*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.*
2305 Commonwealth Dr
Charlottesville, Virginia 22901
In 2023, I moved from San Francisco to Charlottesville and was referred to Brad through a colleague. He has been very thorough and helpful and reasonably priced for the work he does on my behalf. I feel fortunate to have found him so soon after arriving. I have no hesitation in highly recommending his services.
This year my mother passed after a long life of 95 years, so our tax return was significantly more complex. Brad completed the return accurately and in a very timely manner, all for a very reasonable price. When we first moved to the area a couple of years ago one of our top priorities was to find a good tax accountant. Turns out we found a great one! We couldn't be happier with Brad's service and would highly recommend him to anyone looking for high quality service completing their taxes.
We?ve loved working with Brad at America?s CPA the past several years. He is very knowledgeable and his customer service is excellent. The platform they use makes it easy to supply all the necessary materials and review our returns. I?ve also been able to get detailed advice about how to approach decisions involved with starting a small business. I highly recommend Brad and America?s CPA.
I cannot say enough good things about Argus Tax, and specifically, Brad Jacobs. He walked step by step with me so I understood not only my return but also so I had a much more solid grasp of my finances. Every encounter I had with Brad left me feeling positive, supported, and confident in his competence. He is honorable and demonstrates the utmost integrity. It is evident that Brad operates from a foundation of respect, kindness, and expertise. I highly recommend Argus Tax!
I felt so relieved to find Brad and his company. It was the first time I ever felt like I truly understood some of the "tax lingo" and that someone truly took the time to sit down with me and explain things to me in a way I could understand. I felt like I was meeting with an old friend from our first meeting. Being an "older taxpayer" previously I felt embarassed due to my lack of knowledge, but Brad was so respectful, genuine and trustworthy. I would highly recommend him and his firm. He is a high cali
Very good first experience! Available, knowledgeable, and willing to do the work! The last couple of years I felt like I was twisting arms to get some help with tax savings. Brad was able to get me a better refund by doing my taxes differently than the last accountant. Glad I switched.
Brad Jacobs was recommended by our Financial Advisor and now we know why! He was incredibly helpful with a tax situation we were having and assisted us despite the returns not being completed by his office. We are grateful to him and recommend him with flying colors! We will be having him assist us going forward.
I've used Argus Tax and Financial Services for the past several years. I've been extremely please with their services. Brad does a outstanding job in handling my tax needs. He's extremely professional, thorough, and timely. He takes the time to go through my tax returns and answer any questions I may have. He also provides suggestions as to how I can be more tax efficient in the future. I have a great deal of confidence in the work he does, and highly recommend their services.
I was looking for a local CPA that could help me with immediate tax issues as well as all future tax issues. Brad was recommended to me by a friend. I talked to 4 other accountants before Brad and I was so impressed with Brad's responsiveness, compassionate willingness to help, and the clincher was his thoroughness! He looked at my situation from every angle possible before settling on a well thought out plan. I highly recommend him and already have to my friends.
America's CPA, tremendously helpful to us . Brad helped us with tax filings, Always available to answer questions and very friendly. Great customer service and gives best advised. The best CPA we ever have. They are knowledgeable and honest people to work with . Also super fast ! Highly recommend for anyone looking to do their taxes and more.
We met Brad at Argus and started having him complete & file our annual tax returns for 2012. He met with us to explain his services, examine our income sources and explain how they affected our federal and state taxes. He promptly completed the returns, filing them electronically over a secure site after our review. For years, we've trusted Brad's expertise reporting various income sources from investments, college scholarship statements, charitable donations, work related deductions. He makes it so easy
You know how when you go online and you read reviews for things you think to yourself "I wonder how many of these reviews are fake?", well, I can tell you that this one is a real review. I wasn't paid to say this, I wasn't asked to say this, I don't need to leave a review at all, but Brad deserves it. America's CPA is everything you are looking for and then some. Brad is incredibly knowledgeable, kind, and reliable when it comes to anything tax related. He showed us exactly what was going on and why it was
I feel very lucky to have found Brad as a professional and as a guide at a time when my taxes were a complete mess. My prior experience with someone who oversaw my books led to great confusion and substantial errors in bookkeeping. When I brought my situation to Brad, he could not have been more generous with his time and patient in explaining everything I needed to know. Like others who have left a review, I gained a great deal of empowerment and confidence after initially feeling fear and uncertainty a
I highly recommend Argus for tax preparation. Brad was professional, thorough and timely. My situation was fairly complicated, but I had full confidence that he took the time to understand the details. Once Brad was done with my tax preparation he walked me through the outcome in an easy to follow manner and discussed appropriate planning for the following year. I have worked with other tax experts both professionally and for personal taxes and I will definitely use Argus again.
We have been using Brad for over a decade to do our yearly taxes, and we have been extremely pleased. His attention to detail has saved us money time and time again. Recently, we had Brad do a detailed tax overview to help us decide how to save money on our taxes in the future as we sell a couple of our properties as we plan on decreasing our holdings in retirement. Also, he has assisted us in how to provide charitable contributions using our IRAs saving us and recipients money. He also provided us sugg
Brad is the man! He was recommended to be by a friend. He was super generous with his time, and left me feeling much more informed and empowered than when we began the conversation. What I like about Brad is that he customized his recommendations to what I was looking for with my business/tax situation. With his knowledge, he was able to give me suggestions for both the short and long term. I also appreciated Brad?s personal passion for business?he recommended some books I could read on the subject, and sha
I've used the services of Brad and America's CPA for my tax filing needs for the past few years. I have have found them to be very professional and knowledgeable regarding tax matters. They respond promptly to my requests for information and work well under tight timelines. I highly recommend them for your tax filing needs.
This is my husband and I?s second year filing our taxes with Brad. Not only do I feel like he does a wonderful job with taxes but he teaches us when we ask questions and listens when we talk! We appreciate Brads personality just as much as we appreciate his expertise in taxes and finance. 10/10 recommend! We will see him again next year, I?m sure!
Brad and his team have been great to work with. They are professional, accurate and have completed our tax returns in a timely manner. We highly recommend America's CPA!
We have been using America?s CPA and Financial Services for several years to prepare our tax returns. They do a great job and are timely. Whenever we have questions Brad is great about responding. As the tax laws change we have been so grateful to have someone to prepare our returns. It gives us a great peace of mind.
I am retired and am living on a modest income. Although every past tax preparer has said I had to file tax returns because of my small investment account and, of course, charged me a fee, Brad Jacobs was honest enough to tell me I did not have to file and, therefore, would not charge me a fee. As a retired attorney, I always recognize and appreciate an honest and caring professional!
Brad is absolutely fantastic! Brad is very approachable and highly professional. He managed to unravel a complex situation, successfully represented his client well while engaging with multiple State and Federal agencies, and significantly reduced tax burdens across the board. We highly recommend Brad and Argus!
To anyone in search of a very honest and devoted CPA and whom is especially knowledgeable in rules and law of the IRS, I highly recommend Brad's firm for tax preparation. Our experience has been one of great appreciation for his knowledge and timely manner in providing us with helpful insight and tax preparation services that you can not get from the larger companies. It is so refreshing to have someone providing a service that you can put a face to. Brad is definitely 5+ stars. Steve
This is the second year that I have worked with Brad and his team at America's CPA. They continue to be professional and always work quickly to answer my questions and make sure my wife an I are taken care of. I would highly recommend them to anyone that would like to have someone that knows exactly what they're doing, and someone that will always look out for your best interests.
If you're looking for the ultimate combination of expertise and integrity this is the place. Brad handles returns with multiple sources of income, multiple businesses and many other complexities, and does it all well. He stays abreast of the changes in tax code and always ensures that I'm getting all breaks to which I'm entitled, without ever introducing risk. I've been with Brad as a CPA and tax consultant for more than 15 years and wouldn't consider changing. I STRONGLY recommend contacting him if you
I?m so thankful to have found Brad last year to help with my taxes! Being newly divorced I wasn?t sure how to go about filing and Brad took care of everything for me in a timely manner. He?s also very caring and patient which is an added bonus!
I have utilized America?s CPA for three years and highly recommend Brad Jacobs firm for worry-free tax preparation. His portal allows easy communication through uploading forms and secure chat. Responses to questions are very prompt.
Like an idiot, I didn't do my taxes for the last 4 years. I finally decided to stop being stupid, and to get them done. I googled Tax CPAs in Charlottesville, and read some reviews and decided to go with Brad at Argus. That was on Tuesday. Today is Friday. All 4 years of my taxes have been done, I've e-signed everything, and Brad will be filing them with the IRS here shortly. And, I'm getting a refund (wasn't expecting that!). Brad asked the right questions, the portal was easy to use for sharing documents
My wife and I have been working with Brad for several years now. His experience and personal attention to detail with our tax preparations has been phenomenal. Brad has extensive knowledge as a CPA and given us some valuable advise. Without question, you would be hard pressed to find better in the Charlottesville area.
I highly recommend Argus Tax and Financial Services. Brad and his team, are easy to work with, knowledgeable and treat you professionally. This is the first time a CPA took as much as I needed, to explain the process so I understood. Found my CPA for my personal and corporate taxes. Thanks Brad! Highly recommend him for your personal or Corp taxes!
We have used Argus Tax and Financial since 2011. Brad has been very knowledgeable on any tax question we have had. Brad always has a always had quick turnaround on any need regardless of season (during and outside of tax season). We highly recommend Argus Tax and Financial .
Brad has done a masterful job for all the many years he has worked for me. He is very trustworthy, competent and easy to work with. I would highly recommend him without reservations.
Wonderful experience with a knowledgeable, competent CPA. Brad Jacobs prepared our tax return very quickly and has been great about answering all our questions. We highly recommend him!
Brad communicated well, was easy to work with and did a great job explaining our tax returns to us this year. He is also reasonably priced! Looking forward to working with him in the future.
Brad has been great to work with! He always answers his phone and is quick to respond to emails. He is extremely professional and I would highly recommend him to anyone!
This was the first time I used of Americas CPA for my taxes.The company came recommended by two CPA's with whom I had prior business dealings. I found their recommendations to be accurate. America's CPA services were responsive, timely and valuable. I felt my personal and financial data was secure.
Brad and the crew at America?s CPA are great. Communication is easy, scheduling is easy, and they take you right through the whole process without a hitch. Highly recommend!
My Charlottesville based small business has been expending recently and I needed major help keeping up with bookkeeping and taxes. Brad and Bonnie have both been extremely helpful in this arena and I'm so glad we found them. If you want a responsive, knowledgable and personable accountant or bookkeeper, I highly suggest you contact them at Argus Tax and Financial Services. Brad, Bonnie, thank you both for all of your help!
Brad Jacobs did an outstanding job on my taxes. I am very pleased with his work. I live out-of-town so the website document portal was very useful.
This is the second year that I have used Argus Tax and Financial Services to do my taxes. I am self employed and get overwhelmed every year with everything I need to get together to do my taxes. I have used a CPA to file my taxes every year because I want an expert who knows allowable deductions and everything else about filing taxes. I was using a big tax firm, and my CPA left, and I was never notified. For several years I did not know who would end up doing my taxes, which made it more difficult wh
Brad Jacobs is the most professional and knowledgeable CPA we have met since moving to Charlottesville. I recommend him and the America's CPA team incredibly highly for all of your CPA and tax needs.
Thank you Mr. Jacobs for 2 years of amazing tax preparation service. You are one of a kind in understanding both my numbers (mathematical) phobia and my technology handicap. You are also always so kind in taking your time to meet with me and educating me on the details of my tax returns. You?re a keeper!
I have been working with Brad for many years on my mother's taxes. He has been awesome to work with and is very responsive when I email him questions. Thank you Brad!
Excellent job! He completed my taxes super quick even though they were complicated. Even better, he cost less than HR block, but Brad actually knows what he is doing! Seriously you should go to him. You wont regret it.
Brad is very bright and knowledgeable about tax laws and great problem solver. Knows what to do to save his clients money. We have been extremely pleased with his service.
I worked with Brad. He was very helpful and all of my questions. Sending the information to his secure link was very easy to do. I will definitely use him again. Roger Ruetten
Argus did an exceptional job with preparing my taxes. They were extremely professional! I?m so happy as a business owner that this is one less thing I have to worry with. Thank you so much Brad!
Very knowledgeable and professional accounting services. Brad reviewed my situation and developed a tax strategy to save me a significant amount in capital gains taxes over a two year period!
Brad was very helpful and instrumental in preparing our taxes this year. He's prompt, caring and professional. Use with confidence.
Brad is a pleasure to work with. He's done my taxes for couple of years now and I plan to continue to use him as my CPA.
We have used Brad services for 10 years now. Brad is very professional and prompt . We have been extremely satisfied with America?s CPA Tax services.
This is the third year I have used America CPA. I couldn?t be more happy. The service I received has been above and beyond. It?s a good feeling to have confidence in the company preparing your taxes.
Second year. Fantastic experience.Turn key, fast turn around , extremely responsive to emails and VM. Very luck to have found Brad?s firm!
I recommend Argus for tax preparation. Brad was professional, thorough, and timely with a review of our LLC filings.
I had some tax questions, and Brad Jacobs was very helpful and knowledgeable about my situation. I plan to use Argus again for the next time that I need some tax or financial help.
Excellent tax advice and preparation of taxes. We have been using America's CPA for years. Always great, reliable service.
Was a wonderful tax experience. Mr Jacobs was very knowledgeable and made everything so stress free. I will definitely be using his services in the future.
I have use America's CPA Service for several years and have been very pleased with their service. They are friendly and informative. I would recommend them to anyone.
This firm is thorough, accurate, reliable, and personable. I highly recommend them for assistance with tax preparation and general financial advice.
Responsive and professional with tax advice along the way to help save money. Zero regrets using them for taxes for the second year in a row. It?s truly painless.
We didn?t find them until mid-March but they managed to get our taxes done by tax day. Courteous and knowledgeable, I was confident they could get our taxes completed on time.
I've been a customer for years. I've always been pleased with his service. He's easy to work with and always ensures we're satisfied. He does a great job.
I was in such good hands with Brad. He made me feel at ease with his kindness, patience, and attention to detail.
Very fast and efficient service! You can take hard copy documents to their office location, or send electronically. Very knowledgeable and responsive. I highly recommend.
Brad is fantastic. Prompt, professional and communicating every step of the process.
Everything I want in a tax professional: honest, current, prompt, responsive. Client for the long run! Thanks Brad.
Told me that he would have me wait a month after repeating several times that I would get penalized???? Who does that ? And why would I want to wait to get penalized? He sounded crazy So FYI .... he?s so booked up that he?s gonna make you wait till April 15 to file after that ???
This was my first time going there and I was very satisfied. The CPA was very pleasant and knowledgeable. Highly recommend him.
Excellent service, very responsive and always made me aware of each step of the process. Very knowledgeable and gave smart advice.
Brad and his team are great!!! Very professional and responsive, I would recommend them highly!!!
I really appreciate the research that Argus Tax conducted to help us find great solutions to our tax preparation.
Brad Jacobs is extremely knowledgeable and helpful. Please do yourself a favor and give them a call.
Incredible service and highly recommended. I appreciate all the help and knowledge regarding my tax situation.
Highly recommend you talk to Brad about your taxes!
Very quick and responsive, and hapy to explain things. Couldn't ask for a better experience.
Excellent! Brad was extremely helpful! Thank you!
Very good experience and very timely. answered my questions thoroughly
Very happy with service and price .Like dealing with family.
Great, friendly, and helpful service.
Reliable and available for questions!
Outstanding service per usual!
Excellent communication and service
Makes this process easy!!
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.