Goar, Endriss & Walker, P.A. is a locally owned accounting firm in Sarasota, Florida, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. With a rich history dating back to 1970, our team of experienced professionals has been serving individuals and businesses in the area for years.
Our Firm
Our firm is proud to have a team of highly qualified professionals who have remained with us for many years and have a high level of expertise in the areas of tax compliance for individuals and businesses, estate and financial planning, litigation and valuation services, and accounting and personal services. We are committed to providing quality, timely service to all our clients, recognizing each client's unique circumstances.
Our Team
Our team consists of two partners, Kathleen R. Walker, CPA/ABV, CFP, and Shawn S. McCray, CPA, who have extensive experience in financial planning, accounting, and business consulting. Our team members also include experienced accountants, bookkeepers, and administrative assistants who are dedicated to providing exceptional service to our clients.
Services
Goar, Endriss & Walker, P.A. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
- Tax Planning and Preparation
- Financial Planning and Analysis
- Accounting and Bookkeeping Services
- Estate and Trust Planning
- Business Consulting and Advisory Services
- Litigation Support and Valuation Services
- Personal Financial Planning and Retirement Planning
Tax Planning and Preparation
Our team of experienced accountants and tax professionals provides comprehensive tax planning and preparation services to individuals and businesses. We stay up-to-date with the latest tax laws and regulations to ensure our clients receive the most accurate and beneficial tax planning and preparation services.
Financial Planning and Analysis
Our financial planning and analysis services help individuals and businesses manage their financial resources effectively, making informed decisions, and achieving their financial goals. Our experienced financial planners work closely with clients to understand their financial objectives and develop personalized financial plans tailored to their unique needs.
Accounting and Bookkeeping Services
Our experienced accountants and bookkeepers provide a range of accounting and bookkeeping services, including financial statement preparation, budgeting, and forecasting. We help individuals and businesses manage their financial resources efficiently, ensuring accurate financial reporting and compliance with regulatory requirements.
Estate and Trust Planning
Our estate and trust planning services help individuals and families protect their assets and ensure their financial security after death. Our team of experienced estate and trust planners work closely with clients to develop personalized estate and trust plans tailored to their specific needs and goals.
Business Consulting and Advisory Services
Our business consulting and advisory services provide guidance to businesses in various industries, helping them succeed and thrive in today's competitive market. Our experienced business consultants provide strategic planning, strategic management, and operational improvement services to help businesses overcome challenges and achieve their goals.
Litigation Support and Valuation Services
Our litigation support and valuation services help individuals and businesses resolve disputes and disputes related to financial transactions, shareholders' agreements, and intellectual property claims. Our experienced forensic accountants and valuators provide expert testimony and valuation services for litigation and arbitration proceedings.
Personal Financial Planning and Retirement Planning
Our personal financial planning and retirement planning services help individuals and retirees achieve their financial goals and secure a comfortable retirement. Our experienced financial planners work closely with clients to develop personalized financial plans tailored to their unique needs, goals, and risk tolerance.
Poor Service and Lack of Communication
The reviewer, L. P., indicates that they had a disappointing experience with the company. They were ghosted by the firm after sending in their previous tax returns and a list of questions. The company failed to provide any service, including sending a tax prep kit, which is typically expected for new clients. The reviewer was forced to take matters into their own hands and used TurboTax to prepare their own taxes.
Limited Interaction
The reviewer mentions that the only interaction they had with the company was through an email exchange with Ms. Walker. After sending in their previous tax returns and list of questions, they received no further communication from the company. This lack of communication is the reason why the reviewer felt "ghosted".
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