*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.*
555 NE 15th St Suite CU-19
Miami, Florida 33132
Great accountant, sat with me earlier on in the year and had provided some real solid advice about my small business. Adalberto is very thorough in his analysis of your particular situation and is able to provide solid answers in order for you to make an informed decision. I like his honesty and integrity in making sure you get the most out of your returns without compromising on the legalities. In today's world of accounting, you need someone that is honest and knows how to play within the rules establishe
Update: 2/14/2020 I find out that my 2018 business taxes were not filed with the IRS. I still have not heard from Adalberto. It has been three weeks and I am still awaiting a response from him. Update 3/4/2020 I still have not heard from Adalberto who told me he would get back to me after he spoke with IRS. At this point they still do not have my 2018 taxes. Update 4/20/2020 Still no response. I have found another accountant to help me resubmit my 2018 taxes. My new accountant tried to reach out t
I've had really bad experiences with accountants, and it took me a long time to find a professional and reliable account as Adalberto. He was referred by a good friend of mine, and definitely he was the right choice. Always open to inquiries, and he helped me to maximize tax efficiency according to my finances.
Adalberto prepared my taxes for the 2015 tax season. Adalberto is friendly, trustworthy, and professional. He made the stressful tax process simple with his quick turn around time. I look forward to working with him again next year.
I found Mr. Parra on a search online. After I read the good reviews my husband and I decided to have our business and personal taxes done with him. We were happy with the service provided for our taxes. A couple of months later the Department of Revenue asked for documentation on a change he had made to the tax filings on our business, which would result in a $1000.00 fine if not resolved. We exchanged messages and sent a picture of the letter as he requested...he said nothing to worry, I'll take care of i
UPDATED*** Mr. Parra made this situation right. Thank you for addressing this. ***ORIGINAL*** My original impressions of Mr. Parra were very good, but unfortunately I can not recommend his services after he failed to complete the job and kept my payment. Last October, I contracted with Mr. Parra to have several years of corporate returns prepared. He presented drafts of these returns and asked for payment before he submitted the returns to the IRS. I paid his invoice promptly. After receiving payment,
I?m very please to work with Adalberto. Very professional. He provide me a excelente and fast service. He made me feel secure that I will get my taxes done right plus great follow up Thank you Adalberto for the good job!!
Excellent professional. This is the second year I file my taxes with Mr. Parra. He is quick and accurate with his work, and is always available for his clients. I highly recommend him as a CPA professional.
I highly recommend Mr. Parra as your CPA. He is very knowledge, diligent and efficient. He will take the time to explain the IRS codes and laws that apply in your particular case and gives great importance in securing electronic document sharing. He was very kind, and patient when answering all my questions. He is the CPA to go to and is fully bilingual which is a plus when you speak Spanglish.
helped me out with getting my sales tax up to date and getting my taxes organized with my ecommerce business. Edit: did a good job initially but once he got paid he stopped answering the phone or replying to messages. Bittersweet experience
Adalberto is an excellent CPA. His services are great and he really takes the time to help you out. Great job Adalberto!
Adalberto is a true professional. He filed our taxes and set aside time to provide accounting advice.
Mr Parra was great, fast, straight forward and use a lot of technology to make the process easy. I recommended him with closed eyes;-))
Highly Recommended not only for his exceptional work but his friendly personality!
A very knowledgeable and experienced accountant. A painless experience for a stressful situation.
Excellent, personalized, and fast service. Highly recommended.
(Translated by Google) Incredibly educational and with all the experience to clarify any doubts. He is always there to respond. Absolute responsibility. I have worked with Adalberto since my first Tax Return (3 years) and the peace of mind he provides is invaluable. (Original) Incre?blemente did?ctico y con toda la experiencia para aclarar cualquier duda. Siempre est? ah? para responder. Responsabilidad absoluta. Trabajo con Adalberto desde mi primera Declaraci?n de Impuestos (3 a?os) y esa tranquilidad qu
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.