After years of being with my accountant, she had retired and I had to find a new accountant…read more Recommendations from friends resulted in outrageously expensive accountants. I noticed David Daniel's sign on a nearby office building and contacted him. I'm so glad I did! He has been courteous, professional, knowledgeable and extremely thorough. All this for reasonable prices. If you need a personal or professional accountant, I highly recommend David Daniel.

David Daniel is well rated at five stars and more if they had them! He rescued me from the IRS…read morewhich resulted in a return to me of over 18K! And they thought I owed them over 100K but David's due diligence and stick-to-itiveness ended in fantastic results. David was the consummate professional with the patience to deal with my situation and speak with the IRS on my behalf. I agree with Malika B when she stated that his prices are very reasonable. You would be crazy to go anywhere else for accounting services. I know I won't.

Great in-person experience with Thomas B at the Lecanto branch! I set up a new FCU account online…read moreand was confused about some account activity as I tried to connect that account to an account at another institution. Thomas listened carefully to my situation and resolved my issue quickly. This experience ranks right up there with the best in-person service I've received anywhere (in 50+ years) from a banking institution. Customer-to-customer tip: if you can, go to a branch when you have an issue. I called several times without reaching anyone and also had no response to my online contact form submission. In person, I was seen within 5 minutes of registering and had a resolution in less than 15 minutes. Honestly, I went in intending to close my account, but working with Thomas changed my mind.

Very pleasant experience with Mary. She was knowledgeable, friendly, and very pleasant raised all…read moremy negative feelings after visiting a different location. Highly recommend this location.

Great experience working with Kyle Kay at Sterling Wealth Management. Honest, responsive, and very…read morehelpful with retirement planning and financial advice.

From the owner: What makes Sterling Wealth Management unique is our commitment to education, transparency, and…read morelong-term relationships. We take the time to understand your goals, concerns, retirement income needs, tax situation, Medicare decisions, Social Security strategies, and legacy objectives before building a customized financial roadmap. Every recommendation is designed with your best interest first. Led by Kyle A. Kay, CFP®, AIF®, our firm combines retirement planning, investment management, tax-efficient strategies, IRA & 401(k) rollover guidance, Roth conversion planning, Medicare planning, and wealth management under one roof. We help clients navigate market volatility while staying focused on long-term financial independence and retirement confidence. Whether you’re approaching retirement, already retired, or looking for a second opinion on your current financial strategy, Sterling Wealth Management offers a fiduciary-centered experience focused on clarity, trust, and personalized planning. Serving Ocala, The Villages, Gainesville, and Central Florida. #SterlingWealthManagementOcalaFL #FinancialAdvisorOcala #CFPProfessional #FiduciaryAdvisorOcala #RetirementPlanningOcala #WealthManagementOcala #RetirementIncome #FinancialPlannerFlorida #InvestmentManagement #MedicarePlanningOcala #RothIRAOcala #401kRolloverOcala #OcalaFL #KyleKayCFP #retirementplanningOcala ##retirewithsterling #SWMFL

Invested a substantial amount in 2 accounts. One was invested in slow growth and one moderate…read more After 4 years and $9,000 in fees, I finally withdrew my investment and came away with a negative balance. It's sad because I had so much hope for some positive returns. My investment peaked for one quarter out of 20. It never recovered and that's when I got lucky and withdrew my money in November 2024 when I was breaking even.

I am new to Florida and have been finding it sometimes difficult to find the right fit for all your…read moreneeds; i.e., the best physician, the best restaurants, the nice dentist. So, that's why I read a lot of reviews, and a majority of the times believe in most of them. So, for those looking for a great accountant that is very helpful and knowledgeable about tax business and many other areas of financial interests, Ocala Tax Center is your place. I am so glad I made the right choice. Thumbs up!!!

We recently went to have a document notarized and they were very helpful and nice. Also, since my…read moremom is new to the area and her CPA recently retired we plan to return to file her taxes.