Outstanding tax preparer! Professional, accurate and reasonably priced. Highly recommend.read more

From the owner: I am a degreed Accounting,Tax,Financial Analyst with more than 20 years experience. Personal…read moreservice & flexibility is my promise as your accountant. I will provide the crucial data and analysis needed to make the right decisions when you need it. X IRS registered Tax Preparer, Individual & Business X Certified Quickbooks Online ProAdvisor X Accounting Consultations as well as Audit Support X Bookkeeping & Financial Analysis and Reporting X Payroll Services -Bookkeeping prices tailored to each client's needs -Tax Preparation competitively priced, often with discounts available -Multi-service discounts -Call for more pricing detail You will be in the best hands with my business services. I will listen to fully understand your financial needs. I am down to earth and you can trust me with your accounting. Thank you for your time.

MY EXPERIENCE WITH RICK DONNER…read more I have owned stock in 2 related subchapter-S companies for several years. In 2009, the parent company, also an S-corp, took back my stock in these 2 subsidiaries, and instead gave me stock in the parent. So I had 3 K-1s to deal with, and as usual the K-1s didn't arrive until April 8th and 12th. I had waited a week for an appointment with a CPA, then sat down for about 30 minutes and explained the situation. Suddenly, the accountant stood up and said they weren't able to help me. It was too complicated, they had too much to do. I was shocked . One week to tax day and I had nowhere to go. I had tried TurboTax, but no way could it deal with this K-1 swap. I couldn't return to last year's accountant. He had said my return was a lot of work, and had charged me big money. And last year's had been much easier than this. I couldn't believe this. I'm from Chicago, and I have known smart accountants in the past who could certainly deal with this. But after 4 years in Fort Myers, I didn't know where to turn. Then I met Rick Donner, and the situation changed completely. As I talked to him, he immediately started creating my return on his computer. I explained the stock swap and showed him the documents, and he quickly figured out what was going on. Then he sat and thought for a while, and I shut up. Finally he said 'Ok, here's what we're going to do'. And he proceeded to explain the strategy for dealing with the swap. Furthermore, the return was essentially done - he had been typing everything in while we were talking. All we needed was the last K-1, and that was it. I was blown away. It had seemed like such a big problem an hour ago, and now it was magically solved. What had been a really bad day had suddenly turned great. Such a relief to find someone who could handle this with no nonsense. And, he didn't try to make a big case out of it and charge me an arm and a leg. Rick is forthright, smart, and a straight dealer. I would recommend him heartily. Dave S.

Great company! Meghan M. is top notch and amazing to work with! She is honest and very…read moreprofessional. She is full of knowledge and very easy to work with.

I can't say enough great things about these guys. As a business owner, I've used several…read moreaccountants in the past, but the people at Northrop Financial are easily the best. Their personal touch and attention to detail makes them excel. If I could give ten stars, I would!

I own a small law firm and highly recommend Dylan, who has helped me with all of my tax questions…read moreand needs for the past several years as I have set up my law practice and have since expanded, hence novel concerns. Dylan brings calm to my chaotic questions, knowledgeable and saavy while maintaining the risk conservative tax optimization strategies that suit my professional needs. I also use Hissam & Associates for NY and federal personal taxes, which is as seamless of a tax filing process as anyone could hope for. Dylan always picks up the phone and is just a pleasure to work with.

Wow I am absolutely blown away 10/10 would recommend !!!! Dylan is the best in the business I went…read morefrom owing quite a bit in taxes to getting a return he even helped me to understand all the documents that I had to get and took the time to explain everything to me and he also helped me to prevent the same thing from happening again next year I can't say thank you enough! When you need your taxes done the right way give Dylan and his team a call

Rachel set me up with Quickbooks for my construction company and has been doing my bookkeeping ever…read moresince. She's so great at what she does and I definitely recommend her to anyone in need of bookkeeping!

From the owner: Lotus Bookkeeping goes beyond basic number-crunching and offers valuable financial insight and…read moreguidance. We offer bookkeeping services for small businesses to midsized companies. Contact today for consultation.

I have had the opportunity to meet with and engage this amazing firm…read more.. It was such a honor and privilege to work with this impressive team... Thank you for being so wonderful and professional it was such a Releif to feel as though you have found a CPA that you can trust with such an important aspect of your life... I highly recommend anyone who needs a truly amazing CPA and his lead gal is the best.... Thank you again

The firm of Davis & Davis & Company CPA's, PA has proven to be an excellent source for all of my…read moreaccounting needs. They have helped me in both my personal & business needs. They continue to be informative & ALWAYS have the CORRECT answer when I contact them with questions regarding the latest tax laws. They file all of my documents with the government on time in the most professional manner. Davis & Davis CPA's are reasonably priced and are one of the very most HONEST firms I have ever worked with during the past 40 years in Lee County.

I chose Stanley @ Heritage Tax from the reviews I found on line. I interviewed 3 tax people and I…read morefelt the most confident with Stanley because of his professionalism. So far, very happy with his work. Thank you.

From the owner: Welcome to Heritage Tax & Consulting Services LLC! We provide a wide range of quality tax services…read moreto Fort Myers and surrounding areas. At Heritage Tax & Consulting Services LLC, we take pride in offering the highest level of customer satisfaction as well as quality work. We specialize in tax preparation, payroll, bookkeeping, and many other tax consulting services. Call today to schedule an appointment with one of our certified accountants.