*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.*
7233 Clinton Rd
Stedman, North Carolina 28391
Adam and his team are wonderful to have as my CPA for my business and personal taxes. My account manager Sarah is prompt and always their when I need tax advice. They go above and beyond trying to help and are always using the latest technology to make things easier. If you are a business owner looking for guidance with tax planning, definitely give Adam and his team a call. They make it very easy and a pleasure to do business with.
We've had the ultimate pleasure of having Adam Hall and his team as our CPA for many years now. Adam and his staff are extremely knowledgeable in all areas of business accounting and tax law. They are a pleasure to work with and you always feel that they want to make sure the client is well taken care of. We definitely recommend Adam's office for all of your personal and business accounting needs.
Adam, Carie, and Sarah always take care of us and do a great job. They are professional and look out for their clients best interest. They make doing taxes easy and my husband and myself have been very happy with their services and their entire office staff.
Adam Hall CPA has proven themselves to be professional and diligent in their work. I have been their client for 10 yrs and they have helped me grow 2 businesses and instrumental negotiating the sale of one of them. I highly recommend them to anyone.
Thanks Adam, Andy, and staff for taking much of the worry out of our monthly accounting. We changed to this company about 5 years ago after using a different firm from Fayetteville and it was one of the best business decisions I have ever made. They are quick to respond to my email inquires, my monthly P&L's and check ledger is easy to read and understand. I value their guidance and now always speak to them for advice before I make any sizeable business expenditures. I recommend them highly for anyone w
I have been using Adam?s service from the beginning of his business. They are professional, ethical and very polite. They treat my family and business like we are family. Very thankful to have him as a business professional that approaches his business from a Christian perspective.
Adam and his staff are awesome, friendly and very knowledgeable. They have worked closely with our business for 20 years and we feel secure in knowing our accounting needs are being met.
I went in to see if this firm could handle by company and personal tax needs. Additionally, I wanted to conduct an audit of some records and get an estimate for bookkeeping. I was handed off to a junior accountant (to remain nameless), that could not tell me what the bill rate was for services. When further asked about the ability to handle the account he could shed no light on an approach to rectify the accounts. He also said he would have to check with the boss since he did not know if they were acce
We appreciate our CPA's and staff! We have been beyond blessed with having them help us with our companies financials and I am sure you would love them too!
Adam & his Formidable Team have continued to Earn our business - professionally & personally basically since he hung the sign & opened the doors!
This is a first class accounting agency. Adam and his staff are the best!!!
Great service. Great team.
These guys are the best around!!
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.