Aligned CPA, LLC

Lake City, FL · Certified public accountant

Rating
4.9/5
★★★★★ 4.9
Reviews
20
Rank in Lake City
#4
of 160 restaurants
City Percentile
89%
rating percentile
Address
Aligned CPA, LLC, 405 E Duval St, Lake City, FL 32055
Phone
(386) 752-4005
Website
www.alignedcpa.com

Aligned CPA, LLC is a restaurant located in Lake City, FL. It is one of 160 restaurants listed in Lake City. Its 4.9-star rating is above the Lake City city average of 4.2 stars. It ranks #4 among Lake City restaurants by combined rating and review volume. There are 6 photos associated with this location.

About Aligned CPA, LLC

We help businesses thrive, grow and reach their goals through monthly accounting, tax preparation & planning, payroll, and advisory services.

Customer Reviews

★★★★★ 5.0 Gary Liberty · Jan 2026

Aligned CPA has been an absolute game changer for our business. Their communication is excellent, they stay up to date on the latest information, and they truly help us to understand our numbers-not just hand us reports. For the first time, we feel confident making decisions based on clear financial insight. They are great to work with and genuinely invested in our success. Highly recommend.

★★★★★ 5.0 Noah Walker · Oct 2025

I’ve used aligned CPA for personal return and our business for a while now! They always provide prompt and sound advice/action that helps move the bottom line!

★☆☆☆☆ 1.0 Sherry Browning-Judd · Oct 2025

An appointment was scheduled a few weeks ago and the day before my meeting I received an email referencing my business income and stating that based on that they were not a good fit since their packages started at $500 a month. Assuming I was too poor to afford their services without bothering to follow through on the appointment to gain any real information or insight about my business or finances. Such a disappointment!

★★★★★ 5.0 Jon Jackson · Apr 2024

Joy and all of her team have been fantastic to work with. Modern systems to keep us updated, easy online processes to keep files moving and a wonderful office setting including the outdoor meeting area to relax a touch when working through the "fun" tax issues. Highly recommend the team at Aligned CPA.

★★★★★ 5.0 Jackie Helton · May 2024

We've been using Aligned many years now with our business and personal taxes. I love Joy, Michele, and the whole staff who are so friendly and relateable. Joy is passionate about helping small businesses maximize their potential; Aligned CPA is a small business and gets us (you). Thanks Joy and staff for all you do!

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot ✓ Wheelchair Accessible Restroom

Services

Certified public accountantAccountantAccounting firmBookkeeping serviceTax preparation service

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This listing is informational. Contact the business directly to verify credentials, services, and availability.