*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.*
1502 NC-54 STE 503
Durham, North Carolina 27707
Tony has managed our taxes since 2013 and we couldn't be more pleased. Our capacity to run our business has certainly grown since Tony's support. I'm grateful for his many years of guidance and support. I love the entire office crew, especially Gil and Brodie! Thanks Anthony, Gil and Brodie!
Tony has been my CPA for more than a decade and has provided excellent service each and every year. He is extremely responsive, experienced, meticulous, and generally a pleasure to work with. As a small business owner, Tony has helped me navigate through all of the federal and state tax requirements and has even filed for me in various states throughout the years. During the pandemic, a taxing authority incorrectly charged me a penalty but Tony helped me respond to the authority with explicit detail and
I have worked with Tony for many years. You will not find a more honest, dependable and easy to work with individual. Everyone I have referred him to have been equally pleased.
Tony has done our bookkeeping, payroll, and personal and business taxes since 2010. He is very thorough, professional, courteous and always follows up with any questions I may have. His services are instrumental for us to navigate details and make good decisions and help our small business grow over the last 12 years. I highly recommend Tony without reservation.
Tony and team have prepped our business and personal taxes for more than 15 years and I continue to value his practical advice, professionalism, and patience with my sometimes imperfect paperwork or last minute requests. He takes the time to explain the "why" of things so I can do better tax planning, and helps me use Quick Books more effectively. This is a great team for individuals and small businesses!
I've been using Tony as my CPA (personal as well as my small business) for 20 years and wouldn't go to anyone else. He is professional, thorough, punctional, and precise as well as just a very nice person to work with. I would highly recommend him.
If you want to be yelled at around 9pm on a weeknight five days before taxes are due, go with Tony. He was gaslighting, unprofessional, and defensive when questioned about the $12k federal tax bill he offered up with half baked work. Instead of listening, asking and collaborating on solutions, I was yelled at as if I was an employee that didn?t understand basic tax code. Great way to cap off a busy 14-hour day as an ICU nurse. Thanks, Anthony Armento, CPA, PC. This would have been our third year having Ton
I could not ask for a better experience with hey CPA. Tony is personable, professional, and knows the ins and outs of the industry. If he does not know, he will freely admit it, and find the answer for you. Tony has helped me simplify a cumbersome and complicated process, and has saved me money in the process.
Extremely friendly,professional, ethical & helpful in all ways, would Highly recommend to anyone
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.