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← Back to Top 13 Bookkeepers in the Cape Coral-Fort Myers Area, FL (2026)Tax & Financial Strategists
Evidence Score 31/100 at 88% evidence coverage 8 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 2008
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- None named on its website
Who they say they serve: retail (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 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 | Tax & Financial Strategists | home page | |
| Website | https://wondertax.com/ | home page | |
| Office locality | Bonita Springs, FL | home page | |
| Phone | +12394058395 | home page | |
| Offers bookkeeping | Documented: ...Tax & Financial Strategists Our Services Sub-Menu Accounting & Payroll Sub-Menu Bookkeeping Financial Statements Payroll Reporting & Processing Sales Tax Audits & IRS... | home page | |
| Payroll coordination | Documented: ...Planning, and Strategy | Tax & Financial Strategists Our Services Sub-Menu Accounting & Payroll Sub-Menu Bookkeeping Financial Statements Payroll Reporting & Processing Sales Tax... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...& Financial Strategists Our Services Sub-Menu Accounting & Payroll Sub-Menu Bookkeeping Financial Statements Payroll Reporting & Processing Sales Tax Audits & IRS Correspondence... | home page | 6 pts (max 6) |
| Industries served (documented) | retail | /services/accounting-payroll/sales-tax | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: TAX & FINANCIAL STRATEGISTS, LLC · FL document no. L08000073709 · 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 2008-07-31 (file date of the formation filing of a Florida-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 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); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); 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); Named contact / team (0 pts, max 3); 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 'Tax & Financial Strategists' 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).
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 TAX & FINANCIAL STRATEGISTS, LLC (FL document no. L08000073709), 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 2008-07-31 as the file date of the formation filing of a Florida-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from Tax & Financial Strategists's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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