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Laurels

Best Accountants in Lake Mary
2022

We scored 21 Accountants in Lake Mary, FL and Picked the Top 19

Here are the Picks:

AGA CPA's & Advisors, LLC

AITA Tax & Accounting Services

Century Business Advisors

Dan Calton, CPA, PA

DC & Associates, P.A.

Deloitte

Duryea & Edwards CPAs

Gecko CPA Firm

George Prytula III, CPA, Professional LLC

Herman Singh & Associates, Inc.

Herring Certified Public Accountants & Consultants

Lawrence T. Vance CPA & Associates, LLC

M Kermali CPA

Richard A. Barber, CPA, PA

Robert Staats CPA, LLC

Solutions Group Accounting Firm

Tax & Accounting Complete Solutions CPA, PA

TruPoint Accounting & Tax

Wesley R. Howell, CPA

Why These Accountants?

Our goal is to connect people with the best local experts. We scored Lake Mary Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 21 20 19

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

AGA CPA's & Advisors, LLC

AGA CPA's & Advisors, LLC is a company that provides a wide range of accounting services to individuals and businesses in Lake Mary. It accommodates customers in different types of industries. The business specializes in basic tax management, audit, and financial statement and planning. It also provides litigation support and forensic accounting services. With its mission to help its customers achieve financial success, the firm strives to understand its clients' needs and create personalized financial solutions.

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801 International Parkway
Lake Mary, FL 32746

Website

(407) 921-0441 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

AITA Tax & Accounting Services

AITA Tax & Accounting Services is an accounting firm serving Lake Mary. It offers a broad range of accounting and tax services for independent professionals, executives, and business owners. These include tax preparation and planning, personal wealth management, bookkeeping, and payroll processing. It also provides tax relief for issues arising from non-filed tax returns, IRS audit representation, back taxes owed, and payroll tax problems. The company’s owner, Shourouq Abuaita, is a Quickbooks ProAdvisor with many years of experience in public accounting.

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801 International Parkway
Lake Mary, FL 32746

Website

(407) 604-1188 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.1 / 5 (Better)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

Century Business Advisors

Century Business Advisors is a Lake Mary-based, privately owned company that extends its services to the metro. It is a full-service accounting firm that caters to individuals, retail professionals, contractors, restaurants, and service-based businesses. The company offers a range of services, including QuickBooks setup, monthly financial statement preparation, budget reporting, tax planning, and general business consultation. Century Business Advisors also deals with bank and credit card reconciliation, pension and garnishment remittance, W-2s preparation, and bookkeeping services.

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106 Commerce Street
Lake Mary, FL 32746

Website

(407) 788-1770 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Dan Calton, CPA, PA

Located in Lake Mary, Florida, Dan Calton, CPA is a professional accounting firm that serves clients in the wider local metropolitan area. The firm has been in the industry since its founding in 1990 and is available for both businesses and individuals. Services provided by Dan Calton, CPA include tax planning and preparation, business valuation, financial statements, audits, reviews, compilations, fraud investigations, forensic accounting, estate and wealth planning, human resource planning, retirement planning for small businesses, succession planning, feasibility studies, and much more. The firm is an Intuit Certified ProAdvisor for QuickBooks and is a member of both the Florida and American Institutes of Certified Public Accountants.

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922 Williston Park Point
Lake Mary, FL 32746

Website

(407) 878-2772 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

DC & Associates, P.A.

For 28 years, DC & Associates, P.A., has been assisting individuals and business owners in Lake Mary and neighboring communities with their accounting needs. The accountants at this family-owned firm provide a comprehensive range of services, such as payroll processing and reporting, financial planning, and QuickBooks management and training. Composed of a team with long years of experience working at IRS and as an Enrolled Agent, the firm also assists in individual and corporate tax preparation and planning.

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820 Lake Kathryn Circle
Casselberry, FL 32707

Website

(407) 831-1407 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

62 (Best)

Score Consistency:

Consistent (Best)

Deloitte

Deloitte is a private company serving individuals, businesses, corporates, partnerships, and non-profit organizations in Lake Mary. It offers a wide range of solutions, including tax services, audit and assurance, and risk and financial advisory. It also provides extensive consulting services and mergers and acquisitions assistance. Deloitte has been in the business for more than 175 years, and it has been named as one of the Best Places to Work for Disability Inclusion in 2021 through the Disability Equality Index.

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901 International Parkway
Lake Mary, FL 32746

Website Instagram

(407) 710-4500 Website

Reputation:A+

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

25 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: B+

Detail: --

Duryea & Edwards CPAs

Duryea & Edwards CPAs is a Lake Mary-based accounting firm serving individuals and businesses in the city and the surrounding communities. Some of its services include tax preparation, bookkeeping, IRS representation, and payroll services. It also provides assistance regarding business and investment strategies, as well as QuickBooks services, training, and support. Additionally, Duryea & Edwards CPAs offers personal financial planning, estate planning, and elder care services, helping clients manage risks, preserve their wealth, and transfer them accordingly.

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120 East Crystal Lake Avenue
Lake Mary, FL 32746

Website

(407) 323-9585 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

83 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Gecko CPA Firm

Located in Winter Park, Florida, gecko CPA Firm is a professional accounting firm that serves clients in the surrounding metropolitan area. The firm is a member of numerous professional organizations, including the National Associate of Certified QuickBooks Advisors, the Florida Institute of Certified Public Accountants, and the American Institute of Certified Public Accountants. Services offered by gecko CPA Firm include both corporate and individual tax preparation and planning, financial planning, management advisory work, consulting for real estate professionals and investors, setup and training for QuickBooks software, payroll and bookkeeping services, and more. The firm is praised by former clients for its professionalism and trustworthiness.

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PO Box 5277
Winter Park, FL 32793

Website

(407) 478-4513 Website

George Prytula III, CPA, Professional LLC

Backed by more than forty years of experience in the industry, George Prytula III, CPA is a professional accounting firm located in Heathrow, Florida that serves clients in the surrounding metropolitan area. Locally owned and operated since moving to Heathrow in 2003, the firm specializes in serving individuals, businesses, and non-profit organizations. Services provided by George Prytula III, CPA include IRS audit representation and defense, work with foreign-source income and United States expatriate income taxation, QuickBooks accounting work, monthly accounting services, payroll assistance, audits, reviews, compilations, personal financial statements, personal financial planning, and more. The firm can be contacted by phone or email.

Click to Call

1655 Cherry Blossom Terrace
Heathrow, FL 32746

Website

(321) 926-7000 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Herman Singh & Associates, Inc.

Established in 1993, Herman Singh & Associates, Inc., is an accounting firm assisting businesses and individuals in Lake Mary. It offers a range of accounting and tax services and support for startups and other businesses. The firm is led by Herman Singh, who has been in the accounting field since 1986. He previously worked as an IRS agent, and he specializes in helping foreign companies doing business in the US, as well representing fiduciary, corporate, and individual clients before the IRS.

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600 Rinehart Road
Lake Mary, FL 32746

Website

(407) 831-1399 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Herring Certified Public Accountants & Consultants

In the industry for more than twenty-five years, Herring CPA's and Consultants is a professional accounting firm located in Winter Park, Florida that serves clients in the surrounding metropolitan areas, across the state of Florida, and nationwide. Services offered by the firm include tax planning and preparation, general bookkeeping and accounting work, payroll assistance, CFO services, financial planning, estate planning, and more. Herring CPA's and Consultants is praised by former clients for the depth of its knowledge and expertise as well as the speed of its work and its favorable outcomes. The firm can be contacted by phone or email.

Click to Call

611 Wymore Road
Winter Park, FL 32789

Website

(407) 647-7777 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lawrence T. Vance CPA & Associates, LLC

Lawrence T. Vance CPA & Associates, LLC, is an accounting office that caters to individuals and businesses in Lake Mary. It offers a wide variety of services, including accounting system setup, bookkeeping, general ledger preparation, and litigation support. In addition, it provides asset protection, business consulting, cash flow analysis, IRS representation, and tax planning. Owner Lawrence T. Vance served in the United States Marine Corps before pursuing an accounting career. His employment history includes working as an agent with the Internal Revenue Service.

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110 Timberlachen Circle
Lake Mary, FL 32746

Website

(407) 942-0012 Website

Reputation:B+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

3.8 / 5 (Good)

Total Reviews:

7 (Good)

Score Consistency:

Variable (Good)

M Kermali CPA

M Kermali CPA is an accounting firm that provides business and tax services to clients in Lake Mary and the surrounding areas. It helps business owners handle accounting and bookkeeping, QuickBooks, payroll, audits, and business valuations. In addition, the firm assists clients with their tax-related requirements, such as tax planning, preparation, audit, and other issues. Owner Mohamed M. Kermali earned a Master's in Business Administration degree and is a member of the American Institute of Certified Public Accountants.

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405 Waymont Court
Lake Mary, FL 32746

Website

(407) 476-4272 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 525 and up

Richard A. Barber, CPA, PA

Richard A. Barber, CPA is a professional accounting firm located in Winter Springs, Florida that serves clients in the wider local metropolitan area. The firm offers prospective clients a free consultation on its services, which include estate planning, personal financial planning, QuickBooks software setup and training, reviews, compilations, cash flow management, bank financing, business valuation, new business formation assistance, representation before the IRS, payroll services, tax preparation and planning, internal controls, and much more. Richard A. Barber, CPA serves business executives, business owners, and independent professionals. The firm can be contacted for appointments or inquiries by phone as well as by email.

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803 Shallow Brook Avenue
Winter Springs, FL 32708

Website

(407) 327-9935 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Robert Staats CPA, LLC

Robert Staats CPA, LLC, is an accounting firm in Lake Mary that offers accounting and tax-related services to clients in the metro. The firm has been operating for more than 40 years and is composed of licensed CPAs, IRS-enrolled agents, and financial advisors. Some of its services include tax resolution, concierge CFO services, IRS audit preparation, cash flow management, and internal financial controls. It also provides financial advisory services to clients seeking counsel in investment, retirement, and business startups.

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3256 West Lake Mary Boulevard
Lake Mary, FL 32746

Website

(407) 543-6262 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

Solutions Group Accounting Firm

Green Solutions Accounting Firm, located in Longwood, Florida, is a professional accounting firm that serves clients in the surrounding metropolitan area, nationwide, and around the world. The firm offers prospective clients a free consultation on its services, which include general accounting and bookkeeping work, tax resolution and negotiation, tax preparation and planning, work with new startup businesses, payroll services, and much more. Green Solutions Accounting Firm has been in the industry since opening its doors in 2008 and has grown its customer base by forty percent every year due to referrals. The firm can be contacted by phone or email for appointments.

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1404 North Ronald Reagan Boulevard
Longwood, FL 32750

Website

(321) 363-4982 Website

Reputation:A+

More Info

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.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

31 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Tax & Accounting Complete Solutions CPA, PA

Tax and Accounting Complete Solutions is a Lake Mary-based firm that specializes in several areas, including small business accounting. This involves balance sheet generation, bank reconciliation, and general ledger maintenance. The company also offers outsourced CFO services, which cover cash management, budget monitoring, and mergers and acquisitions assistance. Its owner and founder, Dean Hall, is a CPA, AICPA member, and Certified QuickBooks ProAdvisor. His firm's clients are mostly in the fields of medicine, construction, and retail.

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1349 International Parkway South
Lake Mary, FL 32746

Website

(407) 878-3918 Website

TruPoint Accounting & Tax

TruPoint Accounting and Tax is a professional accounting firm located in Longwood, Florida that serves clients in the surrounding metropolitan areas of Florida and Georgia. The firm's expertise covers a wide range of services, including general accounting and monthly bookkeeping work, industry specialization services, tax filing, business development services, free consultations, QuickBooks setup and training, payroll services on a daily, monthly, or quarterly basis, and more. Additionally, the company specializes in the preservation of intellectual property through royalty and rights services. TruPoint Accounting and Tax has been in the industry since opening its doors in 2003 and work with Certified Public Accountants, Enrolled Agents, and Tax Preparers.

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860 East State Road 434
Longwood, FL 32750

Website Instagram

(407) 362-1558 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wesley R. Howell, CPA

Wesley R. Howell, CPA is a professional accounting firm located in Altamonte Springs, Florida that serves clients in the wider Central Florida metropolitan area. The firm is a member of both the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. Services provided by the company include tax preparation and planning, small business accounting work, compilations, strategic business planning, part-time CFO services, assistance with business startups, and more. In the industry for more than twenty-five years, Wesley R. Howell, CPA is available for such clients as individuals, non-profits, trusts, corporations, and partnerships.

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283 Cranes Roost Boulevard
Altamonte Springs, FL 32701

Website

(407) 515-1121 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

24 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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