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Bookkeeping In The Sun

5.0 (14 reviews)
Closed 10:00 am - 4:00 pm
Updated a few days ago

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6 hours

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100%

Services - Bookkeeping In The Sun

Bookkeepers

Audit and conflict resolution support

Tax planning

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4.0
(46 reviews)
Tax Law
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10 months ago

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8 years ago

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5 years ago

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6 years ago

Very professional. Helped with setting up my income and expense system. Made filing my taxes very easy.

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6 years ago

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8 years ago

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7 years ago

Very knowledgeable book keeping. Affordable pricing. Will continue to work with her.

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7 years ago

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Review Highlights - Bookkeeping In The Sun

I have been working with Wilna for several years now and it has been a very professional and helpful experience.

Mentioned in 12 reviews

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I can't say enough good things about Lori. We've been working with her for years for both our…read morebusiness and personal taxes, and she has been an absolute game changer. She helped me set up my business from the very beginning and has been a steady, reliable guide ever since. Lori is incredibly knowledgeable, but what really sets her apart is how available and approachable she is. No question ever feels "too small," and she has a way of explaining things clearly while instantly taking the stress out of the process. Yes, taxes are stressful by nature, but somehow, with Lori, they're not. I've referred countless friends and colleagues to her over the years, and she always delivers. Every. Single. Time. Beyond being an excellent CPA, Lori is just a genuinely kind, understanding, and trustworthy person. She's the kind of professional you feel lucky to have in your corner and honestly just a quality human being all around. If you're looking for a CPA you can truly rely on, Lori is it. Highly, highly recommend.

I recently experienced a troubling tax issue regarding my retirement plan and sought professional…read moreguidance. Based on her excellent reputation and positive reviews, I scheduled a consultation with Lori. I am exceptionally grateful for her assistance; she demonstrated deep technical expertise and provided a clear, straightforward resolution to my problem. Lori is a highly knowledgeable professional who instilled complete confidence throughout the process. I highly recommend her services.

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Interpersonal/Customer Service: Anthony was very nice from the get go. I emailed him on an initial…read moreinquiry and he responded very expediently, via a phone call. The way he responded and how fast was a predominant deciding factor for me choosing to go with him as I was "shopping" for tax services and had put out several other inquiries and had not even received a response. Kudos to you Anthony. This was the first time I've had a professional do my tax return. I must say I'm glad Anthony was my first and I'd be willing to wager I'll go back to him. Pricing: Being this was my first time using a CPA, I frankly don't know where Anthony stands on the cost scale. Several things to note. 1. He initially quoted me higher and then charged me less due to my situation being a more straightforward tax case. 2. He prepared my federal and state tax returns, gave me the IRS payment documents for each plus the shipping envelopes, an itemized service sheet, the copy of my 2016 tax return and the independent contractor quarterly prepayment forms and corresponding schedules. I'd say all that commands considerable value. So I think what he charged was fair. I also feel like he'd look after you if you owned your own business, helping with reducing your tax liability as best as possible. All in all, you'd be in very good hands with Anthony.

Anthony is a very knowledgeable, professional, and well-communicated CPA. He makes you feel right…read moreat home in his warm and inviting office. Highly recommend Anthony to anyone looking for a great and superb CPA!

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Just gotta say it again for these ladies...I always late file & end up mailing documents outta…read morestate..items received, two day turnaround, forms docu-signed locally..excellent refunds pending..affordable pricing...Thanks again..see ya next year

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Bookkeeping In The Sun - bookkeepers - Updated July 2026

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