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Progressive CPA Firm in St. Petersburg /Clearwater/Tampa, FL
Bankes Planning Associates is a CPA firm that offers a wide range of accounting, tax planning, and financial advisory services. Our office is located in Belleair, FL however we service clients throughout the United States. We work hard to provide you with reliable, easy-to-understand financial information so you can spend time operating your business instead of worrying about the numbers.
Call to Inquire Initial Consultation
1 - 9 Employees
Cash, Credit/Debit, Check Payments Accepted
1989 Founded
157 Reviews
4.9
Customers rated highly for and Professionalism.
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5
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Excellent |
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94% |
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4
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Great |
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4% |
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3
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Average |
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2% |
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2
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Poor |
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0% |
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1
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Bad |
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What We Do
Reviews
Jim and Patti are great to work with!! Highly Recommend their services
Karianne, Thank you for your kind endorsement. We are thankful for clients like you and appreciate you and your husband very much! You both are a pleasure to work with.
Jim and Patti Bankes are true pros - they have been steady advisors and partners for my small business for many years now. Trust them and always look forward to their knowledge and professionalism.
We appreciate you David! Thank you for your complimentary review.
I have been working with Jim and Patti since 2016, and he is a professional advisor and a good friend. I look forward to work with him more.
Confident in advice and clarity of thought.
Thank you Tom - Jim is very knowledgeable and loves sharing. We are pleased to be of assistance.
Thank you Laimonis ~ appreciate you!
Thank you Lazara ~ Hope you will be sailing again soon!
Thank you Scott ~ see you soon!
Thank you Orlando ~ trust you and the family are well.
Thank you for the 5 stars! We enjoy working with you Berge and love visiting with you and your family when we are out West. Tell everyone hello for us.
Thank you Adam. We enjoy meeting young entrepreneurs like you and look forward to growing our relationship and business together. See you soon!
Thank you Sarah for taking the time to leave a review. We appreciate the confidence you have shown in us over the years and look forward to seeing you grow your young business.
Thank you Amanda - pop in to see us anytime!
Adam, Thanks for taking time to leave a review. We appreciate you and your lovely wife! Look forward to seeing you when we make it back out West.
Thanks Pete! Appreciate you making time to leave a review. You have been a dear friend and long standing client for 15 years. Thank you.
Patrick, Appreciate you giving Bankes Planning Associates 5 stars! We have enjoyed working with you for the past 6 years and look forward to growing together in 2020.
Melvin, So happy to be of service to you and your growing business and your lovely family. Thank you!
5 stars - YES!!!!
Amanda, Pleasure getting to know you this year as a new client. We are happy to have met your expectations and look forward to growing our relationship.
Michael, Thank you for sharing your opinion regarding the service you have received from Bankes Planning. We appreciate you and look forward to climbing the ladder of success with you.
Everett, We find much happiness in knowing you feel confident in choosing Bankes Planning for your business and personal needs. Thank you for sharing.
Thank you Jeff! I appreciate your responsiveness as well - timing is everything.
Thank you kind lady - we are pleased to have you as a client and friend. Appreciate the 5 stars!
Thank you for the confidence you have shown in us. We are pleased to be working with you and look forward to catching up with you this new tax season.
Thank you Maher for the 5 stars! We are happy to be working with you for your business and personal accounting needs. We look forward to growing our relationship.
Anne, We are pleased to have me this past year and look forward to growing our relationship. Thank you for taking time to rate our service.
Thank you Shawn for the impressive 5 stars! We are pleased to have met you this year from a current client referral and look forward to working with you in the future.
Daniel, So pleased to receive 5 stars! Thank you. The confidence you have shown in us for the past 11 years is much appreciated. Especially for a relationship where we have never me face to face. Look forward to the day we do!!
Thank you Zi for the confidence you have shown in us. We appreciate you and look forward to watching you grow in your young career.
Orlando & Karen, We appreciate you sharing the 5 stars and are pleased to have been working with you for the past 10 years. We love CRNA's!
Tom, Can you believe we have been working together for 9 years? Time sure has flown by and we are grateful for clients like you. Thank you.
Thank you Patti for leaving your review. We are pleased to assist you with your tax accounting needs and look forward to seeing you for the 2019 tax year.
Thank you Garrett for taking the time to leave a review. We are pleased to be working with you and your family and look forward to seeing you grow in your young career. Oh the places you will go!!
Thank you Scott for taking the time to give us 4 stars - we appreciate you and your lovely wife Theresa. We are grateful for your loyalty to Bankes Planning over the last 10 years & are pleased to be of service.