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← Back to Top 13 Bookkeepers in the Cape Coral-Fort Myers Area, FL (2026)Beneficial Bookkeeping and Tax LLC
Evidence Score 30/100 at 83% evidence coverage 9 of 13 on the Cape Coral-Fort Myers area list How the score works
What we could verify
- Registered business?
- Registration found: Florida Division of Corporations, status Active (Sunbiz quarterly file of 2026-07-10), formed 2020
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Beneficial Bookkeeping and Tax LLC | home page | |
| Website | https://beneficialbookkeepingandtax.com/ | home page | |
| Office locality | Fort Myers, FL | /contact-us | |
| Phone | +12392049985 | home page | |
| Offers bookkeeping | Documented: Home - Beneficial Bookkeeping and Tax LLC Schedule an Appointment Alissa’s Calendar Gail’s Calendar Business Services... | home page | |
| AP / AR | Documented: ...invoicing and received payments. There are 3 tiers of service based on the amount of A/R you have. This may include reconciling your A/R to an outside source or sending... | /services | 4 pts (max 4) |
| Payroll coordination | Documented: ...for you. After all you wouldn’t be able to serve your customers without your employees. Payroll taxes must be handled too, and on time. There’s a lot to do! Ask us about payroll... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...show you how you can manage this side of your business with more efficiency. We compile Financial Statements to help provide you with the information you need to make the best... | home page | 6 pts (max 6) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Entity found in the state business registry | Business registration found: BENEFICIAL BOOKKEEPING & TAX LLC · FL document no. L20000008590 · Florida Division of Corporations · Active (Sunbiz quarterly file of 2026-07-10) | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2020-01-02 (file date of the formation filing of a Florida-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Florida DBPR Board of Accountancy licensee file for CPA firm records named 'Beneficial Bookkeeping and Tax LLC' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Florida Division of Corporations (Sunbiz) corporate data file lists BENEFICIAL BOOKKEEPING & TAX LLC (FL document no. L20000008590), status Active (Sunbiz quarterly file of 2026-07-10), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2020-01-02 as the file date of the formation filing of a Florida-formed entity.
Data limitations
- 19 of 22 evidenced items come from Beneficial Bookkeeping and Tax LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.