Accounting Tax & Financial Services, Inc.
- Open ⋅ Closes 5 pm
- 9 am–5 pm
- Closed on Saturday, Sunday
Services
- Tax preparation service
- Bookkeeping service
- Business management consultant
- Tax consultant
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
Business Hours
- Monday
- 9 am–5 pm
- Tuesday
- 9 am–5 pm
- Wednesday
- 9 am–5 pm
- Thursday
- 9 am–5 pm
- Friday
- 9 am–5 pm
- Saturday
- Closed
- Sunday
- Closed
Frequently Asked Questions
Find Us on Google Maps
510 Marcum Rd, Lakeland, FL 33809, United States
Customer Reviews

Reviews

Charlie and his crew are always kind,caring,and honest my husband and I love them I’ve been going threw them for my taxes for 26 years since I was 17 years old and never have had a bad experience or any problems if you want your taxes done right I highly recommend them!!! Thank y’all for your services and keep up the good work 💛 Sincerely Crystal Kilgore and Timothy Kilgore

Charlie and his crew are the best!

Charlie and Daniel as well as there stuffare are amazing at what they do, They're very helpful and very informative, it's much appreciated thank you for your great service!



Great staff and value. Hats off to Charlie for running a great organization. Positive Responsiveness, Quality, Professionalism, Value

Charlie has done our taxes for quite a few years now. I don't trust anyone else. He goes the extra mile to make sure everything is accounted for and done correctly.

I would not recommend this company.

I used Tax and Financial Services for a basic tax return (e.g. I have a dependent, filing jointly, I have a mortgage) because they are very well reviewed, and I was hoping for a refund higher than what I could achieve through a program like TurboTax. They charged approximately three times what TurboTax would have (which is to be expected, and I'm not upset about that), and I received almost exactly the refund that TurboTax estimated (again, not upset with them for this; that is entirely out of their control). So, even on a basic financial level, I cannot recommend them. With that said, I strongly discourage anyone from using their services for the following reasons: 1. It took literally two months for them to process my tax return. I checked in every week and responded promptly anytime they asked for anything, yet it still took this amount of time. 2. They lack fundamental communication skills. I repeatedly asked via email for a status update, and twice was told to "check in next week" with no information provided as to why this week was not a good week to check in. Furthermore, the second time I received that response was the following week when I was told by them to check in. 2.A. The email etiquette was so poor that I genuinely was concerned that I had contacted the wrong people and had provided strangers my personally identifying information. A call confirmed that they had the info, so all's well that ends well, but a salutation, a signature, or even basic, not text-like, grammar would have been comforting. 2.B. On two separate occasions I called to check on the status of my tax return (a part from my emails; side note: if you think I was being overbearing, remember all of this occurred over the two full months it took them to process my tax return). On both occasions, I was updated then that there was absolutely something needed on my end to continue the process. This was baffling since I had received neither an email nor phone call either time. In short, it was abundantly clear that my file had been left on the back burner at all times, and there was no attempt to contact me at any point even when something was needed from me. I essentially filed my own tax return through a lazy middle man who charged me 180 dollars for a stress fueled two months that could have been resolved in a span of two hours for a third of the price (literally a third) through TurboTax.

Iris was friendly and had us taken care of in a half hour. She was also able to answer questions adequately that my wife and I had. Would definitely recommend.

Three generations of my family have been coming here to get our taxes done. I'm the third generation and I highly recommend these guys. They're very nice and efficient and my taxes come back super quick too!

Knowledgeable, accessible and honest. Charlie has always been helpful and accurate. Excellent customer service.
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