Top 10 CPA’s & Accounting Firms in North Fort Myers, Florida

Best CPA in North Fort Myers - Peterson Acquisitions

Are you searching for the best CPA for your company? Have you been scouring Google with queries like “best CPA North Fort Myers” or “CPA near me” for quite some time now? Look no further, as this blog holds all the answers you seek.

When it comes to running a business, having a skilled CPA on your team is crucial. Nowadays, businesses rely on professional CPAs to handle their accounting and finance matters, allowing them to focus on growing their ventures with peace of mind.

Similar to your North Ft. Myers financial advisor, your CPA should be someone you can rely on. A CPA can assist you with tax filings, IRS documentation, and monitoring your company’s financial well-being. Moreover, they prepare profit and loss statements, track incoming revenue, and manage outgoing expenses.

As a business owner, you don’t have to be an expert in every aspect of your business. You need an experienced professional who can handle the financial aspects and lighten your load. Choose a CPA with a stellar reputation and active presence in the market for optimal results.

How Choosing the Wrong North Fort Myers CPA Can Hurt Your Business

Choosing a CPA that’s inappropriate for your business can have consequences. Discover the pitfalls and risks associated with hiring the wrong CPA, so you’ll be more motivated to hire the right one. Let’s look into the impact on your financial records, reputation, and overall company environment.

1. Inaccurate Business Records

Selecting a CPA who lacks experience can expose your business to various vulnerabilities and financial challenges. Incompetent CPAs often struggle to maintain accurate records, leading to the loss of valuable data and delayed payments.

Inaccurate business records not only compromise the reliability of your bookkeeping and accounting but also intensify stress during tax season. A misguided CPA in North Fort Myers can cause more burden to your business by providing erroneous information.

2. Damaged Reputation

The importance of selecting from one of the best CPAs in North Fort Myers doesn’t only stop at ensuring smooth business operations; it also helps protect your reputation in the market. Requesting a year’s worth of VAT from clients to compensate for your own mistakes projects unprofessionalism, potentially exacerbating your financial troubles.

3. Stressful Work Environment

Financial challenges within your business have a trickle-down effect, impacting your team and employees. Constant financial stress as a business owner prevents you from embodying a strong and motivated leadership role.

Hiring an unsuitable North Fort Myers CPA can also jeopardize the future well-being of your family. Therefore, it is crucial to make a well-informed and calculated decision when selecting a CPA.

Top 6 Factors For Finding the Best North Fort Myers CPAs

Finding the best CPA for your business can be a tedious task if you don’t have a guide. To help our clients, we’ve come up with these tips to ensure you find the most appropriate CPAs for your business to ensure its financial success.

1. Testimonials and Reviews

The initial step in finding a top CPA in North Fort Myers involves conducting thorough online research to examine testimonials and reviews. It is essential to focus on genuine feedback, utilizing platforms like Google and Yelp. Look for a CPA with a proven track record, positive reviews, and active involvement in the market.

2. Referrals

Tap into your network for recommendations when searching for a leading North Fort Myers CPA. Reach out to your attorney, business owners, contractors, or vendors within your circle who may have valuable insights to share.

3. Communication

When assessing a CPA, observe their responsiveness and timeliness in communication. How they engage with you matters. Before finalizing your decision, arrange a face-to-face meeting to discuss your specific financial challenges and business objectives. If you feel reluctant to request information or ask questions during this process, it may be a sign to avoid hiring that particular CPA.

4. Full-time Availability

Ideally, the best North Fort Myers CPAs usually work full-time. Part-time CPAs are often unavailable when urgent matters arise, which can potentially create issues for your business.

5. Cost Consideration

Cost is an important factor in choosing the right CPA for your business. When evaluating a CPA, you should be able to openly discuss the fees and inquire about any hidden charges. Remember, price alone does not indicate the quality of work but reflects how CPAs value their time and expertise.

6. Experience

Many business owners express frustration with accountants who are difficult to reach. Ensure that you do not encounter similar issues when hiring a CPA in North Fort Myers. Choose a professional who prioritizes your business and does not neglect its needs.

Benefits of Hiring a CPA in North Fort Myers Over an Accountant

Engaging the services of a CPA instead of an Accountant offers numerous advantages. Here are a few notable benefits:

  • Elevated Professional Standards: CPAs adhere to stricter standards, ensuring a higher level of expertise and competence.
  • Expertise in IRS Matters: CPAs possess effective proficiency in managing IRS-related issues. They provide valuable guidance and support.
  • Extensive Training and Education: CPAs undergo comprehensive training and education, surpassing the qualifications of an accountant and equipping them with advanced knowledge.
  • Dedicated Business Focus: Accountants may not demonstrate the same level of dedication to their profession. In contrast, CPAs are committed to building firms, assisting both small and large corporations, and offering comprehensive solutions to business owners as a reliable one-stop shop.

10 Best North Fort Myers CPAs and Accounting Firms

In order to shorten your quest for the perfect CPA, we have carefully curated a list of the top CPAs in the North Fort Myers area. Our meticulously chosen compilation is based on their knowledge, expertise, customer testimonials, and their professional service offerings.

1. H&R Block

editors choice

H&R Block is a leading CPA firm in North Fort Myers, Florida. They provide top-notch tax preparation services with a built-in guarantee of reassurance. Their commitment to excellence is backed by the following key features: max refund guarantee, upfront transparent pricing, and experienced tax pros. Their team of seasoned professionals has an average of 10 years of experience, equipped to handle even the most complex tax situations.

Since its establishment in 1955, H&R Block has recognized the profound impact taxes have on people’s lives, propelling them to transform the industry. They are proud to offer upfront, transparent pricing, setting them apart as the only major national brand to do so.

Alongside tax services, they extend their expertise to encompass financial services and small business services. They are dedicated to providing comprehensive solutions to meet your diverse needs.

H&R Block
13971 N Cleveland Ave
North Fort Myers, FL 33903
(239) 997-3133

2. Feinstein Tax & Accounting, Inc

Feinstein Tax & Accounting, Inc. is your trusted CPA firm in North Fort Myers, Florida that firmly believes in building strong relationships with clients and treating them as partners. Their services are rooted in the commitment, dedication, and professionalism of their team. With 32 years of experience serving the North Fort Myers area, they cater to businesses of all sizes, from small home-based ventures to large corporate entities.

As a family-owned tax and accounting firm, they take pride in offering personalized and attentive services that save clients both time and money. From individual and corporate tax preparation to comprehensive bookkeeping and notary services, they are here to address all your tax and accounting needs.

Contact one of the top North Fort Myers CPAs, Feinstein Tax & Accounting, Inc., today to begin a partnership that will streamline your financial processes and allow you to focus on what matters most: growing your business.

Feinstein Tax & Accounting, Inc
1397 Washington Dr
North Fort Myers, FL 33917
(239) 995-0016

3. Art Atway Accounting & Tax Service

Art Atway Accounting & Tax Service is a reliable CPA firm in North Fort Myers that’s comprised of a team of highly skilled professionals, each with top-notch credentials and extensive experience. They offer a wide range of services, including payroll, bookkeeping, accounting and compilation, preparation of financial statements, tax services, and IRS representation.

With over 35 years of experience, they provide a comprehensive range of accounting and tax services to individuals and businesses alike. They combine the resources and expertise you would expect from a large accounting firm with the personal touch and individualized attention you deserve, making them one of the best North Fort Myers CPAs.

Art Atway, the owner of Atway Accounting & Tax Service, is a certified public accountant and an enrolled agent authorized to practice before the Internal Revenue Service. With a degree from Youngstown State University and decades of experience in the field, Art has been serving the North Fort Myers community since 1986.

Art Atway Accounting & Tax Service
2230 Cleveland Ave
Fort Myers, FL 33901
(239) 332-1040

4. Del Valle Pro Services, Inc.

Del Valle Pro Services, Inc. is among the leading CPA firms in North Fort Myers that are committed to providing a full range of professional services to individuals and businesses in the community. With their expertise in accounting, tax preparation, and translation services, they can help you navigate the complexities of financial management.

As an independent tax preparation consultant, Ileana Del Valle, the owner of Del Valle Pro Services, Inc. is dedicated to perfecting the art of income tax preparation. With fluency in both English and Spanish, Ileana can assist you in preparing income tax return forms and reviewing financial records to determine the appropriate forms needed for your specific situation.

They understand that tax preparation can be stressful and time-consuming. That’s why their goal is to alleviate the burden and maximize your refund. By choosing Del Valle Pro Services, Inc., you can trust that your tax preparation needs will be handled with utmost care and professionalism.

Del Valle Pro Services, Inc.
2343 Stella St
Fort Myers, FL 33901
(239) 878-0392

5.   Hissam & Associates Accountants, Inc.

Hissam & Associates Accountants, Inc. is a CPA firm in North Fort Myers, Florida with over 40 years of experience. They’re dedicated to providing clients throughout the United States with professional and personalized services to meet their diverse financial and business needs.

Their team of seasoned tax professionals combines expertise, experience, and a collaborative approach to ensure that every client receives the close analysis and attention they deserve. They maintain high standards of excellence, which is why their loyal client base continues to return year after year.

The mission at Hissam & Associates Accountants, Inc. is to truly understand their client’s needs through open communication, research, and sound analysis. This enables them to provide tailored solutions and exceptional service that consistently meets their expectations. Their dedication to excellence and professionalism has earned them a stellar reputation within the local business and financial community.

Hissam & Associates Accountants, Inc.
1937 Grace Ave
Fort Myers, FL 33901
(239) 939-0661

6. Mathis CPA & Associates, LLC

Mathis CPA & Associates, LLC is a reliable source for comprehensive tax preparation and planning services in Southwest Florida. With a rich history dating back to their establishment in 1978, they have been serving individuals and businesses in North Fort Myers and beyond for over 40 years. That’s why we can’t resist putting them on this top North Fort Myers CPA list.

Led by Julie Mathis, a licensed CPA in Florida and a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants, the exceptional team at Mathis CPA & Associates, LLC believes in the power of the “Firm Concept.” They understand that their clients are better served by the collective expertise of their entire team rather than relying solely on individual professionals.

Their services cover a broad spectrum of financial needs, including tax preparation, tax planning, bookkeeping, payroll preparation, computer consulting, and QuickBooks consulting. Whether you need assistance with individual tax returns or require comprehensive support for your business’s financial management, they have the knowledge and experience to provide tailored solutions that meet your unique needs.

Mathis CPA & Associates, LLC
12487 Brantley Commons Ct
Fort Myers, FL 33907
(239) 482-3535

7. Vidussi Makara Group, LLC

Vidussi Makara Group, LLC is your trusted partner for quality and timely CPA services in North Fort Myers, Florida. With a commitment to excellence, they provide a wide range of financial solutions to individuals and businesses in the local community.

For years, Vidussi Makara Group, LLC has been dedicated to delivering personalized and high-quality financial guidance. Their comprehensive services include tax preparation, tax planning, IRS tax problem resolution, controllership, business consulting, and forensic accounting. Whether you need assistance with basic tax management or require in-depth financial analysis, audits, or financial statements, their experienced team can help.

Their mission involves helping clients maintain financial viability while proactively achieving their future goals. They achieve this by fostering open communication, conducting thorough research, and providing sound analysis tailored to their client’s unique needs. With a reputation for excellence and professionalism, they have earned the respect of the local business and financial community.

Vidussi Makara Group, LLC
1361 Royal Palm Square, Ste 1
Fort Myers, FL 33919
(239) 278-0762

8. Borgat CPA & Associates, LLC

Borgat CPA & Associates, LLC is a trusted North Fort Myers CPA firm for comprehensive accounting, bookkeeping, and tax services. As a family-owned and locally-owned company, they deliver personalized and high-quality financial solutions to businesses and individuals in North Fort Myers and the surrounding areas.

Borgat CPA & Associates, LLC offers a wide range of services designed to meet the diverse needs of their clients. From expert tax preparation to accurate bookkeeping and reliable accounting services, their dedicated team is committed to providing top-notch service.

Under their new name, Tax & Accounting by Don Borgat, CPA LLC, they’ll continue to uphold their customer-first approach. Their goal is to exceed client expectations by delivering exceptional results and going above and beyond to ensure the job is well done.

Borgat CPA & Associates, LLC
9160 Forum Corporate Pkwy #350
Fort Myers, FL 33905
(239) 788-1774

9. Vicki L Healy CPA, PA

Vicki L Healy is a CPA and PA that can help in resolving tax problems and achieving financial success. She understands that dealing with tax issues can be overwhelming and impact various aspects of your life. Their tax resolution firm is dedicated to providing relief and helping you put your tax problems behind you so you can focus on other important areas of personal finance.

Vicki Healy, the firm’s president, brings over two decades of experience as a Certified Public Accountant. With a background in both public accounting and the home building industry, Vicki is dedicated to making a positive difference in people’s lives through her expertise. She is a member of the American Society of Tax Problem Solvers and the National Association of Tax Professionals.

In addition to their tax resolution services, they also provide comprehensive assistance in tax planning and preparation as well as accounting services. Their goal is to provide you with a holistic approach to managing your financial affairs and ensuring compliance with tax regulations.

Vicki L Healy CPA, PA
8660 College Pkwy #180
Fort Myers, FL 33919
(239) 244-8837

10. Tailor Made Accounting

As one of the leading North Fort Myers CPAs, Tailor Made Accounting redefines the role of an accounting firm. They don’t just crunch numbers; they also provide valuable advice and strategic insights to help you reduce taxes and make informed business decisions for growth.

As your trusted outsourced accountant, Tailor Made Accounting offers comprehensive accounting services while ensuring compliance, building your business, and maximizing your time and efforts. Their goal is to serve as a reliable and personable financial partner, specializing in supporting small businesses and individual entrepreneurs.

Their owner and accountant, Ian Carpenter, holds a Master’s degree in Accounting & Taxation. He also has over six years of experience working with diverse businesses, including restaurants, non-profits, public accounting firms, and local governments.

Tailor Made Accounting
8290 College Pkwy #101
Fort Myers, FL  33919
(239) 275-4511

Searching For A Reliable North Ft. Myers Business Broker In Florida?

Peterson Acquisition is rated as one of the best North Ft. Myers business brokers and #1 among all business brokers in the nation!

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

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