*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.*
2300 Lehigh Ave # 245
Glenview, Illinois 60026
Alex, my CPA was exceptional?professional, thorough, and incredibly knowledgeable. He made tax season stress-free by explaining everything clearly and maximizing my returns. I highly recommend his services to anyone looking for a reliable and skilled accountant!
Alex has been exceptionally helpful and knowledgeable with the services he provides. I have had such a positive experience with Alex thus far, and his expertise and knowledge speaks for itself. He is very organized and pays much attention to detail. I recommend him highly for any accounting needs and will continue to!
We had a fantastic experience working with Alexon in our first year! He was personable, easy to work with, and extremely knowledgeable. Not only did he help us file our nonprofit 990 smoothly, but he also offered valuable insights that any business would benefit from. Highly recommend his services!
I honestly feel so grateful to be working with Alex. I?ve been working with him for 4 months now. He has made my life so much easier. I came to him because I was very stressed out by my financials for my business. He addressed all my concerns and explained everything to me in a way I could understand. His communication is spot on! And he?s very quick to get things done. Such a great guy overall! I highly recommend working with Alex.
Within the 6 months I've worked with Alex he's been able to simplify my accounting. I've always been very bad at math, accounting, financial expense tracking, etc. Alex has taken care of everything for me and has made running a small business SO much less stressful. He has done everything for me: refiling my business with the IRS, tracking monthly expenses, offering financial advice and health insurance advice, sending my contractors the proper forms, signing me up for payroll, and more. This is the first y
I started a new business and needed an accountant to guide me through everything. Alex is very thorough in his work, and he has an ability to explain complex things in simple terms. I've learned a lot working with him because he takes the time to answer all of my questions and educate me on various business matters.
Working with Alex is one of the best decisions we've ever made. He is incredibly knowledgeable, willing to work with you on anything regarding your tax needs, and is always a quick phone call or text away. He takes the time to explain the process while also ensuring you understand what is going on. We highly recommend him and his business!
Alex is an outstanding professional. As an accountant, I have had the pleasure of consulting with Brian on a variety of tax and business issues. His extensive tax knowledge, attention to detail and professionalism cannot be overemphasized. He embodies all the qualities of a great accountant - knowledgeable, caring and approachable.
As a new business it could be very overwhelming with all of the financials and paperwork. We have been working with Alex since 2023 and he has helped us figure out our set up and strategy while answering all of our many questions. We found Alexon Financial through a local social media community board recommendation and are so glad that we did. It may seem like alot of money each month - but it is definitely worth every cent having piece of mind in your books.
I am so pleased that I chose to outsource my accounting, payroll, and taxes to Alex. Not having to worry about managing all that myself has given me more time to grow my business and spend time with my family. Alex always takes the time to educate me and answer all of my questions year round.
Alex is great! Super responsive, organized, and knowledgeable. He has an efficient system in place to make sure everything is accounted for and also is proactive in his approach to accounting and strategies.
Alex has been my accountant for the last several years, and I could not recommend him more! He is great at budgeting and finances, efficient, tech-savvy, and perseverant. Alex takes a creative approach to understanding issues and tackling problems. He has played a crucial role in helping my business and personal needs maintain in good financial health. Excellent accountant, highly recommend!
Best accountant I?ve had! Alex provides so much help and information about taxes in a professional manner. I?ve been working with Alex for the past two years, and I couldn?t be happier! Alex makes a stressful situation simple and streamlined. He is extremely detail-oriented, has a strong work ethic, is trustworthy, and is reliable. Alex values personal and professional integrity, which I look for when having my taxes done. Alex is always available to answer any of my questions. With his great communication,
Alex was great. He was proactive and very knowledgeable on the entire process of going through our finances and filing out taxes given our unique situation. Alex was very punctual and quick to lend a helping hand any time we had questions. Honestly, if you're looking for a CPA or a financial advisor or anything, Alex is the person to talk to. This sounds a bit like I'm over exaggerating, but honestly, he was just the best option after so many bad experiences. Alex and his company and my family will be worki
After I got all of my licenses to start my business, I quickly realized that I was falling behind on keeping track of everything, budgeting, and paying my taxes. I was making money, but I couldn't even tell you how much! Alex was a referral from a friend, and he impressed me so much on our discovery call that I didn't even bother reaching out to other CPAs. He is also very good at explaining concepts I am not familiar with!
I couldn't be happier with my experience working with Alex. This is my first time working with an accountant, and he has gone above and beyond for me. I'd highly recommend working with him for your accounting needs
I had the pleasure of working with Alex this year for taxes and couldn?t be happier with my experience. I was impressed by how seamless the process was. He really goes above and beyond to make sure you are taken care of. Demonstrates extreme professionalism and knowledge while keeping things simple and understandable. Look no further for any accounting needs.
Alexon Financial is exactly what a business and/or individual needs for tax and financial services: personal attention, simplification of what can be complicated information and a timely and streamlined process. We could not be more pleased with the work and outcomes that Alex provides. His dedication to client understanding and satisfaction is what sets him apart from others and he creates a level of confidence and trust that can be rare in this industry. Simply put, Alexon is an essential asset to our b
Since I started my LLC, Alex has been a HUGE help. From filing my taxes, strategically structuring my business, setting up and running my payroll, and keeping up with all of my expenses to make sure it?s all accounted for. He is very responsive and makes sure I understand everything, even if he has to break it down into the simplest of terms. I couldn?t imagine using anyone else for my business needs. He?s been a pleasure to work with and I can?t wait to continue to grow my business with his help!
I used to have to keep track of everything myself and scramble through paperwork each tax season to get my personal and business returns filed. Ever since working with Alex, taxes and bookkeeping have been a breeze. He takes care of it all on his end and informs me ahead of time of any amounts I may owe. It has made budgeting much easier!
Alex is the best there is! We wouldn?t trust anyone else with our bookkeeping or taxes! He is extremely knowledgable and gives honest advice whenever we have a question. We have such busy schedules so we love the ease of his virtual setup!
Alex is an absolute professional and a pleasure to work with! He was able to answer all of my questions and break down difficult exceptions for me. He somehow managed to do the impossible and make taxes ? fun? Incredible!
Very diligent, smart, & quick! He is also super approachable, friendly, and has his clients' best interest in mind! We were super satisfied and would highly recommend to anybody seeking financial advice.
Would definitely recommend! My whole family has switched to Alexon Financial and we are happier than ever!
Great service! Alex is very knowledgeable and updated on the latest tax laws. Highly recommend!
Just the BEST of the BEST.....
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.