MY EXPERIENCE WITH RICK DONNER…read more I have owned stock in 2 related subchapter-S companies for several years. In 2009, the parent company, also an S-corp, took back my stock in these 2 subsidiaries, and instead gave me stock in the parent. So I had 3 K-1s to deal with, and as usual the K-1s didn't arrive until April 8th and 12th. I had waited a week for an appointment with a CPA, then sat down for about 30 minutes and explained the situation. Suddenly, the accountant stood up and said they weren't able to help me. It was too complicated, they had too much to do. I was shocked . One week to tax day and I had nowhere to go. I had tried TurboTax, but no way could it deal with this K-1 swap. I couldn't return to last year's accountant. He had said my return was a lot of work, and had charged me big money. And last year's had been much easier than this. I couldn't believe this. I'm from Chicago, and I have known smart accountants in the past who could certainly deal with this. But after 4 years in Fort Myers, I didn't know where to turn. Then I met Rick Donner, and the situation changed completely. As I talked to him, he immediately started creating my return on his computer. I explained the stock swap and showed him the documents, and he quickly figured out what was going on. Then he sat and thought for a while, and I shut up. Finally he said 'Ok, here's what we're going to do'. And he proceeded to explain the strategy for dealing with the swap. Furthermore, the return was essentially done - he had been typing everything in while we were talking. All we needed was the last K-1, and that was it. I was blown away. It had seemed like such a big problem an hour ago, and now it was magically solved. What had been a really bad day had suddenly turned great. Such a relief to find someone who could handle this with no nonsense. And, he didn't try to make a big case out of it and charge me an arm and a leg. Rick is forthright, smart, and a straight dealer. I would recommend him heartily. Dave S.

This gentleman was a great find. Excellent at what he does…read moreand will continue to use him.

I found Mark on the Internet and was very pleased with his service. He knows his "stuff" and…read moredelivered in a timely manner.

This was my first time at Krater & Associates and I was referred by a family member (you get a $25…read moreoff perk for getting referred). I was taken care of by Kevin Corbett as he's done taxes for some of my family members in the past. Appointments are pretty straightforward at K&A. Kevin's questions while doing my taxes showed me how methodical he was and it was interesting to understand the reasons he asked (he explained to me some of the terms, laws, etc.). We managed to get through my complicated taxes and I was ready to be on my way. My experience for the first time was great at K&A, especially for such a dull tax activity. There were two things that I'd point out could be improved for my experience to be much better. 1. Up front transparency for cost of tax filing 2. Speed up of time doing taxes (I was there for 2 hours) All in all, my experience was positive and I thank K&A.

I have been filing my taxes with Jacqueline for 6 years now and she never disappoints! She is very…read moreprofessional and extremely knowledgeable in anything tax-related, always answers all of our questions thoroughly. Would definitely recommend her to handle anyone's taxes!

Great company! Meghan M. is top notch and amazing to work with! She is honest and very…read moreprofessional. She is full of knowledge and very easy to work with.

I can't say enough great things about these guys. As a business owner, I've used several…read moreaccountants in the past, but the people at Northrop Financial are easily the best. Their personal touch and attention to detail makes them excel. If I could give ten stars, I would!

I own a small law firm and highly recommend Dylan, who has helped me with all of my tax questions…read moreand needs for the past several years as I have set up my law practice and have since expanded, hence novel concerns. Dylan brings calm to my chaotic questions, knowledgeable and saavy while maintaining the risk conservative tax optimization strategies that suit my professional needs. I also use Hissam & Associates for NY and federal personal taxes, which is as seamless of a tax filing process as anyone could hope for. Dylan always picks up the phone and is just a pleasure to work with.

Wow I am absolutely blown away 10/10 would recommend !!!! Dylan is the best in the business I went…read morefrom owing quite a bit in taxes to getting a return he even helped me to understand all the documents that I had to get and took the time to explain everything to me and he also helped me to prevent the same thing from happening again next year I can't say thank you enough! When you need your taxes done the right way give Dylan and his team a call

I have had the opportunity to meet with and engage this amazing firm…read more.. It was such a honor and privilege to work with this impressive team... Thank you for being so wonderful and professional it was such a Releif to feel as though you have found a CPA that you can trust with such an important aspect of your life... I highly recommend anyone who needs a truly amazing CPA and his lead gal is the best.... Thank you again

The firm of Davis & Davis & Company CPA's, PA has proven to be an excellent source for all of my…read moreaccounting needs. They have helped me in both my personal & business needs. They continue to be informative & ALWAYS have the CORRECT answer when I contact them with questions regarding the latest tax laws. They file all of my documents with the government on time in the most professional manner. Davis & Davis CPA's are reasonably priced and are one of the very most HONEST firms I have ever worked with during the past 40 years in Lee County.

Bryan and his wife are excellent! I am getting on in years, 80 years old to be precise and am…read morebecoming rather forgetful. But they are both so kind and patient with me and my spotty memory. They not only handle all our personal affairs but also our Corporations and our sons taxes. I highly recommend their services for all your tax needs. Plus their entire staff is just as helpful and take the time to answer my questions. If the staff can't answer my questions and Bryan is busy, they will take down my concerns and either call me back with answers or either Bryan or his sweet wife will call me back with the answers I need. Nothing but kudos from me to these delightful tax experts!

If I can give a zero to this place, I absolutely would!!! Not only are they extremely…read moreunprofessional from the owner Bryan Struckmann, his wife Angie -the nice receptionist is gone and they replaced her with somebody who is as nasty as them to be honest. They will charge you full price and outsource your tax work. So they're paying somebody else pennies and charging you hundreds. Why are we FAILING as a country?! People like this business with poor morals, lazy attitudes, extreme procrastination and utter entitlement. They did not do my taxes on time, tried to blame it on the girl they fired (Who did inform me the correct information& couldn't defend herself[but I knew] this indicates extreme dishonesty in ALL aspects) LIARS & an email that I never received. Angie came out and was extremely rude, mumbled and went back to let the rude secretary deal with me when I was understandably upset. Bryan told me flat out on the phone he would work against my interests in a smarmy tone and the secretary nastily tossed my paperwork at me when I demanded it returned and let a real professional do my paperwork. DO NOT GO- MR ROPP PASSED AWAY. When I told him that he's costing me extra money WHEN THEY HAD MY PAPERWORK A MONTH ..."How am I doing that? [Bryan] He doesn't understand when your taxes are delayed you owe penalties?! When I told him that is when he got slick with his words and said he would work against my best interests. They are DREADFUL. FIBD ELSEWHERE

Worst accounting I have ever met. We have used accountants in the past, but in the last few years,…read morewe have done our taxes on our own as they were simple enough. This past year, the system we used messed up and we decided to just have Mr. Wesolowski correct the mistake. This was our BIGGEST MISTAKE... he charges by the hour (should have been a red flag) and spent several billable hours just going over what we knew to be correct. Over $1000.00 into this mess, we pulled everything from him only to learn he had not done ANYTHING to fix our problem. The only good thing to come out of this experience is the lessons we learned on getting tax assistance in the future.

From the owner: For your accounting & tax needs…read more James M. Wesolowski, CPA, P.A., is a certified public accountant located in Cape Coral, FL, who serves the surrounding areas. From the preparation of all financial statements to complete management advisory services, our accounting firm can handle all individual and business financial and tax needs. Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients. As the list below is by no means all inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. We offer: Accounting services and asset protection Audits, reviews and compilations Bankruptcies and business consulting Bookkeeping/write-up Business entity selection and business succession planning Business valuations and buying and selling businesses Tax planning, preparation, services and more *Financial Planning and implementation *Retirement planning and implementation We welcome you to call us today and schedule a free half-hour consultation.

I chose Stanley @ Heritage Tax from the reviews I found on line. I interviewed 3 tax people and I…read morefelt the most confident with Stanley because of his professionalism. So far, very happy with his work. Thank you.

From the owner: Welcome to Heritage Tax & Consulting Services LLC! We provide a wide range of quality tax services…read moreto Fort Myers and surrounding areas. At Heritage Tax & Consulting Services LLC, we take pride in offering the highest level of customer satisfaction as well as quality work. We specialize in tax preparation, payroll, bookkeeping, and many other tax consulting services. Call today to schedule an appointment with one of our certified accountants.