*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
56 Saddler Dr
Elverson, Pennsylvania 19520
Firm! From the moment I reached out for assistance, their friendly service made me feel welcomed and valued. The team is incredibly proficient and knowledgeable, guiding me through every step of the process with ease. They took the time to answer all my questions and made complex accounting concepts understandable. I truly appreciate their trustworthy approach; it?s clear they genuinely care about their clients' financial well-being. If you're looking for an accounting firm that combines expertise with a
Steve has done our taxes for 3 years now, and I cannot reccomend him enough. He is very thorough, and knowledgeable. My husband and I are both self employed, and I won?t take our taxes to just anyone. When Steve handles it, I?m confident that they are done correctly, in a timely manner and he does not overlook any small details. He?s personable, easy to communicate with, responsive, and flexible.
Steve is the real deal!?I'd highly recommend him for anyone, but especially small business owners and independent contractors that need that extra knowledge and help to minimize the burden of self employment taxes. After starting a small business and a side gig, I found Steve through word of mouth and it?s been so much better than all the years with TurboTax and doing it on my own. Steve doesn?t just plug in the numbers, he thinks about them carefully and goes far beyond what the tax software asks. He wor
So glad I found Steve. He's fantastic to work with - professional, knowledgeable, and prompt. He makes dealing with taxes actually bearable, especially now that I'm running an LLC. I wish I had found him earlier, since I had been doing taxes myself and wound up missing applicable deductions that Steve later found. It's tough to find an accountant as skilled, patient, and accommodating as Steve. He's a gem, and I'd recommend him to anyone.
We decided to use 13 consulting LLC, this year to help with our taxes. It was a complicated year with some unusual events & stock losses. Steven's expertise navigated us through the challenges, securing not just a refund but also ensuring we grasped the process thoroughly. Thank you for taking the time to help us.
Steve is sincere, supportive and skilled at his profession. I have gone to him the past 2 years with my small business taxes. He is always offering solid advice on ways to better my business and working in my favor to receive maximum returns while remaining ethical in his practice. He is also prompt to respond to a text when a dire situation arises. Highly recommend!!
Steve is direct, no nonsense and helped me out of a tax mess. He spent lots of time with me to make sure I understood things in layman?s terms and exact numbers so I could take care of my business and my family, and continues to be there for me when questions arise. I?m so glad I found him and I couldn?t recommend him highly enough.
My husband and I used 13 Consulting this year for our 2022 tax season. It was our first time filing together and Steve Frank was phenomenal! He has a wonderful personality and a great ambition for his work! We can?t thank him enough for making this tax season stress free. We highly recommend these services!
Steve was recommended to me by a friend and I'm glad he was! Steve was really easy to work with and knew his stuff. He answered any questions I had and asks you the right ones so he can do the most for you. I will definitely be contacting Steve next tax season and so should you!
Steve is a great guy to work with. Been working with him the past three years. He is super responsive to anything you need done and is very flexible. Highly recommend!
Where do I start? Working with Steve is an absolute pleasure! I just started a new company and the stresses that come with tax time we?re almost more than I could handle. From the very first phone call, to wrapping up my taxes Steve put my mind at ease. He calmed my fears and made an elaborate process simple and without stress. I will never use another company to do my taxes! Thanks again 13 Consulting LLC!!!
1st time as a new customer for taxes after being with my last tax guy for many years so I was a little nervous. Steve was absolutely great! He is very knowledgeable, patient and answered all my questions without rushing me through.
My taxes were not simple by any means, but Steve was great in working with me to ensure everything was filed on time and providing some advice on my long term tax planning strategies. Would recommend Steve to anyone.
Steve was great to work with. He was able to quickly answer all of our questions when filing our taxes and stayed on it when it took the IRS forever to complete and send our refund. Highly recommend!
Steve is tremendous at what he does. He made my taxes so easy, and helped me so much with the process. Very personable, and thoroughly enjoyed communicating with Steve. Will be back!
I started a new business and needed a tax professional to take over doing my taxes. Steve was the right guy for the job. He was friendly, efficient, and expedient. I will continue to use his service in the futre.
Steve Frank helped me out of a massive IRS debt in a matter of months and has me now tax free. I had gotten his help not having filed 2015 thru 2020 taxes. I recommend him to anyone looking for one on one personal service at a fair price and also produces results.
Steve is awesome. Very fast and responsive. He made everything super easy to understand and as hands-off as possible on my end. Highly recommend!
I have used Turbo Tax my whole life and figured that was good enough. But after going through 13 Consulting LLC I realized how much I was missing. My tax return was through the roof! I?m am very happy with how I was treated, a very respectful guy who is a straight to the point. Makes your taxes simple and easy. I will be using him for the rest of my life
Steve was very nice and will be using him from now on. Answered all of our qustions and was very helpful, highly reccommend!
Great experience working with Steve. Very trustworthy and fast service. Easy to work with and will answer any questions you have. My experience is always stress free and well worth it.
Incredible accountant! Very helpful for businesses! Knows deductions you?d miss if doing yourself. Very prompt, efficient and friendly! Recommend to all business professionals! A+
I had a lot of tax questions regarding small businesses and Steve cleared everything up for me, he was super nice and was very helpful!
Steve was very informative and knowledgeable. He took the time to sit with us and help us with our business. Thank you 13!
We have finally found our forever tax person...Steve is by far hands down the best...extremely knowledgeable/professional!!
Steve is the absolute best at what he does! We will be a forever customer. Thank you so much!!
Steve is awesome! Extremely knowledgeable and great to work with.
Great experience! We'll definitely be going back!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.