We have had the pleasure of working with Nikki Fasula-Cohen as our law firm's bookkeeper since July…read more18, 2023, and I can recommend her without reservation. From the day she started, Nikki brought order, clarity, and professionalism to our books and financial records. She is exceptionally organized, hardworking, detail-oriented, and proactive. Rather than simply keeping up with the work, she anticipates issues, stays ahead of deadlines, and ensures everything is accurate and well managed. What I value most is the complete trust I have in Nikki to handle our firm's financial matters. She is reliable, conscientious, and consistently demonstrates the highest level of integrity. Beyond her technical expertise, she is accommodating, responsive, and an absolute pleasure to work with. If you're looking for a bookkeeper who is knowledgeable, dependable, and genuinely invested in helping your business run smoothly, I give Nikki my highest recommendation.

Comprehensive S Corp setup, tax returns, and payroll management…read moreI've been a client for four years, and my experience with their service has been excellent, particularly regarding the crucial setup and ongoing management of my S corporation. They successfully handled all aspects, from the initial incorporation to the consistent filing of annual tax returns and managing payroll. Here's a breakdown of my experience over the past four years: * Initial S Corp setup: The initial process was handled efficiently, including the filing of Form 2553 with the IRS. This ensured a smooth transition and proper election of S corp status. * Four years of annual tax returns (Form 1120-S): For each of the past four tax years, they prepared and filed my S corporation's tax returns accurately and on time. They also provided me with the necessary Schedule K-1 forms to include with my personal tax filings. * Consistent payroll management: Throughout this period, they managed payroll for me, a shareholder-employee. This included ensuring I was paid a "reasonable salary" to meet IRS requirements, withholding the correct taxes (Social Security, Medicare), and handling quarterly filings (Form 941). This has provided peace of mind and has helped me avoid audit risks associated with S corp compensation. * Proactive communication: They have been proactive in communicating deadlines and advising on tax implications, ensuring I am always compliant and informed. For any business owner seeking a service that provides seamless integration of S corp formation, tax filing, and payroll, I highly recommend this service. They've saved me time and stress by handling these critical, and often complex, financial tasks.

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!

I was happy to see that Jim Geffken opened his own bookkeeping firm her in Southwest Florida. Jim…read moreand I worked together when he was a staff bookkeeper for a local home-improvement company in Bonita Springs. In my role as office manager, Jim and I worked closely together to invoice and track customer payments for dozens of jobs sites at any given time. In addition to handling accounts payable and receivable, Jim did an outstanding job managing cash flow within a very unpredictable industry. His exceptional attention to detail plus a deep understanding of accounting principles and the company's workflow made our job as decision makers much clearer. I highly recommend Jim and Prime Entry Bookkeeping for your small business.

We had a great experience working with Courtney Crowley. She was thorough and very professional…read moretestifying as an expert witness in a complicated alimony trial. Her testimony decimated the opposing party's expert witness. We highly recommend Courtney Crowley!

Following up on my previous review of this company after I was summarily and nastily dismissed as a…read moreclient. I had a consultation with another company and learned that I had been charged $250 to file a NJ tax return showing a $191 profit from a NJ REIT. I was told that the filing of the return was not required. I was never given the option of not filing nor informed as to the additional cost of the NJ return. This is just unprofessional on every level.

Highly recommend Ronal for accounting and bookkeeping services! He manages my taxes and yearly…read morebookkeeping for my trucking company in Naples, Florida, and always delivers accurate, timely, and professional work. Great communication and excellent service every time.

I've been doing my taxes with VA for the past two years, they've made it an easy and pleasant…read moreexperience each time. I highly recommend their services!

Art is the best. He has been doing my taxes for the last 5 years. He returns my calls right away…read moreand has given me great guidance on how to prepare and account for my business. Look forward to many great years of working with Art.

I have known Art Atway for almost 30 years. He is professional, friendly and skilled when it comes…read moreto tax obligations and dealing with anything that involves the IRS. His analysis and ability to zero in on a resolution is exceptional. I would not go anywhere else. He is worth the fees to resolve any tax issue. He is the best of the best in Southwest Florida. I highly recommend Art for personal and business taxes. He will know exactly what to do. I am very grateful for his sound advice.

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.

Quick service and flexibility to meet clients needs on Real Estate Deed documentation updates…read more Thank you!

Joe Madden is an amazing lawyer with a heart of gold. This guy is a class act. He helped me with a…read morereal estate situation and was great.