*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.*
17614 Virginia Ave
Hagerstown, Maryland 21740
Very good at what they do! They are extremely helpful and friendly. Special shout out to Kacie S. For helping me today with paperwork to get my Real ID taken care of! extremely helpful and nice AND really saved the day for me with that document so many many thanks! Thanks to Scott as well for always doing my taxes, one of the best around.
Administrative staff very friendly and cooperative. Thoroughly explain all forms and provide instructions. Michelle was delightful, knowledgeable, and carefully explained the tax preparation. Her expertise was greatly appreciated. I have been to the tax chain companies and had problems and questions which they could not resolve, and payed twice the amount. I highly recommend Allegany Business for all tax needs.
I cannot say enough good things about Michelle Turnbaugh. I have known Michelle a long time and she has done my taxes on and off for years. Starting last year, I'll never go to anyone else! She is quick, knowledgeable, personable, and she brings me relief each year. As a mother of 2 young kiddos and a business owner with 2 locations - her complimenting me on the organization of my book keeping absolutely made my day today getting my taxes done. She is just absolutely wonderful and her office is welcoming. S
Friendly staff hard work about tax!!!! Staff helped to old people Nice!!!!!
Great accounting company. They are very helpful, professional and efficient!
They put an address that doesn't exist on my boyfriend's taxes. So here we are 6 months later still no money. Why am I paying you if you can't even do that simple task correctly?
Every Person in this place in knowledgeable about many tax "issues". Trust me, I threw my fair share their way. Quick turn around with tax prep. Biggest of all. I don't feel like a client when I am there. This is my third or fourth consecutive year with Alleghany Business Consulting. Thanx Yo Yhe Whole Team!
Been going here for bout 7 years. Very knowledgeable and great service for a fair price. Would leave more stars if I could.
Great Service! Professionalism!
They do a great job and are very knowledgeable. Have been going here for years and do not plan on changing. Thank you to the staff at Allegany Buisiness Consulting.
Great service and great staff Won't go anywhere else Very pleased with cost also
Fast abs friendly service
Quick accurate reasonably priced.
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.