Experience Excellence in Accounting and Tax Services
At Kathryn V. Ross, CPA, P.A., we are an innovative and progressive Certified Public Accountant (CPA) firm located in Orlando, Florida, dedicated to providing top-notch accounting and tax services to individuals, small businesses, and retirees. Our practice was founded in 1955 by Barbara L. Sims, and since then, we have been committed to delivering high-quality services with a personal touch.
Our History
Our firm's history dates back to 1955 when Barbara L. Sims started the business from her home in Winter Park, Florida. She began by providing bookkeeping and tax services to her friends and family, with administrative assistance from her friend Catherine (Kitty) Ballance. Over the years, our practice has grown, and in 1995, Kathryn V. Ross, CPA, purchased the business from Barbara. Today, we are proud to have been serving the community for over 50 years, providing a wide range of services to meet the unique needs of our clients.
Our Services
At Kathryn V. Ross, CPA, P.A., we offer a wide range of services designed to cater to the diverse needs of our clients. Our services include accounting, compilation, bank reconciliation, financial statement preparation, bookkeeping, payroll, sales tax returns, estate and guardianship accounting, tax preparation, representation before the IRS, business planning, business loan assistance, and elder care services. We also provide assistance with QuickBooks, completion of forms for start-up companies, review of investment objectives, and preparation of health insurance claim forms.
Our Commitment
At Kathryn V. Ross, CPA, P.A., we are committed to delivering exceptional service with a personal touch. Our team of professionals, led by Certified Public Accountant Kathryn V. Ross, has extensive experience in accounting and tax services, including seven years of experience with the Internal Revenue Service. We strive to build long-term relationships with our clients, providing them with personalized attention and guidance to help them achieve their financial goals.
Our Philosophy
Our philosophy is simple: to provide high-quality services with a personal touch, just like our founder Barbara L. Sims envisioned. We believe in building trust and confidence with our clients, and we are dedicated to delivering services that meet their unique needs and expectations. We are proud to have been serving the Orlando community for over 50 years, and we look forward to continuing to serve you with excellence and integrity.
Overall Experience
The overall experience with Kathryn Ross, CPA, P.A. has been positive, with two reviewers expressing satisfaction with the services provided. The reviewers praised the professionalism, expertise, and friendly staff of the accounting firm.
Expertise and Professionalism
Kathryn Ross is described as highly qualified and experienced, with a strong understanding of tax laws. Her staff is also commended for being friendly, courteous, and helpful.
Efficiency and Communication
The firm's support staff is praised for being efficient and professional, with prompt response times. The front office staff, particularly Chery, is highlighted for being exceptional.
Discrepancies in Service
One reviewer experienced a discrepancy in their tax return, where certain items were not completed correctly. The reviewer had to point out the mistakes, which led to frustration and questions about the value of the service.
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