*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.*
54 Richards Rd
Port Washington, New York 11050
I have worked with Ablamsky & Company CPAs for over ten years. Initially, they handled my personal tax returns, but over time the relationship has grown to include our investment management business. They are exceedingly professional, very knowledgeable and generate exceptional work product . They were an indispensable resource when we set up our investment management business and we consider their firm not just a critical vendor but a true thought partner if everything we do. I have referred multiple frien
Absolutely top notch tax and accounting work that I trust completely, and also just genuinely nice, smart folks to work with. For so many, tax prep is stressful (and it was for me too). Once I started working with the Ablamskys, all that stress became a thing of the past. I trust their expertise completely and implicitly, and truly value being able to work with them - I could not recommend them more highly.
John is the epitome of 5 stars. He provides clear communication and detailed explanations. I?m thankful to have a CPA that makes a very stressful process stress free. Thanks for all your help!
Ablamsky & Co. has provided professional and personal financial services to me and my family for years. I appreciate them exceeding my expectations and giving me comfort and peace of mind. Thanks for all.
I've used Ablamsky for both business and personal and can attest they are incredible. Highly accurate, incredibly consultative, and a pleasure to work with.
Excellent service, timely follow-ups and amazing knowledge-base on HF/PE K1 accounting and handling special situations that most tax accountants can't. Have been relying on them for over a decade.
Great firm that I have been dealing with for years. Highly recommend them for your financial needs.
I feel so lucky that I found John Ablamsky and his team! I spent many years changing my tax advisor every year due to disappointing quality and responsiveness from various CPA firms, large and small. I saw an immediate difference with Ablamsky & Co. They are reliable, strategic, comprehensive, clear and accessible all year round. I can?t recommend them highly enough.
Using Ablamsky for personal and corporate tax accounting for approximately a decade. They know what they're doing - experts in the field!
Incredible experience - Ablamsky & Company CPAs' knowledge, expertise, professionalism & general client care are unsurpassed!
Great service! A wonderful team to work with, always very professional and extremely competent.
I have been working with John and his team for many years, for both my individual and business tax returns. They are incredibly knowledgeable on both ends and provide integrated strategizing and solutions beyond anything I?ve experienced working with other firms. I highly recommend his services to anyone out there!
John was always available for questions. It goes without saying that my experience with the Ablamsky family was far and beyond any previous I've had with larger agencies who didn't take the time to understand my financial goals.
All bias aside (as much as possible at least), John Sr. and Jr. have always been incredibly adept at explaining concepts I don't understand about my own businesses taxes, as well as my personal. I never have any doubt in recommending them to friends and fellow professionals.
Thanks to Ablamsky & Co CPAs - Been using them for years, and never anything but top notch, expert advice and service; extremely responsive. Couldn't recommend them higher. M Coale
I?ve been using Ablamsky & Co for years. They?re incredibly knowledgeable, always pick up the phone, and take the time to answer all my questions. Highly recommend.
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.