Audit Defenders CPA

Audit Defenders CPA

Reviews Summary

Audit Defenders receives consistently outstanding reviews for their professionalism, expertise, and client-focused approach. Customers highlight their deep knowledge of tax laws, ability to resolve complex audits, and exceptional service, often going above and beyond. Many appreciate their responsiveness, thorough explanations, and personalized attention, which instills confidence. Clients frequently mention successful audit resolutions, maximized returns, and relief from stressful tax situations. The team’s reliability, honesty, and dedication make them a top choice for both personal and business accounting needs. Highly recommended for their ability to handle even the most challenging cases with ease.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

12742 S Harlem Ave

Palos Heights, Illinois 60463

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Im glad I selected the Audit Defenders to represent me . At first thought I can handle the audit??by myself and the auditor was friendly however things took a turn, and I was very uncomfortable with the way The agent was communicating with me and demanding information and I thought more like he was a bully, and I was trapped and he had too many faces along with endless calls and requests .. I engaged the??Audit Defenders??Yasser and did a tremendous job he resolved the problem He??stood up to the agent, dem

I can?t recommend audit Defenders enough! They have been exceptional in handling the account needs of my companies. From the very beginning, their professionalism and expertise stood out. The fact team at Audit Defenders is always responsive, thorough, and incredibly knowledgeable, ensuring that every aspect of our legal matters is handled with care and precision. Their dedication to providing personalized service and their ability to navigate complex accounting issues have been invaluable. If you?re looki

I cannot say enough great things about Audit Defenders CPA Accounting Office. From the moment I walked in, I was greeted with professionalism, kindness, and an evident commitment to helping clients succeed. Their team of experts goes above and beyond to ensure your financial matters are handled with precision and care. What sets Audit Defenders apart is their deep understanding of tax laws and accounting principles combined with a client-focused approach. Whether it?s personal taxes, business accounting, o

The entire staff at Audit Defenders are always knowledgeable, professional and kind. The owner, Yassir is always on point and demonstrates a level of expertise that you cannot find anymore. Thank you Audit Defenders you have truly helped my business grow.

I was audited by the revenue and I was referred to the audit defenders. I left the current accounting firm I was dealing with. The team at the audit defenders handled the audit with care professionalism the audit process was as painless as it could be. The audit defenders, pointed out the issue that we currently had in filings and also explained it properly to the Illinois department revenue agent where the audit defenders was able to waive the penalties. I switched my entire accounting here, if you are ge

If your looking for 5 star service, look no further. The staff and owner of Audit Defenders are professional, very knowledgeable and what I love most are your advocate. We own a new business (Little Havana Cigar Lounge) and unfortunately were audited our first year. While some may panic or worry, we did neither. We had nothing to worry about because we knew that Audit Defender's never skipped a step when filing our taxes. The owner and staff provided updates throughout the whole audit and assured us that al

Highly recommended, they are very professional, recently my company was audited and we found out that the state owes us more than $49,000. 5 star rating keep up the good work.

Audit Defenders CPA provides accounting services for our businesses. They are knowledgeable and very responsive with any questions you may have, and will go above and beyond to make sure you understand. There is always clear and constant communication about accounts and quick responses when there are any changes. And finally they treat us with kindness and respect. We wouldn?t let anyone else handle our accounts.

I was audited by the IRS, and my current CPA in Baton Rouge stated he was handling the audit. Eight months went by, and I received a $7.6 million assessment to my house. I was very shocked and surprised by what was going on, so I called my representative, who was not responsive. I searched around and asked for recommendations, which led me to Yasser from the Audit Defenders. The firm came highly recommended. I explained the situation, and Yasser and his team immediately took on the case. It was challanging?

I have been working with Mr. Yasser as my CPA for the past six months, and I am extremely pleased with the level of professionalism displayed by him and his team. They are consistently responsive and reliable, which has made a significant difference in my experience compared to previous CPAs. In the past, I often encountered delays and had to request extensions on my taxes due to unresponsiveness. However, Mr. Yasser has proven to be both attentive and proactive in addressing my needs. My husband and I are

I am incredibly impressed with the expertise and professionalism of Audit Defenders. Their attention to detail and deep understanding of tax regulations have been instrumental in maximizing my financial returns. Their commitment to exceptional customer service is truly commendable, as they have always been responsive and prompt in addressing my queries and concerns. Thanks to their guidance, I have peace of mind knowing that my finances are in capable hands. I highly recommend this CPA firm to anyone seekin

We ran through an IRS audit just a few months after we purchased a business, we felt a disaster happening due to us not knowing exactly what to do, we called Audit Defenders and Mr Yasser met with us on the same day! not only that, he followed up with us step by step and went out of their way to get everything done properly, they answered all of our questions, assured us that the matter would be handled professionally, and they delivered. just within a couple of weeks everything was solved and the audit was

We had the pleasure to use Audit Defenders CPA after been with another company that we are no longer with. Yasser and his team are very knowledgeable and went above and beyond to set a plan to improve our business and helped us tremendously with our taxes and financial needs. The process of dealing with their company is extremely smooth, quick and professional. We also use them for our payroll, quickbooks, any IRS personal and business documents, etc. they are very easy to get a hold of, and on top of ever

As a physician Audit defender has been an absolute game-changer for my financial well-being. From the very beginning, they exhibited exceptional professionalism and deep expertise in tax matters. Their attention to detail and thorough understanding of the latest tax laws ensured that my tax returns were accurate and optimized, resulting in significant savings. I would definitely recommend their services to anyone seeking a skilled, reliable, and trustworthy CPA partner to navigate the complexities of finan

This firm is the best audit defense firm in the Midwest! Yaser and his team represented my business in a sales tax audit.? Yaser fought hard in our case and handled all the interactions with the auditor and audit supervisor.? He and his team were supportive, responsive, and aggressively defended my business in the case. After providing all the documentation requested by the State, his team reviewed all the documentation with me so confirm they were complete.? The audit was closed within three months with a

Audit Defenders has been extremely reliable and knowledgeable with my taxes and accounting. They are very respectful of time and significantly thorough during appointments. Their professional environment always guarantees phenomenal customer service, I appreciate having a CPA that has his clients best interest at heart. I have been a client of Audit Defenders for years and will continue to utilize their services for all of my tax and accounting needs. I highly recommend this business of excellence to anyon

Yasser and the Audit Defenders team went above and beyond for our family business in a time of need. A previous accountant created multiple issues for us. Which lead to a Department of Revenue Audit and potentially some substantial fines. The auditor capitalized on the reckless disregard of the previous accountant. The Audit Defenders restarted the audit and was a tremendous help. Yasser was kind, professional and very thorough through the entire lengthy process dealing with the Department of Revenue. Than

5 Stars aren't enough! I received an IRS audit letter. I right away retained a tax attorney, biggest mistake ever. If you want to get milked like a cow, that's what you do. I learned of Audit Defenders/ Yasser Olyyan & team through a family member and I right away disengaged with the tax attorney & hired Audit Defenders. I got resolve in a few weeks and the matter closed. Very professional, great communication, very prompt & kept me in the loop at all times with their communication with the IRS. I highly re

I recently had the pleasure of working with Yaser and his team and I cannot express enough how pleased I am with their exceptional service and expertise and professionalism. From the moment I walked through their doors, I was greeted with warm and welcoming atmosphere that immediately put me at ease. I highly recommend their services to anyone seeking a reliable and trustworthy accounting firm.

I recommend any one who is being audited or need??accounting /Tax work to the Audit Defenders. The Audit Defenders know Compliance, Tax Audits, and Tax Intelligence . My company and myself both were audited by the IRS. I hired this firm and was able to get out of the audit with no time. Yasser has massive experience as a CPA working for the government. The firm understand forensics and audit strategies which makes sense to hire them. Yasser and team were very clear on the expectations of the audits. They ar

I set up an appointment with Audit Defenders to get my taxes done after a bad experience with my dads tax guy. Yasser was very polite and very thorough with my documents. He let me speak and listened and gave the best advice after hearing me out. I will definitely be coming back here to get all my tax stuff done. i Recommend calling and making an appointment because he can gets busy.

I have been working with Mr. Olyyan for many years, I am in the lending business and most of my clients are businessmen and women. Many times while in the process of working on their loans we find out a lot of things that the IRS may have proposed on them without them knowing, so working with the Audit Defender team, they were not only able to help my clients to get a commercial or residential loan, but also clean their record with the IRS. One of my cases, my client was under federal investigation for fe

Yasser and his team at Audit Defenders (AD) are quite possibly the best in the business. I take great relief knowing that I have such a professional, and fiscally conservative CPA that has my back. My business was severely impacted by the crash of the economy in March 2020. Yasser and his team swiftly engaged to mitigate losses, and searched for loans and grants to help my company through the recession. Any questions I had were quickly answered and the ones that were not answered the same day were answered

I know this firm for over 10 years. They have handled complicated tax solutions and are the best in the area. I highly recommend and have sent numerous clients that have been grateful. If your business is being audited or need a second tax opinion this is the place to go!

After looking all over for someone trustworthy and reliable to help my husband and I with our finances, we decided to go with Audit Defenders after reading the reviews. I had a bad experience after a well-known company in the tax industry improperly filed my return, to which I was audited. We called the office at the last minute and Yasser set up an appointment for us right away. We got there only to realize that they were closing in 10 minutes yet he stayed late (about 2 hrs after closing) to help us go

I started my business last year and felt like I was flying blind. Audit Defenders not only helped me maximize what I can get back in my taxes but have educated me on how to run my business more efficiently and profitably. You will not find better quality, professionalism, responsiveness in any other firm. Don't hesitate. Hire Yasser.

I have been a loyal client of Audit Defenders for over 3 years now. As an entrepreneur with many forays into complex businesses, I needed a CPA i could trust and rely on to do the hard job of keeping my businesses compliant and mitigate any risk of IRS audits. I found that with Yasser Olayyan and his world class staff at Audit Defenders. Not only is the business model predicated on professionalism and courteous service, but their main strengths lie in their diligent follow up and expansive knowledge of stat

We started using Audit Defenders after we found out that our old accountant didn?t file our business taxes and did not file our personal taxes the correct way. Yasser and his staff did a great job in helping us with these issues. Him and his staff exceeded our expectations. Audit Defenders are top quality CPA?s. We have been recommending Audit Defenders to all our family and friends. Always get a certified accountant. Thank you to Yasser and staff!

Audit Defenders is an excellent CPA firm for my clinics . Yasser Olyyan ,CPA and his staff are pleasant to work with and very attentive . They answer all my questions and they are up-to-date on all tax changes. If you are a healthcare professional like me looking for a sound advice and someone who can take time in their busiest time of the year to return your call and explain/answer your question in details I recommend the Audit Defenders in Palos Heights.

Yasser and everyone at Audit Defenders have been nothing but amazing. True definition of top notch service. I have been to several different accountants and never have I felt that someone actually cared about me and my finances, not just another customer or number. I get it that I?m there for a service and it?s just business but there?s a friendship aspect to it. They are professional, honest, thorough and to the point. Never have I asked a question and felt belittled or embarrassed to do so. I?ve had probl

Been doing my taxes with audit defenders Palos for two years. Mr olayya Very knowledgeable of the tax laws and responsive friendly and professional Great experience his knowledge and commitment to my financial wellness is unmatched. He take time to go through all aspects of my taxes and financial planning to help me make appropriate decisions. I would recommend audit defenders to anyone.

Excellent service! Yasser and his team are one of a kind. There are many firms that perform these similar services, but only a handful in the country that truly master their craft like Yasser. He was able to successfully get us through a very tough audit. Before his engagement, we were going through a almost year long battle with an auditor that seemed like he was willing to try everything to make a name for their self even if it meant taking the business down. Fortunately, Yasser was able to come in, take

Audit defenders has always been responsive and extremely knowledgeable about accounting and tax compliance. First rate service from the second you walk through the door till the completion of your services. I?ve been filing my taxes with them for years and strongly recommend anyone to utilize their services.

We used this Audit Defenders to represent our business which is located outside the state of Illinois. Originally??when we received the audit initiation lettter , we were constantly bombarded with auditor?s request and It became a hassle to deal with it ourselves.??Furthermore, the auditor kept asking for irrelevant documentations and ask weird business questions.??We hired the Audit Defenders and they were able to put the harassment to a stop.The??Audit Defenders schooled the auditor on??Sales Tax and Inco

It's been 2 years and I have been jerked around by unqualified so called accounting firms. My friend recommended Audit defenders CPA. Yaser took over my case and he literally saves my business and my life, and all the hard work I have done for the past 29 years. I am forever in debt to this office and it's crew.

The audit defenders saved me over $106,000 and my life. I was audited by the Dept of Revenue and had to switch representation during the audit to the "Audit Defenders" . The Audit Defenders were able to uncover major mistakes that was made by both 1-Department of Revenue and the 2-Prior Accountant . The audit defenders took over the audit and studied my case in a very detailed matter. The audit defenders kept me informed by communicating with me and the auditor very efficiently. The audit defender

The Audit Defenders team is amazing! I have moved both my business and personal tax filing to them. I work with both Yasser and Liz. Can?t ask for a better, more professional team! They always go above and beyond!! I really appreciate all you have done for us. Thank you Yasser and Liz!

Yasser and his team are extremely professional, and he is a pleasure to work with. I was worried initially that it would be difficult to schedule an appointment that was convenient for me, however, Yasser was accommodating. I also had to take my three children with me, and he had space for my children to sit and be comfortable while I was handling my business. He is very knowledgeable, and he reviewed and explained everything to me thoroughly. I left his office feeling confident and reassured that I was in

Audit defenders are definitely the best out there for your accounting needs.. I had an audit 2 months ago for my business, Yaser and his team were able to wrap it up in a short period of time and closed the audit with $0 owed!

I?ve been using Audit Defenders? services for my personal tax returns for years. They?re courteous, professional and thorough in filing. I dealt with Yasser and he always spends time explaining and answering questions I have, and taking the extra mile so that my family and I get the maximum renturn possible. I highly recommend this place.

Experts in their field Yasser Olyyan and his crew are experts in tax audit and compliance. They are so unlike any other accountants as they are a certified public accounting firm and has massive amounts of experience working for the department of revenue. They are extremely attentive to all of our financial needs and an absolute pleasure to deal with. If You want somebody who is serious and has your best interest, you want Yasser and his employees. You will not be let down.

Our family had an issue with the IRS and wrongfully assessed the business we used to own and sold close to $520,000 in taxes. We went to our tax person and they did not represent our family in a correct manner. The agents knew that this assessment was inaccurate and took advantage of this poor representation. A lein was placed and a garnishment of around 800 a week was applied on the wages. We did not have money left . We engaged Yasser with the Audit Defenders and did not give up on the case. He stopped t

If you want an accountant that is friendly, communicative, and a wealth of knowledge, look no further. Yasser has been amazing in helping my fianc? and I get everything in order. and on track. He was able to get us an extra few thousand dollars in returns! He was very professional and prompt. I am very happy we found Yasser and will be using him for many years to come!

we got audited twice. The first audit my prior accountant was not a cpa . We then hired another accounting firm who did not even show up to meet the agent on site.??The agent took advantage and assessed us a lot of money. We finally engaged Yasser and his experience and credentials paid for itself. He was able to pin point errors the Dept of Reve made which then reduced our tax liabilities and walk us out of trouble .??This firm also worked on our accounting needs and we just finished another follow up??Aud

I have been doing my taxes with that accountant (Mr. Yaser) for the last 3 years for all of my businesses and personal. Last year I got in some very hot water with the IRS. I was extremely afraid of all the letters they sent me. Made me feel like a criminal. After Mr. yaser was done with my case, not only i got a REFUND from the IRS. I also got a letter of apology from the IRS. Yaser and his staff are extremely professional, very helpful and the best part they are there when you need them. They are so good

I did google search for CPA in my area. Audit defenders came up with five stars. I was so glad I found them. They do my personal and business taxes for years. They are just phone call away, to answer any of my questions or concerns. Then when covid hit, they reached out on their own to help me understand the whole process of PPP loan. It?s hard to find company you can trust, but I am glad I found one. They won?t disappoint.

Dealing with Yasser is a professional breath of fresh air. Yasser does an excellent job in explaining everything aspect of doing your taxes. To Yasser?s very selective clients his response time to returning phone calls is within the business day - very impressive! I will do my best to send him more business because that?s the highest rating that anyone can give - a referral! Keep up the amazing work Yasser and team!

Yasser and his team are amazing! I own a few pharmacies and they went above and beyond to assist me. Their knowledge in the healthcare settings is phenomenal and the professionalism and speed displayed are exceptional. I definitely recommend using them for any of your needs, especially if you are a business owner. Thank you again!

Yasser Olyyan is a very expereinced and knowledgeable CPA. The professionalism demonstrated by the Audit Defender team is outstanding. Recommend Audit Defenders to anyone looking for audit and tax services.

Expert, knowledgeable and trustworthy. You?ll get all the needed advices and information. I?ve been with Audit Defenders for 3 years and I really appreciate it, as it?s not easy to find someone who you can share your private and hight important personal information.

This is the second consecutive year I did my taxes here. Not only did he get me an extra 4k that I would have missed had I gone two one of those rush in rush out spots, who are just trying to get you in and out as soon as possible to help next client, but I also needed my w2 which i had misplaced and he took the time to send me a digital copy during his busiest time of the year. I really appreciate it. I usually don't leave reviews, but i figured this is the least i can do. Without that W2 i could have poss

I met with Yasser and found him to be a very knowledgeable and client oriented person. He went above and beyond to make myself as well as my client comfortable. He is very ethical and thinks beyond the transaction in front of him to ensure his clients are in a safe and profitable position for years to come.

My experience with Yasser He is a holistic financial planner and excellent tax strategist I worked with Yasser on business client, based on his recommendation to opened 401 K and group health insurance. the business was able to save over $100,000 in taxes

Yasser Olayyan is very knowledgeable about taxes and audits. He explained what needed to be done thoroughly. I left his office feeling confident that he will take care of the situation with ease and professionalism. I definitely recommend this place for your tax and audit needs!

Yasser has been consulting my business for the last five years and he?s been outstanding. The Consulting team has been spot on on the decisions we have made. He has helped us save a ton of money! I highly recommend this place to everyone.

Best accountant I?ve ever used. I?ve used several and by far Yasser and this firm has been as thorough and maximized my return to the max. I won?t use any other firm going forward. I found my new accounting firm!

I highly recommend this firm. They helped me through a difficult audit a few years back and saved my business a ton of money. I have continued to use their services till today. They are professional, knowledgeable and trust worthy.

I?m a dental consultant agency and have been working with audit defenders for the past 3 years. Very knowledgeable, responsive and experienced in what they do. Very happy with their services that I recommend them to all my clients.

I was there client for a year and they were supposed to fill monthly for my company but I find out after a year of ripping high prices they did NOT File Any Month and I had to re do the whole work again. They knew i was new to the business so they took advantage of me, be careful

Yassir has always taken great care of me and goes the extra mile to clarify any questions I have. I would recommend him to anyone looking for business consultation or looking for a CPA who offers help with taxes.

Yassir is very professional and thorough. He is precise and honest.Yassir takes his time and makes sure he has every piece of information he needs to get you the highest refund! Thank you for all your hardwork. My man!

Did my taxes there. Very fast and Professional Service highly recommended. I even called back for more paperwork a few months later and they were more than helpful and getting me all the paperwork that I need. Will definitely be going there for a long time.

This firm will not sell you fish in the sea. Highly Intelligent and expert in tax audits . This firm set clear expectations and will meet them . Very responsive to our requests. Highly organized . Very confidential.

Highly recommend . Yaser and his staff always respond within minutes at times to whatever the issue is and have given my business the structure that it needed.I own a construction company and honestly can say that they have kept me on track so I can focus one growing my business

I can't explain in words what this team did for me and my business. Lets just day i am a free man thanks to Mr. Ollyan and his team. Strongly recommend.

Best accounting firm for my growing busines . Very organized and detailed work. I highly recommend them for personal and business accountin .

We came all the way from Pennsylvania to work with this firm, I highly recommend them to all businesses. Very professional and knowledgeable in their field and they deliver on time.

Amazing service. Affordable, detail oriented, professional, excellence in every aspects . I will recommend it to anybody in need of these services.

Professional and accurate .Love the appointment option. I was educated on text issues that I was not aware of before

Professional service ! Excellent CPA

Extremely professional and experienced

Very professional and responsive

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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