*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.*
5675 S Redwood Rd UNIT 11
Salt Lake City, Utah 84123
I absolutely love working with Averett & Associates. I have used them to file my personal and business taxes for 10 years now. I recently used them for all of my payroll expenses as well. They Fees and pricing was very reasonable. I appreciate their professionalism in all they do. Eden has always been so helpful and willing to assist with all of my concerns or needs. They are excellent in returning calls and emails immediately. I am impressed with their knowledge of the business and their skills. I
Averett & Associates is amazing! I have worked with them for 14 years now and they are so great to work with! Paul really knows his stuff and Eden is a dream! They are always so willing to answer my questions and so easy to work with. They will be doing my taxes for years to come and I would highly recommend them to anyone needing a good tax agency!
I've been a business owner for forty years in the Salt Lake area. Averett and Associates have provided outstanding service to our Company. Their direction and suggestions have changed our Company more than any other group that we have worked with over the last forty years. They are in a constant search for excellence which has been never changing. They have passed these great values on to us. I would highly recommend them to any small business. They have great integrity and interest in their customers
I've had a wonderful experience working with Paul Averett and his team. They are very professional, have a quick turnaround time and provide excellent service at a truly reasonable price. I definitely recommend their services to anyone seeking assistance with tax related needs.
I went through more than my fair share of accountants (both personal and business) and never had a good experience. Averett and Associates are the absolute best!!! They got all of my personal and business taxes and books in order in a very short time. They are always quick to reply to questions and keep me on track with all of my accounting needs. I highly recommend them!
We are very pleased with Averett and Associates. They are very helpful with any questions we might have regarding our retirement and investments and what to do to keep our taxes to a minimum. They are very friendly and will respond to you promptly. We give them a 5 star rating.
My Taxes were a mess. I didn't really know what I was doing when setting up my financial for my business so my organization of everything was all over the place. Averett & Associates Took a very stressful experience and made it clear, understandable, and manageable. Paul is easy to talk to and helps you feel empowered, and armed to manage your financials. Eden is an Angel. She helped us organize all our numbers to that they are clear and concise. There are tax people and then there is Averett & Associates,
Paul and Eden are absolutely fantastic! They not only help me navigate the complexities of my personal and business tax situation, but I also refer all of my business clients to them. They're THAT good.
Paul and Team have been fantastic! Very professional and patient in handling all the details of both my corporate and personal taxes. They came to me highly recommended and I can't agree more.
Fantastic people who do a terrific job. Highly recommended!!!
First time using Averett & Associates. I had a complicated filing and needed help. I liked how Paul outlined various tax scenarios based on contribution levels. It was very helpful in financial planning for the year and something that would have been difficult for me to figure out solo.
Averetts and Associates have done my taxes for 12 years! They are helping my son's with their taxes as well! They always make the time to answer my questions! I appreciate their professionalism and expertise!! Thanks!!
Our company had been through 4 CPAs in our first 6 years of business. We are SO grateful to have finally found somebody who has our best interest in mind. Paul is a true professional who has assisted our business many times.
My husband and I have enjoyed working with the professionals at Everett and Associates for many years now. And we plan on continuing the partnership with this team of dedicated and helpful tax professionals for years to come.
I have used Averett and Associates for several years and feel that they are competent and reliable. The service is timely and the staff is friendly and very helpful. I highly recommend them.
The team at Averett and Associates is great and after years of doing my taxes myself, I find it provides so much peace of mind knowing I have these smart, capable professionals on my side and that I can be confident that my personal and business taxes are done correctly.
We always feel that we are taken care of and that our questions are important and addressed. Paul and Eden are great to work with. We have been with them for many years and will continue. The Robison's
I've found this firm to be of excellent professional quality, knowledgeable, and most helpful. When I was under pressure to get reports submitted, Paul and Eden were most accommodating and accomplished the review in a timely fashion. GKBrough
From the pre-planning packets, the secure downloads and quick responses to email and phone this place is a win win. I have been a happy customer for 10+ years now and see no reason to change it. Thanks Averett & Associates!
Paul and his associates have been very helpful and saved us money. When Turbotax got too complicated for my return, they were able to fix my taxes.
Fast , efficient and kind! They really know what they are doing and have saved my family a lot of money. I have also gotten bigger returns then I ever have before I started going to them. Thanks for being so GREAT!
Averett & Associates have helped me with my taxes for years. They do a great job. Would highly recommend.
These guys are awesome!! Working with Averett & Associates has saved me a huge amount of time in the office. I would highly recommend them to anyone.
Great people. Especially Eden who is the grease for this well oiled machine. Professional, timely, accurate, responsive, and automatic extensions when necessary. Friendly too!
Paul and his staff were amazing. Accounting responsibilities are a huge nightmare for me, and they gave me confidence and comfort so I do not have to stress.
Averett & Associates has always worked well with me and provided top notch and timely service. I recommend them to anyone for their services.
Averett has done our taxes for a number of years. Always on time, accurate, complete, and easy to work with.
Paul and his staff are true professionals, they care about all their clients personally, their knowledge is second to none. Customer service at its finest
The staff are very professional, pleasant, accurate and deliver when promised. We would recommend them to anyone.
Very friendly and helpful. We had many questions and they had no problem answering them. Highly recommend
Averett and Associates is the best accounting firm I have ad the pleasure of working with.
Great experience and speedy turnaround. Will definitely recommend to others.
I really don't know how I got along before Eden!
Excellent quality and trustworthy. Highly recommend.
Excellent service, trustworthy, honest and overall a great service.
Paul Averett and his team are second to none.
Paul and his team are awesome!
Wonderful and experienced!
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.