*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.*
1661 International Dr Suite 400
Memphis, Tennessee 38120
Great company to do business with. Melisa is very dedicated and professional. She was able to navigate around some challenges I had with my taxes. When she didn?t know something, she would research and get back to me promptly. I will definitely do business with Assurance Accounting & Tax again.
Had a good experience working with Melissa. She was knowledgeable and listened carefully to my needs and concerns. She responded in a consistent and timely manner. All steps were clear - I knew what she needed from me and the tax platform was easy to navigate. I saw 1-2 drafts along the way with a couple of specific questions, and she kept the process moving along. Highly recommended!
Melissa is amazing, helpful and responsive. She makes things so easy to understand and takes her time to walk us through our tax return every year.
As a new business owner, I had quite a few questions regarding taxes. From the initial phone consultation Melissa answered all of my questions and concerns which put my mind at ease. During my in office appointment with Melissa, she provided professional services and worked hard to ensure everything was being accounted for as it pertains to filing my taxes. Aside from her professionalism and expertise in the field, this is a Black and Woman Owned Business! Highly recommend!
Melissa is great to work with and easy to understand. She is professional, efficient, and effective, and she navigates any and all situations with our taxes deftly. Her turnaround time is impressive, and we have thoroughly appreciated her helpful demeanor and work!
Definitely recommended, Melissa is thorough and patient when explaining the initial and post filing process. She might not answer the phone on then first gO around but you will learn that the email is much more effective when trying to reach her at in that shorter time frame. Very nice and professional..
Melissa has advised me on professional and personal financial planning for many years. Her subject matter expertise, attention to detail, and ability to ask the right questions has saved me time and money. I highly recommend Assurance Account & Tax Company.
Assurance Accounting & Tax Company came in and saved the day for me!! I had an accountant that was uncooperative and non responsive. Once I got in contact with Melissa, she was able to come in, give me clarity on what work by previous accountant had done and not done correctly and cleaned up my situation. Melissa and her team were saviors in my moment of need! If you want a professional on your team that you can trust and will take the time to explain what is going on (who is responsive and thorough) - HIRE
My experience with Assurance was great as always! Melissa Davis is always available, sweet, professional and efficient. She is a pleasure to work with. Thank you for making it so easy!
It was a pleasure working with Melissa! She was very professional with great communication. I highly recommend her for all of your Accounting, Tax, and Business service needs!
Assurance worked with me to submit my returns quickly and accurately. They've always provided me with copies of all of forms and ultimately helped to get my refund check to me as expeditiously as possible. I totally recommend them.
PROMPT & PROFESSIONAL! Melissa was GREAT at helping my lawncare company form our LLC. Her advice and support helped ensure we were in compliance and prepared to do business the right way!
This is my third year working with Assurance Accounting and I'm always impressed with the quick and efficient service that is provided. I dread tax time but Assurance makes tax season a little easier for me. Thanks for the great service and professionalism!!!!
Assurance Accounting is a quick and easy way to file for your taxes. Melissa is very knowledgeable about all the laws and works with you to get your taxes done quickly.
Very professional, patient, and thorough. Melissa explained everything every step of the way. Will definitely be utilizing her again.
I couldn?t be more pleased with the service I?ve received from Melissa at Assurance!! She?s been very communicative, prompt, and professional!! I would certainly recommend!
Awesome service and fast Thx again maam
I would definitely recommend Assurance. Melissa was very knowledgeable and patient with all of the many questions I kepy asking her!
The services were very excellent and in a timely matter!! I will definitely be a customer for life.
Melissa filed my taxes and was very detailed every step of the process. Highly recommend!
Very professional and provides a personal touch experience. I would recommend Assurance Accounting to anyone needing tax services.
Very professional interaction and detailed services provided. Explained everything throughout the entire process. Will continue to do business with this company for years to come.
Very professional and insightful. Information is provided that will help your business in the present or future.
Very professional, detailed and dependable. Awesome experience!
No one answer or returned phone calls
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.