*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.*
74 Herrick Ave
Spring Valley, New York 10977
I've been using Akiva Spitzer and his firm as my business accountant, and I couldn't be more pleased with the service. He is knowledgeable, responsive, and always takes the time to explain things clearly. They handle everything efficiently and professionally. I feel confident knowing my finances are in good hands. Highly recommend to anyone looking for a reliable and trustworthy accountant for their business!
Akiva Spitzer CPA and his team has been handling our company?s accounting needs for the last several years. They are respected professionals who deliver solid business and accounting work. Always knowledgeable, helpful and prompt with responding. The most efficient, accommodating, and personal accounting I have experienced so far.
I can't say enough good things about my accountant! They are incredibly professional and always file my taxes on time, which gives me great peace of mind. They're also super helpful, answering all my questions and guiding me through the process. I highly recommend their services to anyone looking for reliable and knowledgeable accounting support!
Akiva and his staff have done my personal and business tax returns for the past couple of years and I cannot speak highly enough about the great service I received; they answered hundreds of questions for me, kept meticulous records of all of my information, were always pleasant to deal with, made the process of sending in my quarterly tax payments and filing my tax returns very simple and smooth, were up to date on the new tax laws, and had a very comprehensive understanding of all the allowable business d
Akiva and his team are amazing! They're super knowlegable, quick, efficient, thourough and a pelasure to work with - everything you'd want from an accountant. I highly recomend Akiva for all your accounting needs.
Akiva Spitzer CPA is 5 Star! - Would recommend them to anyone who is looking for five star customer service, five star knowledge, and five star professionalism at a very reasonable price. Thank you for everything!
Highly Recommended, Very Personal & Very Good Service
CPA with common sense. Very reasonable rates. Will create your financial documents the right way. We use them for personal and business needs.
Best CPA I ever used. Very knowledgeable and experienced. Does my personal and business taxes every year. I'm very happy.
It?s that time of year again, and I?m excited to be working with Akiva again this year. Last year my experience was smooth and easy, he explained everything clearly and made me feel 100% comfortable.
Akiva Spitzer has always answered all my questions and has called me back promptly when no other CPA would. Highly recommend.
His knowledge in accounting is great! his customer service and attitude is even better!
Best CPA ever! Makes everything simple.
Best in the business
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.