AGA Group Tax Resolution, Accounting & CPA Services

AGA Group Tax Resolution, Accounting & CPA Services

Reviews Summary

The AGA Group receives consistently outstanding reviews for their professional, knowledgeable, and personalized tax and accounting services. Clients praise their responsiveness, attention to detail, and ability to simplify complex tax situations. Many highlight long-term satisfaction, with particular appreciation for their friendly staff, clear communication, and strategic advice. Business owners and individuals alike recommend them highly for both routine filings and specialized financial planning. Their reliability, integrity, and client-focused approach make them a trusted choice.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Government Contractors
Real Estate
Healthcare
Construction
Professional Services
QuickBooks

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
IRS Representation
Small Businesses
Individual Taxpayers
Government Contractors
Real Estate
Healthcare
Construction
Professional Services
QuickBooks

Contact Information

Address

9470 Annapolis Rd STE 108

Lanham, Maryland 20706

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I first heard about the AGA Group through a friend who used their services for their company, and honestly, I usually avoid mixing business with personal connections - however, in this instance, I am grateful for the reference! My experience with AGA Group, LLC has been nothing short of fantastic. From the first conversation, the team made it very clear that they were invested in me and my business on a level other accounting firms didn't meet. They took the time to truly understand my goals, my vision, and

I have the pleasure of working with the AGA Group for nearly a decade. I hold them in high regard and trust their services. Our one-on-one consultations are comprehensive and conducted without haste. My paperwork is meticulously prepared and returned in an organized package that is easy to review and file. I am sincerely grateful for discovering this exemplary service.

The Best because the customer service, attention to details n your educated and their patient yet on it when it comes to your business. So grateful. I heard about the AGA GROUP in 2019 listening to the GIRL CEO PODCAST talk about her accountant. So grateful. Been with them ever since

I?ve been a client of AGA Group for a number years. AGA was recommended originally by my financial advisor, and they have been an exciting group to work with. AGA has consulted my wife and I on the latest Tax strategies, and been a consultant in several businesses that we own. The service here is nothing less than professional and most importantly their knowledge base is phenomenal in assisting with your overall financial picture. I highly recommend using AGA group for your tax and accounting business. Fr

I have been working with Amani and the AGA Group for years now. From the beginning, she and her team have always been professional, responsive, efficient and friendly. The services are also very reasonable and affordable! I have also referred friends to the AGA Group. Whenever it is tax season, or if I have financial questions, they are my go to, no question!

AGA Group by far had exceed my expectation. Their professionalism, communication, their understanding of how to best serve and benefit their clients were astounding. I am a new client, from my first meeting with Amani made me feel comfortable as if we had been doing business for years. Amani and her hole team are very studious and diligent in what they do. I defiantly will become a long time client. AGA Group has your interest in mind what more could you ask for!!! If you are looking for CPA Service that h

I have been a client of the AGA Group for over 7years. Amani and her team are always consistent, professional, personable, and knowledgeable! As a business owner, it is important to know that my finances are being handled with care. Amani does an exceptional job at explaining information. I would recommend the AGA Group over and over again!!

I've been a long time customer of the AGA group for several years now. I highly recommend AGA for all your tax service needs. The professionalism and friendliness of Amani and her staff is always so welcoming. Amani is not only personable but is extremely knowledgeable about our forever changing tax laws. She has offered me so much great advice. I look forward to her continued service as my personal accountant.

I just realized today that it has been 7 years since we first started working with this company to file our taxes! We were referred to Amani when we lived in Maryland. Now we're stationed overseas, and we continue to work with Amani and her amazing team. AGA is a very professional and responsive company, so I highly recommend their services if you are looking for a competent team you can trust.

I have been a client of the AGA Group for nearly 10 years. The relationship I have built and the services received over the years have been top notch. Ms. Ahmed and her team are consistently professional, accessible, and helpful. Ms. Ahmed has gotten to know me and my family. That personal touch means a great deal. I highly recommend the services of the AGA Group.

Wow, all glory to AGA. They have been extremely important and necessary to my business. Amani and her staff have became family. I trust her so much with my business. The piece of mind she offers is priceless and they have a wealth of information. I have recommended people to them as AGA was a referral to me. AGA have became part of my business and they could never leave me?? thank you all so much for taking care of me and being genuine. Truly blessed for this relationship.

AGA group has helped us do our first year business taxes. Coming from not being well informed in that sort of thing Amani and her team made it very simple, and less anxiety inducing than I thought it would be! I appreciate Amani being very informative throughout the process and always being prompt with her replies whenever I had any questions or concerns. That really meant the most making everything effortless on our end and making the experience less transactional. We will continue to use AGA going forward

Amani is very detailed oriented and organized when it comes to tax service. My husband and I have used her services now for 3 years. Armani is always up to date with the current tax laws, always provides answers to any questions that we may have . Her professional staff is very accommodating with appointments. The AGA Group gives you confidence that your business is in good hands. I highly recommend her Accounting Firm for whatever your financial needs are small or large.

The staff from top down is kind and professional. Amani goes out of her way to make sure her clients understand the processes that drive the tax cycle in a way that helps them plan and be better prepared for the upcoming season. I highly recommend the AGA Group.

I was referred to AGA Group Tax Resolution by a friend. I had just started my business and knew that I needed the best accounting service. The AGA Team is a pleasure to work with. They made this daunting experience very smooth. The team provided great suggestions, education and literature. I definitely would recommend AGA Group Tax Resolution.

The AGA tax group is one of the best in their field. I have been with the company for about three years. They have never made me feel like just another client or a number. They made me feel like a close friend or a family member. They give you that personal attention and take the time to explain everything to you. That?s very important to me. I would highly recommend this company.

I have worked with Amani and her team for the past 6 years on our business and personal tax filings. They also provide consulting advice to help us as we continue to grow our business. They are always very thorough and respond quickly and efficiently, even during the peak tax season. I have recommended the AGA group to many friends and colleagues and will continue to recommend them to others.

Amani and the AGA Group Tax team provided my wife and I with the best tax preparer experience that we?ve had in the last 10 years! We were referred to them by a current client of theirs and we were pleasantly surprised at the service that we received. Their administration staff is pleasant and professional, the systems that they have in place are seamless and Amani was great to work with and comes with a wealth of knowledge! She gave us detailed explanations to all questions that we had, made sure we had ev

AGA Group, has added tremendous value to my company. I have already recommended a company to them who came back with the same positive feed back. Their educational, attentive and current. A great tool to have in your tool belt to help navigate in this volatile climate. True blessing, stress free about my finances with AGA Group. I have time to focus on the business. 5 stars all the way!

AGA Group Tax has been doing my taxes for a while. I love the whole experience that I get there. And I never have to worry about what I dont know or the latest news. There work in so quickly with me and my family on finances. So I have never had a worry since I been with them. And I have never ever been mistreated like I was a number for service.

I have been a customer of AGA Group tax and accounting and I am very satisfied with the service provided. If there are issues with your taxes Amani will call you and talk to you about you issue and let you know what adjustments you need to make for the next year. Also the staff is knowledgeable and friendly. Highly recommend this tax preparer.

My experience with AGA was the beginning of a great working relationship. I felt like I mattered vs being another line item. They were ready and willing to answer questions and provide useful info for now and later. We were referred and I will pass on the referral. AGA, until next time!!

We were referred to Amani by my husband's co-worker. She and her team are very professional and attentive. We have been with AGA for 2 years now. We will continue to work with AGA becausethey are reliable.Our daughter is now with AGA. Thank you Amani for helping us and working with us.

My wife and I enjoy the professional tax service AGA group provides for us each year. We trust and like Amani and her team. I would have to give AGA group l 5 more stars for the additional wealth and prosperity advice given to become better financially. I can?t forget about the 5 star customer service from Dwight as well.

My CPA and her team are excellent! If you are looking for a quality accounting firm AGA Group is it. I have been a client for several years. They have kept me on track and I have never run into any problems with the IRS. I highly recommend Amani and her team to get the job done, and always with a smile!

I've been client of Amani Ahmed and the IGA Group since 2010, and have never been disappointed with her services! I automatically know that when I drop off my taxes, they are in great hands. She's very knowledgeable and up to date on tax preparation, and how to prepare very complex taxes as ours always are. She is kind, friendly, organized, efficient/timely, and accurate; she even call us if we forget to submit a document that should have been included on the package we submitted. Most of all, she is hones

I have been working with the AGA Group with my personal and business taxes for over 15 years and my experience has been nothing short of AMAZING. Amani and her entire team work effortlessly to always get the job done using their vast knowledge of the ever changing rules and regulations. They have been an invaluable resource and a trusted business partner. I can always count on them!!!

For about 5 years, AGA has been preparing my taxes and I have never been disappointed. I have trust issues, but I have no issues with trusting AGA because their level of expertise is above and beyond any accounting services, I?ve ever received! Experts at their job and ALWAYS provides me with the right answers and resources to back their answers! AGA is a company who has high integrity and I highly recommend this firm!!!

AGA is THE go-to for everything regarding taxes, accounting, and finances in general. Filing yearly is super easy and simple; Amani is SUPER knowledgeable and VERY experienced in the field. The entire office are genuinely awesome people who love what they do - they value their clients & partnerships - and no matter how big or small your problem or task is, AGA is the way to go!

I have been a long time customer of AGA group. At least a decade of my memory serves me correct. I am beyond satisfied with the team at AGA. Professional, courteous, prompt in their communication, honest in their approach. I happily pay my fees knowing that my returns are done right and I don?t have to worry about anything. I don?t plan on using another tax/accounting firm and I happily refer friends who need tax/accounting support to AGA. Give them a shot!

I was very impressed with the AGA Group Tax. Prior to AGA Group; my company was being strangled by the tax system; due to lack of proper bookeeping and accounting knowledge. It was difficult to organically grow my business to it's fullest potential. Then, I was introduced to AGA Group my company was restructured and successfully helped me navigate through the complex tax requirements. As a result of AGA group practical accounting advice; I am now able to focus on making my business more solvent and resi

Phenomenal service! Very professional and superb advisement on our personal and business taxes. We are new clients and will continue to use the AGA Group LLC for years to come. We strongly recommend AGA Group to others who are in need of accounting and tax resolution services.

OUSTANDING COMPANY!! We have been working with AGA Group for over 7 years. Amani is my bookkeeper and tax consultant. Amani is absolutely AMAZING. Amani and her team are very professional and responsive. Any time I need help, I get a response in a timely manner. She is a true life saver. Saves me lots of time & headache during tax season. We are very very pleased with AGA Group. .

Will definitely recommend AGA Group to any business owner. Their attention to detail, coupled with the timely responses to questions proved educational and helpful to navigating the complexities business owners face during tax season.

Our experience with AGA Tax Group has been very positive! We've worked with them for the last two years, with somewhat complicated taxes last year, and they have always done an excellent job. Very professional, great communication, and fast! Thank you again!

AGA Group was great. This was the first time I hired someone else to do my taxes and I have to say this is the way to go. AGA Group is very organized and made the process very easy for me. I am extremely satisfied with the service they provided.

I highly recommend AGA Group Tax for your business, this professional group has excellent customer service, very accurate in appointments, Ms. Amani is the accountant who has excellent knowledge in accounting matters, I regret not meeting her before, she is very attentive in listening to the problems and always has a way out for her clients in solving the issues that we are involved in. Feel free to contact her! You will not regret it, you will if you don't call to make an appointment now.

Was referred to the AGA Group two years ago and I am sooo glad that she came into my life. This company has totally transformed my business as a business owner. Before meeting Amani didn't even consider me as business and now I am operating as such. She even helped me with my tax issues. Not only that she is also great when I am thinking about new ideas and needing her opinion on things for my business. The AGA Group has been God sent to me and my business and I do not know what I would do without them

after going to several different preparers that I just didn't feel provided good service or knew all the tax laws, AGA was recommended by a co-worker; and I've been satisfied every since 2014 with their service, with their family like atmosphere in dealing with you and in their alway professionalism. I recommend them to everyone who needs tax prep services and advise.

AGA Group is professional and and thorough. They walked every step with me in years old battle with the IRS. The compassion and professionalism was immeasurable and made a huge difference. I would highly recommend this firm and am grateful they are on my team.

The AGA group has been taking care of my personal and business taxes for the past four years. Their customer service, expertise and attention to detail has given me peace of mind. Mrs. Amani Ahmed has assembled a great team that gives me the confidence to grow my business without the worries of tax implications, as I know that they are handing my account from cradle to grave. Thanks AGA!

Top notch service! I WOULD recommend and WILL continually recommend AGA for any and all financial services they offer. I have nothing but good thoughts, words and I give them two thumbs up. Amani is truly one of the best in this arena of finance. AGA definitely provides top notch service...schedule a consultation as soon as possible! - CLD

My husband and I am extremely pleased with the services we received from the AGA Group Tax, Accounting & CPA Services. They communicated with us fully from the time we brought in our tax documents until we reviewed and approved the draft for electronic submission. I would highly recommend Amani S. Ahmed and the AGA Group to anyone seeking top level tax and accounting services.

AGA has consistently provided me and my family with excellent service. Their attention to detail, willingness to explain tax thinking, and their help in planning ahead have made a huge difference for us and for the businesses we operate. Excellent service in a tough and changing aspect of life. Thank you Ms. Ahmed, and thank you AGA!

AGA Group from the initial meeting to continued years of service have given me nothing but the highest of professionalism. From their hospitality to staying knowledgable and on top of the forever changing policies as well as taking the time to explain it to me on any level. I highly recommend them as I have been with them for many years. Thank you AGA Group.

I highly recommend AGA Group LLC for your tax and accounting needs. They truly live up to their philosophy of demonstrating professional, consistent and dedicated service. Mrs. Amani Ahmed, CPA, MST is exceptional in her expertise and having worked with AGA Group for several years, I would not think of seeing anyone else.

Professional, efficient, and prompt. Provides excellent customer service. I obtained their services to handle an estate account. Although I live hundreds of miles away, I was completely comfortable and confident with Amani?s team as they came highly recommended. They were very prompt in answering any questions or concerns, never made me feel rushed or insignificant. My questions were explained in terminology easy for me to understand. I will use the firm again and highly recommend that you do too.

AGA Group, Amani & Dwight have provided outstanding business and personal tax and accounting services to us for the past few years. The knowledge and professionalism we've experienced is world class.We are thankful we made the decision to utilize their services.

I went to AGA GROUP with a TAX CRISIS !!! My IRS BILL WAS COMPLETELY OUT OF THE ROOF ! Mrs. Amani and her team of professionals were absolutely phenomenal ; not only was my tax bill erased I also received money back from the IRS ( we all know that do not happen often) . Anxiety was out of control before I went to AGA . However , the calmness , reassuring , and knowledge you receive from AGA I walked out of there after my consult feeling refreshed. As a small business owner I will NEVER go anywhere else for

I love everything about this business very professional everyone you encounter is very nice and helpful. Responds in a timely manner answers questions that you ask and also give information that most other businesses don't without asking. I'm about to open a second business and of course I will be using AGA to handle my paperwork and accounting. I would definitely recommend them to anyone that's trying to start a new business or if you just need an accountant. Five stars ?? without a doubt wish I could g

I have been with AGA Group for over 5 years. The staff is professional and they provide excellent customer service. My experience the CPA - Amani, has been phenomenal!

I was introduce to AGA Group 4 years ago and my understand of taxes have increase tremendously. They constantly keep themselves updated with the new tax laws and keeping their customers inform about the laws that apply to them . The professionalism of the tax preparer, book keeping and awesome customer service is outstanding! That?s why have the best CPA in the country!! ??

I have been working with Amani and the AGA Group for over a decade now and the accounting work and tax preparation are always the highest quality. I have recommended them in the past and will continue to recommend them.

Amani has been our CPA for 4yrs now. She is Amazing. Her professionalism is on point, you feel like you have someone that is going to detail your taxes. I have nothing negative to say for the firm. Her assistant Darryl is also very professional and helpful. Thanks for all you do.

I have nothing but great things to say about my Accountant! Amani and her Team are thorough. She knows her stuff and if I bring her a questions she cant readily answer she will do the research to get me the correct answer. I recommend AGA Group to all my family and friends.

I am totally confident and secure when using AGA. The attentiveness and detail that Ahmani and her team provides me gives me ease when handling my financial affairs. I trust all of her advice! Thanks for making an uncomfortable topic comfortable.

The AGA Group (specifically Amani S. Ahmed, CPA, MST) has been processing our tax returns for more than 5 years. We are extremely pleased with the services provided. Amani works with integrity, is responsible and dependable. It is a pleasure to work with Amani!! Denise and Cliff Clark

I couldn't be more pleased with AGA Group. The staff is always professional, personable & pleasant & my taxes are done right! I've been a client for over 15 years & I highly recommend them to any individual or business needing tax services.

AGA is a phenomenal group. Staff are courteous and kind. Amani is knowledgeable, helpful and will assist you anyway she can. So pleased with everything.

Awesome Service , especially for a 1099 income earner . After struggling with other CPA's i discovered the AGA group sometime in 2015 and its been an amazing experience . I Have recommended AGA group to most of my friends in the past and will continue to !

Amani was extremely professional and responsive in her helping me file my income taxes. I typically filed my taxes on my own, however my financial situation had grown increasing complicated. Amani helped make the process much simpler and ensured that my taxes were filed accurately and efficiently, saving me many hours or researching and second guessing myself. It was definitely worth it. Thanks so much!

I have been a client of this group for 2+ years, and I can honestly say they are lifesavers! They make filing taxes easy for me. They are organized, efficient, and available to answer questions at anytime. I was referred to this group and have been grateful ever since. It feels good knowing that my tax documents are easily accessible online and in-person, and if I ever need my tax information, my documents are easy to read and understand. Thank you Amani and also thank you to Dwight who always takes the t

I was referred to Amani and AGA team 3 years ago. Here we are 3 years later and I still won't go anywhere else . Very professional, smooth communication and fast. I would recommend AGA company.

Working with AGA Group Tax Resolution was the greatest experience that I have thus far when it comes to my taxes. I would absolutely recommend their services to others, you won't be disappointed!

Everyone was attentive and treated me with respect and kindness. I received the highest standard of service and the turnaround time for my request was impressive. Everything was done accurately and efficiently. I will definitely work with Amani again for all of my tax and accounting needs.

As a business owner and personal tax payer, I?ve been super happy with my experience and service. Staff is professional and responsive. I was able to get great tax advise and guidance along with tax preparation services. I highly recommend AGA Group.

I?ve had the pleasure of working with Ms. Amani Ahmed. She is very professional and gives you good sound advice. She is easy to work with and makes the very stressful process so easy! I definitely recommend her and her team! They are all amazing!

My experience at AGA Group was great! Amani is a terrific CPA and I would like to thank her so much for helping me with my Personal and Business Taxes.

AGA Group Tax came highly recommended and working with them has been a great experience. The process to get our taxes done this year was seamless!

We used Ms. Ahmed for the first time in 2019. She was very friendly, engaging, and personable and answered our questions clearly and understandably. Her tax knowledge calmed our concerns and we are pleased with the results. We intend to use Ms. Ahmed's services next year and hopefully every year. We highly recommend her!

Amani and her staff do an outstanding job at getting us the largest refund that is ethically and legally possible. Her accounting firm is professional and punctual. In addition, they are very knowledgeable in accounting and can explain things in layman terms. Finally, her staff is friendly and patient.

AGA Group does it again! Great environment, very professional and helpful group. Their tax advice and support throughout the year was invaluable. Highly recommend!

Amani, is awesome! I've been going to Amani for the past 5 years since I brought a house and started 2 businesses. She is always punctual when getting back to me. She also very business savy.

Ms. Ahmed did a wonderful and expedient job with my taxes. She demonstrated the knowledge and ability to address my complex circumstances with ease. Her tax preparation credentials are impressive and far exceeded those of others who have prepared my taxes in the past. She was professional, personable and patient, as was her staff. I would highly recommend her.

Amani and her staff are very knowledgeable and professional. AGA has been doing my taxes for ten years and I always refer them to family and friends.

We Been Coming to AGA Group for 4 years now & we love the service.Very professional, accurate & communication is 100% great. We will recommend anybody to AGA Group any day..

I've been using AGA Group for a number of years and have always been completely satisfied. Amani always looks out for what's best for our family and it's ever changing needs.

The AGA Group Tax is a wonderful experience. Everything is explained clearly and the works done in a timely fashion. I reccomend them to everyone for peace of mind about your taxes.

As a business owner you hope to have accountants like this group. I own a transportation company and I know it is hard to keep up with us but AGA makes it smooth and they keep making sure to get things right if you have problems. I appreciate them and recommend them to all.

Today marked the 8th year Mrs. Ahmed has completed my business and personal taxes. I came here after terrible audit results from a different preparer. I?ve been incredibly happy with the level of professionalism. I went through another audit here where Mrs. Ahmed represented me, and the results were phenomenal. She?s very knowledgeable and available to my questions. I have no intentions on changing again so I hope the service continues in this same manner.

AGA Group did a tremendous job in setting up my business SCorp, the process was seamless and the experience was very professional. I would recommend this group to any business owner.

I have nothing but good things to say about Amani and her business. Everyone involved is pleasant and very professional. All of my questions are always answered and in a timely manner. I have told all of my friends and family to go see them! Only good things to say here :-)

Amani is my Shero! Her and her staff are amazing. I am so grateful that I was referred to her; she helped me with a complex situation that another Accountant truly botched. They are super knowledgable, helpful, friendly and more. They are my forever accountants for personal and business matters.

AGA Group was a great help to me i had a chance to set down and meet Amani. I highly recommend the AGA Group for your tax needs. ????

Excellent service! Amani is extremely knowledgeable and does a good job explaining complex tax situations. She explores different scenarios to see what's best for the client.

Great people with the right mindset. What I love about here is Amani really is dedicated to her craft. She is constantly learning how to better benefit the clients for success, very knowledgable and professional.

I was referred to Ms. Ahmed by a dear friend. It was my first time using an accountant to prepare my taxes, which I sought, due to a life changing event. After a consultation, Ms. Ahmed took me on as a client and expertly prepared my taxes. I found comfort in her compassion for her clients, and look forward to having her prepare my taxes next year. I appreciate Ms. Ahmed and her team. Thank you!

Excellent customer service. AGA Group is always available to answer your questions and quickly provide solutions!!!! Simply a wonderful experience working with their team!!!!! Many thanks Mr. & Mrs. Jenifer

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