*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.*
2530 Meridian Pkwy 3rd Floor
Durham, North Carolina 27713
I have used Aradhana's tax services for several years, and saying I am pleased is an understatement. From our first consultation, her professionalism and knowledge were evident. She is personable, very organized, and cares about her clients. I love the organizing portal she uses, making it easy to communicate and complete documents in a secure environment. I highly recommend Aradhana and her team and am proud to have them on my team as a business owner!
Aradhana is exceptional and pays attention to every single detail ! Super happy with her and the work her and the team offers to our business !
Undoubtedly she is the best CPA i have worked with. She goes above and beyond for the client's needs and welfare. Above all she is a great person who genuinely cares for everyone. Wish you the best Aradhana! Keep up your great service!
As a small business we've had tremendous success with Aradhana and her team. The strategic tax planning throughout the year was a complete game changer. To go from feeling overwhelmed to feeling in complete control of our taxes and future is a benefit that is frankly priceless. Much gratitude ????
Excellent STRATEGIC Accountant/Services--I was only interested in partnering with a Firm/CPA that supported my business outside of just a cookie cutter/compliancy mindset and someone that was strategic and thoughtful around the specifics of my unique business/situation/goals. Aradhana has delivered!
We used Mrs. Aggarwal for two years for our taxes. This year we had issues communicating with her, and got our taxes back late, and when we did get them, they were ultimately incorrect and we had to hire a different CPA to fix them. When we confronted Mrs. Aggarwal about these issues, she apologized, and ultimately gave us a full refund for her services. While we will use other services in the future, I have a tremendous amount of respect for her and her service when they take ownership of a mistake. F
Aradhana and her team have been wonderful. Going into our third tax season, and as many challenges I throw at them, they continue to rise above expectations.
My family continues to work with Aradhana and her team for our personal taxes and helping with accounting for independent small business. I really value her advise and appreciate her periodic tax-landscape news/update e-mail. She and her team is very easy to work with, approachable, and quick to respond to any questions we have. Highly recommended. (Updated 2024)
Aradhana and her team are fantastic. They offer smart suggestions and proactive recommendations, and their digital platform is efficient and easy to use. Highly recommend!
Professional and trustworthy services are always provided. Aradhana is a great fit for our non-profit accounting needs.
My wife and I have been using Aradhana?s professional services for about three years now. From the moment we met with Aradhana for a consultation, we knew she was a great fit for us. She is thorough, takes the time to explain things in a way where the layman who doesn?t specialize in the accounting/financial industry will understand. There?s been many times where we would call Aradhana just for general advice, and she will absolutely make herself available to weigh in on our financial decisions. This is a l
Aradhana met with me over Zoom to answer my questions related to transitioning my LLC to an SCORP. She thoroughly answered my questions and handled the paperwork for the transition.
My wife and I have been using Aradhana's tax services for several years now, and we could not be more pleased. Her tax organizer makes uploading documents a very simple and organized process, and she is quick to answer any and all questions in a very timely and thorough manner. In addition, Aradhana has helped us on several occasions with tax issues that were not related to tax returns, and she was extremely helpful and knowledgeable. We wouldn't even think of going to anyone else for our tax returns and
Aradhana is by far the BEST CPA I have worked with throughout my career. She is professional, responsive, diligent and thorough. You will not find a better value for the quality of work you receive. I would recommend her to anyone in need of professional tax preparation regardless of complexity.
I reached out to Aradhana for tax help 4 years ago and liked how responsive, knowledgeable and professional she was. She is genuine, warm and easy to work with. Her informational videos are so helpful. I am so appreciative of her and her organization and will highly recommend them to anyone..
This would be my second year of tax consulation & services with Aradhana & her firm. I remember the first time I was working with her on my filing, and she made the process so easy, it helped a lot and my mind was at peace. She is very patient and takes lot of efforts to answer any query and explains in great detail. She also thinks out of the box for you and suggests better ways of solving a problem. Am very happy to have got to know her and very content with the tax consultation and services she and her f
I came to know about Aradhana? firm through a friend who had recommended her. Initially, I was a little reluctant, but just one quick intro call with her and I knew she is very professional and knowledgeable. She was always prompt in her response on my questions or if I needed any clarifications. Her professionalism and diligence was quite remarkable throughout which made her a pleasure to work with. I would highly recommend her firm.
Aradhana and her team are very competent and professional. Jeff handled the tax situation carefully and gave me good options and methods to work accurately with my taxes. Jeff is excellent to catch the different from normal case, he is very prompt with all the queries and responses. I am very happy with the service.
We enjoy working with Aradhana and her team. Recommended to her after my son made money on cryptocurrency, and then used her for our personal taxes. Tax filing was easy through their portal and they were prompt in putting together the taxes and responding to questions. We will continue to use them.
Last year, I just came to NC , and needed someone to do my taxes here. Aradhana came highly recommended. She was patient with all of my questions: re property, small business, etc. She is organized, knowledgeable and patient. I highly recommend her services.
Aradhana has guided us for formation of our LLC to doing tax for last few years . She is always ready to help and answer for any questions during the process. Her professional guidance always helped us in all the Tax matters so far. Happy to recommend her for her CPA services.
Aradhana is very customer centric and worked with us closely, even in odd hours and during the weekend to file our business and personal taxes. We found her deeply knowledgeable on various tax rules and regulations and her willingness to go extra mile to help us out within a tight timeline. We will be using her for many years in the future to file our taxes.
I was referred to Aradhana through a networking group. Our nonprofit was in need of immediate help to straighten out a situation with IRS. Aradhana was a pleasure to work with and was very efficient, courteous and professional. She work side by side with me and we got the situation taken care of in a short period of time which relieved me of a lot of stress and sleepless nights. I highly recommend her for your tax needs.
Aradhana is up to date on new tax codes & laws, she is reasonable, responsive, timely & has true interpersonal communication skills! I had the same accountant in NYC for many years & it took me a while to find the right one in NC , so thankful that I have found Aradhana!
We've used Aradhana for a few months now and in just a short amount of time she has instilled so much trust with respect to her level of expertise. We ask a ton of questions and prefer to understand all the details. She patiently answers and graciously offers her time. We are actually looking forward to tax season ??
I have been receiving CPA Aradhana Aggarwal's services since last 4-5 years and always she has come up with my expectations. I just can't think of any better service provider in the country. She always listens to the clients and works to ensure she caters best of the professional services. She maintains highest level of professional standards.
I'm usually freaking out every year during tax season because I absolutely dreaded it until I met Aradhana a few years ago and started using her for both my business and personal taxes. She is so quick to get everything completed and is amazing at communicating everything with me! If you were still looking for someone to do your taxes, I 100% highly suggest you contact her. ??
Aradhana's communication level and accessibility to us as clients is on a level above anyone else we interviewed to handle our business and personal accounting. She is very patient with us and her advice is exactly what we needed to grow the business and increase our personal wealth. We especially enjoy how involved she is in the client education both locally and internationally. This is a true testament to her professional business ethic and hard working character.
Aradhana and her very competent team were able to decipher a complex tax issue that has been looming for years, in very short time. They asked the correct questions and dug into the the issue with the utmost thoroughness. Communications were excellent throughout. I cannot imagine a firm that could provide better service and results.
Aradhana is an extremely knowledgeable and competent CPA for both personal & professional taxes. She will make sure all your queries are fully answered promptly and will go the extra mile by explaining your tax calculations in detail. I have noticed her working late nights to meet deadlines, being very meticulous, and well versed with the latest tax regulations and DTAA. She provided useful advice for my tax planning and her invaluable experience helped me to file my taxes in US considering my global incom
I needed a new accountant and Aradhana proved to be responsive, professional, and helpful, even throughout the challenging times of 2020. She answered my questions with patience and was available, even on weekends. Looking forward to her assistance for managing my business and personal taxes going forward.
Aradhana provides outstanding and professional service as a CPA for both business and personal taxes. She is clear in her explanations and is highly responsive and takes quick action. I highly recomend her services to anyone who may be looking for a CPA or looking to make a switch. Also, her fees are very reasonable.
Aradhana is extremely knowledgeable and leads a wonderful CPA firm. I am very thankful for her and all of her guidance! She is reliable all year long with tax planning.
I?m the type of person who typically likes to do everything myself but when it came to tax management I felt a little unsettled and overwhelmed, especially after several mistakes showed up on my filings. Aradhana helped me fix all of my oversights and was an absolute pleasure to work with. Her communication and professionalism are excellent and she gave me peace-of-mind during tax season knowing that everything was done properly and on time.
It was an absolute pleasure working?with?Aradhana Aggarwal CPA. The office personnel were extremely responsive and professional at all?times. When I had questions or needed clarification, their team would promptly?respond. I had no issues with getting my documentation recorded and submitted. My return was processed properly and promptly. I would highly recommend using this firm for all your accounting needs.
Aradhana Aggarwal prepared complex tax returns for us and we will continue to use her services and recommend her to others. She is extremely thorough, professional, and detailed.
I needed a new CPA this year and was very fortunate to find and work with Aradhana and her team. They were very responsive to all my questions and their online portal made the entire tax process simpler than I would have expected. If you're looking, check them out. I'll be back.
Absolutely love doing business with Aradhana. She is very responsive, attentive and readily available when you need her. I am so glad we chose to do our returns with her.
Aradhana handled both our personal and small business needs. She was excellent communicator, punctual, and exceeded our expectations. We could not be more thrilled to have found her!
Aradhana and her team are wonderful people. They certainly are experts in tax laws across countries. Very prompt and provide full guidance. Highly recommended!
I would recommend Aradhana to anybody and everybody. She is very responsive, professional, and makes it very easy to understand. Going from a salary position to a 10-99 contractor, she made the process extremely easy.
I couldn't be more impressed with Aradhana. She is extremely knowledgeable, down to earth and truly cares to provide the best customer service and results possible. I will continue to be a life long client. Thank you!
Aradhana is wonderful to work with for all things related to taxes!
Excellent nonprofit accountant with support for bookkeeping, audit, 990 and advisory roles. I've appreciated their attention to detail, prompt service, and thoughtful help with designing supportive and robust systems for our business.
Excellent Service!A non-profit or a profitable account then she is the right person to rely upon..
It?s been a pleasure working with you, truly. I can only imagine how busy you are this time of year yet the whole time I?ve felt like your only client. Your support and responsiveness has been top notch. I am confident I?m in good hands for all future tax needs too.
Best cpa ever. Use her for my business and have for multiple years
Aradhana is wonderful! Very responsive and answered all my questions. I highly recommend her.
Aradhana is professional, extremely knowledgable, and also eager to help the clients. I highly recommend it.
Excellent professional collaboration and service. Highly recommend!
Aradhana?s service is great and she?s committed to helping you, even in the most complicated of business situations.
Very good CPA for filling your taxes, she is very helpful and answer your question. 100% recommended.
Very responsive and detail oriented, first time filing taxes with her this year and it was as smooth as it gets
Absolutely amazing service. Especially knowledgeable about Immigrant tax situations.
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.