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December 2023 by S2 Insite
I was looking for a small business accountant and came across CPA Tampa and Joel Berman. They did a great job with my taxes. I was very happy with their communication and attention to detail. I will continue to utilize them.
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February 2023 by Gina Parrado
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.
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December 2022 by 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 !!
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July 2022 by Marty V
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.
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July 2022 by Brian Mcmullan
Joel and his staff provided my family excellent service and handled a tricky trust return with confidence. I would highly recommend Joel for any CPA and tax needs!
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July 2022 by Tamara Randolph
Joel was very professional and efficient. I wish I had been referred to him before! Used his service last year and am definitely using his service again!
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July 2022 by Julie Feldmann
Joel, is very professional, timely and responsive. His services are exactly what we were looking for when we relocated to Florida.
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July 2022 by Al Shahriari
Joel is my CPA over 10 years he's hallways there when you need him I like to have him for next 10 years.
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July 2022 by mike meyer
Joel is the best CPA I've 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!
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July 2022 by carlos urtiaga
I met Joel working as a CFO for a $10M business more than 20 years ago. He handled several "busy" businesses along with the owner's tax returns, and resolved IRS issues.He was very knowledgeable back then. Today, I am with a EA partner in an accounting firm with more than 500 clients. As a CPA myself with over 30 years experience. On a rare occasion when I encounter a complex, foreign return or rare subject, I reach out to Joel as he is extremely knowledgeable, thorough, and authentic in a profession that changes constantly, especially during COVID/post COVID at warp speed. He is a valuable resource!!!
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July 2022 by Jeremy Sawicki
Joel is a consummate professional. I have been using him for over 10 years and have never been disappointed. If you call him, he calls you back. If you ask a question, he answers. It really is gold-standard service. I have used him for personal income taxes, business taxes, S corporation filing, Payroll taxes, and just general bookkeeping and accounting advice. Also, If you get a scary letter from the IRS or from the state, he will know how to handle it!
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July 2022 by jeff schenk
I am a client of Joel's 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 mother's estate as well a year when I had significant medical expenses.
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July 2022 by Julie McGinley
We began with Joel 6 years ago when we lived in Florida. He is very knowledgeable. personable and explains in detail the tax process. We felt so comfortable with him that we have continued to use his services after we moved out of state. We highly recommend his services!
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July 2022 by Marie Eaddy
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!
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July 2022 by Dewey Wallace
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.
