Serving All of Western Tampa Bay
News and Testimonials
Joel E. Berman, CPA, PA
Earns Esteemed
2013 Angie’s List Super Service Award
Award reflects company’s consistently high level of customer service
Joel E. Berman, CPA, PA has earned the service industry’s coveted Angie’s List Super Service Award, reflecting an exemplary year of service provided to members of the consumer review service in 2013.
“Only about 5 percent of the companies Joel E. Berman, CPA, PA competes with in Tampa Bay, Florida are able to earn our Super Service Award,” said Angie’s List Founder Angie Hicks. “It’s a mark of consistently great customer service.”
Angie’s List Super Service Award 2013 winners have met strict eligibility requirements, which include an “A” rating in overall grade, recent grade, and review period grade; the company must be in good standing with Angie’s List, have a fully complete profile, pass a background check and abide by Angie’s List operational guidelines.
Service company ratings are updated daily on Angie’s List. Companies are graded on an A through F scale in areas ranging from price to professionalism to punctuality. Members can find the 2013 Super Service Award logo next to company names in search results on AngiesList.com.
~ We would like to thank our clients for your trust in our services and your loyalty. We appreciate each and every one of you. We look forward to serving you, in excellence, for years to come! – Joel E. Berman, CPA, PA
Testimonials
Dear Joel E. Berman CPA, PA
The purpose of this letter is to formally and publicly commend Joel Berman CPA for the excellent service he has provided to me for many years. In my opinion, the level of service that Joel Berman CPA extended was far beyond my expectations.
I was so impressed by the support and service provided by Joel Berman CPA that I felt compelled to go on record with my praise. Joel Berman CPA truly deserve it. In an era where exceptional one-to-one customer service excellence has virtually disappeared , the work that Joel Berman CPA did should be held up as an example for others to try to emulate.
What particularly impressed me about the level of service provided by Joel Berman CPA listen to my needs and no problem is to big or to small for to him to give a well informed or a well research answer to and his commitment to excellence in customer service and support that motivated him to always go the extra mile.
In closing, I believe that Joel Berman CPA truly deserve to be congratulated for providing customer service and support well beyond the expectations
Very sincerely,
Larry Martinez RPh
We moved to Florida 14 years ago and had a good CPA up north, but have struggled to find someone here who was sharp in all the areas we needed for our business. Glad we found Joel! He uses a team approach and I do feel this is critical in today’s complex business environment.We greatly appreciated his professional and thoughtful approach. He saved us money and corrected several mistakes from our previous CPA. Bottom line: He is sharp and easy to work with.
Kenneth Albert
Joel~
It has been such a pleasure to entrust my small business accounting and tax preparation needs to you over the past year. When we first met and you took the time to explain to me my options for setting up my business, your patience and understanding in answering my questions was very much appreciated. And over the course of 2014, I have been able to call you regarding questions that have come up and totally baffled me as to what I needed to do.
I have always considered myself savvy in understanding accounting-bookkeeping-small business taxes after taking advanced classes in these areas, however, there is much to know and with so many changes every year, it has become very obvious that your professional services are not only needed but also a God send. It has meant a lot to have someone like you that I can depend on for honest answers and patience in answering my many questions!
I fully and seriously recommend anyone who is considering startup of a small business to utilize the professional services of an experienced CPA – not just anyone – someone they can trust! All my referrals will be for friends and colleagues to contact YOU!
Thank you so very much.
Maggie Mac
I am a local Business owner here in the Bay area. There are many things that go into running a business especially a startup. However over the past couple years one thing I have zero stress with is my taxes. This is because of a very professional CPA who services the tax needs of the area. This gentleman has high expertise in tax returns and quite knowledgeable in accounting in general. I’m speaking of Mr. Joel Berman. I have used Joel’s for a couple years now and due to his greater knowledge of the tax profession my refunds have be more than twice what was quoted me both years by H&R block. Like expertise was not enough, Joel is very prompt and professional in taking calls and answering client questions even on the weekend. Lastly yet just as important professionalism of data security is very high, in fact once I called him from a blocked number and Joel had me answer several questions to insure I was the one calling, and refused tips for his work. I highly recommend Joel Berman to any and everyone, business or personal, if you aren’t using his expertise you are definitely leaving money on the table. Good day to you.
D. J.
Mr. Berman had handled my family’s personal and business taxes since 2007: He is astute professional, timely and accurate in his preparations, explains tax codes well, and is timely as well as personable. As a previous owner/operator of several small businesses, I believe these qualities and Mr. Berman’s strong personal character makes it easy for me to recommend him to anyone wanting good, accurate and professional tax services.
David A. Fleeman
I wanted to thank you again for taking my call the other day. I was able to contact my (previous) accountant in Chicago and we are working to provide a response to the IRS.
You have provided invaluable advice to me. I am facing some crossroads in my life and have put several options on the table. Your input about 401K and suggesting some plans together for the future as I move into a new career with a disability is greatly appreciated.
My sister was very happy with the outcome of her taxes this year as I was. We look forward to working with you again next year.
Madalyn Meyer
Joel has been my accountant for nearly 7 years. I found Joel when my husband and I started a construction business during the height of Florida’s construction boom. Up to this point in time I had always done our own taxes.
I remember interviewing Joel and asking him A LOT of questions. As I did my own taxes previously, I had some knowledge of the tax laws and kept sort of current. But doing business taxes was a burden I did not want. Joel answered all my questions in terms I could understand. This was important to me as I wanted to understand what was going on. I felt he would give me personal attention as I didn’t want to be a small fish in a big accountant’s pond. I hired Joel and have been very happy with my decisions ever since.
Our construction business floundered when Florida’s industry went into the GREAT recession. Joel gave us the real breakdown of knowing when it is a wise choice to close a business. In addition he educated us on turning that bad situation into a loss that was reflected on our personal taxes through the use of the s-corp closing. This was something I had no knowledge of until Joel explained the details to me. This saved us thousands of dollars in taxes.
In addition Joel has help guide us through tax scenarios as we decided to move our IRAs into Roth IRAs and self-directed Roth IRAs. He does more than advise, he gives us the knowledge to make personal, somewhat intelligent decisions on our unique set of circumstances.
I highly recommend Joel for your business and personal accounting needs.
Maria Harmon
I had some complex tax situations and had been using Turbo Tax for personal and multiple businesses. I had always thought that I was on top of all tax related strategies to my personal taxes and businesses. Over time it was getting overwhelming to make sure that I was up to speed on all the new regulations. I switched over to Joel and ended up saving a large amount of taxes as I was unaware of certain structures and portions of the tax code. The savings he has found has more than paid for the cost. The time I have saved has been both a relief knowing the taxes are done properly and very valuable since I can now spend that time on growing the businesses not researching the tax code.
Dan B. (references available upon request)
Fort Lauderdale FL.
To Whom It May Concern:
As a business owner I realize the importance of cash flow and accurate accounting. Joel Berman has been one of my most valuable assets in assisting me with my personal and business decisions. For several years now he has always delivered what he has promised in a timely manner.
Joel has provided me with assistance from simple bookkeeping to complicated tax preparation for Debt Management Center, Inc., NuPay, Inc., UltraCard, Inc., UltraSource, Inc., UltraMedia, Inc., and C U Products, Inc. / The Italian Way. These companies are as unique as their names…from call centers to wholesale insurance to restaurant franchising. Most importantly, I trust Joel with my checkbook. Joel has overseen the payments of millions of dollars and has never missed a thing.
If you are looking for an honest, trustworthy and dedicated person to assist you with any of your accounting needs; I highly recommend that you use Joel Berman.
Sincerely,
Chris Tucciarone
Christopher Tucciarone
The Italian Way
Tampa, Florida
(813) 476-1100
Joel,
I just wanted to take the time to draft you a letter thanking you for helping with all my accounting and tax needs. Not only for Swordbroker, but also my old corporation Dewlux Inc. and all my personal income tax as well for several years now.
Your service is fast, impeccable and accurate and never once have I found your advice to be anything but excellent. I look upon you as a valuable resource and will continue to do so far into the future.
Please feel free to use me as a reference and do not hesitate to contact me should you ever need anything.
Thank you,
Dewey Wallace
Dewey Wallace
Swordbrokder.Com Inc.
Clearwater, Florida
(727) 224-4444
To Whom It May Concern:
Since Dolphin Ultrasound’s start in 2000, we have used Joel Berman, CPA.
Joel’s professionalism and attention to detail are greatly valued here at Dolphin Ultrasound. He has made himself accessible at any time and his suggestions have made a difference in my business.
Joel is a pleasure to work with and I am confident that we will continue to use his services.
Sandra Shaffer RDMS, RDCS, RVT
President
Sandra Shaffer
Dolphin Ultrasound, LLC
Largo, Florida
(727) 804-7057
Are you in need of expert tax advice? Are you looking for a seasoned CPA for your accounting needs?
Then call 727-587-0376 or email us at jebtops@tampabay.rr.com to schedule a consultation today!
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