Congdon and Company Inc. - Sarasota, Florida

Okay, here’s a detailed overview of Congdon and Company Inc., presented in a formal and helpful tone, suitable for recommending their services:

Congdon and Company Inc.: A Comprehensive Overview

For businesses and individuals seeking comprehensive financial expertise, Congdon and Company Inc. stands as a highly regarded service provider. Located at Address: 3665 Bee Ridge Rd #316, Sarasota, FL 34233, and accessible via Phone: 8889831840, the company offers a robust suite of services designed to support financial stability and strategic growth. Their website, Website: congdonandcompany.com, provides further details and allows for convenient online scheduling.

Specialized Services Offered

Congdon and Company Inc. distinguishes itself through its diverse expertise. Their core offerings encompass:

• Tax Preparation Service: They provide meticulous preparation and filing of both individual and corporate tax returns, ensuring compliance and maximizing potential deductions.
• Accounting Firm: The firm delivers a full range of accounting services, including financial statement preparation, auditing, and analysis.
• Bookkeeping Service: Maintaining accurate and up-to-date financial records is a cornerstone of their service, catering to businesses of all sizes.
• Business Management Consultant: Beyond basic accounting, they offer strategic business consulting to help clients optimize operations and achieve their financial goals.
• Tax Consultant: Dedicated tax experts provide specialized advice on tax planning, structuring, and minimization strategies.

Key Features and Accessibility

Congdon and Company Inc. prioritizes client convenience and accessibility. They offer:

• Online Appointments: Streamlined scheduling through their website.
• Onsite Services: For clients requiring in-person consultations and support.
• Wheelchair Accessible Entrance & Parking Lot: Demonstrating a commitment to inclusivity and ease of access for all clients.
• Appointments Recommended: To ensure dedicated attention and thorough service delivery.

Client Feedback and Reputation

The company consistently receives positive feedback, as evidenced by its impressive Average opinion: 5/5 rating on Google My Business, based on 14 reviews. Clients consistently praise the team's responsiveness, knowledge, and dedication to providing tailored solutions. The feedback suggests a strong emphasis on building long-term relationships and proactively guiding clients through complex financial challenges – particularly those related to business growth and strategic financial planning. It’s clear that the firm fosters a collaborative environment, empowering clients with a deeper understanding of their financial operations.

Conclusion and Recommendation

Congdon and Company Inc. appears to be a reliable and insightful partner for businesses and individuals needing comprehensive financial guidance. Their combination of specialized services, commitment to accessibility, and overwhelmingly positive client feedback strongly suggests they are an excellent choice. For anyone seeking a firm that prioritizes accuracy, strategic thinking, and client satisfaction, we wholeheartedly recommend exploring their services further. We encourage prospective clients to visit their website at congdonandcompany.com to schedule an appointment and discuss their specific needs.

👍 Reviews of Congdon and Company Inc.

Alan M.

5/5

Jodie and her team are fantastic! They have been able to guide us through a growth spurt, and have helped us get a second company off the ground. If you want help in understanding how to run your company "by the numbers", Congdon and Company are the people to talk to!

Alberico S.

5/5

I have been doing business with Jodie Congdon for the past 13 years and i know her to be an exceptional accountant. She is not only very knowledgeable, but also meticulous when it comes to my financial needs as they pertain to taxes. If you are searching for a professional for these types of services - Congdon and Co. is it!

Mary U.

5/5

If you are in search of professional accounting services Congdon and Company is where you need to turn to. Jodie Congdon is knowledgeable, accurate and very responsive. Have peace of mind knowing you have a company that provides quality, dependable and targeted services to meet your needs, especially with the ever changing tax laws.

Alicia K.

5/5

Dr. Jodie Congdon is of the highest quality with exceptional intelligence and professionalism. You can see the passion and drive immediately upon meeting with her and her team. Never, would I work with anyone else.

David T.

5/5

Congdon and Company is always on the top of their game. Jodie Congdon has been able to answer any questions I have had without having to research before answering. I have never thought their billing was above what they have done. In fact in the long run, it would have cost me more not to use them.

Patricia C. M.

5/5

Jodie and her staff are absolutely top-notch. Very responsive and professional, willing and able to answer any and all questions fully and quickly, and helpful to clients big and small, whether sophisticated or not.

Marilyn H.

5/5

Jodie and her staff are always available to assist with any issues I might have with QuickBooks. Their grasp of tax related questions is the best in Sarasota!

Daniel S.

5/5

Great company! I use them to do my business taxes/accounting and I am very satisfied with their services. Highly recommend them!