*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.*
164-46 Cross Bay Blvd
Howard Beach, New York 11414
I have been using Araneo Tax & Financial for years. They are always responsive and their follow up is second to none. Kirsten?s attention to detail makes doing business a pleasure. I look forward to working with Araneo Tax & Financial for years to come.
I went to Araneo's because of my dad. For years, they did my taxes and handled my accounts, until the death of my dad. My dad had large accounts, and upon his death those accounts were closed. Since then, Araneo's office has told us to find another tax preparer. I used to refer people to this office but never again. I am now with another firm and for the first time I see how a client should be treated. With my new firm we meet quarterly, they take the time to understand our accounts and needs, and the
Been going to Betina for a bunch of years now . She is very friendly, non judgmental, knowledgeable, organized & professional. There is always a nice person or people working in the front office that are very friendly & professional
I have been using Araneo Tax and Financial for 20+ years. They have always been curious and professional. They always check in with us throughout the year. They always put our financial needs first. I always recommend them. Several family members and friends use them.
Started out well, but they seemed to lose interest in us over time. They didn't proactively contact us to suggest ways to improve our financial situation. We missed out on tax deductions that we weren't aware of, assuming they would bring these to our attention. Sadly, no. When they ended up too busy to do our taxes and referred us to another firm, they told us the price would be the same. Not true. The other firm charged us much more. I used to recommend them to friends and family, but sadly I no lo
Steve and the rest of the Araneo tax team are some of the best in the business. Good insight and knowledgeable on various business and personal tax issues. Would highly recommend..
By far the most unprofessional company I?ve seen?They take advantage of the seniors who need help. I would rather take my chances not paying my taxes than deal with this place. My senior family member is told to pick up the taxes and they?ll submit the payment?I get there and now they aren?t ready and I have to submit the payment myself. Hysterical. Then get a call 2 days later from another place just to hear that they did it wrong and now they have to go to another place in ASTORIA and have them fix the ta
Steve has been doing my taxes for over 20 years. I can get an appointment easily, he files them electronically almost immediately, and my refunds come very fast. Also a great Financial Planner. His advice helped reduced my tax burden and helped my wife and I prepare for retirement. All at a very reasonable cost. You can't get that kind of service from the regular "tax mills". Two thumbs up to Araneo and their team.
We have used Steve for over 10 years, and my mother and friends have used him also . Not just an accountant, a person who will always have your best interest at hand. He gives honest and solid advice, and explains exactly what is needed to secure your financial needs. His staff is wonderful and always professional ! If you need any financial services please check out this wonderful company . If I could I would give 100 stars????????We moves to NJ and still travel back to NY just for his services!
Have been going there for a couple years now. Brian is great!
Helped me with a problem created by an incompetent accountant I was using. Will use again.
Staff is so friendly and professional.
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.