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Best Accountants in Cape Coral

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Great Oak CPA logo
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Great Oak CPA

13721 Cypress Terrace Circle, Fort Myers, FL 33907
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Business Description

Great Oak CPA is an accounting firm providing professional tax, accounting, and bookkeeping services for clients in the Fort Myers, FL metro area. Founder Sue Walker has over two decades of experience in small business accounting. She opened and ran a small business for almost ten years and understands the challenges which come along with it. Sue is a QuickBooks Proadvisor and can do anything from setting up a new company’s books, clean up an existing QuickBooks file, and complete business tax returns. Great Oak CPA is a member of the National Association of Tax Professionals, the Florida Institute of CPAs, the Association of International Certified Professional Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
James A Chouinard CPA LLC logo
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James A Chouinard CPA LLC

12611 New Brittany Boulevard, Fort Myers, FL 33907
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Business Description

James A. Chouinard, CPA, LLC is full-service accounting firm specializing in tax and business services for business owners, executive, and individuals in the Fort Myers, FL metro area. Experienced accountants are committed to protecting a client’s assets while also helping to increase efficiency, stay in compliance, and boost revenue and profits. A variety of services are available including personal financial planning, retirement planning, estate planning, elder care, payroll, forensic accounting, audits, bank financing, business valuation, and strategic business planning. Also, staff members are committed to always staying up-to-date on the latest tax news and laws for the best customer service.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Keller & Koczara Certified Public Accountants logo
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Keller & Koczara Certified Public Accountants

4636 Southeast 9th Place, Cape Coral, FL 33904
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Business Description

Keller & Koczara Certified Public Accountants offers tax and business services for clients in Cape Coral, FL, and the surrounding Fort Myers metro area. Founders Marnie J. Keller and Patricia A. Koczara have been serving the community together for over a decade and specialize in tax, accounting, and financial planning. They both strive to help clients with their tax problems including IRS problem resolutions such as payroll tax, non-filed tax returns, IRS tax payment plans, innocent spouse relief, IRS audit representation, and much more. Also, QuickBooks services are available where accountants can train clients on how to use software, and provide setup or tune-up assistance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)
Facebook
4.5 / 5 (57)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Leslea Ellis, LLC logo
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Leslea Ellis, LLC

6326 Presidential Court, Fort Myers, FL 33919
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Business Description

Leslea Ellis, LLC is a Certified Public Accounting firm specializing in accounting and tax services for clients in the Fort Myers, FL metro area. Owner Leslea Ellis and her staff strive to provide detail-oriented, data-driven solutions with precise reporting and resolution. They are committed to using the latest technology software coupled with professionalism, honesty, and integrity. Also, staff members offer forensic accounting services to help clients with anticipated or actual litigation, which the judicial system holds to highest of standards. Also, divorce litigation support services are available. Clients speak highly of their trustworthy services, attention to detail, and reliable staff.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
MDS Accounting, LLC logo
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MDS Accounting, LLC

2801 Southwest 30th Street, Cape Coral, FL 33914
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Business Description

MDS Accounting, LLC is a bookkeeping and tax preparation service for small-business owners in the Cape Coral and Fort Myers, FL metro areas. Experienced accountants are committed to keeping businesses organized during tax time, planning for future needs and goals, and maintaining business books with IRS recordkeeping requirements. MDS Accounting, LLC is also a QuickBooks Certified ProAdvisor and can help a new company set up bookkeeping and clean up existing records. Founder Michael D. Smith is a Certified Public Accountant with a Masters Degree in Accounting from Florida Atlantic University and has over a decade of experience working in the local community.

Miller, Helms & Folk, P.A. logo
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Miller, Helms & Folk, P.A.

6326 Whiskey Creek Drive, Fort Myers, FL 33919
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Business Description

Miller, Helms, & Folk, PA provides tax, accounting, and consulting services for individuals and businesses in the Fort Myers, FL metro area. Staff accountants have over five decades of diverse public accounting experience including time spent at two major Big 8 accounting firms. Also, they have extensive experience in consulting with individuals on personal tax matters including family wealth, retirement, financial and estate planning. On their website, an array of financial calculators are available for clients to better understand home and personal financings such as mortgages, home equity, auto loan calculator, credit card debt, and much more. Miller, Helms, & Folk, PA has an A+ accreditation with the Better Business Better.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ruth A. Loubier, CPA logo
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Ruth A. Loubier, CPA

5245 Big Pine Way, Fort Myers, FL 33907
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Business Description

Ruth A. Loubier, CPA is a tax preparation service for businesses and individuals in the Fort Myers, FL metro area for almost four decades. Founder Ruth A. Loubier has dedicated her life to public accounting since graduating from the University of Florida in 1983. Ruth and her staff offer tax tracking year-round services for a client’s financial records to avoid finances slipping through the cracks. Their bookkeeping maintains a day-to-day ledger of how a business is performing by using a comprehensive computerized bookkeeping service. Clients speak highly of their attention to detail, friendly and reliable staff, and prompt services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Introduction

Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

  • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
  • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
  • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
  • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

What does an accountant do?

Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

What is the difference between an accountant and a CPA?

Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

Does everyone need an accountant?

Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

What does a forensic accountant do?

Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

What does a payroll accountant do?

Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

Do I need an accounting major to become an accountant?

You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.

What qualifications do you need to be an accountant?

You need to have strong math and analytical skills to be an accountant. Most companies require accountants to have earned at least a bachelor’s degree and CPA. Some lower-level accounting positions in accounting might require only knowledge of certain accounting principles, such as how to manage receivables.

How many years does it take to be an accountant?

Some two-year college programs prepare students to take the CPA exam; however, most employers require accountants to have at least a bachelor’s degree, which is a four-year degree.

Do I need a CPA to be an accountant?

You don't have to earn a CPA to be an accountant, however, getting your CPA opens opportunities to earn higher wages in this field. Many companies, especially larger ones and government agencies, require at least a four-year degree and CPA when hiring accountants.

What does it take to be a certified public accountant?

According to the American Institute of CPAs, requirements for becoming a CPA vary by state. Each state requires education, passing the Uniform CPA exam, and some amount of experience before issuing the certification. A minimum of a bachelor’s degree or 150 semester hours is typically required before taking the certification exam.

Is getting a CPA worth it?

If you’re interested in a career in accounting, it’s worthwhile to get a CPA. It opens opportunities to earn higher wages and offers a wider variety of accounting jobs, so you can choose the type of accounting you want to do.

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