CPA Tampa

Valerie Jobe

Aug 6, 2024on

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!

Gina Parrado

Feb 18, 2023on

Amazing CPA! He takes the time to really listen to your needs and answers questions in a manner that a non-CPA like myself can understand. Joel has been helping me during tax time for years and occasionally I have needed help with a few things when it wasn’t tax time. He has never failed to come through with a knowledgeable and timely response and details to back it up. This man seriously knows his stuff. I highly recommend him if you are looking for a CPA that works for you not only when you file your taxes but all year round.

Rich A

Dec 8, 2022on

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 !!

Marty V

Nov 7, 2022on

The worst tax preparation I have ever had. Very simple filing with the exception of a college scholarship issue with a Roth/college IRA. We had all the paper work in perfect order and very detailed. Probably one of his most organized clients ever. Took forever to complete and cost was ridiculous. He even had to sub it out since he did not know how to do the taxes for a dependent college student receiving a scholarship with a Roth IRA. Would never recommend his services. Forced to give one star to even post.

D B

Nov 7, 2022on

I have been working with Joel for over 10 years. Both personal and multiple businesses operating in multiple states. Very complicated situations. Joel has always gone the extra mile and caught issues I was not even aware of to be concerned. In the modern era, the tax code is too complicated for a business owner to try and figure it out and effectively operate their business. Joel is a breath of fresh air and very detail oriented to protecting me and my interests. His annual review process helps me to organize my records and activities in a tax efficient manner. Positive Responsiveness, Quality, Professionalism, Value

Dewey Wallace

Nov 7, 2022on

I had always done my own taxes until I met Mr. Berman in 2003. Before sending in my taxes, I asked him to review what I had done. He came back saving me over $900.00! Ever since then he he has done both my personal and business taxes. He is honest and reliable, and I feel like I am getting the better deal. Very happy. Positive Responsiveness, Quality, Professionalism, Value

Kenneth Albert

Nov 7, 2022on

I have used Joel for almost 10 years and both the service and quality of his work has been outstanding. I am a CFP professional and often refer clients to him, especially businesses owner clients. My clients love him too. Positive Responsiveness, Quality, Professionalism

mike meyer

Nov 7, 2022on

Joel is the best CPA Ive ever had. He helped resurrect years of mismanaged accounting work associated with my small business which I am extremely grateful for! He is very precise and by the book of law which I admire strongly. Thanks Joel for making my business endeavors more fluent and profitable! Positive Responsiveness, Quality, Professionalism, Value

Marie Eaddy

Nov 7, 2022on

I have worked with Joel Berman, CPA for 3 years. He is highly professional and very knowledgeable regarding tax issues. I am a professional business woman with an advanced degree in business, but I couldn’t have navigated my tax issues without him. He is always responsive and helped me through a very difficult situation. I am truly fortunate to have him as an advisor. Thank you Joel! Positive Responsiveness, Quality, Professionalism, Value

Ed Cucinelli

Nov 7, 2022on

Found Joel years ago to help with my personal taxes. Since then, he has helped me start a business and now handles all my business accounting and tax needs. Definitely recommend, efficienct and effective.

Julie Feldmann

Nov 7, 2022on

Joel, is very professional, timely and responsive. His services are exactly what we were looking for when we relocated to Florida.

jeff schenk

Nov 7, 2022on

I am a client of Joels and have used him for filing my personal taxes for the last 6 years. Joel always prepares my taxes in accurately and within my time table. He has helped my navigate through the taxes during the settling of my mothers estate as well a year when I had significant medical expenses.