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Zvi Rafilovich, CPA, MST, CGMA

Zvi Rafilovich, CPA, MST, CGMA

Reviews Summary

The reviews consistently highlight exceptional professionalism, deep expertise (especially in complex tax and accounting matters), and outstanding customer service. The team is praised for being responsive, trustworthy, and knowledgeable, with a strong ability to explain complicated topics clearly. Clients appreciate the accessibility, multilingual capabilities, and personalized attention. Many reviewers emphasize long-term satisfaction and unreserved recommendations for both personal and corporate accounting needs. The overall sentiment reflects a highly competent, reliable, and client-focused practice.

About This Listing

Audit
Assurance
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Hospitality
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation

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

Audit
Assurance
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Hospitality
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation

Contact Information

Address

490 Sawgrass Corporate Pkwy STE 200

Sunrise, Florida 33325

Visit Website Call Now Get Directions

Customer Reviews

Zvi is a very professional, courteous and kind person to work with. I have complete faith in his abilities and experience in managing my things. He is always readily available to answers questions and even takes time to explain the more complicated things to me. Very grateful to have found an accountant like him!

I've been a corporate client of the firm for more than 10 years. Zvi is not only professional but also accessible. He's makes himself available to meet with me and provide consultation. Zvi is congenial and candid when talking about my financial status as he takes his fiduciary responsibilities seriously.

Zvi and his staff are the best! Extremely professional, trust worthy, intelligent and has the vast expertise needed for some of the more complicated things we come across when selling businesses. I would highly recommend him for any company seeking a CPA.

Was a pleasure working with Zvi and his team. They carefully listened to my concerns and questions, provided and explained valuable options, directed me with patience and took care of my tax related needs in a professional and timely manner. Thank you for the service.

Zvi Rafilovich and his firm provided exceptional service. They were responsive and offered guidance with respect to our tax filing needs and obligations, as well as professional advice where it was warranted. I would highly recommend this accounting firm.

Zvi has handled my personal and corporate accounting needs for several years. His responsiveness and professionalism are exceptional. Unreservedly recommended!

Zvi is one of the most knowledgable accountants in complex situations. His extensive knowledge about taxation laws allows him to give expert advice that very few accountants are able to provide. He speaks 4 languages fluently as well.

Zvi Rafilovich and his team have always provided prompt and valuable service. Highly recommended.

Very professional and knowledgeable firm! Great service too.

Very professional and very knowledgeable. Staff is very pleasant to talk to and very helpful.

Highly professional, extremely competent and customer friendly services.

Very happy with Zvi and his team

Great and professional service

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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