Do you want to hire a professional Certified Public Accountant for your business? Do you keep on making queries like “best CPA Naples” or “CPA near me” on the internet for quite a while now? If yes, this blog is for you.
When you are running a business, it becomes important to hire an experienced CPA who can manage all the finance and accounting information. Every successful company today invests in an expert CPA to handle the accounting and finance aspects of the business while the owners stay busy running the business.
Just like your financial advisor, your Naples CPA should be one of your most trusted advisors. Some major duties of a CPA include preparing and filing tax returns, keeping tabs on the financial health of a company, and filing proper documentation with the IRS. Parallel to that, a CPA keeps track of the profit and loss statements, incoming revenue, and outgoing expenses.
As a business owner, you cannot handle everything on your own. In order to grow your business, you need to have a CPA who can take care of your company’s finances. You can go for a person who is active in the market and has a great track record.
How Choosing the Wrong Naples CPA can hurt your business
1. Inaccurate Business Records
An inexperienced Naples CPA makes your business vulnerable to a lot of financial issues. You end up having inaccurate records, losing valuable data, and getting late on important payments.
When an unprofessional CPA tracks wrong records, it makes your bookkeeping and accounting information reliable. This will make you face a lot of stress and headache during the tax season.
Ultimately, your business will come under the whirlpool of problems hindering your business growth.
2. Tarnished Reputation
A wrong CPA not only causes you a financial loss but also leads to a compromised reputation in the market. At some point, if you contact your clients asking for a year’s worth of VAT to cover what you owe, you’ll surely appear unprofessional. This can even put you into more financial trouble.
3. Stressful Company Environment
When you are in financial distress as a business owner, it trickles down to your employees or team as well. You’ll fail to appear as a strong and dedicated leader if you are always worrying about the finances of your company.
Thus, choosing the wrong Naples CPA will affect your business, family, and future. So, always make a calculated decision.
Top 5 Tips for Vetting Naples CPA’s
1. Testimonials & Reviews
Checking the testimonials and reviews is the most important step in finding the right Naples CPA. When you are doing research, make sure to pay attention to the real testimonials.
Always choose a CPA who can show a record of their work performance, holds good reviews, and is marketing actively. You can use Google and Yelp to check the reviews of a CPA.
Ask the business owners, contractors, or vendors in your circle to refer a professional Naples CPA for you. Another good tip is to ask your attorney if you have one. They will surely know a good CPA.
3. Check the CPA out
By “checking the CPA out”, we actually mean that see how they respond to you when you contact them. Do they respond in a timely manner?
See, if other people recommend that particular CPA on Linkedin, Yelp, or Google. Does the CPA get back to you in a timely manner? Also, always meet your CPA in person to see if you both understand each other. Discuss your business concerns, financial hurdles, and future goals with the CPA. During this process, if you feel hesitant to ask a question or request some information, avoid hiring that CPA.
Ideally, find a Naples CPA who works full-time. Working with a part-time CPA or one not available for most of the year will create problems for your business.
Ask the CPA how much he or she will cost you annually. To avoid any kind of inconvenience, make sure the costs are discussed upfront. Ask if there’s any kind of hidden payment involved. Price does not always depict the quality of work; it represents how CPAs value their time and expertise.
A lot of business owners complain that “My accountant is hard to reach”. If you don’t want to make the same complaint, don’t choose CPAs who are not at the top of their businesses and let your business slip the wayside.
Advantages of using a CPA over an accountant
Hiring a CPA over an Accountant Holds a lot of benefits. Some of them are:
1. CPAs are held to a higher standard,
2. They are effective when it comes to handling IRS issues.
3. They have more extensive training and education than an accountant.
4. You will also find that accountants aren’t as “serious” about their business. CPA’s are the ones who are building firms, helping small and large corporations, and handling everything from A-Z for business owners as a one-stop shop.
10 Best Naples CPA’s and Accounting Firms
To make things easier for you, we have done research on the best CPAs within Naples for you. These companies are selected based on their reviews, experience, and high-quality services.
1. Less Taxing Services, LLC
Less Taxing Services, LLC is renowned for simplifying the finances of individuals and business clients. Its bookkeeping services streamline financial management, while automated payroll ensures accuracy and timeliness.
Founded in 2014, Less Taxing Services realized the need to educate clients about the impact of tax law changes on their daily lives. It is committed to providing high-quality accounting and tax preparation services while simplifying the process and empowering clients toward a sound financial life.
It offers easy accessibility and a proactive approach to eliminating tax-time surprises. The years of expertise in business taxes put clients in the best possible tax position, and knowledgeable professionals handle personal tax returns. Less Taxing Bookkeeping provides insightful reports and real-time data for informed financial decisions. Less Taxing payroll seamlessly manages payroll processes.
Less Taxing Services, LLC
4100 Corporate Square Ste 134
Naples, FL 34104
2. Dee & Associates CPAs
Dee & Associates CPAs is a reputable tax-focused CPA firm nestled in the sunny heart of southwest Florida. Established in 1976 by CPA Bruce Dee, Kelly assumed ownership and leadership of the firm after Bruce’s retirement in 2007.
Over the years, Dee & Associates CPAs has transitioned from a full-service CPA firm to one with a strong emphasis on income tax consulting for business owners, trusts, estates, and individuals.
Dee & Associates CPAs offers tailored tax strategies, comprehensive planning, compliance services, and expert representation in tax controversies. It excels in individual, business, and estate tax planning and preparation. The services encompass income tax returns, trust and estate management, and guidance on tax matters related to domicile changes. Clear communication and timely advice define their client-centric approach.
Dee & Associates CPAs
2425 Tamiami Trail North, Suite 214
Naples, FL 34103
3. YCAA Accounting Services, LLC
YCAA Accounting Service LLC is an accounting firm specializing in bookkeeping services. Its comprehensive solutions cater to businesses of all sizes, ensuring accurate financial records and compliance with regulations.
YCAA Accounting Service’s team of professionals offers personalized attention, valuable insights, and guidance to improve financial efficiency. They cover various bookkeeping needs, from accounts payable and receivable management to bank statement reconciliation and financial reporting.
YCAA Accounting Service LLC takes pride in delivering comprehensive bookkeeping services that streamline processes, reduce errors, and ensure compliance with financial regulations.
YCAA Accounting Services, LLC
4100 Corporate Square Suite 164
Naples, FL 34104
4. Joel S. Miller, CPA, P.A.
Joel S. Miller, CPA, P.A. is a reputable full-service accounting firm serving clients throughout the region for years. Committed to delivering professional and personalized services, it provides a comprehensive range of financial and business solutions tailored to meet the diverse needs of its clients.
The services encompass Tax Management Services, Assurance and Advisory Services, IRS Representation, Estate and Trust Planning and Tax Preparation, QuickBooks Accounting Help and Assistance, and Debt and Finance Advising.
At Joel S. Miller, CPA, P.A., a team of seasoned professionals combines expertise, experience, and a collaborative approach to ensure that every client receives the utmost attention and analysis they deserve. They uphold high standards, hire skilled tax professionals, and maintain a strong work ethic, resulting in long-lasting client relationships.
Joel S. Miller, CPA, P.A.
750 11th Street South Suite 101
Naples, FL 34102
5. Serro Taxes
Serro Taxes is a top-rated accounting service and business tax preparation provider with over 10+ years of experience. It has been assisting small to medium-sized businesses in managing their taxes and accounting needs with excellence.
Serro Taxes offers a comprehensive range of services, including Business Tax Returns, Accounting Services, and Naples Sales Tax Filings.
Serro Taxes is the ideal choice whether a client requires accounting services for business or a personal project. Committed to a culture of excellence, its team of experts will prepare financial records, organize processes and controls, conduct audits, and provide advice on reducing your tax liability. Additionally, it offers assistance with long-range planning, cash-flow projections, and capital allocation.
4099 Tamiami Trail N STE 403,
Naples, FL 34103
6. David J. Bradach, CPA
David J. Bradach, CPA, provides comprehensive tax and financial consulting services. With extensive experience and a focus on personalized attention, David offers expertise in federal and state tax planning, IRS representation, and business entity formation.
His firm’s services encompass accounting software implementation, bookkeeping, business consulting, financial analysis, estate and trust tax preparation, payroll services, retirement planning, and more.
Whether a client needs assistance with tax preparation, strategic financial planning, or ongoing accounting support, David J. Bradach, CPA, is dedicated to providing professional and reliable services.
David J. Bradach, CPA
1068 6th Ave. N.
Naples, FL 34102
7. Matthew John Soldavini, P.A.
Matthew John Soldavini, P.A. is an independently owned and operated family business. With over 40 years of experience, it upholds the highest standards of practice and offers clients transparent and candid services.
Its team of talented professionals provides comprehensive accounting and tax services, including tax planning and preparation, business management advisory, financial statement preparation, and more.
Matthew J. Soldavini, CPA, continues his father’s legacy by leading the firm and ensuring its continuity. The firm hires the best financial experts and creates strategic alliances with attorneys and other trusted professionals to offer the clients top-notch talent.
Matthew John Soldavini, P.A.
791 Tenth Street South
Naples, FL 34102
8. Davidson & Nick
Davidson & Nick CPAs is a trusted CPA firm in the region, serving local businesses since 1989. It offers various accounting services, including tax return preparation, tax planning, audit and assurance, financial consulting, and QuickBooks services.
With industry-specific expertise, David & Nick CPAs cater to various niche industries such as farming, medical practices, and non-profit organizations. Its goal is to assist businesses in managing their financial affairs, saving money, and making informed decisions.
At Davidson & Nick CPAs, every team member is committed to providing exceptional service and helping businesses thrive. The aim is empower local business owners manage their financial affairs, save money, avoid errors, and free up precious time to focus on business operations.
Davidson & Nick
2400 Tamiami Trail N
Naples, FL 34103
9. Perrino & Associates CPAs, PA
Perrino & Associates CPAs, PA, is a reputable CPA firm with over 50 years of experience. It provides comprehensive accounting and tax services to clients in Florida and Illinois.
The services include income tax filing, accounting and audit services, business consultation, tax and estate planning, bookkeeping, and payroll services. The team at Perrino & Associates is committed to delivering quality professional services at a reasonable rate.
With a focus on personalized service, it customizes its services to meet each client’s specific needs. At Perrino & Associates, the client’s comfort and confidence are paramount. For this reason, all services are tailored to meet their specific requirements and ensure that expert advice is always in their best interests.
Perrino & Associates CPAs, PA
4100 Corporate Square # 160,
Naples, FL 34104
10. James L Stokman Income Tax Service
James L Stockman Income Tax Service is a trusted provider of tax services in Southwest Florida. With over 24 years of experience, it specializes in personal and small business tax returns, QuickBooks Online bookkeeping, and full-service payroll solutions.
Its team of experienced professionals ensures accurate and efficient tax evaluations and offers comprehensive tax preparation services for small business owners. It provides a free tax consultation to evaluate individual tax needs and provide personalized solutions.
James L Stockman Income Tax Service is known for its trustworthy and reliable services, staying up-to-date with the latest tax laws and regulations.
James L Stokman Income Tax Service
1034 Capri Drive,
Naples Florida 34103
Your Local Peterson Acquisitions Business Broker in Naples
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ALVA, BOKEELIA, BONITA SPRINGS, CAPE CORAL, CAPTIVA, CHOKOLOSKEE, CLEWISTON, COPELAND, ESTERO, EVERGLADES CITY, FELDA, FORT MYERS, FORT MYERS BEACH, GOODLAND, IMMOKALEE, LABELLE, LEHIGH ACRES, MARCO ISLAND, MOORE HAVEN, NAPLES, NORTH FORT MYERS, OCHOPEE, PALMDALE, PINELAND, PUNTA GORDA, SAINT JAMES CITY, SANIBEL, VENUS