Accountants near Safety Harbor

“After having our taxes prepared by different companies since moving here 15 yrs ago, we've found the CPA's that will be the only firm that will prepare out taxes for us. They meet with you intially as a get to know you sort of meeting as well as going over your financials.
Our tax preparations were shameful for the past 4-5 yrs and some were not even submitted due to sloppy paperwork and records keeping on our part. We felt embarrassed that it had got that far but when we sat down with Khanh Lowery at our intial meeting, she had agreed the record keeping could've been a little better. She said that after everyting was completed, she'd show us a way to maintain our records for the years to come.
Not only did the folks at Lowery, Weldon straighten out our tax preparations for those yrs in question they told us how and told us why it was so important to have record keeping in order amd told us in a non condescending tone. Something we've faced in the past and probably why we went from CPA to CPA.
They are professional, very easy to talk with and make sure all questions are answered before you leave their offices.
I HIGHLY recommend the services that Lowery, Weldon provide to anyone looking for financial documentation help. Again, we've been thru several accountants but none of them sat us down to explain what they were about to do for us and explained why they were going to do the things they were about to do. We will not be using anyone other than this firm for our tax preparations or other financial needs that may come up in the future.“

“We have been working with Tracy for our personal (W2) and business (local vending machine business) taxes for about the last 3 years. We have learned a lot working with Tracy, he is very patient and easy to communicate with. Over these years we have primarily utilized their tax filing services, but we want to work more with Tracy on tax savings strategies. Our personal and business taxes are on the simple side, as our business is only a few years old and does not generate a large amount of income yet. Over this time we have paid about $250 per W2 tax return, and about $750 for business taxes. I feel these prices are a little steep because our tax returns are not that complex ($500 to do 2 W2 returns & $750 for 1 business tax return).

We will continue working with Tracy but I do wish the price for business taxes price was lower for businesses that don't have large numbers on their books and no additional nuances to consider.

We appreciate Tracy, his efforts and his time always! We drive a 2.5 hour commute to see Tracy in his office each season.“

“My first time paying someone to do my taxes was a success! It was my first year reporting a rental and Vlad made handling it look like just another day at the office. Super nice and made the process streamlined. Will very likely be coming back to do business with him again.“

“The best of the best. A very professional team. Always willing to help and with the best attention“

“We have been using Pinnacle Accounting for our accounting needs for our Automotive shop and we are thoroughly impressed by their professionalism, accuracy, and dedication to customer service. From bookkeeping to tax preparation their expertise is apparent in every aspect of their work.

Aneta is always willing to take the time to explain complex financial matters in a way that’s easy to understand.

Their attention to detail and proactive approach have made managing my finances much easier.

Overall, Pinaccle Accounting is reliable, knowledgeable, and a pleasure to work with. I highly recommend them to anyone in need of top-notch accounting services.“

“Professional and helpful in explanations, personable and SO accommodating even with my small account.“

“You have always been there for us for I believe close to 35 years and we can't thank-you enough for your service and along with a wonderful staff.“

“Chris and his team have bent backwards to help me with my business taxes. They are fast, responsive and for a great price. I highly recommend.“

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“My experience was pleasant he was very helpful and explained everything to me. There demeanor gives off professional careing and family like also gave me advice to help with my situation. I will be back and recommend them.“

“The BEST team around. We would not be able to best serve our clients as well as we do without ABP. They carry so much of our burden for us so we can focus on the business! Thank you!!“

“Love love love VMI services. They’re quick and efficient, very knowledgeable, and pleasant to be around. Plus, they do a lot of community service on the side to give back, which not many small businesses do. I will continue to work with them for years to come!“

“I prayed for God to connect me with the right people that I can build good relationships with. Mike Hughes stands out as a man of excellent skills, taste, and intellect. I needed a tax company that can take care of me, by taking care of my family's needs. Mike is spot on and I cannot say enough good about him.“

“I just realized I had not posted a review for Carl. We have been working with him for 3-4 years now and could not be more pleased with his level of knowledge, professionalism, and care!“

“My boyfriend just started an HVAC business and we had little knowledge on the financial information and filing. We went to see Joe because he had great reviews and he is also local, in Dunedin. Joe did not disappoint! We spent about an hour and a half with him. He explained in detail and laymen terms, what would be the most beneficial route for us to take, weighing out different options and scenario’s. He filled out the necessary paperwork to get us caught up and explained the next steps to take. When we asked how he wanted to be compensated for our first meeting, he said it was free of charge!!! We highly recommend Joe for all your tax and CPA needs. Not only is he very knowledgeable but just an all around genuine person.“

“What a GREAT job, I was/am very impressed with your work. I was owing the irs $2700.00 until you did my taxes. NOW I ONLY OWE $900. Wow, you saved me $1800.00. Thank you very much.“

“Fielder snd Co. has an amazing staff, they're reliable and thorough, very kind also. We have known Jim Fielder for many years, honorable fantastic man. Everyone we deal with at Fielder and Co., in a reflection of Jim. Thank you for always taking great care of our taxes and your patience with me. My husband and I appreciate the ease of use on the portal to send documents, and the organizer list helps us to get things together. Thank you to everyone at Fielder and CO.“

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“I switched over to Leah upon the recommendation of a friend as I felt I was not receiving good advice from my last business tax accountant. Leah has been incredible to work with. She is extremely knowledgeable and very professional. She is preparing both our personal and business taxes and we highly recommend Leah!“

“K&A has done an exceptional job doing typical accounting services for both my company and my family. Additionally they have been very help in resolving an issue with the IRS. They were consistently responsive and thorough in their approach to all my needs.“

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