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 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

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.

This gentleman was a great find. Excellent at what he does…read moreand will continue to use him.

I found Mark on the Internet and was very pleased with his service. He knows his "stuff" and…read moredelivered in a timely manner.

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.

I am delighted to share a well-deserved 5-star review for our exceptional tax accountant. Their…read moreservice was nothing short of outstanding, and I wholeheartedly recommend them to anyone in need of expert tax assistance.

We highly recommend Noak & Company & Andrea Dillon, CPA who prepared our tax returns…read more Our attorney highly recommended her to us, when we asked him for a 1st class CPA. Andrea was friendly, very thorough, & needless to say we were pleasantly surprised, that we were receiving a refund from the IRS for the first time in many years.

Unbelieveable. there REALLY IS a "down to earth" small business accountant with loads of experience…read morein SWF! Leo Titone, CPA, at CPA Tax Advisors was very knowledgeable and he easily explained complicated tax forms and laws to me. I have full confidence in Mr. Titone taking over my bookkeeping and accounting services so I could focus on growing my business. With a gregarious attitude and sense of humor, this Southwest Florida CPA shattered my image of the "traditional accountant". Thank you CPA Tax Advisors!

We had a great experience working with Courtney Crowley. She was thorough and very professional…read moretestifying as an expert witness in a complicated alimony trial. Her testimony decimated the opposing party's expert witness. We highly recommend Courtney Crowley!

Following up on my previous review of this company after I was summarily and nastily dismissed as a…read moreclient. I had a consultation with another company and learned that I had been charged $250 to file a NJ tax return showing a $191 profit from a NJ REIT. I was told that the filing of the return was not required. I was never given the option of not filing nor informed as to the additional cost of the NJ return. This is just unprofessional on every level.

I called to see if I could get my taxes done and filed in a last minute desperate situation…read more Very pleasant on the phone from the receptionist and even better talking with Monica. I was able to get an appointment and taxes done when I needed. I can't say enough about how professional and understanding everybody was. I highly recommend and I have found my new tax firm. Thank you Monica for going above and well beyond for me.

From the owner: Our Services Audit &…read moreAssurance Delivering premium quality and comprehensive audit and assurance services is one of our highest priorities Business Services As a business owner, you must know all tax pitfalls, that's why our business planning department is working for you IT Control Solutions We'll find the solutions you need to boost your financial life today and make the most of your cash resources Tax Advisory Services We are ready to provide you with up-to-date tax information online, by phone, or during personal meeting Year-End Tax Planning Using proper tax planning, our professionals will teach you how to pay less tax and receive optimal returns

This was my first time at Krater & Associates and I was referred by a family member (you get a $25…read moreoff perk for getting referred). I was taken care of by Kevin Corbett as he's done taxes for some of my family members in the past. Appointments are pretty straightforward at K&A. Kevin's questions while doing my taxes showed me how methodical he was and it was interesting to understand the reasons he asked (he explained to me some of the terms, laws, etc.). We managed to get through my complicated taxes and I was ready to be on my way. My experience for the first time was great at K&A, especially for such a dull tax activity. There were two things that I'd point out could be improved for my experience to be much better. 1. Up front transparency for cost of tax filing 2. Speed up of time doing taxes (I was there for 2 hours) All in all, my experience was positive and I thank K&A.

I have been filing my taxes with Jacqueline for 6 years now and she never disappoints! She is very…read moreprofessional and extremely knowledgeable in anything tax-related, always answers all of our questions thoroughly. Would definitely recommend her to handle anyone's taxes!