Accountable Consulting

Accountable Consulting

Reviews Summary

Hani Mahmoud of Accountable Consulting receives consistently outstanding reviews for his tax and accounting services. Clients praise his professionalism, thoroughness, and deep tax expertise, often highlighting his ability to maximize deductions and resolve complex issues. Many appreciate his responsiveness, clear communication, and personalized advice. Long-term clients emphasize his trustworthiness, reliability, and attention to detail, with several noting he corrected past filing errors. His ability to simplify the tax process and provide exceptional service—even for out-of-state clients—makes him a top choice for both personal and business tax needs. Highly recommended for his knowledge, diligence, and outstanding customer care.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Contact Information

Address

3440 Blue Springs Rd #503

Kennesaw, Georgia 30144

Customer Reviews

We've been working with Hani for our tax filing, and the experience has been smooth! Highly recommend for anyone looking for a trustworthy and knowledgeable accountant!

This is my second year using Accountable Consulting and I?m very pleased! My accountant Hani goes above and beyond by meticulously analyzing my business financials and providing sound advice. He?s always responsive anytime I need assistance or have questions. His proactive approach involves asking comprehensive questions to ensure I benefit from all possible deductions. His expertise advise not only saved me money, he also assisted me with IRS representation and corrected mistakes from a previous accountant

I've been using Hani Mahmoud since I left the south where I first met him through my mom using his services. He'll get you back a good refund, he is really thorough when he's filing and helps you get the max back if you also have your own business or not. He will let you know if you should file depending on how much you made or if you run into any problems, he will help guide you to the proper resources to solve them .He will you financially in any way possible.

I have been filing my taxes with Hani for over 5 years. He has always been responsive, professional, dependable, and easy to work with. I will continue to support and refer friends and family.

I've been working with Hani for three years, and the tax process has always been professional and easy. Hani is very responsive, provides sound financial advice, and is very attentive to detail especially when correcting self-prepared returns which is amazing. I've recommended Accountable Consulting to family and friends as the quickest and easiest way through the tax process!

Me and my fianc? have been coming to Hani for about 6 years now. He is very professional and very informative as well. He always goes above and beyond to help us and to guide us each step of the way each tax season. He also explains things very detailed to you so you can understand everything that?s going on and pertaining to your taxes. I would definitely recommend anyone and have recommended many to him.

This was the first year I worked with Hani to file my taxes and to say I was impressed is an understatement. He was always responsive, knowledgeable and easy to work with! He was so thorough in preparing my taxes and spent time reviewing every possible deduction to ensure I was getting the best return. He even took the time to assist me with tax planning for 2018. I will only be using Accountable Consulting for all of my future needs!

Hani, saved me from myself with his help analyzing our business financials, and provided sound advice. He was responsive to all our needs and questions and was comprehensive in his answers. I had been doing our taxes for the past several years and he definitely showed me where I was not taking full advantage of all the options we could use. He provided critical advise to help us in the future as well. He was very courteous and professional. I highly recommend his services

Hani & his team totally 'get it'. They are organized, professional and trustworthy. The client portal resources make it so easy to find documents & keep track of my annual progress. He's clearly energized for his clients financial success. Love being able to recommend him to my other creative, self employed friends. Thanks Hani!

We got referred by a friend when we moved to atlanta and are so happy with Hani?s services. He?s deals with all the complexities with out any issues. He explains everything to us in such simple terms and really takes away the stress of doing taxes. We reach out to him all year to make sure we?re making the right financial decisions (from a tax perspective) he?s always responsive and never lets us down. Looking forward to working with him in the years to come.

Always a great experience filing my taxes with Hani! He's always been extremely responsive and helpful in answering the many questions I have when it comes to filing my taxes. I've always received my refunds in a timely fashion and he's helped analyze my finances and gave me advice that's saved me money. Would 100% recommend to anyone looking for a solid tax accountant!

Just an outstanding experience from me first walking in the door to the final handshake after submitting all returns to the government. Hani is very professional, very smart, has a great business acumen and truly CARES about your individual needs and circumstances. Not only will I be using his expertise again next year but I will also be switching my parents taxes/returns to his services next year as well. HIGHLY recommend!!

Hani provided excellent customer service. He was very diligent and was attentive to details. He is very passionate about what he does and it showed in his work. He even analyzed my previous taxes since they were done elsewhere. I felt safe with him handling my taxes and will return again. Thank you :)

Hani and his team are great! Reliable, informed, extremely patient taking the time to walk me through the process in my very limited knowledge and busy schedule this has been such a relief! Hani has helped me navigate the complexities of the tax world for over 7 years and each tax season is smooth and stress free for me, so thank you Hani and team!

Very efficient and professional. Hani is very easy to work with. He even worked with me while I was out of the US which was very convenient. I also appreciate the reminder he gives when it?s time to file my taxes! I would highly recommend him.

Very knowledgeable about the tax preparation process and is willing to answer questions and help you understand what should be done for now and the future in regards to your taxes. I've been using Hani for two years and constantly recommends new business to him. I recommend him to anyone!

I have used Accountable Consulting for the past few years and am always impressed by the service. Hani is professional, responsive, and gives great advice on how to proceed with my taxes. He follows up with questions to help maximize my deductions and has great understanding of the tax realm. I will be back next year.

Accountable Consulting made the process of filing my taxes very smooth. Using there online portal I had everything I needed to upload my document, ask questions, and get feedback. I?ll definitely be using them in the future.

Hani is very professional and very trustworthy. He is affordable, fast, and efficient. I feel secure that he is my CPA and look forward to tax season every year thanks to how easy he makes it for me! ;) I would highly recommend him to everyone!

Hani did a wonderful job helping me with my taxes. He is very professional and easy to work with. He made sure to ask questions so I could get as many deductions as possible. I would highly recommend him!

I am very satisfied with the professional tax services of Hani Mahmoud! He was very patient, courteous, and thorough. He provided with me with information which saved me money and allowed me to get a substantial refund. I will certainly continue to utilize him and recommend him to others.

Accountable Consulting is by far the best accounting service in Georgia. I have been using their services for 5 years now and have never had any issues. They are quick, concise, detailed and very professional. I have referred so many people to I cant even count.

Hani did a great job for my family last year when tax season rolled around. He is very honest and his service is prompt. Hani is extremely knowledgeable about tax codes and he dose a great job minimizing tax liability. If you need business or personal taxes filed Accountable Consulting is a no brainier.

Accountable Consulting has been a great resource for my company for several years now. Hani is always available to answer my tax related questions and is very professional in his responses. Additionally, he took a look at my taxes filed by previous accountants and found errors that returned a considerable amount of money back to my business. I'm a happy customer.

Amazing service and extremely knowledgeable. Hani ensures he is available for any questions you may have and is very patient with his clients. He assisted me with correcting errors on my self prepared returns for the mortgage process. I recommend his services any day.

Hani's service every year has been nothing short of professional, smooth, and stress free. I highly recommend him and his company for completing all your tax needs. Grade A!

Hani is Great! He makes filing taxes very easy. He gets everything completed in a timely manner. He asks questions to make sure you are getting as many deductions as possible. He is very professional and diligent in his work. I am never disappointed!

Hani is very responsive. It?s easy to communicate with him. His portal is very user friendly and his work is top notch. We were impressed with his service last year and plan to continue to use him in the future.

Accountable Consulting provides dependable and reliable tax advice for my wife and I. We have used them for my taxes for two years now including doing tax preparation for foreign income. Hani is well versed in the various tax laws, benefits, and regulations. I recommend him.

Hani is the perfect combination of professional and personable. He is very knowledgeable about the business and was enjoyable to do business with. I am an entrepreneur, and my husband works in the stock market, so sometimes that can mean a lot going on with our taxes, but Hani was informed on 'inside' information not generally or easily accessed by the public and was able to provide various ways to make sure we keep our finances in line, and received all of our expected return income. He asks questions to e

I've used a few people over the years to help do my taxes and Hani is by far the most professional and thorough I've encountered. I've com back to have him do my families taxes for the past 3 years now and will continue to do so! If you are looking for a professional, detail oriented and easy to work with then Hani is the only place you should look!

Hani helped us sort out our taxes with ease. His organization and knowledge is unmatched. It?s been a blessing to have him take the stress out of our accounting. Highly recommended and we plan on using him yearly! You won?t be disappointed!

Hani is fantastic! Always able to answer all my questions, responds promptly, and extremely professional and detail oriented. He's helped me organize my business and saved me money in the process. I've been a client for 3 years and would highly recommend for all your accounting needs.

When starting my own business, Hani was the first person I thought of to help me. I'd seen his work with other clients and knew I would be in good hands! He's knowledgable and will walk you through the process to make informed decisions. He's super responsive and very diligent. His attention to detail has helped me navigate the growing pains of a small business and saved me money. He's proven to be invaluable and real pleasure.

I've used Accountable Consulting for the past 2 years and was very impressed with the high level of service and attention to detail provided. Hani went above and beyond, answering all my questions and giving exceptional advice for me to put forth in the coming year. He provided a comprehensive review before preparing my tax return-- definitely recommend!

Hani is the only person I will go to, to file my taxes. He is easy to work with and never hesitates to answer all of my questions. He is very diligent in the process and always prepares my tax return in a timely matter. I have used Accountable Consulting for over 5 years and I will continue to do so!!!

Hani is very responsive and knowledgeable. I felt confident in his work and comfortable submitting my taxes with him. We combed through each deduction in detail to ensure the highest return possible.

We used Accountable Consulting to prepare and file both, business and personal taxes for 2017. After years of using TurboTax we needed someone knowledgeable to analyze our business financials and provide expert advice. Hani accepted to work with us despite the fact that it was very late in the tax season and we were new customers. He is very professional, pays attention to detail and knows what questions to ask in order to have a complete financial understanding. Our situation required IRS Representation an

I've been doing business with Hani for almost 3 years now and he has always been good to me. He's always AVAILABLE to answer any of my nagging questions and is very patient. I love that I can trust him with my personal information always a pleasure to do business with.

Hani was thorough in my 2017 tax prep needs. He did a great job at analyzing all my financials, filing requirements and provided sound advice. Highly recommend his services.

The level of trust and customer service I have dealing with Hani is unlike anything I have ever had. He is extremely professional and dedicated to making sure his clients received quality services. Any questions or concerns I had were always taken care of. With over 10 years of dealing with Hani, I consider him part of my family. Thank you for all you've done. Greatly appreciated.

My family and I have relied on Accountable Consulting for many years. We've always found them to be professional, responsive, and easy to work with. Hani's attention to detail is second to none! He is always incredibly thorough in answering my questions and the advice he's provided has saved me money on more than one occasion. Hani consistently asks the necessary questions to ensure I'm getting all the deductions possible. That's the biggest difference to me at the end of the day. I truly feel Hani cares a

Hani at Accountable Consulting is a life saver. Trust worthy, dependable, and honest. A straight shooter who will get you the maximum amount on your refund without any funny business. Very knowledgeable across all the different codes and rules that vary from state to state, He did my taxes when I lived in Georgia, and now his company does all of my accounting in California. I definitely recommend using Accountable Consulting.

Dependable, knowledgeable, professional, and responsive. I have been a client for 6 years and Hani has been nothing but diligent year in and year out. He lays out my options and the potential impacts of each decision. Most importantly, he consistently follows up to ensure I am getting everything that I need.

Hani is absolutely amazing. We have been working with Hani for four years and he is extremely professional and handles our financial needs effectively and in a timely manner. He is very trustworthy and knowledgeable in his field and I would recommend him to anyone!

Hani is an excellent accountant. I have a small business with several employees and he maintains our payroll as well as our books. He is trustworthy, reliable, and very knowledgeable when it comes to taxes. I look forward to maintaining a relationship with him for many years to come.

Hani was very helpful and very fast! We're in the process of growing our company and needed the extra help with filing this year. Hani made (what we thought were) our hardest tax questions seem elementary. Highly recommend him for your tax and financial advisement needs!

Hani is very professional and makes filing your taxes very easy. He also will get you the maximum amount he can! He is willing to listen to any questions you have and give you the best advice for filing your taxes. Since going to Hani I will never let anyone else do my taxes. I have suggested him to many others. He even did a tax break down for free about two months ago. If you want someone trustworthy and very dependable who won't over charge you for doing your taxes Hani is your guy!

I have been a customer of Accountable Consulting for five years now and I have been thoroughly satisfied every year. The level of professionalism, knowledge and expertise that Hani provides at such reasonable rates is what makes Accountable consulting so unique. Since abandoning self-service tax software, I have substantially increased my returns every year thanks to the questions Hani asks which maximize my deductions as well as the guidance and tips provided during the consultation. Overall, Accountabl

I have been a client of Accountable Consulting for at least five years. I have had nothing short of a satisfactory experience. Hani's attention to detail, professionalism,and expertise have made the typically dreaded tax season an enjoyable process every single year. Hani answers all questions I may have very quickly and is always available for advice. I recommend Accountable Consulting to all my family and friends and will continue to use them for years to come.

Hani Mahmoud and his team at Accountable Consulting are amazing. I've been a client for over 10 years I haven't had one complaint. The consulting firm is professional and highly dependable and I would recommend them to anyone wanting to get their taxes handled.

Hani is the best accountant. He's simply a professional. He does my tax every year, and I never faced any problems. Also, Hani is comprehensive in answering questions. I always refer to him whenever I have questions about tax return, and tax forms. I will always be a customer for Accountable Consulting.

My family and I use Accountable Consulting and have for the past five years. Our CPA Hani works with a great standard of professionalism and is always prompt in answering questions, works thoroughly to ensure we receive all deductions possible, and always shows appreciation for our business (We even get Christmas Cards!). I would definitely recommend Accountable Consulting to anyone looking for reliable and trustworthy tax services!

I love Hani, he is the best! He's there for you know matter what time of the day it is. I was out doing some business and I needed some personal information and I knew he had it, I called him up and he sent it to me... now that's what I call dependable!! He is super professional and he makes sure you understand the whole process. If you are anything like me, taxes and finances frustrate me at times, so it's good to have someone that can put everything in laymens terms. I refer all my friends to him.

This is a great Accounting firm. Hani is very knowledgeable and he breaks down every detail and every step he takes I love his service. I would definitely recommend.

Hani was absolutely professional and EASY to work with! His diligent, attention to detail are exactly what I was looking for. He was comprehensive in answering questions and explained the financial impact of each decision I could make. I was very pleased that he asked the questions that ensured I would be getting all the deductions possible and I would ABSOLUTELY recommend his services to everyone.

Hani is a top notch professional accountant who has helped me for the past 4 years. Doing my taxes with him is fast and easy. I live in California and Hani makes the business distance so easy to do! He takes care of everything for me. He has a series of well thought out questions to make sure I'm getting all of the tax deductions that I am eligible for in my industry of work. Thanks for everything Hani ??

I've had a great experience working with Hani. He's been helpful in filing my yearly taxes as well as clear up some previous years unpaid taxes. He's always very professional and easy to work with.

I couldn?t be happier with the accounting service I received! Hani took time and really worked hard to understand my business to help me to make sure I was receiving all the proper deductions. He was extremely professional and handled my return in an expedient manner. I will be going back every year to let Hani handle my tax affairs.

Hani was very dependable and easy to work with. His level of knowledge in accounting is exceptional. He is professional, time efficient, and helped with guiding our business in the right direction. I will recommend him to anyone needing financial services.

Hani is amazing. He took the dread out of doing my taxes. He was very easy to work with and took his time making sure my documents were in order. His advice is GOLDEN. Won't be going anywhere else to get my taxes done.

Filing my taxes with Accountable Consulting was one of the best financial decisions I've ever made! Hani was super efficient, easy to work with and extremely knowledgable when it came down to preparing my taxes. My questions and concerns were thoroughly answered professionaly and explained at a level of my understanding. I highly recommend Accountable Consulting to anyone that's in the market for a CPA!

Hani is very professional and easy to work with. He's diligent and asked questions to ensure I'm getting all deductions possible. I've been pleased with his service each year.

Hani, Has been a Godsend after my divorce 7 years ago my taxes were behind. My husband had always taken care of the financial part of our household and I was overwhelmed with having to do them myself. A business associate of my recommended Hani and it was the key to putting things back on track for me. He is a committed and integress individual and he has a client in me for life.

Thank you so much Hani for your professionalism, accuracy, patience along with your knowledge and quick personable responses. I look forward to returning this upcoming tax season as well as introducing new clients to you. Yes, I'm out of state no apprehension here. Your services are stellar. Thank you so much.

Accountable Consulting is great! Hani is wonderful. Couldn't have asked for anyone nicer or more easy to relate to. He was very patient with all of the questions that I asked him and he made sure to take the time to answer in detail. Highly recommended!!

Hani was great and really helped me and my family with our taxes. He is 100% honest and very dependable. I will definitely be returning to him every year to help me with my taxes!

This was the first year we've used Accountable Consulting to handle our taxes versus HR Block. Hani was responsive, listened to all the details, answered all our questions and concerns and it was very easy to keep in touch with, and got everything handled very quickly. Would definitely recommend Hani to anyone looking for professional accounting or tax service.

Hani has been AMAZING!!! I had a terrible experience that I won?t go into detail about the year before and I was sooo scared to trust someone else to do my taxes. Well, it was the best decision I ever made and I will go to no one else other than Hani. He is thorough, dependable, and extremely knowledgeable. Hands down the best around!

I highly recommend Hani and his team! Hani is easy to work with, Very professional and pays great attention to detail, he even asks questions to ensure I'm getting all the deductions possible. I love when people are professional but also relatable, and that's Hani! We'll be with you for many years to come, Thank you!

Hani is the most professional tax subject matter expert around. He works tirelessly to get you the answers to your questions. He provides solutions tailored to your specific tax situation. If he doesn't know the answer, he will refer you to someone who can assist. I honestly was in a bad situation with the IRS and Hani helped me with IRS representation to get on a payment plan! He has been nothing but helpful and I will take all of my tax business to him! He is amazing and customer focused! If you ne

Hani Mahmoud has been our accountant for two years and has made filing taxes non stressful. We even moved to another state and he proved to be very knowledgeable of the tax laws of the state. Hani has a compassionate, caring, and dedication to his clients.

Hani has been handling my income tax filings for the last few years. He is very thorough, and gives great advice on my LLC and other matters. I recommend him for anyone's tax filings.

Accountable Consulting is a great company to work with. Very professional, knowledgeable and attentive. We love working with Hani. 5 stars all the way. Highly recommend this company.

Very communicative, professional, and honest! Accountable Consulting helped analyze my business and personal financials, and provided sound advice! The Accountable Consulting Group is consistently patient with me year to year with my repetitive questions. As someone who finds the tax process daunting and difficult information to retain, I really appreciate that they care to simply the process for me without making me feel like an egg head! :) HIGHLY RECOMMEND THIS BUSINESS!!

Happy to say that my experience has been positive. My accountant and his staff have given me their time and patience resulting submission and refunds in a timely manner. I am thankful and grateful for their assistance.

Highly recommend Accountable Consulting!! I had been dreading getting my taxes done to the point where I needed to file multiple years...A friend had suggested I call Hani to help guide me through what I antcipated would be a painful process..Much to my serious relief, Hani was so patient, extremely helpful and very accommodating! Not only was I able to get the help I so needed, the process was not painful at all!! Accountable Consulting now has a lifelong client!! if getting your taxes done can be seen as

Accountable Consulting was recommended to me by a trusted friend, and I am so incredibly thankful for that recommendation! They exceeded every expectation and attended to every need that I have had in regards to accounting and tax preparation. They helped me through the single most difficult event in my life... an IRS Audit. They were with me every step of the way and made me feel confident in my position. Their service is above and beyond what I had ever hoped and I value my relationship with Accountabl

I can not say enough about Hani and his staff, they are always willing to help me understand how to file my taxes. I won?t use anyone else 10 years down and counting.

Hani is very fast and effective. We have been working with Hani for over 3 years now since we started our restaurant. He works with our crazy restaurant schedule, then finished and filed our income tax in one day. He is very professional.

My husband and I were referred to Hani by my son after explaining a situation to my son that could have gotten us in grave trouble. We have been extremely impressed with Hani who resolved the situation and about four years later, we are still using his services. He has been very helpful and we plan on sticking with him in the future to come.

When I came to Hani I had a difficult situation because someone fraudulently used my social security number to falsely file their taxes. What could have been an arduous process turned into a favorable outcome due to Hani?s meticulous nature. Hani worked tirelessly with the IRS to get my situation rectified and also I received a nice return. I really appreciated Hani?s professionalism and diligence through the entire process.

I was referred to Hani by a close friend of mine. I trust her judgment and I'm glad I did. Upon contacting Mr. Hani, he was very responsive, easy to work with, professional and provided me with advice to help me save money. This is my 2nd year doing business with him and I look forward to many more.

Hani is a trustworthy and knowledgeable professional. He has done a great job on our business and personal taxes for the last few years. HIGHLY RECOMMEND!

Hani as always was very professional in preparing our taxes. He took the time to answer all of our questions and gave sound advice resulting in a larger return. We proudly recommend Hani to everyone.

Absolutely love working with Hani. He is very thorough and has helped me through a lot of tax stress! I highly recommend Hani and this company if you are looking for a CPA for taxes!

I did my own taxes for the first 13 years of adulthood but after a year of W2 work mixed with contracting work and a few other challenges I decided to use a tax professional. Hani was very prompt and thorough in ensuring we paid no more than necessary. I even had questions about my Army Reserve expenses, he did not know the answer but he did the research and provided a very speedy yet accurate response. The following year I planned to do the taxes on my own to save just a few dollars however I waited too

I have used Hani for two years in a row. Very professional and upstanding. I received more of a refund than I have in the past and I will continue to use Accountable Consulting for my future needs. Very reliable and trustworthy

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations