After relocating from Connecticut, we needed to find a new accountant who could not only do our…read morefederal taxes but handle state taxes back in CT. Wright & Associates are completely professional and can put your tax package together without a problem. This is our third year with them and we couldn't be more pleased. My advice is if you are a local or newer resident (like us) you won't find better. Although my financial connections in Connecticut are really minimal at this point, and I look forward to a complete break in a year or two; I feel fortunate I was able to find this group. If you are looking for reliable and dependable and personable then you will be happy with Wright.

Camela is the real deal, not only was she informative but also able to help with my 1099 business…read moreto obtain a well deserved refund. She is patient and knowledgeable. She came to our home to make it more convenient, as we had all the necessary documents at our fingertips. The price was very reasonable as well, especially when getting a refund back, which I have not gotten in years trying to do my own taxes. Camela will forever be my Tax Professional moving forward. She is smart, funny and great at what she does. Thanks so much Camela!!

Camela was amazing! Came to our home for a consultation, which was very convenient for us. She…read morefinished our taxes the following day and was able to advise us on deductions that we qualified for to get us the best refund possible. We highly recommend her and will refer her to all our friends.

My brother and I were referred to KB by our Realtor in Venice and told they were experts in FIRPTA…read moretax laws with the IRS. We were told by KB that they could file an application for my non-US citizen brother that would waive the FIRPTA withholding since we were doing a 1031-exchange for another property and met all the IRS requirements. Therefore, we hired KB and paid them the quoted flat fee. At no time were we told that the IRS could deny this application, nor that my brother could possibly have to pay the FIRPTA withholding a year later. Contrary, we were reassured multiple times that they handle these applications regularly, that we qualified under IRS FIRPTA laws, and that all the money from the sale could be used for the 1031-exchange. A few months after the application was submitted, we received a new invoice from KB for additional costs (over double the original quoted flat fee) stating that it took them longer than expected to complete and file the application. A lot of this additional time spent was actually with the closing agent who kept stating they still need to withhold the FIRPTA and KB stating that they can release it. If KB handles these applications regularly, why was this all new the the closing agent? Anyways, I showed KB the email proof that we were quoted a flat fee and that we were never told that we could be billed more if it took longer. A flat fee is just that, a set fee for a job or project. If it was based on time, then they should have quoted a base fee with a billable hourly rate. I never heard back from KB, so I assumed they accepted the proof and canceled the invoice. A year later, we found out the IRS denied the application KB submitted on our behalf, stating it was incomplete and did not meet their FIRPTA tax laws. My brother has 20 days to come up with a large sum of money to pay the FIRPTA amount due. Even worse, we had to pay KB additional $500 to file the new form with the IRS, a form I found out later was 2 pages and could be filled out in 15 minutes. As you can imagine, we are both furious as KB did not give us all the information and possible outcomes when we hired them. A certified accounting firm that specializes in FIRPTA should have known that this could happen and advised us properly so we were prepared to pay in case the application was denied. Also, the closing company should never have released the funds from escrow, which they only did based on input from KB via email that I was copied on! In conclusion, KB is NOT a company to hire for FIRPTA tax matters and they do not care about their clients in any way. Instead, they argue with their clients and keep changing their side of the story. I have been lied to at least 3 times now as they try to "protect themselves" because they know they did wrong by us. Do NOT hire this firm, they just want to make money off their clients without doing their due diligence, nor do they advise clients properly with ALL the information. This whole situation has left us in financial turmoil and it could have been avoided. I wish I never heard of KB because we would not be in this mess if they had advised us properly. We also would not have paid for their services if we had known that it could all be for nothing. We would have just paid the FIRPTA at the time of the sale and saved on the additional expenses.

Amazing personal service. Took care of my dad's taxes when he was in the hospital and guided him…read morethrough everything like pros. Really glad they were there for him!

Jeff is truly an expert in understanding risk tolerance. He is the best at what he does and I…read morereally appreciate his quarterly meetings. I now can feel confident about my financial future!

I just had to write a review. Jeff Labelle is so good at what he does. Not only does he stay on top…read moreof my account, which I have found many other financial advisors do not, he always responds to me promptly whenever I have any questions or concerns no matter how silly they must be to him!!

This past tax season 2018 unfortunately is my last due time selling my business. I have dealt with…read moreother accounting firms and have found the supporting staff and accountants to have the highest level of professionalism and expertise with quick turnaround times. I dealt with Kimberly and Jana regularly at both Sarasota and the Ruskin location. They respond in a timely fashion and follow up on requests quickly. Mr. Nick Lanese genuinely wants to get to know you, how you run your small business and even offered to come see how I ran my business to get a better understanding in order to maximize my tax benefits-. I highly recommend Lanese and Associates at either location for your tax planning, small business and payroll needs. They provide outstanding service .

From the owner: Client-centered excellence has been the principle around which Lanese & Associates operates. With…read moreoffices in Sarasota, and Tampa, we enjoy an outstanding reputation as a result of our commitment to our clients and our ability to handle their needs with proactive, inventive solutions. The firm provides a wide-range of accounting, consulting, and financial services under the leadership of our three partners, and supported by 11 professionals and employees.

She's amazing! Gets the job done in a timely manner! She's been doing my taxes for a few years. I…read morewill keep her as my accountant.

From the owner: BbTax and Accounting Solutions offers great services that are customized for every client…read more I am an Enrolled Agent qualified to work with and represent small and medium business owners and over 10 years of collective accounting experience. I currently help individuals and business owners save on taxes while staying tax compliant. You get services tailored specifically to your needs and budget. I'd like to know your needs and how exactly can help you.