Koontz & Associates PL

  4.7 – 77 reviews   • Tax attorney

Koontz & Associates PL 34236

Social Profile:

Located In: Quick Stop Food Stores Inc

Hours

Friday9AM–5PM
SaturdayClosed
SundayClosed
Monday9AM–5PM
Tuesday9AM–5PM
Wednesday9AM–5PM
Thursday9AM–5PM

Address and Contact Information

Address: 1613 Fruitville Rd, Sarasota, FL 34236

Phone: (941) 225-2615

Website: http://www.koontzassociates.com/

Services

Tax Preparation Service
Accounting services
Income tax return preparation
Tax planning
Certified Public Accountant
Business startup services
Business tax planning
General bookkeeping
Tax Attorney
Business Law
Commercial Real Estate
Corporate Legal
Real Estate Attorney
Real Estate Contract
Real Estate Law
Real Estate Tax
Real Estate Transactions
Tax Advice
Tax Bills
Tax Controversies
Tax Counsel
Tax Deductions
Unfiled Tax Returns
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Reviews

Troy Wilhelm
This is my second private house purchase with them. They allowed me to forgo the Realestate agent. I understand the process and relied on them to fill any gaps. I would use them in the future for sure. There was a issue with the wire from BOA, not there fault. Although Jeremy Nichols helped out and kept everything together with the sellers while BOA sorted it out. He was fantastic.
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Leah Secondo
Positive: Professionalism, Quality, Responsiveness, ValueI was introduced to Attorney JoAnn Koontz and her team about a year ago. It was an exceptional first experience. Ever since that day, I have always suggested Koontz and Associates as an option to close a real estate transaction. Attorney Koontz is a breath of fresh air. She is extremely knowledgeable, accessible, fair, willing to go above and beyond, she has a wonderful personality and if your situation does not fall into the scope of her work, she points you in the proper direction. Closings are always smooth. If it were my choice, the only choice is Koontz and AssociatesI was introduced to Attorney JoAnn Koontz and her team about a year ago. It was an exceptional first experience. Ever since that day, I have always suggested Koontz and Associates as an option to close a real estate transaction. Attorney …More
I was introduced to Attorney JoAnn Koontz and her team about a year ago. It was an exceptional first experience. Ever since that day, I have always suggested Koontz and Associates as an option to close a real estate transaction. Attorney Koontz is a breath of fresh air. She is extremely knowledgeable, accessible, fair, willing to go above and beyond, she has a wonderful personality and if your situation does not fall into the scope of her work, she points you in the proper direction. Closings are always smooth. If it were my choice, the only choice is Koontz and Associates
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Pavel Dolejš
Critical: Professionalism, Quality, Responsiveness, ValueI have never encountered such an unprofessional approach in selling a house. This company was chosen by the opposite party (Miro Tmej), five times they had to urge the creation of closing documents (it took a month). Then Linda Romanowski gave us basically one calendar day to check all the documents, print them out, have them notarized in front of two witnesses and send them back by courier. If we didn’t respond promptly, the sale of the house would have to be delayed because of them! Since then, no one has communicated with us or responded to a single email. They charged a $1500 FRPTA fee for something that other companies provide for free. In the end, they wired us $1500 less than the contract they prepared! When we tried to address this with them, they continued to ignore us until we asked an Old Republic Title representative (Scott Pierce) for help. Jo Ann Koontz assured him that no one is running away with $1500, even though this is exactly what happened. Since then, to this day, no communication from them. We finally found out that after the contract was signed, they calculated a new amount that was $1500 less, and they wired that to us (contrary to the already signed document from both parties!). I have never encountered such an unprofessional behaviour, complete ignorance on their part. I do not recommend in any case.I have never encountered such an unprofessional approach in selling a house. This company was chosen by the opposite party (Miro Tmej), five times they had to urge the creation of closing documents (it took a month). Then Linda Romanowski …More
I have never encountered such an unprofessional approach in selling a house. This company was chosen by the opposite party (Miro Tmej), five times they had to urge the creation of closing documents (it took a month). Then Linda Romanowski gave us basically one calendar day to check all the documents, print them out, have them notarized in front of two witnesses and send them back by courier. If we didn’t respond promptly, the sale of the house would have to be delayed because of them! Since then, no one has communicated with us or responded to a single email. They charged a $1500 FRPTA fee for something that other companies provide for free. In the end, they wired us $1500 less than the contract they prepared! When we tried to address this with them, they continued to ignore us until we asked an Old Republic Title representative (Scott Pierce) for help. Jo Ann Koontz assured him that no one is running away with $1500, even though this is exactly what happened. Since then, to this day, no communication from them. We finally found out that after the contract was signed, they calculated a new amount that was $1500 less, and they wired that to us (contrary to the already signed document from both parties!). I have never encountered such an unprofessional behaviour, complete ignorance on their part. I do not recommend in any case.
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Cindy Hales
I have worked with Jo Ann Koontz and her staff on several transactions. They are my “go to” for all things real estate related. Jo Ann is a lawyer, CPA as well as a local resident who knows real estate from all angles, including 1031 exchanges. She readily responds to my emails, as well as my customers whom I have referred. My clients have been extremely happy with her and her office staff, and I will continue to utilize her and recommend her office to not only my customers, but anyone who asks me for advice. She is extremely knowledgeable, trustworthy, honest, but at the same time she is very good about making certain everyone is clear and understands what they are signing, and why. This should be the office you utilize for all of your legal, real estate, business and accountancy needs!
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Shelley Panas
Fantastic service! I have been involved with a number of title companies and other real estate attorneys for the closing of a real estate transaction. My customers rave over how well the details are explained and the high level of professionalism and service that they received. I never worry about referring customers to Joanne Koontz and her team because I know that they will be taken care of properly.
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Tiffany Hamilton
Positive: Professionalism, Quality, Responsiveness, ValueI highly recommend Koontz & Associates for your business needs! They have helped guide me through the craziest of times to help keep my real estate business moving in a positive direction! They are very educated on the most recent happenings and provide endless knowledge and guidance on how to navigate through the different programs offered to help real estate professionals!I highly recommend Koontz & Associates for your business needs! They have helped guide me through the craziest of times to help keep my real estate business moving in a positive direction! They are very educated on the most recent …More
I highly recommend Koontz & Associates for your business needs! They have helped guide me through the craziest of times to help keep my real estate business moving in a positive direction! They are very educated on the most recent happenings and provide endless knowledge and guidance on how to navigate through the different programs offered to help real estate professionals!
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Tom Runfola
Joanne Koontz is knowledgeable, smart, savvy & accomplished. With her “double major” of being a CPA & lawyer, she is equipped to handle almost any business or real estate issue. She runs an efficient operation and her fees are reasonable in light of the tremendous value she brings. She is also personable and compassionate and has the capacity to simplify complicated issues to a layman’s understanding. I would (and have) recommend her to anyone looking for top-notch legal or accounting services. She is simply the best at her game!
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Amy Bentley
Koontz & Assoc. in Sarasota helped us with our recent home purchase and did a great job. Our escrow closed on time and all is good! We were buyers from out of state so we appreciated their help. Our local agent Liz Snyder was fabulous as well and would definitely recommend Liz and this firm.
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Renee Marquiss, PLLC, Realtor
If I didn’t love K&A beforehand, I would now. They have been so informative during the COVID crisis in providing up to the minute and informative information to help small businesses in our area. Do not hesitate to utilize the services of either the real estate attorney or CPA portions of their business. You will not be disappointed!
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The Brow House Sarasota
Positive: Professionalism, Quality, Responsiveness, ValueWe switched from another accountant and couldn’t be happier. The whole team/staff is wonderful!! Owning a business can get hectic so it’s so reassuring to know our accounting and bookkeeping is well looked after. They even recommended our bookkeeper we’ve had now for two years. Very much recommend!!!!
We switched from another accountant and couldn’t be happier. The whole team/staff is wonderful!! Owning a business can get hectic so it’s so reassuring to know our accounting and bookkeeping is well looked after. They even recommended our bookkeeper we’ve had now for two years. Very much recommend!!!!
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