I'm a high net worth individual in charge of an estate/trust with inherited retirement accounts as…read morewell as inherited properties I plan to put in a LLC to rent out for cash flow as a small business entrepreneur. Their website claimed to help with everything I needed help with so I filled out the "free consultation," in hopes of getting a CPA to help me plan for my increasingly complex tax situation. I received the email that I would first need to send in or drop off a current tax return and investment statements. Simple enough I thought until I showed up at the office with the requested documents on March 7th in the afternoon. The unprofessional service I received was just hurtful. The woman in the office who I believe to be Krista Lynn told me without looking at the documents and without knowing my situation told me "We're not a good fit for you." I've been around for a long time when someone says that to you even though you fit the requirements for service but they still turn you away it's usually for one discriminating reason. I hate to think that in 2025 people are still racially motivated to do and say hurtful things or stand in the way of a person's attempt for success but I know all to well what this feels like and there is no mistaking it. She didn't even attempt to give me a legitimate reason why she denied me a free consultation. She did however try to tell me that their services for clients range from $300 to $3000 a month stereotyping me as a black person that couldn't afford it hoping the big numbers would scare me off. She also tried to move the goal post going from just needing a tax return and investment statements to now needing the trust documents as well as the deeds to the properties. Which aren't difficult to get but she didn't meantion that until that moment and it just felt like more excuses to deny me service and get me to leave. The worst part is having to explain what just happened and why to my son who was with me to witness this disgraceful event. So yes one star for discrimination wish I could give less. It took me a few days to respond to this situation as I figure out what steps to take next and I hesitated to post this at all but it must be known. All it takes for evil to succeed is for good people to do nothing.

I've been trusting this company with my taxes for over two decades. Truly wonderful service and…read moreexpertise, including for out-of-state customers like me. (After I relocated from Gainesville I retained their services and boy am I ever glad I did.) They take online security seriously, too, which has never been more important. I hear folks don't like tax time. Then I can only assume you have the wrong accountant because Marc and his team make it a breeze!

Horrible. Fails to properly handle your tax needs, you need to chase them, remind them of what they…read moreneed to do, and then, the services provided have them failing to do such minimally expected needs as "pay this much to the IRS." Literally anyone else is better.

I was told time and again that due to a large capital gains this year, I should…read moreexpect to pay the IRS thousands of dollars. My daughter recommended Tom Porter, and what a blessing. I actually owed well under one thousand dollars. I will be forever grateful for all the work he put into my taxes. The research he did and the pages and pages of paperwork he did for me. Thank you Tom and associates, a thousand times over! Anne

I would advise trying elsewhere. After i moved to this area,…read moreI went to this CPA for my business return and she acted like she knew everything. Bashing my previous accountant and offering no new advice. Turns out, my return was rejected by the IRS and I had to do an amendment. So many other firms in town, I would not use this one again!

From the owner: Carolyn Goddard, Certified Public Accountant is a full-service accounting firm located in…read moreGainesville, Florida. We can provide you with assistance in all your tax, financial, and business affairs & assistance that will improve your total financial well-being. You'll find that we can take much of the worry and stress out of your financial life. We are ready to assist you in: keeping your taxes as low as the law allows. building your personal wealth through sound tax and financial services. designing recordkeeping and accounting systems that help your business function efficiently and profitably. helping you solve your business problems. planning for a comfortable retirement. preserving your estate for your intended heirs. We want you to get the best financial and tax help possible. Explore our website to discover the many ways we can serve you. Then if you would like to get together to discuss your tax and accounting needs, contact us via e-mail or by phone

Very very knowledgeable of QuickBooks, their team setup our QuickBooks and filed our taxes. Their…read moretax team has a lot of knowledge and experience.

From the owner: We specialize in QuickBooks to revitalize business-financials so our client’s businesses can…read moreexperience healthy growth and thriving futures. We have 50 years of experience in tax preparation & certified public bookkeepers that understand QuickBooks in and out.

They do everything financial and have CPA's on staff. They specialize in consulting with medical…read morebusinesses, business advisors, retirement planning, and taxes. Neil Rosin is who takes care of us, but they have a LOT OF TOP QUALITY folks on staff. What's more is they are very reasonable and have been around for 20+ years. They were formally Physicians Advisory Group. I'm looking forward to them setting up my LLC!

In my opinion, unprofessional bordering on unethical. This firm left me high and dry. They had…read moredifficulty forming a corporation in my state of residence due to lack of knowledge, costing me extra money in expedited fees and almost ruining a clinic purchase. They later filed an extension for taxes for me this year and then abandoned me to complete taxes on my own after the fact. All this after paying a monthly fee for 6 months which they refused to return even in part. A lot of promises, little in the way of service and results. Please be very cautious in dealing with this company.

Ghosted. I met with Will and his associate to get my books in order. My former CPA went MIA for…read moreall of her clients, leaving us scrambling to pick up the pieces. Will was a treasure... he said they could clean it all up and get us in order. He gave me homework, which I completed in a few weeks or so. I got back to them... crickets. Nothing. I let it go. A few months later, I found out in these exact words, "Will isn't interested in doing any work with you". Ouch. Everything was kind and professional, and to be ghosted like that. There was no reason for it. Well... This review is now a good reason.

We used this firm in 2013 when my Mom passed to do three 1041 trust returns. They came highly…read morerecommended. The three returns, keep in mind, were nearly identical, especially the two for my brother and I. We were assigned a lady they said would do a great job. What that really meant was she'd be great for McDavid's bottom line, not ours! We did most of the data gathering for her ahead of time,so we had pre-prepared a lot of the summary calcs in Excel worksheets, and had 1099-Bs for the rest. Plug n play return preparation. McDavid charged $250/hour back then. The estimated amount fot each return was $500 each, but additional hours would be billed at $250 hr. This rep we got went over, and over and over every factoid, apparently redoing every calculated value we provided ( none of which were wrong). She'd call and ask about line items we'd already worked out and turned in. So, she apparently didn't trust college-educated engineers to use Excel unless she recalculated every single datapoint herself. At $250 per hour. That's my guess on how the bill became as big as Mt. Everest. We had gotten the info turned in early March and expected to file by April 15. Nope! Instead, our rep said she'd have to file three extensions for all three returns. Then took her sweet time getting them done. The final cost was $1500 per 1041 (similar in effort to a 1040 return) x 3 returns, no multiple return discount. No explanation for the overrun on costs we expected either. We were shocked to learn our returns were finally ready and the bill was $4,500, three times what we were led to expect they'd cost. No one even communicated why to us. Our returns were handed through the sliding glass window, and the lady who prepped them didn't come out to say "Hi" or anything. I was livid. If you're in the upper 2% and you don't care what your tax preparer charges, then these folks are probably great for you. As for my family, we've always watched how our money is spent. We felt like we got shafted by this company, and we'll never use them again, nor can we recommend them. Three almost identical returns are not an excuse to run out the meter like a cabbie in NYC taking advantage of out of towners. If you use this company, you'd better insist on a very detailed estimate. Not an approximate one along with an hourly rate, and then trust they wont overcharge you. The bright side is we learned how to do our own 1041s thanks to McDavid! Filers beware.

Basant was very personable. He helped with my wife and I's tax returns, especially as she owns her…read moreown business. He even helped with past Tax Returns and is very knowledgeable and experienced when it comes to communicating with the IRS. Basant's fees are very reasonable for the fantastic service we received.

Basant K Agarwal is terrible. I am Mark Allen Smith, I was disappointed with the unprofessionalism…read moreand lack of understanding from this CPA. The communication felt rushed, and my concerns weren't addressed adequately.

I hired this accountant to do my business taxes. Communications during the entire process were very…read morepoor, with me regularly having to call the business 2-3 times each time I had a question or an issue before the accountant would respond. As tax time got closer and the return was not yet ready, I began to get anxious and asked the accountant what the delay was; the answer was repeatedly "I am working on it right now; I should be able to submit the taxes later today," only to find out that the return still hadn't been transmitted days later. This led directly to the taxes being transmitted late on the date they were due, and because of this, the IRS sent a late submission penalty notice which I had to spend two hours on the phone clearing up. It doesn't surprise me at all that there are only negative reviews here. I recommend avoiding.

I've used JJ Luckey since 2015 and found they always help me pay the least amount of taxes…read morepossible. When I go to the office John and Donna are very friendly and are always willing to take the time to discusses my business accounts and help explain anything I have questions about. I will say they are bad about returning calls but I just call back or go direct to the office so its not too much of deal for me.

Be sure to understand when you engage their services that these are not actually CPAs they are…read morebookkeepers/accountants. Did business with them for eight years but did not realize that they were Overlooking basic deductions like depreciation on a rental home not including LLC income on my personal return etc. With the realization that my payroll was not being added to my income on my personal return one of their bookkeepers who I believe has had a personal bankruptcy of her own Got very smart and argumentative. My experience is that when they fall down on the job they try to blame it on the client there is no personal responsibility! this is my opinion and experience based on eight years of working with federal accountants...

From the owner: Gainesville's Most Reliable Business & Personal Tax Experts…read more Joe Black purchased Federal Accountants & Tax Consultants in 1973. Over the years, he built up the business and in 1989 his son Edward was brought in to help while also attending the University of Florida. In 1990 Federal Accountants & Tax Consultants became one of the first Gainesville accounting firms to start using electronic tax return filing (E-File). In 1996, Edward graduated from UF's Fisher school of Accounting with a Bachelor of Science degree in Accounting. In 2002 he received his Enrolled Agents License. These days, the firm has two licensed accountants and a full bookkeeping staff handling more than 1,100 personal and 300 business accounts. Mission Statement Our goal is to work with you to understand what is important to you and to know how to work with tax and accounting laws to get you to where you want to be with your family, your business and your financial security. We know the only way to help you is to listen you and to let you guide the process. Money decisions can be among the most stressful and complicated decisions that families make together and we know how to help get you where you want to be.

I HIGHLY recommend Ms. Potts. I have referred people her way for years. I met Reagan about 15…read moreyears ago. She inspired me then and still does. She's an excellent financial advisor, trusted and will not disappoint. Although, I have not visited her office in years, I trust Reagan because she continues to shine and give great advice to those she serve.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.