Providing personalized financial guidance for over 20 years
Eric H. Berkowitz, P.A. is a trusted partner for individuals and businesses throughout Florida seeking informed and personalized guidance on their financial and tax needs. Founded over 20 years ago, our firm has built a reputation for excellence through unwavering dedication to client service, meticulous attention to detail, and a proactive approach to achieving financial success.
Our Mission
Our mission is to empower clients to achieve financial stability and pursue their financial goals through:
- Open communication: We take the time to understand your unique needs and aspirations through in-depth analysis, research, and active listening.
- Customization: We tailor our strategies to your specific circumstances, taking into account your individual circumstances, financial goals, and risk tolerance.
- Proactive guidance: We stay updated on the latest financial regulations and market trends to proactively advise you on the best strategies for maximizing your financial potential.
Experienced Professionals
Our team comprises seasoned tax professionals with deep expertise in accounting, tax management, and financial planning. We combine this expertise with a collaborative approach to ensure every client receives personalized attention and comprehensive solutions.
Comprehensive Services
Eric H. Berkowitz, P.A. offers a wide range of services to cater to your diverse financial needs, including:
- Tax planning and compliance: Comprehensive tax return preparation, filing, and strategic planning to minimize your tax burden.
- Accounting and bookkeeping: Efficient accounting services to streamline your financial operations and gain clear financial insights.
- Business consulting: Expertise in startup planning, financial projections, and operational efficiency measures.
- Retirement planning: Guidance on maximizing your retirement savings and achieving your financial goals.
- Estate planning: Assistance with creating a comprehensive estate plan tailored to your needs.
Our Commitment to You
We believe in building lasting relationships with our clients based on trust, transparency, and open communication. We are committed to exceeding expectations and providing exceptional client service every step of the way.
Poor Customer Service Experience
Disappointment with Terri Sullivan
The reviewer had a terrible experience with Terri Sullivan, citing a significant mistake on their W2 form, which resulted in thousands of dollars in losses. When asked to correct the error, Terri was unresponsive for over a day, failed to apologize or take responsibility, and displayed unprofessional behavior.
Lack of Apology and Unprofessionalism
The reviewer felt disrespected by Terri's communication style, characterized by incomplete sentences, which came across as lazy and insulting. Eventually, the reviewer received a corrected W2, but the poor customer service experience left a sour taste.
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