How this shortlist was selected
This collection includes 5 alphabetical examples from 5 directory records assigned to Winter Park, Florida. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
This Winter Park, Florida shortlist draws on 5 distinct firm listings with that city and state in their source records. Explain whether the business operates from one location or follows customers and projects across state lines. Compare how each team organizes payroll records, equipment purchases, property activity, and owner compensation discussions. Ask whether meetings are local or remote and which professional will be responsible for your entities and states. A nearby address alone does not establish the advisory work you need.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Brolma Advisory
Listed location: Winter Park, FL. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Kane & Associates
Listed location: Winter Park, FL. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Leah G. James, CPA, PA
Listed location: Winter Park, FL. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
McCarron Accounting & Consulting CPAs
Listed location: Winter Park, FL. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Thomas & Zurcher, P.A.
Listed location: Winter Park, FL. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.