Top 10 CPA’s & Accounting Firms in Bonita Springs, Florida

Best CPA in Bonita Springs - Peterson Acquisitions

Are you looking for the best Certified Public Accountant to enhance your company’s financial management? Have you been tirelessly scouring Google with phrases like “top CPA Bonita Springs” or “CPA near me”? Look no further as we provide the ultimate guide to meet your needs.

Running a business requires the support of a skilled CPA who can effectively handle accounting and financial matters. Nowadays, successful businesses rely on professional CPAs to ensure accurate financial records, allowing them to concentrate on business growth with peace of mind.

Similar to Bonita Springs financial advisor, your CPA should possess unwavering reliability. A CPA can assist you in tax return filing, IRS documentation, and monitoring the financial well-being of your company. Additionally, they prepare statements of profit and loss, revenue, and expenses.

As a business owner, you’re not expected to be proficient in every aspect of your enterprise. Thus, you require an experienced individual who can handle your company’s numerical intricacies, alleviating your workload and allowing you to focus on other aspects of your business. Opt for a CPA with an exceptional track record and active presence in the industry.

How Choosing the Wrong Bonita Springs CPA Can Hurt Your Business

Finding the best CPA in Bonita Springs for your business is paramount to its success and financial health. While a skilled and trustworthy CPA can provide invaluable guidance and support, the wrong choice can have detrimental effects on various aspects of your business operations, including financial management, compliance, tax planning, and more.

1. Inaccurate Business Records

Choosing an inexperienced CPA exposes your business to a multitude of vulnerabilities and financial setbacks. An unqualified professional might fail to maintain accurate records, resulting in the loss of valuable data and delays in crucial payments.

Inaccurate business records further undermine the reliability of your bookkeeping and accounting processes. The repercussions intensify during tax season, as incorrect information provided by an inadequate CPA becomes a source of headache and stress.

2. Reputation Repercussions

Choosing from one of the best CPAs in Bonita Springs can also impact the reputation of your business. Contacting clients to request a year’s worth of VAT payments to compensate for your liabilities portrays a lack of professionalism, potentially plunging you into further financial trouble.

3. Strained Company Environment

Financial hardships experienced by your business reverberate throughout your entire team. As a business owner constantly under financial stress, your ability to embody strength and motivation as a leader becomes compromised.

That said, hiring an unsuitable Bonita Springs Certified Public Accountant not only affects your business but also has repercussions for your family and their future. It is crucial to approach this decision with careful consideration and make an informed choice.

Top 6 Tips For Choosing a CPA in Bonita Springs

In this section, we provide you with expert advice and essential tips to help you make an informed decision. From assessing qualifications to evaluating experience and considering cost, these valuable tips will guide you toward selecting the perfect CPA for your financial needs.

1. Look for Testimonials & Reviews

Begin your search for the right Bonita Springs CPA by examining authentic reviews and testimonials online. Be attentive to real feedback and utilize platforms like Google and Yelp. Look for a CPA with a proven track record of exceptional performance, positive reviews, and active involvement in the market.

2. Seek Referrals

If you have an attorney, they can be a valuable source of recommendations for the top CPAs in Bonita Springs. Additionally, reach out to fellow business owners, contractors, or vendors within your network to inquire about their experiences and request referrals to professional CPAs.

3. Assess the CPA

When “checking the CPA out,” pay attention to their responsiveness when you contact them. Are they prompt in their replies? Take a look at their social media profiles and investigate whether individuals recommend them on platforms like Google, Yelp, and LinkedIn.

Prior to finalizing your decision, arrange a face-to-face meeting to discuss your financial challenges and business goals. If you have any hesitations in requesting information or posing questions during this process, it is advisable to avoid hiring that particular CPA.

4. Check If They Have Full-Time Availability

It’s ideal to find a CPA in Bonita Springs who works full-time. Part-time CPAs may not be readily available when urgent matters arise, potentially causing difficulties for your business.

5. Consider Costs

Cost is an important consideration when selecting the best CPA in Bonita Springs. During your evaluation of a CPA for your business, openly discuss and clarify the cost structure, ensuring that there are no hidden fees. Remember that price does not necessarily reflect the quality of work, but rather the value CPAs place on their time and expertise.

6. Prioritize Experience

Avoid the common frustration of struggling to reach your accountant by prioritizing a Certified Public Atlanta in Bonita Springs who remains accessible. Choose someone who prioritizes your business and ensures it doesn’t slip by the wayside.

Advantages of using a CPA over an accountant

Hiring a Certified Public Accountant over an accountant offers numerous advantages. Some of them include:

  1. CPAs adhere to a stricter code of conduct and professional standards.
  2. CPAs excel in resolving IRS-related matters efficiently.
  3. CPAs undergo more comprehensive training and education compared to accountants.

Accountants may not exhibit the same level of dedication toward their profession. CPAs in Bonita Springs, on the other hand, establish firms, cater to businesses of all sizes, and provide end-to-end services as a convenient one-stop solution for business owners.

10 Best Bonita Springs CPA’s and Accounting Firms

To simplify your search for the ideal CPA, we have curated a collection of top-notch CPAs in the Bonita Springs area. Our handpicked selection is determined by their extensive expertise, stellar reputation, client feedback, and the quality of their services.

1. 1031 Exchange Connection

editors choice

1031 Exchange Connection is a distinguished CPA firm in Bonita Springs, Florida, specializing in facilitating 1031 exchanges for real estate investments. With a keen focus on helping clients build wealth through strategic tax planning, they enable individuals to avoid paying capital gains taxes when selling one investment property and acquiring another.

As a bonded and insured Qualified Intermediary with over two decades of experience, 1031 Exchange Connection ensures a seamless and rewarding exchange process. Their team boasts a licensed CPA with extensive expertise in real estate tax law, offering comprehensive guidance from start to finish. By choosing them as your Qualified Intermediary, you can expect personalized attention and expert advice, guaranteeing a smooth and successful 1031 exchange.

Founded by Nace Cohen, a highly respected CPA and real estate tax consultant, 1031 Exchange Connection, Inc. serves as a trusted partner for 1031 tax-deferred exchange services and real estate tax consultancy in Southwest Florida.

1031 Exchange Connection
9400 Fountain Medical Court
Bonita Springs, FL 34135
(239) 659-1031

2. Ceiba CPAs and Consultants, LLC

Ceiba CPAs and Consultants, LLC is a highly regarded CPA and accounting firm in Bonita Springs, Florida, dedicated to delivering proactive services in tax planning, accounting, fractional CFO, and business advisory. Their primary objective is to empower business owners, professionals, and high-income earners to shape their envisioned future.

With a diverse client base spanning various industries, such as construction, dentistry, healthcare, hospitality, legal services, manufacturing, and real estate, Ceiba CPAs and Consultants excels in delivering comprehensive business and tax services tailored to the unique needs of each industry.

Ceiba CPAs and Consultants, LLC prioritizes its clients’ success by going beyond traditional compliance work and quantitative analysis. They provide strategic business advice that generates tangible results, making them a trusted partner in their growth journey. Their boutique atmosphere fosters enduring relationships built on our core values of Integrity, Professionalism, and Excellent Customer Service.

Ceiba CPAs and Consultants, LLC
28400 Bonita Crossings Blvd Unit 100
Bonita Springs, FL 34135
(239) 631-5305

3. Cindy Bombard, CPA

Cindy Bombard-Gotto is a highly skilled and dedicated professional based in Bonita Springs, Florida. Born in Italy and raised near Boston, Massachusetts, Cindy’s journey in accounting began with an associate’s degree in accounting from Massasoit Community College. She quickly ascended the ranks of the corporate world, achieving the position of Assistant Controller for a prominent pharmaceutical company by the age of 21.

In 2000, Cindy joined a respected Naples accounting firm, eventually becoming a Partner in 2006. Her dedication and expertise led her to establish her own firm, Cindy Bombard-Gotto CPA, PA, in 2011. As a Certified Public Accountant, Cindy takes pride in her personalized approach to each client, offering creative and tailored solutions that save money and foster lifelong partnerships.

Cindy is an engaged member of the Florida Institute of Certified Public Accountants on a local level and the American Institute of Certified Public Accountants on a national level, making her worthy to be on this list of the best CPAs in Bonita Springs. She provides comprehensive accounting and tax services, ensuring that clients receive expert guidance and support to meet their financial goals.

Cindy Bombard, CPA
3380 Woods Edge Cir #103
Bonita Springs, FL 34134
(239) 596-2677

4. Davis & Associates, CPAs

Davis & Associates, CPAs, is a trusted and experienced accounting firm serving the community of Bonita Springs, Florida. With a passion for supporting local businesses and individuals, their dedicated team provides a wide range of accounting services, from bookkeeping to tax compliance.

Catering primarily to small businesses, their seasoned CPAs leverage their extensive expertise to enhance your understanding of your company’s financial health and maximize your advantages in your industry. Their firm proudly serves sole proprietorships, limited liability companies, S corps, and C corps, offering tailored business tax and accounting services.

Being recognized as one of the top CPA and accounting firms in Bonita Springs, Davis & Associates, CPAs excel in delivering excellent tax services year-round, ensuring that you avoid overpaying and maximize your savings. With comprehensive tax assistance for various industries, they carefully assess your situation and create a personalized tax plan to protect your hard-earned money.

Their team is well-versed in international tax matters, providing specialized support for residents and nonresidents with unique tax compliance needs, including self-employment, overseas property ownership, and foreign business investments.

Davis & Associates, CPAs
28901 Trails Edge Blvd # 205
Bonita Springs, FL 34134
(239) 444-5945

5. Marybeth Anderst, PA

Marybeth Anderst, PA is a highly reputable and Certified Public Accountant in Bonita Springs offering exceptional accounting and tax preparation services to individuals and small businesses in the southwest Florida region. With a commitment to delivering the highest quality of service, Marybeth has built a trusted reputation in the Bonita Springs community.

Marybeth Anderst, PA provides top-notch tax preparation and bookkeeping services in Bonita Springs while fostering a family-friendly environment. She genuinely cares about her clients and operates her practice with a focus on personalized attention and care.

She offers a comprehensive range of accounting services tailored to meet your specific needs, including individual and business tax preparation, corporation and S-corporation services, LLC and partnership assistance, IRS audit representation, estate tax support, payroll maintenance, trust accounting, bookkeeping, QuickBooks consulting and setup, and business consulting.

Marybeth Anderst, PA
27771 Tennessee St # 1
Bonita Springs, FL 34135
(239) 949-1199

6. Allure Accounting

Allure Accounting is not your typical CPA and accounting firm in Bonita Springs, Florida. They go beyond the traditional role of a tax accountant, understanding that their clients are more than just tax IDs. With 20 years of experience in the tax industry, they’ve encountered a wide range of situations that have tested their emotions, from heart-wrenching moments to shocking surprises. Their ultimate goal is to provide their clients with peace of mind, assuring them that their tax matters are in capable hands.

Allure Accounting offers tax preparation for individuals, foreign individuals, and businesses, as well as tax audit representation. Their team is equipped to handle all your tax-related concerns with the utmost professionalism and expertise.

Their firm is far from a one-man show operating out of a garage or office. Their extraordinary team consists of 10 dedicated employees spanning two time zones, ensuring that they can cater to all your tax needs almost around the clock.

Allure Accounting
3665 Bonita Beach Rd SW #4198
Bonita Springs, FL 34134
(239) 992-3355

7. Sacco CPA LLC

Sacco CPA LLC is a reliable full-service CPA firm in Bonita Springs, Florida. They are licensed in both New York and Florida. With a focus on professionalism, responsiveness, and quality, they offer a comprehensive range of services tailored to business owners, executives, and independent professionals. Their areas of expertise include Employee Benefit Plan Audits, Homeowner & Condo Association Audits, and Peer Reviews.

As one of the leading CPA firms in Bonita Springs, their success is built on the combination of expertise, experience, and the dedicated energy of our staff. Each client receives personalized attention and professional service that exceeds expectations.

Sacco CPA LLC is a responsive firm, understanding that its clients rely on competent advice and individualized attention. Whether you require tax, accounting, or attest services, their team is well-equipped to assist both individuals and businesses. They believe that their growth is driven by client referrals, a testament to their commitment to client satisfaction.

27299 Riverview Center Blvd
Bonita Springs, FL 34134
(239) 992-4232

8. Kidwell & Associates

Kidwell & Associates is one of the leading CPA firms in Bonita Springs, Florida that are dedicated to serving both businesses and individuals. With over 60 years of practical experience, they offer a comprehensive range of tax and accounting services tailored to the unique needs of small businesses. Their expertise includes bookkeeping, tax planning, and new business advisory. Many businesses that have worked with them have successfully minimized their tax liabilities and achieved increased profitability through efficient financial management.

The team at Kidwell & Associates possesses in-depth knowledge across various industries, including construction, medical practice, real estate, and more. They deliver a wide range of services, including accounting and tax services, business consulting, QuickBooks accounting, incorporation services, IRS problem resolution, tax planning services, and tax preparation services. They strive to promptly address their client’s questions and concerns, ensuring they receive comprehensive and timely support.

Kidwell & Associates
28179 Vanderbilt Dr Suite 2
Bonita Springs, FL 34134
(239) 992-9299

9. The Shnider Group LLC

The Shnider Group LLC is a top CPA firm in Bonita Springs that’s committed to providing comprehensive support for small and medium-sized businesses in both the for-profit and non-profit sectors. With a strong emphasis on education, they equip entrepreneurs with the skills, knowledge, and practical training needed to reduce the risk of failure and foster business growth.

Their services encompass various aspects of business management, including building a customer base, cash management, employee incentives, tax and financial management, growth management, and small business focus.

Led by founders Neil and Tussy Shnider, The Shinder Group LLC brings over 25 years of marketplace experience, coupled with academic knowledge, to address a range of management and business issues. From leadership and employee retention to tax and financial management, marketing, and organizational development, they offer comprehensive services for every client need.

The Shnider Group LLC
14569 Lieto Ln
Bonita Springs, FL 34135
(614) 582-0108

10. Laurie A. Sloat, CPA, PA

Laurie A. Sloat, CPA, PA is a highly skilled Certified Public Accountant in Bonita Springs, Florida. With her expertise and state licensure, she offers personal finance and accounting services tailored to the specific needs of retired individuals and their adult children, as well as post-divorce clients and out-of-state residents seeking local representation. Laurie understands that managing financial responsibilities can be overwhelming, and her goal is to alleviate the burden and empower her clients to redirect their valuable time.

The comprehensive approach of Laurie A. Sloat, CPA, PA encompasses Personal Financial and Accounting Services and Primeplus Services, both of which involve a multidisciplinary team working together to support retired clients in maintaining their independence and preferred living environment.

These services also offer peace of mind to adult children, knowing that their parents’ financial obligations are being managed by a trusted professional. Additionally, post-divorce clients who are unfamiliar and uncomfortable with newfound financial responsibilities can benefit from these services.

Laurie A. Sloat, CPA, PA
8891 Brighton Ln #106
Bonita Springs, FL 34135
(239) 390-1930

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If you have any questions about our top 10 lists, please contact Chad Peterson to discuss partnership opportunities.

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