*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.*
5 Camino Mesteno
Placitas, New Mexico 87043
This was our first year using Daniel:s services and he did not disappoint. The online tax organizer was easy to use and he processed our 2024 income tax returns with no issues at all in a very short amount of time. He was quick to respond to our concerns in a professional manner. We're looking forward to continuing our business relationship moving forward.
Our amazing former Accountant Gary finally retired and left us in the very capable hands of Daniel. We have been very pleased and look forward to using his services for a long time.
After having a problem with DFAS (they wanted a new password from me. I tried and they refused all attempts. Then no human would speak to me and I have been unable to make any contact for almost a year. They continue to send my pay but no contact. All Business CPA took my problem and was able to at least get the paperwork needed for filing taxes. I truly appreciate all the efforts made by them. I will undoubtedly utilize their services next year as well.
Dan is helpful, knowledgeable, friendly and patient. As an independent business operator I have to wear many hats besides just being an architect. Dan helped me get the accounting management of my business up and running. Bookkeeping has become a snap for me now all thanks to Dan's help. I highly recommend his services.
All Business CPA is always willing to answer all our questions and concerns. Dino is helpful and patient with all our questions. We highly recommend their services.
You guys were very diligent with my tax situation. Easy to speak with to get the correct information for proper accounting. I'll use this firm again.
Excellent business tax services. I recommend highly and without reservation.
Dan is very personable and a pleasure to work with.
Started a new business and Dan has been super helpful. He is very knowledgeable. He took care of our taxes and even amended the prior year to get us some more money back! Glad I found him!
Service was fast and very good . Priced within reason
Daniel CPA was a pleasure to have our taxes done honest and to the point.
Our former accountant had retired and sold his business to All Business so I decided to give them a try. Our youngest son had just passed so I contacted Daniel to see what my first step would be to get our son's taxes done at the same time. I received some sort of information that had nothing to do with an estate, more like domestic violence and how to represent yourself in court and was charged $127.00. I called Daniel on it and was told by Daniel that my personal life does not concern him and that he is t
Easy to complete electronically! I usually struggle with the e-processes
Daniel is a very knowledgeable CPA, but his professionalism is conditional. All 3 of the people who work at my LLC have experienced separate personal encounters with Dan where he was condescending and dismissive. The only time he ever really seemed to be amicable was when he was doing something for which there was a charge. We had All Business CPA file a tax amendment while we were getting ready to launch our business. Several weeks later when we hadn't heard anything about pending status from the IRS,
Very professional. I have referred many clients to them.
Started working with Dan on my 2021 taxes having moved back to NM. He was recommended in our Nextdoor feed so I gave him a call... He has been extremely helpful in sorting out taxes for three states (MO, KS and NM) and putting everything together. He also volunteered to look at 2020 and 2019 to see if there was any opportunity to file an amendment and recover additional funds. Looking forward to seeing the final product of his efforts.
Dan Anderson is a consummate professional. I came to him with complex business (tax) issues, and he helped me save over $50,000 by restructuring my organization into an LLC. He's friendly, very knowledgeable, and easy to work with. I highly recommend his services.
Dan was very helpful and professional, I have a very complex return and he had to do a lot of research. I will definitely be using him next year. Y'all need to look him up .
Quick, easy and no problems whatsoever. Highly recommend them.
Easy to communicate with, they actually answer your phone call. Really easy to send and receive electronic documents and make payments. Email the tax documents, e-sign the return and pay online. Three easy steps to doing your state and federal taxes, one stop shop, should I say
After years of dealing with what was supposed to be "good" CPAs, I was fortunate enough to be introduced to Dan. This may sound over-dramatic or exaggerated, but Dan's presence in my accounting has change my life, I barely notice tax time, when years ago it was a personal hell for about 3 months. Dan's ability to work remotely makes it possible for things to just happen without me ever even being aware, unlike years ago when I was just handed a massive list of what was needed that I had to slog through on
Dan is a true pro who is consistently professional and an excellent communicator. I appreciate his prompt response to my emails and phone calls. I would recommend him without hesitation.
Dan Anderson with All Business CPA is excellent, responsive & extremely efficient. We are so happy with his professionalism and tax assistance. We?d highly recommend Dan for your tax & business consultation.
I'm confident in work done for me.
The only problem I had last year was navigating the electronic signatures and other computer-related problems in delivering documents. I am getting too old (78) to learn all these new techniques and much prefer the older more personal methods of dealing with taxes.
Dan was excellent to work with. Timely, great expertise and very friendly.
Dan is easy to work with and thorough, answered our questions with clear responses and helped to keep us organized.
Very reliable, dependable and trustworthy. Have been a client for almost a decade. Highly Recommend.
Knowledgeable CPA for our dental practice. Highly recommend.
Excellent customer service and highly recommended!
The best of the best!
My one concern this tax year was that the staffing level was below that needed for the number of clients. I chalk that up to the significant enrollment of clients that went with you from Findell Associates and will be improved with All Business starting with next tax year
Dan has alway solved all my tax problem and returned my calls in a very prompt manner. He is a real plus to a business as ours.
Daniel did my taxes for the first time last tax season. No glitches, no delays, filed on time and refund received. I would highly recommend their service for tax preparation.
This was my first time using Daniel?s services and it was a smooth transition from my previous (now retired) accountant. The online tax organizer was easy to use. Daniel answered all my questions (in person, and online) very concisely and with a very quick turnaround time. He made tax season easy to handle!
Very thorough and professional. Dan Anderson has been our CPA for countless income tax seasons. He is always willing to help with the occasional tough issue, and we greatly appreciate that. Bring your business to Dan - you won't regret it.
Thank you to Dan and his team. They help us with our business and personal tax needs saving us money every year. Highly recommend!
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.