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2153 Westchester Ave Suite 200
Bronx, New York 10462
I don't usually take the time for reviews, but Ahad&Co really went above and beyond helping me with my finances and taxes. Personalized services for my needs and my circumstances. They provided guidance on how to approach things, actions to take, and ways to improve for this year. I would highly recommend working with them! Edderkys was my advisor, and she was amazing to work with.
I am absolutely thrilled to give them a five-star review! My experience with them for my first time filing taxes was nothing short of exceptional. They truly went above and beyond to make the process enjoyable and stress-free. I can't wait to return next year and do it all over again!
Sayeful was very patient with me while we prepared my taxes this year and worked against a stressful deadline with last-minute tweaks to my filing. He kept his composure throughout and was always willing to help and adjust to my requests, double checking that all we were doing was correct throughout. I deeply appreciate his assistance with my filings this year.
I was a first time client to this firm, the whole process of getting my tax was very easy, transparent and efficient. Very corporative and fast communication as well. Highly recommended firm. Thank you once again for making my taxes easy.
Thank you so much for helping me with my taxes. As a first time customer, I have to say that the portal they have is very helpful and user friendly. My tax agent was Tarikur, he was very clear and answered all my questions in a timely manner.
I am incredibly grateful to Ahad & Co CPAs and Asif in particular, for all of their help and service. I had some complicated tax forms and they were able to file everything efficiently and seamlessly. The entire staff is extremely meticulous, pleasant, highly knowledgeable and exceptionally professional. They are kind, honest, patient and I trust them explicitly. Additionally, their communication is impeccable and very prompt! Their portal is an absolute breeze to use and I am quite pleased with that part o
For its time I filed with Ahad & company. I am extremely pleased with the outcome. Joy assisted me with my due back taxes for 2022-3 and recently did my 2024. Joy is very professional and informative. Thanks Ahad for you expertise!!! Truly appreciated Ivonne Padilla
My 2025 taxes was filed with Mr Ahad , CPA and his staff on April 15th, 2025. Mr. Ahad & his staff provided exceptional consultation before preparing my taxes. Although, my taxes for 2025 were alittle difficult, because of a settlement I received during the prior year. Mr. Ahad was able to accommodate. If youare seeking someone who provides exceptional services, consultation and fabulous customer service experience I recommend Ahad, CPA& his staff. Mrs. Minor
Great experience. It?s a little hidden gem. Lots of professionals and CPA?s ready to help and assist. Clean, well maintained, they have their systems and processes very smooth. Definitely a worthy experience. Went there to help a friend with a business and tax info and it was good experience.
I cannot thank Ahad & Co CPA enough for the exceptional support in resolving my complex tax fraud case. They handled the issue with professionalism, attention to detail, and unwavering dedication, taking the time to carefully review every document and address each concern. Throughout the process, they explained everything clearly and made sure I was informed every step of the way. Thanks to their expertise and persistence, the issue was resolved successfully, giving me peace of mind. If you're looking for a
I've been coming to Ahad&Co for over 4 years. Mr Ahad Ali and his team are excellent at what they do and they do their work with Pride and Confidence. During the Pandemic because of their help my business is still afloat. They helped me take advantage of all the loan and grant applications that were out there. One of my favorite things about them is that they always keep me updated with emails about any tax law changes that can benefit me and they always send me reminders to get my taxes done. Without their
Sayeful is amazing! I?ve been working with him since 2021 and he?s been extremely helpful.
Ahad and his team are great! I?ve dealt with other tax people who would take weeks to reply and even that without a complete answer. Not only was Ahad a kind man, he took time to explain my taxes to me and helped me understand what I needed to do financially to help myself. I couldn?t find anyone as professional in CA, so NY it is! His team is great and very responsive! They use a chat platform where you can easily upload document and message them and they reply within a reasonable time frame! I?m excited t
thanks team Ahad&Co and ms. nigar to file my tax and we are having blessings :). appreciate your efforts and will refer people to be in our place insha-allah.
I've been using Ahad&Co CPA for my tax needs, and I couldn't be more satisfied with their service. The team is incredibly professional, thorough, and always makes sure to explain everything ?n a way that's easy to understand. They are prompt in responding to questions and make tax season stress-free. I truly appreciate their attention to detail and personalized approach. If you're looking for reliable and knowledgeable accountants who genuinely care about their clients, Ahad&Co is the way to go. Highly reco
I had a wonderful experience using Ahad&Co CPA for m filing my personal taxes. This firm made everything seamlessly easy and efficient. I would highly recommend filing here if you?re looking for detailed and exemplary service.
Excellent service, highly professional staff. We had issues with our taxes and the previous accounting firm that was working with us, everything was wrong. Thanks to AHAD&CO CPA, they take care all the problems we was facing. 100% recommended ?? ??
I generally don?t leave reviews however everybody ought to know Ahad & Co! They are the most accommodating considerate caring and competent accounting firm. Each and everyone there operates with excellence and efficiency! Highly recommend them to be a team player with your business and personal finances. Thankful for the referral I received for them and Ahad and Co. Did not disappoint at all! Thank you Ahad for all you and your team do to help me and my business you?re greatly appreciated!
I was referred to Ahad by a friend. Probably the best accountant and tax services I have ever received. Runs a professional and smooth business. Always available to answer your questions and staff is friendly and prompt. I have zero complaints. I refer Ahad to all my friends, coworkers and family. I have been using their office for the past four years and I have been content with the services received. Very very professional and reasonable pricing for their services as well. Highly recommend to everyone
Ahad&Co has an excellent team of professionals who thrives to provide the best possible service in the industry. Asif, Sadiqul and Sayeful are some of the members of their team who are always there to assist with any sort of issues and they never disappoint. Would definitely recommend this CPA firm for personal and business needs.
I have been a happy customer with Ahad and team for the last 3 years. They are very responsive, resourceful and very efficient for my tax filing. They are also very fair in their charges and do a great job with troubleshooting issues. Very easy to manage and communicate with them through their website. 10/10! Thank you!
Did my tax filing with them and the service was awesome. Arif Hossain was really helpful.
This is my third year filing taxes with this company and wow so efficient and such a smooth process. Communication is unbelievable! You would think during tax season your accountant would be busy and not actively responding, but no. Ahad&Co made this process very easy. They communicate constantly and give you regular updates. Highly recommend them! I love how they also have a portal to make it easy to upload documents and communicate with the CPA. Definitely recommend them!!
I've had the pleasure of working with Ahad & Co CPA firm for the past three years, and my experience has been exceptional. Their team is knowledgeable, professional, and genuinely invested in ensuring clients receive their rightful entitlements. Their expertise in navigating complex financial situations has been invaluable. From tax preparation to financial planning, they consistently demonstrate a deep understanding of their clients' needs. What sets Ahad & Co apart is their commitment to personalized se
Ahad & Co CPA demonstrates remarkable proficiency in financial matters, showcasing meticulous attention to detail and accuracy. Their expertise in navigating intricate regulations and staying abreast of the latest tax laws is evident, making them an invaluable asset to any financial team. With a commitment to delivering top-notch results, they consistently exhibit professionalism and integrity in their work. Their problem-solving skills, analytical mindset, and ability to communicate complex financial infor
Great! I been with Ahad&Co CPA for a few years and my experience has always been the best!
Ahad&Co has assisted me with my taxes this season as well as in previous years as well. They have always done an amazing job and have completed my taxes efficiently and carefully without any problems arising. I would definitely recommend going to them for your taxes because the experience is always promised to be efficient and stress free.
Mr. Ahad CPA is doing my tax file from last couple of years. I prefer him for couple of reasons:1) They have a secured web portal for the clients, so I sent need to worry about my information. 2) I don?t go his office for tax file, I just upload it. It?s a big time saver for me. 3) I get a satisfactory amount of return each year , which really goes with my Tax status. 4) I can print my documents any time I need from the client portal.
Ahad&Co has made my experience with filing taxes extremely easy and convenient. Everything was done and completed with no hassle. Asif Shawon was very kind and helpful, he communicated with me at all times and helped me with my questions and concerns. I highly recommend those who are looking for a trustworthy and competent accountant to file their taxes with to contact Ahad&Co.
I was referred to file my taxes with Ahad and co from a relative and can say it was honestly been the best tax service I have filed with so far. The system they have setup makes for easy communication and an easy process for filing. Would ?? recommend to others!
Amazing staff and very helpful. Asif specifically helped me do my taxes and next year I will definitely be asking for him. He responded to my questions promptly and quickly. It was such an easy process and communication was phenomenal.
Ahad & Co. CPA has been handling my taxes for some years now. He is knowledgeable, accurate, and extremely patient. His staff is amazing, All my inquiries are handling efficiently and promptly. Tax season is so much easier since I've started working with Ahad and Co.!
Doing my taxes this year was actually an enjoyable experience. The platform/website used by Ahead&Co was straight forward and user friendly, my husband and I never had to step foot in the office. Communication was direct and simple, fees were affordable, and we got our taxes in less than 2 weeks. I would highly recommend their services, I will be returning again next year!
It was my partner and mine's first time filing taxes jointly as a married couple, so we had a lot of documents to combine and loads of questions. Ahad&Co was an absolute breeze to work with. They have a very clear and easy to use online platform to upload our tax docs, and they were available any time we had questions whether by email or phone. Mr. Redwan Ahmed was our accountant and he made the whole process so easy. With his help, our tax return included a big refund where I had thought we weren't eligib
Ahad & company are very professional and good . This is my 3rd year with them .
I have connected with Ahad to do my taxes since 2016. Mr.Ahad is a wonderful and benevolent person to work with. If I have any questions, I would call him and he immediately respond to my question asap. The rest of his team has been helpful as well with all of my questions and provide the next steps very clearly. They have all respected their clients and never rush the appointment. I recommend his team to my relatives, friends, and the rest of my family and they have all stated positive review about this c
its been very professional and quality service as always and most importantly getting maximum tax refund on time no matter how complicated the tax documents is. i appreciate the effort and time you guys spent to make client happy thank you.
I am filling my taxes with Ahad&Co from 2017. Ahad bhai was doing my taxes personally. He understands the issues on the return and will explain you clearly and very patiently. He also a TikToker and any complex issue regarding tax he break it down for his clients which I really like about. Another words he educate his clients about all the tax issues. I feel very comfortable with him to do my tax. I am sure anyone if comes to do taxes with him will do the same. I don't regret to pay him his dues. I am sure
I cannot recommend Ahad&Co CPA highly enough! Sayeful Haque helped me file my taxes. From start to finish, Sayeful provided exceptional service and expertise in filing my taxes. He was incredibly thorough, ensuring that every deduction and credit applicable to my situation was utilized, ultimately maximizing my return. Not only is Sayeful highly knowledgeable, but he also possesses a remarkable attention to detail and a genuine commitment to his clients' financial well-being. His professionalism and dedica
Not an exaggeration I ONLY trust going to this tax firm for all my tax work done! The Ahad&Co Team has been great! I've been with them for 4 years now? They're quick, accurate, responds at a timely manner, and explains everything to me. I will continuously use them since they do an excellent job handling my return. Thank you, The Ahad&Co Team!
I recently had the pleasure of working with Ahad Ali from Ahad&Co CPA, and I must say, their service was nothing short of outstanding. From the moment I reached out for assistance, they exhibited the utmost professionalism and expertise in handling my financial matters. Ahad&Co CPA demonstrated a deep understanding of complex tax regulations and provided me with invaluable guidance on optimizing my financial strategy. Their attention to detail and commitment to excellence ensured that every aspect of my fi
Choosing Ahad&Co CPA office for both personal and business income taxes has worked out for me so well. I have no regrets working with Ahad and his associates! I?m super happy on how Edderkys and Mohammed took care of me. If I have the opportunity to work with them again for business I definitely will. Thank you Edderkys for filing my business tax return smoothly. Everything was explained and done in a timely manner, I appreciate you.
We have been working with Ahad and Co. for several years now. Our experience has been fantastic. The team goes above and beyond often during the busiest times of the tax year. They also answer any questions and great with supporting folks who are recent immigrants and find the tax system overwhelming. Highly recommend their services !!
Always a pleasure working with Ahad & his team. They?re very responsive, and knowledgeable. It has been great to see them grow over the last seven years. So proud of the team! Keep up the great work!
As always Ahad and his team have been wonderful to work with. Asif did my taxes rapidly and answered all of my questions promptly and with sufficient expertise. I?m happy to have used them for these services.
Very professional and very knowledgeable. Great service since day one, I highly suggest this business for entrepreneurs and small companies. Frankly, they make the best out of your company in the beginning, projecting the best way to manage your business to grow economically, also they give guidance every step of the way.
I highly recommend getting your taxes done with Ahad&Co. They are very professional and have amazing customer service. It?s so simple and quick to do your taxes through the app and upload your documents. They are very responsive and knowledgeable to any questions I had regarding my taxes. Second year doing my taxes with Ahad&Co and I will definitely continue doing my taxes with them. My whole family does their taxes with Ahad&Co now. I am highly satisfied with their service! Thank you!!
Service used to be much better and more time spent with customer. Now Ahad and company are charging high rates but then saving money himself by having South Asian folks that are unable to communicate properly. They firm does straight forward work and NO strategizing to get the customer highest amount of Refund.
I worked with Ahad and the team well over 5 years and they never let me down. They are exceptional at what they do , they helped me with all kinds of tax returns including LLC tax return and some immigration work.Their process of filing e-tax is seamless and secured. Ahad is well recognized in bronx westchester , and the best among others in that area. special thanks to Tarikur and Ahad, he is very knowledgeable and his guidance greatly helped me on tax refunds. Ahad and the team are always active in email
Ahad&Co CPA is full of tax geniuses that honestly have taken care of me and the anxiety I?ve felt about getting taxes done. When i first came to them, I had to clean up 6 years of backed returns. Thankfully Ali and his team came to the rescue, organized me really efficiently and chunked the process so that it was really clear and easy for me to follow. Thank you Ahad&Co I recommend this company to my own friends and family. ????????
It was my first time going to Ahad & Co. to do my taxes. I was assigned to one of the accountants, named Redwan, who was very fast and efficient with my files, and I only had to wait 15 minutes. If there's any place you want to do your taxes, go there. Definitely coming back. 10/10 service, thank you, Redwan.
Came back 2nd year to file my taxes with them. Asif Shawon assisted me both times. He was great at communication. He even provided me options that was able to give me most refund amount. Thanks for your help!
Top-notch in professionalism and you'll love the experience in dealing with your tax issues, questions and best returns possible. I was referred by one of my colleague and from the day I knocked them to tax return submission day, it was really a humble experience and after that I shared my experiences with my younger brother. My brother also completed his tax returns of 2023 and he loved it honestly and why not? We have received best tax refund ever in our lifetime in this year and who doesn't love bigger t
Very pleased. Ahad & Co were a great help with filing taxes and took time to explain details and options to me throughout.
This is the best Accounting service. I highly recommended this company to anyone who need tax service and Accounting. They are responding very quickly to any questions that I have. All the work was done perfectly and timely. I recommended Mr Asif Shawon. He took care me really well and follow up with his work. He is the best. Cheers
?Excellent service! Everything was handled professionally and efficiently. Highly recommend!? Special thanks to Abdul Gaffer vhai for helping me and making sure everything was done perfectly.
My family and I have always got our taxes done by Ahad & Co team thanks to the easy and seamless experience through their help. Many times doing taxes can be quite challenging and confusing with the number of steps you need to do. Ahad & Co's team provides clear and well-written steps on how to file your taxes that are easy to follow. Every time I ask a question, they always answer in a rapid and timely manner that leaves me reassured. In fact, you don't need to do your taxes in person. Their online portal
The best in the business! I admittedly get so overwhelmed and confused about filing taxes and the best thing about these guys is how reachable they are to answer all my questions and help me understand everything. Every year ive had them file my taxes has been so hassle free and thats why I continue to use them
Great experience! Ahad&CO are very professional and responsive. They answered all my questions, were well organized, and have easy to use software for handling the paperwork and process. I will definitely work with them again!
I've been very pleased with their communication and their professionalism. There always there if I have any questions regarding my taxes. Top Notch.
Ahad&Co has an excellent team of professionals providing fast, reliable and effective tax and accounting services. I've been working with them on personal taxes for years and they have always made the experience as painless and efficient as possible.
I was referred to Ahad by a friend and ever since i have been coming here for the last few years to get my taxes done. Very friendly people and professional, and works fast. I would highly recommend Ahad&Co CPA.
They are real professional and timely activity with all need about tax.
Ahad&Co is a really good CPA company. They helped me with my taxes. Me and my whole family is Ahad&Co?s client. They provide really good service. Redwan Ahmed did my taxes for last year. He is really knowledgeable and he did my taxes very efficiently . I am really satisfied with their service and I will continue filling my taxes with them.
The process of filing taxes are tedious every year, however Ahad&Co CPA made it very easy! My husband and I have complex taxes and we have entrusted multiple tax advisors that cost a high price to file! Ahad &Co CPA was affordable and easy to navigate when uploading our working documentation! We will definitely continue using this company for our business and personal tax needs!!!!
I am happy to write a 5-star review for Ahad&Co CPA accounting firm and their accountant Sayeful. I recently had the pleasure of working with Sayeful from Ahad&Co CPA accounting firm for my tax preparation needs, and I couldn't be more satisfied with the services he provided. Sayeful was not only incredibly knowledgeable and professional, but he was also friendly, approachable, and always willing to go above and beyond to ensure my tax preparation needs were met. As a first generation immigrant in this cou
Ahad helped me with an audit I got while using TurboTax from a few years before. He was incredibly helpful, professional and I ended up doing well in the audit. The folks he's hired since have all been really great. As a freelancer, it can be hard to make ends meet sometimes and Ahad's team helped me find and receive a PPP loan and grant when my funds were really in need of help. These folks know what they're doing and are able to help someone like me who is usually incapable of understanding all this stuff
[3 stars] Filing taxes gets more expensive with them every year. It makes things tricky for a customer whose been with them for 3+ years. I will change this review once they decide to not increase the prices for loyal customers. UPDATE: I've sent over an email to them, and got a reply from the Associate that worked on my return. Nothing in the reply mentioned a decision to not increase the prices for loyal customers but could've implied that due to more innovative tech to amp up security, they have and cou
I have been doing my taxes here for years. This place is such a warm and friendly environment. They are attentive to clients, patiently answer any and all questions, and are efficient with their work. They break everything down into simple terms and really make an effort to work with you. A very enjoyable experience, I would recommend you go here 100%.
When it?s come to filing taxes Ahad&Co is the best. Their secure portal is too good. I didn?t even have to go office to do my taxes. Everything was done remotely. Their secure file portal where you can chat with them and get answer all of your questions. The guy Redwan Ahmed who helped me to do my taxes is so good. I really like their system and Redwan was amazing. He was very clear and informative. This accounting company is good.
We have been filling our tax returns with Ahad and Co for the last few years. Basically all of our family members are taking service from them. Recently they are charging more fees than others. Even for a simple letter they charge 500 dollars. That is why my brother moved away from them. I think they should think about it. Service itself satisfactory but fees and charges are not competitive.
o Their tax service was very fast and very personal. They made every effort to ensure that they left no stone unturned when helping us to file accurately. We will definitely be returning next year. Redwan Ahmed is the man wonderful service
it?s my 4th year with Ahad&Co, very happy with the service. it?s like a family. so much easier very happy with my refund all four times. everyone in the office very obliging with anything either consultant or tax fill. all my family members go to Ahad&Co.
Makes process easier by offering entire service to be done online. Saves time for customers. Accountants are available all the time for any questions related to taxes/accounting. They are also fast and respond to inquiries very quickly whether via phone or email. Ahad's team has been expanding and it shows his commitment to help those around him!
Just wanted share some positive feedback for Ahad and Company. I was assisted by a gentlemen by the name of Redwan Ahmed. I needed to file an amended tax return due to an error on my 2022 return submission. I was told about them by my cousin. I reached out immediately via email and was welcomed by Ahad first. I provided all the documents for 2022 including the submitted return for 2022. Ahad assigned Redwan to my case and assured me once the tax day is finished they would get in touch with me. After
Solid service. Mr. Asif and Mr. Ahad were highly professional and always available for calls to discuss taxes and future financial planning. Will be using their services in the future.
I am highly satisfied for Tax filing from your company. Your all staffs are very helpful, well manared, and well beheaved. I will invite my friends to contact your company for the bext year Tax filing. Thanks
Mr. Joy Nath is a Godsend to work with. He is so calm and informative. I know I am in good hands. I would recommend him and Ahad&CO CPA anytime!
Professional and helpful tax preparers! Always knowledgeable about the latest updates in regards to tax filing and more! Not to mention, very prompt and efficient service and platform. 5 stars all around!!!! You won't regret using them for any of your tax preparation needs.
I did my tax filed with ahad&co since 2021 . Mr Asif helped me . It?s a good experience ?Quick service & very trustworthy. ...
This company responds incredibly slowly to messages, like two weeks or longer, even if you're a repeat customer. During a consultation with my financial advisor they seemed completely clueless. And last year they screwed up my taxes and I ended up with penalties. Yeah no, three strikes you're out, don't trust them even if they are relatively cheap.
Sabeer always answered my convoluted questions & random inquiries with patience & a thorough explanation. Despite being the busiest time for the office, both Sabeer and the staff were readily available and informative, finding solutions & helping me both personally and professionally. I would highly recommend Ahad & Co.
I have known Ahad Ali since 2018. I am always happy with is job for Tax return. He works on my Taxes both for my Real Estate business and for my private Taxes. I always receive professional help from Ahad Ali and his coworkers. Everything is done on time and without any issues.I am going to continue with him in future because he is accoutable.
Amazing team. As a real estate investor I needed knowledgeable accountants. I been doing my taxes with Ahad and the team for 4 years now exclusively online and I love how easy they make the process. Will continue going to this team and recommend many others
I worked with Ahad to submit business taxes. He provided me advice on transitioning my business to an S Corp and also got that done for me. I have nothing but great things to say working with him. He's the third accountant I've worked with and hands down the best. Super professional, always timely, and very responsive.
Ahad is a great person to work with! Not only did he get me the most back from my taxes, but he also gave me amazing insight on investing opportunities so my tax return doesn't disappear. I would recommend him to all my friends and family. He is very passionate about what he does. Believe it when I tell you that you will never go to another CPA!
Had a great experience with Ahah&Co. They helped me handle a complex tax filing issue for a reasonable fee. Their associates were very helpful and always responsive. Highly recommend their services.
This is my second time using Ahad & Co to file my taxes, and as always, I?m very happy with the end result. Asif was very helpful and quickly submitted my taxes despite the time constraints we were under.
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.