Expertise.com
Get Listed

Best Accountants in Lake Mary

2023

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Accountants FAQs 〉

Last updated:

Website
283 Cranes Roost Boulevard, Altamonte Springs, FL 32701

Why choose this provider?

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.

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.
4.6
Google
4.6 / 5 (25)
Yelp
5.0 / 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

Website
142 W. Lakeview Ave. Suite 2060, Lake Mary, FL 32746

Why choose this provider?

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 solving tax problems with IRS, taxes and accounting and Outsourced CFO services. The owner, Joaquin Torres CPA, have licenses in Florida and Puerto Rico. 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.

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.
4.2
Google
4.0 / 5 (5)
Yelp
5.0 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
922 Williston Park Point, Lake Mary, FL 32746

Why choose this provider?

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.

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
Yelp
5.0 / 5 (1)

Website
1349 International Parkway South, Lake Mary, FL 32746

Why choose this provider?

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.

Website
860 East State Road 434, Longwood, FL 32750

Why choose this provider?

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.

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 (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

Website
106 Commerce Street, Lake Mary, FL 32746

Why choose this provider?

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.

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
4.0 / 5 (6)
Facebook
5.0 / 5 (2)

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

Website
110 Timberlachen Circle, Lake Mary, FL 32746

Why choose this provider?

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.

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.
3.6
Google
4.0 / 5 (6)
Yelp
1.0 / 5 (1)

Website
1655 Cherry Blossom Terrace, Heathrow, FL 32746

Why choose this provider?

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.

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.
4.0
Google
4.0 / 5 (1)

Website
405 Waymont Court, Lake Mary, FL 32746

Why choose this provider?

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.

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 (5)
Google
5.0 / 5 (2)

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

Website
803 Shallow Brook Avenue, Winter Springs, FL 32708

Why choose this provider?

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.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
820 Lake Kathryn Circle, Casselberry, FL 32707

Why choose this provider?

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.

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.
4.9
Google
4.9 / 5 (74)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
PO Box 5277, Winter Park, FL 32793

Why choose this provider?

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.

Website
901 International Parkway, Lake Mary, FL 32746

Why choose this provider?

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.

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.
4.0
Google
4.0 / 5 (26)

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.
2.8
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
3256 West Lake Mary Boulevard, Lake Mary, FL 32746

Why choose this provider?

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.

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
5.0 / 5 (10)

Website
120 East Crystal Lake Avenue, Lake Mary, FL 32746

Why choose this provider?

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.

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.
4.2
Google
4.0 / 5 (66)
Facebook
5.0 / 5 (17)

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

Website
801 International Parkway, Lake Mary, FL 32746

Why choose this provider?

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.

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.
4.1
Google
4.0 / 5 (18)
Facebook
4.4 / 5 (9)

Website
600 Rinehart Road, Lake Mary, FL 32746

Why choose this provider?

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.

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.
4.0
Google
4.0 / 5 (10)

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

Website
1404 North Ronald Reagan Boulevard, Longwood, FL 32750

Why choose this provider?

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.

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.
4.8
Google
4.7 / 5 (18)
Facebook
5.0 / 5 (10)
Yelp
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––
Back to top

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.