*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.*
7575 E Redfield Rd Suite 235
Scottsdale, Arizona 85260
Update as of 4/29/2020 - In these very chaotic and uncertain times, I have leaned on Richard Shapiro and Aspire even more. Various programs for small business owners like myself, how to navigate these very complex and always changing waters, Richard and his staff (Cameron Palmer especially) have been there - 7 days per week / anytime I need a question answered. NOW, more than ever, his clients needs his advice and guidance - and Richard has been there. Very comforting and assuring. Awesome work!! I have be
Can't say enough great things about Aspire Financial. From the friendly administrative staff to the accounting staff- all top notch professionals. Richard Shapiro has handled every detail of our financial affairs from tax prep to helping us manage our small business needs. His advice has saved us not only money but has helped us grow our business with providing guidance and management. His generosity of his time ( we pop in often and never get a bill for last minute meetings or calls unlike other businesses
Switched to Aspire Financial and they helped me file my 2019 return. Very happy with their quality and quick service. My return was filed in a couple days... Cameron and Ken did a fantastic job. If you are in the market for a great accounting firm... choose Aspire.
I highly recommend Aspire Financial for all your accounting, tax and business needs. They are knowledgable, friendly, trustworthy, supportive and caring. Mr. Shapiro has advised me and helped me with my taxes and business needs for many years and I am always impressed with the quality of his work. He a a student of the accounting and business world always keeping up on all the new tax laws and business trends to keep me and his clients in the know. If you are in need of accounting work or just business stra
The entire team at Aspire Financial are great to work with. They are strategic in their approach and provide far more business insights, intelligence and consulting beyond typical accounting firms. They have made a meaningfully positive impact on our business for 20 years.
Aspire Financial is invested in your well being. They will focus on what you feel is important with regard to your growth. They also provide valuable information how to get there . Personal and business alike. Richard Shapiro and his team are top notch, I highly recommend Aspire Financial.
My business has been with Aspire Financial for over 15 years now, and I can say that the team at Aspire Financial is the best in the industry! They offer financial consulting, tax planning, and day to day financial services needed in the operation of a business. Without Aspire financial, my business and I would not have been able to get past the 2008 financial crisis, and with careful planning and consulting by Aspire financial, we have been able to run a successful business for 15 years now.
Not a CPA. Really gimmicky office. Richard is salesman and far from an accountant. I feel that the staff is incompetent, with the exception of a few people that have good enough intentions but not savvy enough to be blinded by this finiancial planners tactics. Expect to get audited like I am, and when that audit comes expect Richard to completely convey nonsense and brush you off not returning any calls. And to top it all off try to call the office any time of the year you'll be lucky to get a hold of anyo
I have known and worked with the Aspire team and Mr. Shapiro now for a number of years and have always valued his knowledge and approach to my needs as an entrepreneur. I highly recommend him and his professional team.
The team at Aspire has been great to work with for many years. The planning, consulting and tax work at Aspire has helped my business become what it is today. Frank Nicholson Ceo-President American fitness wholesalers of Arizona
I cant say enough good things about these guys, I had an exceptional experience working with Ken Iida! They were thorough and well versed, answering all my questions and helped provide me the level of detail and direction I was looking for. Would highly recommend!
Richard Shapiro and his staff have been my trusted tax and financial advisors going on 25 years. Over the years I have happily referred my friends and family. They never disappoint!
Worked with Richard and his team for over 4 years with a start-up that I had. The financials were kept in straight order (940s, 941's, etc) and his team was great to work with. Really enjoyed working with them.
Working with Ken has been great. He is extremely helpful and knowledgeable and listens to my needs. He has excellent advice about my finances and future plans.
Every year the Team at Aspire Financial exceeds my needs and expectations. Happy to have them in my corner for over 8 years. Thank you Aspire Financial!
Him and his team are amazing! They have been a crucial part of the growth of my business.
The pros at Aspire Financial are so much mor than our accountants. Strategic planning, financial resources and advice, ideas to help us grow both in our business and family. If you want a partner for the journey, go here!
Worst experience in my life, Richard and his staff messed up my taxes, simple things a basic accountant can do he can't, and he is not certified in the state of Arizona. Unless you like to see an IRS agent (I am serious for missing forms that I did not know about that Richard claims he sent ??) ... then STAY AWAY!!
Amazing service and prompt responses. Richard and his staff and professional and on top of their game. They helped me in difficult tax planning situations and explained everything they were doing along the way.
I called to schedule an appointment. I was referred by someone in passing a while back and the receptionist would not help me unless I could recall who referred me as they are reference based only.
Ken was so helpful. He answered all of my tax questions and was very professional. I would highly recommend Apsire Financial.
I have had only great experiences with Aspire! They are extremely professional and great at their jobs!
Team at aspire has always been great!! Very reliable and has always kept me compliant.
Amazing org. great team. They really know what they are doing. I highly recommend Richard and his team!!!
This place is a scam please! please! beware people are living lawless these days...For some reason they're are after me and i never heard of them scandals stuff...SAVE THE HEADACHE....
They helped me a lot. I really recommend Aspire Financial LLC.
Can?t thank Ken enough for help with my taxes and finances. Truly excellent service!
Aspire helped to elevate my business and plan ahead, reducing my tax bill
The price is a bit high. But they give to me a lot of useful information.
Terrible company. Never do business with this company
Great team of reliable people that care!
Very reliable and showed true professionalism.
Excellent service by Ken. Highly recommend.
Amazing service. Recommend
Garbage. Terrible communication
(Translated by Google) I am always grateful for my annual tax return, prompt response when there is something I don't understand, courteous workmanship, and support even in Japanese. (Original) ????????????????????????????????????????????????????????????????????
(Translated by Google) Excellent (Original) Excelente
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.