Expert Accounting & Financial Consulting You Can Trust
CPA Tampa, located in Largo, FL, provides premier accounting and financial consulting services. With a perfect five-star rating, Joel Berman and his team are known for their attentive, knowledgeable, and personalized service. Whether navigating complex tax issues, retirement planning, or corporate bookkeeping, clients praise Joel’s thoroughness and expertise. His proactive approach and dedication to client education ensure that individuals and businesses are well-informed and positioned for financial success.
801 W Bay Dr Suite 435, Largo, FL 33770, USA
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Comprehensive tax services including personal, corporate, and complex tax issue resolution with strategic planning to minimize liabilities.
Expert analysis of 401K withdrawals, real estate scenarios, and retirement strategies with detailed tax impact projections.
Full-service corporate bookkeeping, financial statement preparation, and error resolution to ensure accurate business finances.
Specialized guidance on tax and financial matters related to declining health, estate planning, and elder care coordination.
Tailored accounting and tax advice for independent contractors to optimize deductions and ensure compliance.
Professional representation and support for IRS matters, ensuring peace of mind and proper handling of audits.
Overall rating
Chelsea Busa
Joel was extremely helpful when I needed a consultation recently to discuss some important tax issues related to my dad's declining health. He even suggested some additional topics to bring up with our elder care attorney as he's handled similar matters in the past. It's clear he is both knowledgeable and passionate about finances and taxes, and he was just the right fit for my needs. Thanks, Joel!
Valerie Jobe
Joel was exceedingly helpful with my tax issues. He gave helpful, truthful advice and helped me to understand more about my work as a 1099 contractor and potential ways to save on taxes that I hadn't been aware of previously. He is very knowledgeable and I'm thankful for him. I highly recommend him!
Rich A
I recently had some questions regarding 401K withdrawals, and real estate concerns as I plan for retirement. I needed some sophisticated analysis done to determine potential tax impacts of various pay off scenarios. This type of analysis was definitely beyond my accounting skills. It was also a bit much for my normal tax professional. I found Joel Berman while searching online. Joel was able to gather all the data needed, then presented several well-conceived options allowing me to select the plan that made the most sense to me. I greatly appreciate his expertise and ability to deliver on some very complex financial concepts. I would recommend, and definitely plan, to use his services again to review and monitor my progress. I would highly recommend him for any business related tax issues, or out of the ordinary consumer tax projections. Thanks Again Joel !!
Susie Q.
Joel is an excellent example of a professional accountant. He is detail oriented, knowledgeable, and simply 'with it' when it comes to taxes and the law. I would recommend Joel to anyone needing someone to simply do it right. Thank you Joel for all your hard work in keeping our finances straight! He is one of the most competent human beings I know. In a world of mediocrity Joel stands out. Knowing Joel, I have no fear of the IRS, as his integrity is above question.
Missy V
We started working with Joel over ten years ago when our previous CPA left and we uncovered a serious error in our corporate books. It took Joel weeks to resolve and get our accounting in order, but he taught me a lot in the process. From then on, we have relied on Joel for his expertise and advice, both with corporate and personal matters. He is always thorough in answering questions, and always makes himself available to us. As pleasant as he is competent, we would never consider working with anyone but Joel.
