Ben is amazing! Finding an accountant was a nightmare and from day one Ben was friendly,…read moreprofessional and precise. He answered my " dumb" questions with kindness, and he never EVER rushed me, and ALWAYS johnny on the spot with his responses to my questions all the time EVERY time! Ben helped me with my very small business, and made me feel like my pennies were just as important as any dollars. THANKS Anderson Accounting and Ben :)

No call back (after wife said he'd call me asap) only to be informed after calling that he isn't…read moretaking new customers Edit: after seeing Ben's response, I only double down on the 1 star. It only took a quick response suggesting a delay. Instead I had to call a 3rd time where he suggested maybe next year. How he can respond saying, new customers should call?? If this is how he manages prospects, hate to be a client. Beware

Dave has been my accounting advisor and tax preparer for many years. There is no one better for…read moresmall business . Gary David Horn

Dave cut some corners doing our taxes this year. It saved him some preparation time but it meant we…read morepaid extra to the IRS. Beware.

Been going to see Robert for my taxes for years…read more He does a great job and he even prints out a form for the kids college FAFSA to help guide me. I trust his work and gladly make the 25 mile drive for peace of mind. If you want a saturday book in advance , this is a popular place. They charge a fair price for their great care of your taxes. Bring your bank info for direct deposit of your refund.

Robert is a phenomenal asset - probably my most valuable one…read more Easy to work with - But then again, as with any Accountant, the better prepared I am, the easier my life goes.

I used Joe to do my taxes for my wife and I this past year. He is professional and very…read moreknowledgeable. I will use Joe again for my personal and my business taxes this year. Thanks Joe!

Joe made several mistakes on my taxes and I had to fix them on my own. He is a very nice guy but…read morerushes through filing taxes which is very costly. I would go to another professional who pays more attention to detail because taxes are one thing where typos can make a big difference. Much better value can be found elsewhere.

I would strongly recommend using a different provider. Our experience was with a careless agent who…read morenever sent documents we needed to sign, any time we needed to make change the agent was never in the office, and never completed a request without multiple phone calls.

Having lived in Sarasota for 30+ years, I have used a number of Insurance brokers. Most have…read moredecided that, once they sign you up for a policy, they don't need to have another contact, other than the seemingly obligatory calendar and a renewal notice, which makes me feel as if they don't actually care anymore, (I don't think they do)! Then I was recommended to Lakewood Financial. The level of attentiveness and service, I have received is exceptional, with the unobtrusive occasional emails/calls, asking, for feedback, (they do actually listen as well), to questioning if there has been any life changes, (which may require reevaluation of coverage, both up and down). Upon being dropped, along with the rest of Florida, by my Homeowners carrier, which I obtained prior to my Relationship, with Lakewood Financial. I contacted Mark Holley, who feverishly obtained replacement coverage, in a much needed expeditious manner. He didn't just stop at obtaining the coverage required, with time now on our (his) side he then went above and beyond, to secure equal coverage at a far more economical rate. He did this out of his own volition, not at my request. Having asked me if he could do this, knowing that the "temporary emergency" coverage, was somewhat more costly, than the payments to my prior carrier. I have since, as policies for various coverages come due, been migrating all of them over to Lakewood Financial. I have also been very vocal in recommending them to friends, knowing that they will also be well served. I am also happy to say, I have yet to receive and unwanted calendar from Lakewood Financial!

Camela was amazing! Came to our home for a consultation, which was very convenient for us. She…read morefinished our taxes the following day and was able to advise us on deductions that we qualified for to get us the best refund possible. We highly recommend her and will refer her to all our friends.

Camela is the real deal, not only was she informative but also able to help with my 1099 business…read moreto obtain a well deserved refund. She is patient and knowledgeable. She came to our home to make it more convenient, as we had all the necessary documents at our fingertips. The price was very reasonable as well, especially when getting a refund back, which I have not gotten in years trying to do my own taxes. Camela will forever be my Tax Professional moving forward. She is smart, funny and great at what she does. Thanks so much Camela!!

I needed help with insurance as a self employed person and was helped and got a great price. I also…read morelike having a local agent.

Bad advice. I do not recommend working with him. It was very…read morestressful and he was no help.

Good service. Cute theme branding in green. The one guy I set up my account with in the office…read moreremembered my name when I walked in, and it was his second time seeing me.

One guy at the teller counter has photographic memory and always knows me by name and has been…read morequeued up before I even bring myself to the counter. The other guy, the black one is so friendly. When I sit down with the people in the office they always take care of the problem and resolve it with a great attitude. when you walk through the door to the left, there is a coffee and hot chocolate and green tea station and you can make yourself a drink before you leave. I love the place.