Your trusted partner in financial success
Welcome to Gerard & Associates, CPAs, a team of dedicated and experienced professionals providing exceptional tax accounting services to clients in Sebring, Highlands County, Polk County, and other areas of Florida. For over 30 years, we have been committed to delivering personalized attention and expert guidance to help our clients achieve their financial goals.
Our Staff
At Gerard & Associates, we take pride in our team of experts, led by Priscilla Gerard, CPA, and Tisa Carper Stone, Bookkeeper. Our staff is dedicated to providing top-notch services, ensuring that every client receives the individual attention they deserve. Our team's collective expertise and diverse experience enable us to cater to the unique needs of our clients.
Our Services
At Gerard & Associates, we offer a comprehensive range of services, designed to meet the diverse needs of our clients. Some of the services we provide include:
Tax Preparation: We offer individual, business, and partnership tax preparation services to ensure our clients are in compliance with the tax laws and regulations.
Accounting and Bookkeeping: Our experienced team provides accurate and timely bookkeeping and accounting services to help businesses and individuals manage their financial operations effectively.
New Business Startup: We assist entrepreneurs in setting up their new businesses, providing guidance on tax planning, financial planning, and accounting.
Payroll Services: Our specialists handle payroll processing, ensuring accuracy and timeliness in payroll disbursements to employees.
Consulting Services: Our team offers expert consulting services to help clients with complex financial issues, including tax planning, financial planning, and accounting.
Estate and Trust Services: We provide services for estates and trusts, ensuring proper tax compliance and maintaining confidentiality.
Get in Touch
For more information about our personal and business services, or to set up an appointment, please contact us today. We look forward to serving you.
Client Experience
Rebecca's firm has received mixed reviews from clients regarding their experience with the tax preparation services.
Positive Experiences
Some clients have reported having a great experience with Rebecca, citing her attention to detail and ability to identify mistakes made by other firms. They have also appreciated her ability to find legal write-offs, resulting in significant refunds.
Negative Experiences
On the other hand, some clients have reported negative experiences, including lost paperwork, poor communication, and mistakes in tax preparation that resulted in significant penalties and interest.
Professionalism and Reliability
Some clients have questioned Rebecca's firm's reliability and professionalism, citing instances of lost paperwork and unfulfilled promises.
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