Excellent professional, in his way of working, and in the delivery of information (Original) Excelente profesional, en su forma de trabajar, y en la entrega de la informaci?n
(Translated by Google) Excellent!!? (Original) Excelente!!?
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.