CPA Tampa

Joel was extremely helpful when I needed a consultation recently to discuss some important tax issues related to my dad's declining health. He even suggested some additional topics to bring up with our elder care attorney as he's handled similar matters in the past. It's clear he is both knowledgeable and passionate about finances and taxes, and he was just the right fit for my needs. Thanks, Joel!

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!

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 !!

We started working with Joel over ten years ago when our previous CPA left and we uncovered a serious error in our corporate books. It took Joel weeks to resolve and get our accounting in order, but he taught me a lot in the process. From then on, we have relied on Joel for his expertise and advice, both with corporate and personal matters. He is always thorough in answering questions, and always makes himself available to us. As pleasant as he is competent, we would never consider working with anyone but Joel.

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.