Lisa C. Is wonderful to work with. I had the same CPA firm in VA for 25 years prior to moving to…read moreFL in 2018. I was concerned whether I'd find the same great service in FL. Lisa and Hensley exceeded all of my expectations. . I highly recommend them for personal or business accounting.

I've been having Wally Cordell do my taxes for 15 years. Great bunch of people there.read more

From the owner: Wally V Cordell Accounting LLC is locally owned and operated business that specializes in tax…read morepreparation, bookkeeping, payroll, and financial planning services

Ms. Holt saved my life. I had to fire my first forensic team and Legal council. Ms. Holt step into…read morea very difficult situation but was able to quickly understand the facts of my business and provide the necessary information for opposing council. Most companies do not go through 2 major condemnations 10 years apart of each other,. Doing 1041's/1040's property replacement is a major undertaking. Million of dollars of replacing properties had to be accounted for along with proof that the properties had not been refinanced. Ms. Holt expertise got it, understood the facts, knew what to look for and extrapolate the numbers. Ms. Holt provide the details quickly and cost effectively. I will always be grateful for Ms. Holt professionalism. TEC

From the owner: Holt Forensic Accounting specializes in a variety of accounting services. I offer the highest…read morequality attention to our clients and their needs. I am well known for a punctual, efficient work product.

I have been using Joe Miller for my taxes for over 10 years. He is so knowledgeable, helpful and…read morerespectful. I always know he has best interests and is so professional and prompt with his services. I can't say enough good things about him and would recommend him high Bunny Speidel

22 minutes ago Having done my own taxes for years I ran…read moreacross a problem that I lost quite a few days of sleep over. $$. I found Joe Miller by great reviews online. He didn't ask me to come in. He immediately helped my with my issue. He's a very respectful human being. I would highly recommend him for your tax seasons and other $ services. Now that we live in Florida he's our Go-to-guy. Thank you Joe

I am a small business owner and needed help with Quickbooks and payroll and wasn't happy with my…read moreaccountant. After speaking with Michael I decided to switch and he made the transition surprisingly easy. Highly recommend.

From the owner: With over 16 years of accounting experience and three years as a controller of a large corporation…read morein New York City, Michael brings that New York City work ethic and experience down to Southwest Florida.

Chuck Massie has been our accountant for two decades and he is warm and patient and very thorough…read more He handles some incorrect assessments from the iRS swiftly and thoroughly and I would recommend him to anyone looking for a smart and patient accountant. We have a few side businesses and real estate investments in addition to our main source of income and his prices were fair.

Barbara Reilly is working on my mother's estate. I have found her to be very rude and not helpful…read more She threatened to hang up on me when I tried to ask her a question. Her attitude was very discourteous and condescending. I would not recommend her. This is to update my review of the firm. Charles Massie created a fiduciary relationship with my sister and me (beneficiaries of my mother's trust) when he provided tax advice to us and represented to us what our K-1 tax liabilities would be. Now, with taxes due, he has changed his tax advice and representations regarding the K-1, resulting in a considerable tax liability to my sister and me. Furthermore, he now refuses to speak or communicate with either of us in any way. I would not recommend this firm.