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BD CPA Group P.C.

BD CPA Group P.C.

Reviews Summary

Consensus: Brett receives consistently outstanding reviews for his tax and accounting expertise. Clients praise his responsiveness, patience in explaining complex topics, and ability to save them money. He excels with both personal and business taxes, offering year-round support. Many highlight how he transformed their financial situations after previous struggles. His deep understanding of business setups and investments is frequently mentioned. Reviewers strongly recommend his services, emphasizing his caring approach and ability to simplify accounting for non-experts.

About This Listing

Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Remote Services

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.*

Features

Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Remote Services

Contact Information

Address

5600 N River Rd Suite 800

Rosemont, Illinois 60018

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-5:30PM
Tuesday 7:30AM-5:30PM
Wednesday 7:30AM-5:30PM
Thursday 7:30AM-5:30PM
Friday 7:30AM-5:30PM
Saturday 9AM-4PM

Customer Reviews

A friend referred me to Brett last year after I mentioned that TurboTax was suggesting I owed a ridiculous sum for my yearly taxes. Brett was easy to work with and always responded promptly to any questions I had. More importantly, I got a return instead of writing a big check to the IRS! More recently I reached out for help with taxes for investments and Brett came through easily and speedily again. If you want smart, capable, responsive help with your taxes, you're in the right place.

Brett is the very best! I was starting my own business a few years ago and thought I could set everything up myself and handle my accounting. I quickly found that this is not my expertise and after being referred to Brett I knew early on that I was in good hands. He took the time to understand my business and determine the best setup for my company to save me money. He is quick to respond to my questions and follows up to make sure things are going well with my taxes and finances throughout the year. I

Brett has been great at explaining everything and has the patience for all my questions (and I always have a lot!). I have been with him for almost 3 years, and he?s still just as caring. I?m not an accountant but I want to fully understand everything, and he always goes above and beyond. I highly recommend him- both for your small business and your personal taxes and any questions!

Brett is seriously the best and I can't say enough good things about his business. I started my business a few years back and accounting has been a tough sticking point for me from the beginning. I went through a few accountants and never was able to find a good match. And then BAM, I was referred to Brett by a colleague and couldn't be more thankful for the connection. He's helped me tremendously and helped my business grow as well. Since working with BD CPA Group, I've learned a ton about my business fi

Brett has helped us with both personal and business taxes. Highly recommend his services.

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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