I visited this Certified Public Accountant (CPA) firm located in Building 1001, Riverside Dr Drive, Suite I, Palmetto City. The business is easily accessible as it has a wheelchair-accessible parking lot and entrance. The working hours seem to be quite convenient, with Monday to Friday operations from 9 am to 4:30 pm.
The firm provides a range of tax preparation services, including U.S. federal and state returns for individuals, businesses, and trusts. They take a proactive approach in tax planning to minimize the tax burden for individuals and business entities. Their cloud-based software with a client access and secure document upload portal, and e-signatures enable them to work with clients remotely, regardless of their location.
Unfortunately, online reviews and personal experience suggest that the quality of service could be improved.
Overall, I was satisfied with my experience. The firm's innovative approach to tax planning and preparation is definitely a plus. However, I did encounter some issues with communication, which might be an area for improvement.
It's worth noting that the firm has received excellent ratings, with a 5-star rating from third-party reviews. Clients have praised the professionalism and knowledge of the staff, including James, a CPA who was described as "very knowledgeable and professional".
A minor issue I had was with the length of time it took to resolve some of my queries, but this did not detract from the overall quality of service.