Tax Preparations near Lakewood Ranch

“I can’t begin to express my gratitude with Doug and his firm. I came to him in the 11th hour of a closing on a home. My accountant failed to file my taxes timely and I wasn’t made aware till last min. I had already wanted to switch accountants and am so happy Doug answered the phone and took my case on. He had many 5 star reviews and came up with a higher rating than the other ones on the list and I was really doubtful he’d have the time to do my taxes especially so last minute. Thankfully I got to him right at the beginning of tax season, as I’m not certain that he would have in another month. He filed my taxes quickly and efficiently and also was a wealth of knowledge. Thank you Doug!!!!“

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“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.“

“I highly recommend P, M and T. Very confident in the expertise and professionalism of this firm. I mostly work with Patrick and Tom and Charleen. Their attention to detail and consistent timely communication makes everything so easy and productive.“

“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!“

“Very professional, friendly , patient, and positive vibes when you step in the office. I recommend to anyone.“

“Post-hurricane Ian, they sorted FEMA grants and insurance claims. Kept our 55+ community afloat. Responsive even during power outages.“

“Robert is always on the ball and a pleasure to work with. He’s given us some great tax saving advice and does both our personal and my business taxes. Highly recommend“

“We have been with HBK for many years. Dealing directly with the same person (Clinton) who has been helpful, responsive, and always knowledgeable.“

“Fantastic service best one I have from yet!!
They were so helpful to all my questions!! Thank you again!!“

“Shirley has been my accountant for over 30 years I moved out of the state of Florida up to Virginia over 15 years ago and I still use Ideal Accounting“

“After relocating from Connecticut, we needed to find a new accountant who could not only do our federal 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.“

“We were hesitant to sign up with Complete Small Business Solutions because it would be first true business commitment. However, we are so glad we did! Everyone is genuinely happy & nice to see/hear from us and always happy to help. We mostly talk with Joe, and chat with him at least once a week. He has helped our small business grow in so many different ways. He always has our best interest in mind. He has offered referrals to help get us connected with things we were searching for. He doesn't just help with our books!! He's always so patient guiding me through QuickBooks and never gets frustrated when we make mistakes. He understands our "end goal" and offers suggestions on how to get there. He is always following up and checking in on us. Joe is such a great asset to CSBS! Every now and then he chimes in giving us a pat on the back because "there's no boss to do it for us". That brightens our day so much. I could go on & on but overall Joe is a pleasure to work with. We fully trust CSBS with their recommendations. Our business has grown so much, never did I ever think we would be where we are today and we feel CSBS has a lot to do with that! You will not regret working with them!“

“Definitely was a comfortable place to be in, we were greeted with smiles soon as we walked in. Had the pleasure of Ms. Nikki doing the taxes, great customer service, and smiles the whole time. Thank you!!! “

“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.“

“Happy to support a local CPA who takes the time to treat clients with respect and care. Sandy and the team are wonderful at what they do!“

“Chris was extremely helpful and was able to answer all my questions. Highly recommend!“

“I have been using Dave and his team for years! He is always there and he answers the phone when you call which is amazing. He is the best account in Florida and now that I'm in Tennessee he takes care of me here as well and is the very best. His fees are very very reasonable and really puts his clients first. From what I see he truly loves to help people and is amazing I can't see enough great things about Dave and his team I will always use him and trust him with all my accounting and finance needs. Thank You for all that you do and the compassion that you have for all of us that you work with. I love this guy and his team!!!“

“Sharp Accounting Service is THE business to handle your tax matters. Experienced, professional, fast, and extremely competent. Moreover, they are so pleasant and courteous to deal with. They saved me many times their professional service fee. What's not to like?“

“Our tax return from 2022 was deemed incorrect by the IRS. Philip Adikimenakis (Miller and Company) assured us our return was accurate. Philip PROMPTLY replied to EVERY letter sent to us by the IRS and kept us informed every step along the way. He advised us this process would be slow and frustrating. We finally received the EXACT refund Philip had originally submitted and this case is settled. My wife and I are so very appreciative of Philip’s time and effort in resolving this issue. We highly recommend Miller and Company (Philip A.) for all your tax needs.“

“Shelle Otto and formerly her father, Bob Otto, have done our personal and corporate taxes since the early1980's. We enjoy working with her - her advise is always sound, office is great to work, everything is on time and complete, and she has helped us with many of life challenges. Even when we moved, we have such confidence in her, we would not change - you will not regret using her tax expertise.“

“Porque las personas que trabajan allí son muy amables dan buena atención al cliente“

“The people at this office are truly amazing wonderful kind, genuine people, and some of these reviews are making me so incredibly mad. People on here who have given a bad review have only done so because they were denied for a advance when you were specifically asked if you owed any money for a number of reasons if you lie or forget, that’s not their fault three years ago when I first started going to each text I had the worst credit in the world. I had a tax return that was being held from the IRS from the year prior, I was really nervous about Miami. It’s not going through, but it did however, it didn’t go through for the amount I was intending in because of the really awful situation. My family was in at that exact moment somebody from the office gave me money from their own pocket, not knowing if I would ever pay that back. These people who write these hasty reviews you’re messing with peoples livelihood really good, honest peopleLove you Jay,YOUR AN ANGEL“

“Erickson and his staff are amazing. I’ve been doing my taxes with him for over 10 years and they always take care of me. Highly recommended.“

“Have used Randy for the past several years for business and personal taxes and advice. Always accessible, responsive and knows his stuff!“

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“Tested and trusted, my heartfelt gratitude Mrs Taisha Carson for helping me to Trade and yield in Forex trading, I now believe that Forex is verisimilitude “Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” I have been seeing lots of positive recommendations about Mrs Taisha Carson a qualified trader, finally decided to venture her platform which I invested just $4000 and successfully earned $54,000 in just 7 days, wow!!! what a pleasant experience which was astonishing and surprising then I re-invested continuously.“