Accounting to Scale

Accounting to Scale

Reviews Summary

The reviews consistently praise the exceptional service, professionalism, and expertise of the accounting team. Clients highlight quick responsiveness, thorough tax strategies, and stress-free experiences. Many appreciate the personalized attention, ethical practices, and valuable insights for business growth. The team is described as knowledgeable, efficient, and dedicated, often exceeding expectations. Long-term clients highly recommend the firm for both personal and business accounting needs, emphasizing trust, reliability, and outstanding results. The overall sentiment reflects a top-tier, client-focused service with a reputation for excellence.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
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
Business Consulting
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

8055 Coral Wy

Miami, Florida 33155

Hours

Monday 8AM-4:30PM
Tuesday 8AM-4:30PM
Wednesday 8AM-4:30PM
Thursday 8AM-4:30PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Tiffany and the entire staff did a wonderful job with my tax return. First year that I used them as my accountant retired. Highly recommend. Quick, responsive, gives great advice to help you reduce your taxes.

This is not my first year with Tiffany. I had a great experience working with her for my taxes this year and in the past. The entire process was incredibly smooth from start to finish. She was very professional, yet easygoing and approachable?which made it super comfortable to ask questions and go through everything. You can tell she really knows her stuff, and I felt confident I was in good hands the whole time. Highly recommend her to anyone looking for a stress-free tax experience! My whole family is doi

I've been using their bookkeeping service for my small biz for about 6 months now. They keep everything super organized and I don?t stress about taxes anymore. I was always behind on receipts and stuff but they helped me get caught up quick. They also spotted a few things I was missing that saved me some money. Communication is usually good but sometimes replies take a day or two. Still, the peace of mind is worth it. Their pricing is fair for the work they do. Definitely recommend if you want to stop worry

If you're looking for a CPA who is not only knowledgeable but also incredibly dedicated, look no further! Tiffany Gonzalez is truly the best in town. Their expertise, attention to detail, and commitment to their clients are unmatched. They take the time to explain complex tax and financial matters in a way that?s easy to understand, ensuring you feel confident in every decision. What truly sets them apart is their proactive approach?they don?t just crunch numbers; they strategize, plan ahead, and always hav

Accounting to Scale is the absolute best name in the business, by far. Tiffany is extremely knowledgeable and helpful in guiding our financial efforts, year after year. We've only ever had positive experiences working with her and refuse to go to anyone else at this point.

We have been working with this company for over a year, and they consistently deliver exceptional services. Their team offers outstanding Fractional CFO services for strategic planning and vision casting! I highly recommend working with them for both day-to-day bookkeeping and year-end tax preparation. They are thorough, professional, and excel at problem solving!

Accounting to Scale cares and is committed to delivering top notch bookkeeping every month as well as end of year tax preparation and filing. Pleased with the value and service they provide. I trust Tiffany and know she maintains a high standard of excellence in her company - which gives me peace of mind.

Tiffany is an absolute pleasure to work with. She takes the time to review all aspects of the return, and provides very good feedback for maximizing your income based on your situation. I highly recommend!

Tiffany and her team were AMAZING. It was our first time using a tax accountant and we were highly impressed. 5+ stars; highly recommend!

Accounting to Scale provided great service, expert advice and made the process of filing taxes for both personal and business straight forward and easy to navigate. They have a friendly and professional staff that goes above and beyond to make sure your tax return is done right and you are satisfied with the service they provide.

Accounting to Scale is always on-point! Tiffany knows her business, and is ruthlessly efficient in getting the job done. Their customer service is terrific, they are organized and detailed in their communication and they are very responsive to questions during the year and especially during tax season.

Accounting to Scale saved my life! Tiffany is an amazing CPA, very knowledgable, helpful and most importantly ethical. The team she has built is phenomenal. Romina is hands down the best bookkeeper I've ever had. She is so helpful and always willing to go above and beyond. I'm not just saying this, they have proven this. They make you feel like family. When it comes to finding the right accounting firm personally or for a business you want a company run by individuals that are hardworking, intelligent, and

The preparation, explanation and accomplishment of our 2024 tax return with Tiffany Gonzalez, Accounting To Scale, was. Most excellent ! All our tax questions & issues were answered to our satisfaction, and communications with Accounting To Scale as to appointments, forms to bring, interview and electronic IRS filing were performed effortlessly and flawlessly. We recommend Accounting To Scale to anyone who require assistance and advice regarding their annual tax filing, plus to anyone who requires guidan

Tiffany and her group exceeded my expectations! She went above and beyond to make sure I was taken care of. I appreciated the fact that they took the time to educate me and give me in not just my taxes for this year. THANK YOU!!

Good communication, very professional and good advices. We change CPA after a bad experience. It?s day and night. We strongly recommend using their services !

Tiffany and the entire team at Accounting to Scale have been phenomenal. I've enlisted their expertise for both my personal and business tax needs and couldn't be more satisfied and impressed by their exceptional work and outstanding customer service. I only wish I had discovered Tiffany and her team sooner. The insights and knowledge I gained from just two meetings with Tiffany surpassed what I had learned in years from numerous sessions with my previous CPA. I highly recommend Tiffany and Accounting to Sc

I recently had the pleasure of working with Accounting To Scale, and I couldn't be more satisfied with the level of professionalism, expertise, and personalized service I received. Tiffany and Daniel Gonzalez, the owners of this fantastic accounting firm, have truly set the bar high for excellence in the industry. From the moment I walked through their doors, I was greeted with a warm and welcoming atmosphere. The team's dedication to their clients is evident, and it's clear that Tiffany and Daniel are dee

Absolutely stellar experience working with Tiffany and Danny and their team for my tax preparation, and the incorporation of my new company. Their expertise shone through every step of the process. They were incredibly thorough, patient, and meticulous in ensuring every detail was accurately accounted for. Not only did they make the process seamless, but they also provided valuable insights and guidance for maximizing returns. I couldn't be happier with the service provided. I can?t recommend them highly e

Five stars to Tiffany and her team, they are outstanding! I highly recommend their services.

Excellent services, Tiffany is very knowledgeable, professional, organized, quick on processing and submission. They have an easy to use system that makes it so much more convenient and secure to submit documents. Great communication with customers, awesome experience overall

Tiffany has been my tax consultant for the past three years. She and her staff are extremely professional and efficient. Tiffany is quick to respond to any questions that you might have, and to provide you with additional recommendations on how to save for your future tax returns. I highly recommend Tiffany and Accounting to Scale. Thank you.

I recently used Accounting for Sale and am disappointed with the service. After filing for the BOI, I found out that my inactive business was exempt from this requirement ?yet I was charged $250 for the filing. To make matters worse, after filing, they sent another email attempting to charge me again to reactivate my business. This approach feels purely money-driven. I later spoke to other tax professionals who confirmed they handle this for free for their clients. As a client, I would have expected simila

Accounting to Scale is the best! Not only do they make filling your taxes quick and easy, they also provide great financial tips for the next tax year. An amazing team that I?ve trusted since Tiffany started the business, and I?m never looking back!

I?ve known Tiffany for a long time and she?s always been a go getter so when it came time for my husband and I to look for an accountant, I knew who to call. Tiffany and her team are always so organized, kind and SO knowledgeable. She has helped us immensely with our small businesses and tax related questions. I highly recommend Accounting to Scale.

Accounting to Scale has been a true difference maker when it comes to having to do my annual tax returns for my personal and corporate taxes. Tiffany?s knowledge of the tax codes, along with advice for next years tax returns has given me the peace of mind of knowing that I have taken advantage of every possible options to save on my annual taxes. I look forward to doing my taxes, something that I could not say in the past. I want thank you and your staff for your professionalism and efficiency

I will recommend Tiffany to anyone that needs a good Taxes person. She was thorough but somehow made the process so stress free and streamlined. She was very sharp in catching missing items and was incredibly knowledgable in areas I was worried about like remote work dual state tax and multiple 1099's. We really cant thank her enough because we just had twin babies and our stress levels have been so high to really deal with anything. What a gem!

Tiffany and her team @ Accounting to Scale are amazing. My first experience with Accounting to Scale was when they took over the regional accounting for a large networking group with over 25 subsidiaries. They did an amazing job then, and they have become my go to referral for businesses that are in need of financial bookkeeping. I strongly recommend Accounting to Scale.

Tiffany and her team is the absolute best I've ever dealt with! They take their time to review all possible transactions and even assist with important IRS updates after the fact. I'm so happy my company has partnered up with this firm!

Absolutely the best team and service. I don?t thing I will ever work with any other accountants ever. Excellent.

Tiffany and her team have been absolutely amazing over the last few years. Not only is she knowledgeable but the entire team is an absolute treat to work with. She does what's in the best interests of her clients and will always go the extra mile to ensure their happiness and satisfaction with service. I highly recommend them for personal tax returns as well as corporate tax returns based on the experiences I've heard from my friends and clients.

Tiffany and her team are outstanding. They are knowledgeable and took pride in ensuring that I understood every detail of my taxes. The attention to detail and support that was given to me when completing my taxes was above expectations. I highly recommend this team for tax services.

I highly recommend Accounting to Scale not only to prepare and file tax returns, but also to do monthly accounting for your business. All the company's employees are excellent professionals, very qualified and knowledgeable about their work, as well as very helpful and excellent people.

As a painting and waterproofing contractor we rely heavily on the information we gather from our financial operations. Through the years we have worked with several accountants but never had the pleasure of working with a team like the one at Accounting to Scale. We are not often compelled to take time to write about our experiences but we felt that this team deserved to be recognized for what we don't often have the pleasure of dealing with. Tiffany and her team are true professionals that truly put the b

My husband and I own a small business and decided to switch over to Accounting to Scale after having very little to almost no communication with our former accountant. Phone calls will not get answered, emails took days, sometimes weeks. As a small business owner, this was really hindering our performance and growth. I decided to search for a new accountant and Tiffany from A2S came very highly recommended. Tiffany has been the absolute best in terms of - everything really. Super fast communication via emai

As a small business owner, my most important partner is Accounting to Scale. Each year I'm reminded of how professional, supportive and diligent their entire team is. They handle all of my company and personal accounting business, removing that stress from my day-to-day.

Tiffany has been nothing short of amazing. She's professional and reachable which is most important to me when handling my taxes. I would recommend her to anyone that owns a small business or a standard personal tax return; Tiffany you're the best!

Tiffany and her team are exceptional and provide a great outsourced accounting service product. Unlike other service providers in similar businesses, Tiffany is Certified Public Accountant (CPA). Take confidence in knowing that their team adheres to best accounting practices even at smaller level, that's reassuring to know the level of expertise to help my business. Or yours. She's good, the company is solid, HIGHLY recommended, I have been working with them for 3 years.

I had the best experience working with Accounting to Scale for all of my accounting needs. Tiffany was extremely responsive, attentive, and professional. Her and her staff helped me tremendously and very quickly, which is exactly what I needed. I highly recommend hiring them!

The service that I have received at Accounting To Scale has been superb. I had to find a new accountant because my previous accountant was doing a terrible job and my account was a big mess. I switched over to Accounting To Scale and Tiffany and Kristy made sure that my transition was as smooth as possible. They communicated with me on a timely manner and answered every question I had. They helped make sure I had everything in order to file my taxes for this year and submitted them in time (which was very c

I've been with Accounting to Scale for 6 or 7 yrs now. I recommend them to friends & co-workers blindly at this point. You only do that when you have complete trust in the work they do. Tiffany manages and runs a top tier firm. The kind that is on top of everything, nothing slips through, goes beyond regular duties and makes you and your business feel like they're in great hands.

Excellent service! Tiffany and her team are super professional, knowledgable and everything is done in a timely fashion. Highly recommend for bookkeeping, tax preparation and overall financial advice. Very admirable work indeed :)

Tiffany and her team were extremely professional. They were very thorough and answered all of my questions! I was thrilled to see my tax refund in my bank account within a week of contacting her! Strongly recommend!

Tiffany is very knowledgeable and is always on top of the latest information. She has very informative videos on youtube. She has experience and can help you save money and grow your business by keeping track of your income and expenses. With Tiffany and accounting to scale you have a group of people you can trust. I highly recommend her .

I would like to take this opportunity to show my gratitude for the outstanding customer service and professionalism provided by Tiffany Gonzalez at Accounting to Scale who completed my tax returns. I got an instant response to my enquiry, they invited me in to their office quickly and filed my return in record time. I highly recommend them and hope this review helps others out there that are looking for an excellent trustworthy accountant. Will definitely be using Accounting to Scale again for this year a

I have been doing my taxes with Tiffany and her team for the past few years and highly recommend Account To Scale's services. The first year I filed with ATS she helped me fix an error from the previous year return. Her customer service and knowledge (plus staying up to date with the ever changing laws) is what keeps me coming back.

Tiffany and the team at Accounting to Scale have been doing my accounting and taxes for 3 years now. I have 100% trust in them, they are responsive and answer within the hour, they are thorough and have excellent attention to detail. Most of all, they set my mind at ease, so I can do what I do best knowing I have experts looking after my numbers! THANK YOU

Accounting to Scale has been handling my business accounting needs for several years now. They are a fantastic group led by an incredible CPA, Tiffany. I highly recommend them to anyone who wants their accounting/bookkeeping done exceptionally well.

Tiffany and her staff are absolutely amazing. Professional, welcoming and efficient. Tiffany is an expert in what she does and my husband and I couldn?t have been recommended to a better CPA. Thank you guys for always going the extra mile!

I have known Tiffany Gonzalez for several years and she is absolutely an amazing CPA! Dedicated to her clients and always delivering a professional work product in a timely manner. If you want the best then you want Accounting to Scale!

Tiffany is one remarkable woman! She is trustworthy, honest and a hell of an Accountant. We do not worry one bit when she or her staff works on our accounting weekly. When I ask a question she replies quickly and efficiently. We could not be as successful without her!!!

Tiffany has helped our family's tax return for the past 4 years. Her automatic fast response time, and her willingness to get the job done quickly without any delays was simply the best! Call her with the peace of mind that she will look out for you and do it in an expedited manner.

I have been looking for an accountant for two months now that can meet my specific needs as a small business owner: Take OVER the numbers so I can focus on the business, while keeping me in the loop about the most important things so that I am aware. Tiffany and her firm embody that need fulfilment to the fullest. Open and transparent communication that makes you feel taken care of. Looking forward to working with her team and whole heartedly recommend her to ANYONE!

I highly recommend Accounting to Scale. I was there to do my personal and business tax with the lovely Tiffany. Her office is brand new and well organized. The entire process was quick and painless. I'll definitely be calling Accounting to Scale for my future needs.

Tiffany Gonzalez and her team at ?Accounting to Scale? are extremely knowledgeable, provide incredible service and most importantly for me, very transparent and straightforward. They have been helping me for years and provide everything a business owner needs. I would highly recommend them!

Accounting to Scale is by far the best Tax/CPA/LLC company I have ever used! We have been with them for years and they are honest and always maximize our finances. I recommend them to all my family and friends!

Tiffany and her team are amazing! They always help keep to me on track and are quick to answer all of my business and tax related questions. Highly recommend working with them.

Tiffany is extremely knowledgeable and professional. She immediately understood what I needed and helped me with a project I have. Daniel also joined un in the meeting and his input was also very valuable. They are a great team!

Accounting to Scale is South Florida's premiere bookkeeping firm. For small and large businesses alike, they streamline your accounting and help you maximize your money while saving you countless hours. Tiffany (the CEO) takes immense pride in bettering each and every business she works with. We at Gabriel Edward Jewelers highly recommend them!!!

Tiffany handles all my personal and business tax services. She is professional, thorough, and SUPER responsive. Her team is too-notch. I highly recommend Tiffany for all your accounting needs!

Accounting To Scale is the real deal. It's like having an entire bookkeeping and accounting team on your staff, at a fraction of the cost. I love receiving our monthly reports which detail specific metrics I discussed with my team. They understand how my business grows, and identify new opportunities regularly. Highly recommend Tiffany and hear team at A2S!

Tiffany Camejo and her team were wonderful. Tiffany is very professional, knowledgeable and friendly. Went over every item of my return with explanation on those I was not clear on. I highly recommend her and her team!!

Like to thank Accounting to Scale and their amazing owners Tiffany, Danny and their Entire team. They really help make my life as a business owner so stress free. All my numbers are in order, bills are paid. Taxes are done. Just over all a one stop shop. They help you in your business to make sure u grow and they grow with you. It?s a real team effort. Thank u

Working with Tiffany and the team has been an absolute pleasure. They are very responsive, thorough and will answer any question you have concerning your particular situation. Whether personal or business taxes, I definitely recommend Account to Scale.

I have done my personal and business taxes with Tiffany from Accounting to Scale for the past 4 years. Tax time was always so stressful until I found Accounting to Scale I send her the documents and she prepares my taxes stress free !!!! I highly recommend Tiffany and the Team at Accounting to Scale they are very professional and very knowledgeable.

Tiffany and the ATS team have been doing my taxes for 3 years now and it has always been a smooth and easy process. They are always quick to respond to any emails or questions that I may have . The customer service Tiffany and her team provides is a breath of fresh air in Miami . Kudos to the entire ATS team for a job well done.

My experience with Accounting to Scale was the best! They did everything that I needed and more. They made me feel like I was their # 1 client! Thanks Accounting to Scale for your great service!

Incredibly sharp and professional. As a person with high expectations and attention to detail, I am continually impressed with the work of Tiffany and Kristy (our account manager). As far as professional services in Miami go, Accounting to Scale is so refreshing and truly pleasurable to work with.

As a new physician, my financial situation changed pretty drastically this year. I consider myself financially savvy and typically do my own taxes but with all the changes this year I figured it would be best to hire a professional. I shopped around for weeks before I spoke to Tiffany. Questions I had been struggling to get answered by big corporate tax firms were answered on the fly during our initial discussion. In a 30 minute phone call she was able to outline a tax strategy that saved me over 20k in ta

Tiffany and her team at Accounting to Scale always go above and beyond to satisfy our needs! They?re easy to work with and they love what they do. I strongly recommend working with them, they are the best.

Thank you Tiffany, She is always very kind and smiling, she doesn't take your extra money like any other. My return was in my account 2 days later. Especially its new office is very cool and beautiful. I would definitely recommend!!!

My taxes were all over the place and I was not maximizing on all my expenses.. I was connected with Accounting to Scale and my life is 100000 times better and so are my taxes! Her team is super organized and send reminders which for me and my high paced business and day to day is a God send! Def. recommend.

THE BEST! So efficient! I have a crazy busy schedule and she just made this such a smooth process. This is my first time using Tiffany's services but it definitely won't be the last.

Accounting to Scale is owned and directed by an impeccable professional, Tiffany Gonzalez. She is one of the most knowledgeable accountants I know and trust her implicitly. A2S offers the clear view any business owner needs to have of their company to make it grow.

I originally do my own taxes but after the experience & service I received from Accounting to Scale, I am a fan and will be coming here every year now. Thank you Tiffany, Victoria, Kimberly and Daniel for getting this done so fast and with a maximum return!

Tiffany and her team are extremely professional and quick on reply and solving our questions. Their online platform is very friendly and helpful. Kuddos to the entire team and Tiffany!!!!

Wow-I have seen and heard nothing but amazing things about Accounting to Scale. I know several small business using this company and they all rave about the service and value. I see why they have a perfect rating on Google. Keep on doing whatever you are doing because you have earned a great reputation is the Miami community.

Tiffany and the team at Accounting to Scale are top-notch. Everyone raves about their level of service and professionalism. There's a reason why the firm keeps growing, month after month. Keep up the great work!!

As a growing business owner, I needed a reliable accountant that not only handles matters competently but also guides me and looks out for my best interests, which is a sure way this team separates themselves from the rest. Our tax info was handled well and quickly. The payment of our taxes to the govt was also handled. Easy breezy!

5+ stars to Tiffany and her company for the highest level of professionalism and extremely fast replies. In all my years filing my taxes with her, she's made this process easy and painless, which is not something you expect from doing your taxes.

As a CPA and experienced Finance professional- I trust A2S will the controllership and tax needs for my organization. Extremely professional and responsive. Tiffany and the A2S team are the trusted advisors your organization needs. Thank you!!

Changed my business for the better! Accounting to Scale team has been able to not only handle my bookkeeping and business needs but also help me plan for future growth in a responsible and informed manner. Highly, highly recommend!

AMAZING TEAM! they saved me $1000 in my taxes - I love working with them. no hidden fees, always upfront and they work all your paper work electronically. no need to go to the post office, no need to print papers to sign them and then scan them back again - all their work is simple and very friendly.

Experienced accounting team that provides exceptional service and is always ease to reach. I would definitely recommend working with Tiffany and her great team.

So seamless and easy! Tiffany was a pleasure to work with and helped me answer all my questions and get my taxes handled ? going to be working with Accounting to Scale every year without a doubt!

Another amazing experience at accounting to scale. Tiffany and her team are so helpful and professional. So easy from start to finish.

After working with multiple other firms throughout the years I can truly say that the folks at Accounting To Scale are true partners to our business. Thanks you so much for working hard at helping us make our dreams come true.

Best in the business! Tiffany and her team are professional, quick to respond, eager to help, and true experts.

Tiffany is professional, friendly and has a wealth of knowledge. We will working with her every year for our tax returns.

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.

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