*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.*
6625 Miami Lakes Dr #237
Miami Lakes, Florida 33014
I had the pleasure of working with Marlene at Accounting Geeks for my tax filing this year, and I can't recommend her enough! From start to finish, she was incredibly professional, thorough, and knowledgeable. She walked me through every step of the process, answered all my questions with. patience, and made sure I understood everything. Marlene took the stress out of tax season and really went above and beyond to make sure everything was filed correctly. Her attention to detail and personalized service tru
Absolutely thrilled with the service I received from Accounting Geeks and owner Marlene! From our first meeting, it was clear that Marlene is not only highly knowledgeable but also incredibly professional. She took the time to explain complex tax concepts in a way that was easy for us to grasp, making what could have been a daunting process feel manageable. Marlene proactively identified several strategies to minimize our tax liabilities and optimize our business decisions, showcasing her expertise and ded
Five Stars Isn?t Enough for Marlene! I cannot say enough good things about Marlene?she is truly a lifesaver when it comes to taxes. Not only is she incredibly knowledgeable and efficient, but she?s also genuinely kind, patient, and always ready to help. Every year, she makes what could be a stressful process feel simple and totally manageable. What I appreciate most is how much I trust her. With Marlene, I know everything is done right, and I never have to second-guess anything. She takes the time to expl
Our experience working with Marlene at Accounting Geeks has been absolutely fantastic! She is incredibly knowledgeable, patient, and takes the time to explain everything thoroughly. Tax season can be stressful, but with Marlene?s expertise and guidance, the process has been smooth and stress-free. We truly appreciate her dedication and professionalism.
I?ve been trusting Marlene with my personal taxes for years, and I?ve never had to worry about a thing. She always catch every deduction, file well before the deadline, and make sure I understand exactly what?s going on. If I ever have a question, she is quick to respond and walk me through everything step by step. Honestly, tax season has never been smoother since I started working with her!
First time doing my taxes with Marlene and she has a customer for life. Very professional and knowledgeable. She is great at what she does and I?m very happy with how smooth and stress free the process was, unlike my previous experiences elsewhere. Highly recommended!
Marlene is amazing. She really took the time to look for the best return possible. My taxes were a bit complicated and she really knew what to do and help me out. I would definitely recommend her to anyone looking for an accountant.
Marlene has been my go-to for tax preparation services for several years. Thanks to her expertise and hard work, my tax filings are always smooth, accurate, and stress-free. I couldn?t have asked for a better experience. I highly recommend Marlene to anyone looking for a skilled, reliable, and truly caring tax professional. She?s the best in the business!
I had the pleasure of working with Marlene for both my personal and small business taxes for 2024 and I could not be more satisfied. Marlene was extremely professional and prepared to answer any questions I had. She made the process stress free and was extremely efficient. If you're in need of an incredibly thorough accountant, you've found one.
I?ve had an excellent experience working with Accounting Geeks very knowledgeable, professional, and always goes the extra mile to ensure everything is handled accurately and efficiently. Whether it?s tax preparation, or financial planning, Accounting Geeks provide clear guidance and make the process seamless. Marlene?s attention to detail and commitment to customer service truly set them apart. I highly recommend Accounting Geeks to anyone looking for reliable and trustworthy accounting services!
Marlene has been my go-to tax genius for years, and that's not going to change. Her professionalism and customer service are unmatched. I would not trust anyone else with my taxes and would recommend her to anyone without a doubt.
Marlene has been my families accountant for several years . She is professional, organized , and very knowledgeable in her field . She makes filing taxes seamless . I would highly recommend Accounting Geeks for all your accounting needs.
First time filing my personal/company taxes with Marlene, and was a great experience. She was professional, attentive to detail and fast. Highly recommend her.
Marlene is very knowledgeable and helpful. This is my second year doing my taxes with her. She works with your schedule and is accommodating. 10/10 recommend!
I can?t say enough good things about Marlene! She has been absolutely wonderful. Her attention to detail, deep knowledge and proactive approach has saved me both time and money.
It was an absolute pleasure working with Marlene this year. The professionalism and customer service is top notch. She?s incredibly smart. You have gained clients for life! Thanking Lynn for the recommendation.
We love how Marlene helped us with our taxes. Very knowledgeable in the business, fast response and very professional. Definitely will be going with her again ??
Marlene is the very best! She?s very knowledgeable and professional. I?ve known her for many years. There is no other person I trust with my taxes :)
Marlene was extremely helpful and knowledgeable. I reached out to her on Tuesday and she had my taxes filed by Thursday despite it being the busiest season of the year.
I was introduced to Marlene Hernandez and let me tell you, I was so glad I did. She?s very knowledgeable and explained exactly what I needed to do for the future in my situation. I highly recommend her and will continue to use her services and expert advice.
We just did our taxes. Marlene was great! She was very professional and responsive. We highly recommend her services!
Excellent services! Marlene is a CPA certified, if you are looking for professional services this is the place, my second year with Accountig Geeks and I hope forever? , easy accesible, english and spanish speaking, definitely recommended.
Marlene & her team are absolutely the best at what they do. I'll definitely recommend them to anyone who's in need of their services. She helped me tremendously throughout the whole entire process of filling my personal and business taxes. Actually, she did such an amazing job that i can truly say we probably won't work with another CPA if it's not her or recommended by her.
I was so impressed with the customer service I received from Marlene. She was very friendly and helpful, and she went above and beyond to make sure I was satisfied. I highly recommend this Accounting Geeks to anyone looking for an amazing accountant.
Marlene is the best of the best! She has been making tax season stress free ever since I started with her!
Fantastic service, Marlene is a true professional. I wouldn?t trust anyone else with my accounting needs.
Best in the business 100% , Super professional!!
Awesome service overall! Reliable and professional. Would highly recommend for all your accounting needs
(Translated by Google) the best one made everything look so simple and fast ???? (Original) la mejorrrr hizo ver todo tan sencillo y r?pido ????
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.