*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.*
50 Citizen's Way Ste 412
Frederick, Maryland 21701
So glad I have found Almacy & Company to help me with my taxes! I have always been a DYI guy, navigating my things with a well-know software. My situation is not complicated but sometimes you feel alone in front of your computer, not sure about what to do. So, last year, I started looking for real people, experts in their craft, willing to make my life easier during tax season. And I have found the great team at Almacy! My tax season has never been so easy! We met at their office, they looked at my document
I don't know how I ever lived my adult life without Almacy & Co! Filing my own taxes on "turbo tax" always seemed easy but I didn't realize how much savings I was missing!! Then when I became a business owner I "levelled up" and THANK GOD for everyone at Almacy & Co! Not only did they find me a few thousand bucks in savings the very first time, but they've helped me keep my business taxes in order (and they help keep me in line too!!) Without Almacy & Co my fiannces would be a huge mess. Thank you Terri,
Almacy & Company has a passion for representing the client first and foremost. They take the time to build a relationship with you to understand your interests and needs for future planning. Also, Almacy & Company continually follow up to address all questions and concerns. We have used Almacy & Company for more than ten years for personal taxes and investment services and can highly recommend them without hesitation. Suzanne and Michael Palmer
I highly recommend Almacy and company, for anyone in need of professional or personal financial services. They have provided superior and outstanding services to Washington-Harris Group, Inc. (WHG) over the last 25 years. They are always professional and supportive of our needs; we really appreciate the accounting/financial advice they have given us. The services included Audit assistance, Compiled Financial Statements, Financial reports, end of year Tax planning for Corporate/Owners, and Corporate/Owners
I have worked with Terri Almacy for many years on my personal taxes which include income from a rental property. She has also assisted with the filing of the estate taxes when a family member passed away 19 years ago. Her advice on the tax implication related to a sale of several properties has been a key element in my decisions with those properties. I highly recommend Terri and her company for your personal and business tax work. Suzanne G
I used Almacy & Company for the first time last April, I am so please that I chose them, they were extremely helpful, friendly and professional . They were also quick to get my return done and it was excellent quality. I also found the pricing to be very fair. Over the years I have used quite a few CPA's, I often feel dissatisfied with the service. Not Almacy!.. they were great.. highly recommended!
Absolutely amazing. The level or professionalism and communication is un-matched by any tax-prep company I have every worked with. They made it easy w/ safe electronic docs access yet with a personal touch. I highly recommend Almacy & Co. CPAs!
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.