Cape Coral Tax & Accounting Services

Meaghan Morgan

Jul 18, 2024on

I had a terrible experience with this business. I made an appointment weeks prior, and when I called and spoke to the receptionist about the free consult they advertise on their website, I told her I had questions about taxes related to starting my small business, and I explained exactly what my questions were. She said “Great - Bill can help you with all of that.” I arrived for my appointment and was asked to provide all of my personal information - including my DOB, social security number, daughter’s social security number, etc. I told the receptionist I wasn’t comfortable providing that level of detail since I was just there for a consult. She rolled her eyes at me and told me that was their process and I wouldn’t be seen without it. I added a little more information to the form and took it back up. I had a bad feeling the entire time. Bill came out and brought me to a room with a large table and sat behind plexiglass. I explained to him why I was there and the questions I had, and he began going over his fees with me. That was the only information he provided - how much his fees were. I love supporting small businesses, as I am small business owner too, but I feel that you need to be upfront with people. He told me they like to bring people in to discuss fees face to face. It was a complete waste of my time and I would not consider that a consult. It was a very bad experience, overall.

Layla A

Jun 14, 2024on

Excellent CPA firm. The staff are friendly and Bill is a very knowledgeable CPA. He took care of my IRS notices and filed my business and personal tax returns with no issues. I refer all of my friends to get there taxes filed there.

Margaret Thomas

Jun 7, 2024on

Bill is the most organized and efficient tax accountant we have ever worked with.

Michael

May 7, 2024on

I have been a client of Cape Coral Tax and Accounting for over a decade. Absolutely excellent service. Highly professional and extremely competent accountant.

TubesDNA

May 2, 2024on

This Accounting Firm have been working with me and my business for the past 15 years doing excellent job every year, I have recommended several clients to them and every one has thanked me for the recommendation CPA Bill is very efficient knowledgeable with the tax codes.

Arianna Garcia

Mar 19, 2024on

I have absolutely no idea why this place has almost 5 stars it's horrible and I absolutely do not recommend. I thought this was a good place to do my taxes but at the end, I did not go through with it because of the horrible service that I got. When I got there, Bill took us to a conference room did not introduce himself was very cold and rude. He just sat they're staring at us, waiting for us to commence the conversation instead of introducing himself and asking why we were there. The whole thing was too short. He just took our tax documents and said I will get to this on Monday. Monday and Tuesday passed and I got no phone Call absolutely zero communication from them So I had to call and find out what was going on. The receptionist answered and said she would get back to me and they never got back to me so then I had to call them again later on that day and ask what was going on. Come to find out, they had not submitted my Income tax. On top of that, we came to an agreement that he was going to charge us a certain amount, and when I called, the amount was higher. As well as he was going to take the fee out of the return, but then when I called, he said that we had to pay out-of-pocket. Ladies and gentlemen, don't waste your time here horrible customer service and communication overall. I regret coming here now I'm a week behind in my Taxes.

Anne-Marie Episcopo

Feb 20, 2024on

This is my 2nd year filing with Bill and his team and I cannot say enough good things about him. I know nothing when it comes to taxes but he does!!!! He has saved me thousands of dollars. I used to go to H&R Block and since coming to Cape Coral tax & accounting, I’ll never go anywhere else!!!! So very happy with their services and he’s reliable. I know that after I get them the information, it’s in good hands. I wish more businesses ran this way.

Daissy johnson

Nov 7, 2023on

Very professional. Center services

Karen Powell

Feb 17, 2023on

Bill was excellent and we will return next year. I have tons of questions by nature and our taxes were complicated this year with Ian destruction. He made us feel comfortable that I understood as much as possible (I’m terrible at understanding this stuff). I appreciate his kindness and help deeply. Highly recommend.

Lee Ramakrishna

Nov 7, 2022on

I have had my taxes prepared by Bill and his staff for 2 years now. I am completely uninformed when it comes to accounting. I appreciated the help they have given me. They are friendly, efficient , and genuinely nice people. I suggest everyone utilize their services. Thank you so much!!!

David Cooper

Nov 7, 2022on

Quite the experience. Had appointment to see if they would be a good fit to handle my personal and small business taxes. But My car ran out of gas just outside their parking lot. Owner came out to ask what was going on. Told him I ran out of gas, but just made it for my appointment. He said there was a gas station a mile up the road, turned around and went back in. I go in for the appointment, they wanted 4 pages of paperwork filled out. Got that done and sat in the reception area alone for 15 minutes. Then Bill said come on back. Sat down and he looks at me without any introduction or questions. Explained my tax situation. Still no questions or much else. I was very uncomfortable. I apologized again for my car running out of gas in their oarking lot. His response was similar to, it happens... I know this isnt the tax service for me.