Empowering Your Financial Future
At CS&L CPAs, we take pride in being a trusted and respected name in the accounting industry, serving Southwest Florida for over 60 years. Our team of experienced professionals is dedicated to providing exceptional taxation, accounting, auditing, and consulting services to individuals, businesses, and organizations.
Our History
Founded in 1954, CS&L CPAs has built a reputation for excellence, commitment, and community involvement. Our firm was established by three visionary partners, Bob Christopher, Rick Smith, and Ed Leonard, who shared a passion for delivering top-notch services and building long-lasting relationships with their clients.
Our Mission
Our mission is to provide personalized and innovative solutions that cater to the unique needs of each client. We strive to create a positive impact on our clients' lives, helping them achieve their financial goals and achieve success. We are committed to understanding each client's situation, providing exceptional service, and offering tailored solutions that meet their personal or business objectives.
Our Services
We offer a comprehensive range of services, including:
- Audit and Assurance: Our team of experienced auditors provides assurance services to help organizations ensure the accuracy and reliability of their financial statements.
- CFO and Accounting: We offer comprehensive CFO and accounting services, including financial planning, budgeting, and QuickBooks consulting.
- Estate, Gift, and Succession Planning: Our team of experts helps clients navigate the complexities of estate planning, gifting, and succession planning.
- International Tax: We provide expert guidance on international tax matters, helping clients navigate the complexities of global tax laws.
- Management Advisory: Our management consultants help clients make informed decisions, improve operational performance, and drive growth.
- Personal and Corporate Tax: We offer tax planning, compliance, and reporting solutions tailored to our clients' unique needs.
- Pension Administrations and Audits: Our benefit team provides comprehensive retirement program services, including plan administration, audits, and compliance.
- Successor Wealth Planning/Transition: We help clients plan for a secure financial future, providing personalized wealth planning and transition strategies.
Our Team
Our team of approximately 55 professional staff members, including six Principals, is dedicated to providing exceptional services to our clients. We pride ourselves on our commitment to community involvement, with many of our staff members serving on local non-profit boards, attending community meetings, and supporting charitable activities.
Our Commitment
At CS&L CPAs, we are committed to building long-lasting relationships with our clients, providing personalized services, and delivering exceptional results. We are proud to be a member of CPAmerica, Inc., which allows us to offer our clients the best of both worlds: the attention of a local firm with the knowledge and resources of an international association.
Poor Customer Experience
The common theme among these reviews is the poor customer experience with the tax preparation firm. Multiple reviewers have expressed their dissatisfaction with the service, citing issues with payment processing, communication, and competence of some staff members.
Payment Issues
One reviewer, Tammy N. Darrin Shelton, had a negative experience with payment processing. Despite being assured that their account number would be deleted, the reviewer received notifications from their bank about overdrafts and NSF fees.
Unprofessional Staff
Another reviewer, J. L., had a poor experience with Aubrey Lynch, describing her as rude and incompetent. The reviewer mentioned that Aubrey didn't spend enough time on their taxes, leading to a mess that required a second person to fix.
Lack of Communication
Both reviewers mentioned difficulty in getting in touch with the office, with phone calls going unanswered and messages left unreturned.
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