Tax Preparations near Holmes Beach

“I have worked with Josh Pisa , CPA at Walters and Associates for the past year. Very responsive and very professional, I would highly recommend him and his firm.“

“They Help me solving problems with the IRS that I could not do by myself, also took the time to explain to me about Business Consulting. Very professional.“

“They are very professional, I am a corporate client and I trust them. I recommend them ?“

“They help me resolve all of my tax issues . Awesome customer service highly recommended. 10/10“

“Thank you Nathaly for such great services! Super quick and efficient solution to getting taxes filed! I’d total recommend if you’re looking to have a smooth and easy tax return service!“

“I was glad that I found J Berkey & Co., a small family owned business. I called and had an appointment in a couple of days. It was such a relief to me to have a professional complete my taxes correctly and on time. John was very personable and professional. I really appreciated him and his time to clarify some things that affected my taxes. I will definitely be back next year and would highly recommend him to others.“

“Was self employed and he did a great job. Did my taxes for 10 years before I sold it.“

“Richard Weber has created the best accountant services in our area. I have trusted them for over a decade. Never a regret.Thanks Richard and your staff for a great experience every year.“

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“I’ve trusted Robert and his team for over 10 years. They take care of the taxes for all 4 of my business and personal. This is the place for you if you value efficiency & honesty!“

“My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years.
Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is superfast in handling all the details of getting information and transactions performed for us.
The planning tool that is made available through the customer portal is easy to use and can be updated with any changes to our financial resources. It was very helpful when we were making timing decisions on retiring, since we could change spending patterns and see what the effect would be on our long term outlook.
We look forward to working with Tom, Andrew, and the rest of WEG for many years to come.“

““Sunshine Taxes takes their time and does a great job! Be patient — it’s worth the wait. they’re professional with great customer service and refunds.“

“I highly recommend this tax service. Adrian is very helpful, professional, and thorough. Prices are average for the level of service you receive.“

“Vicky and Beverly are very pleasant to work with. Perry is where to go for taxes. I would highly recommend them.“

“These guys really get to know their clients and work with them on a deep level. HIGHLY recommend them!!!“

“If you need help with anything accounting related, your long and tiresome search is finally over! Brief Summary: Simon and Shearer Accountants is a local accounting company that really makes everything financial seem easy! Between the friendliness and professionalism of the staff, you'll always leave there happy, and with without any worries! Not typically something that can be said when dealing with financial issues! Would I Recommend This Business? Yes! Service and Staff: The staff here is absolutely fabulous! Everyone is always so friendly and helpful. My mother and I have both been going to Simon and Shearer Accountants for years, and for good reason! When you find a place that has an incredible staff, who are great at what they do, you'll never have a reason to go anywhere else. Tax season is always a breeze, and they're always there to answer any kind of financial questions I may have. The level of experience that they have is very apparent, and as a result, I always have 100% trust and confidence in them and in their abilities. Location and Interior: The location of the Bradenton office is in the corner of a few other offices, but if you look for the sign outside, you'll find it with no problem. They do keep the door locked for safety reasons, so just make sure you ring the doorbell that's outside of the office, and someone will let you right in. The office is small, but cozy, and there's more than enough room to feel comfortable. Final Thoughts: Simon and Shearer Accountants takes the hassle and the stress out of all things accounting related. I've never once stressed over my taxes or anything financial, said almost nobody EVER! Except for me, and this is 100% because of Simon and Shearer Accountants. Do yourself a favor, and let the experts do what they do best, so that you can take a load off of your mind and enjoy some extra time by the pool, with a cold one, this summer! Final Scores: Service/Staff - 10/10 Location/Interior - 5/5 Total - 15/15 = 5 Stars Stay fresh Mother Fooders! :p“

“Best and most caring service I have used various insurance agencies, companies over the years various places we have lived. We have also used several agencies/companies since we moved to Florida 22 years ago. I am so glad that we found Finney Insurance as they bent over backwards for us to get us the best rates and were there to help us when there was a problem they were right there getting things done for us. We could not be happier that we found Jim Finney and Finney Insurance. THANK YOU for your dedication and caring helpful way!!“