*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.*
51 Depot St STE 111
Watertown, Connecticut 06795
The atmosphere of the office is very welcoming. Everyone is extremely professional and knowledge. I found them online; this was my first time going with an accountant to do my taxes. They are better then any other commercial tax preparation service. I've already recommended the accountant office to my friends.
Francesca DeBonis at Bergamo Tax and accounting is the ABSOLUTE BEST OUT THERE. She has saved me 2 years in a row from being fined and when I was not sure how to pay the irs online. HER RESPONSE WAS COME ON IN. AND OF COURSE I GOT IT DONE. PLEASEEE GO AND SEE HER LOCATED IN DEPOT SQUARE IN WATERTOWN CT
The company has an amazing and attentive group of professionals. They are quick, personable, and thorough. I recommend Francesca to everyone I know! I wish I could give more than 5 stars!
I cannot recommend Bergamo Tax enough. If you're looking for a reliable and knowledgeable tax professional who will go the extra mile to keep your business on track, Francesca is the one to trust. Her expertise, personalized approach, and exceptional service have made a significant difference in my business's financial management. Switching to Bergamo Tax was undoubtedly one of the best decisions I've made, and I am grateful to have Francesca as a trusted partner in my business journey.
I highly recommend working with Bergamo Tax & Financial Solutions. I came one day to their office to know more about them and their accounting services and right away they were welcoming and professional. Francesca is now our CPA and Bookkeeper and she is helping our family business in an incredible and outstanding way. Francesca is detail oriented, reliable and most important service orientated. But beyond that, their entire team including Mike have been supported and trustworthy. Running a business and ta
We found Francesca. She is absolutely terrific! She is friendly and honest. She is extremely knowledgeable, and answered ALL of our questions. She explained clearly and made sure we understood. We never felt rushed. Their prices are very fair. I highly recommend this company!
They are the best and Franny is awesome. Very quick and trustworthy. Would recommend!
Fran surpassed our expectations! Before consulting with her, we consistently owed the IRS each year. However, those struggles are now a thing of the past. Fran guided us diligently, especially given our fluctuating income week to week. She patiently explained concepts and crunched numbers, enabling us to fine-tune our withholdings throughout the year. Her responsiveness and timeliness are exceptional. The sense of relief we have experienced is immense, and we wholeheartedly endorse Fran's services without r
I found Francesca of Bergamo Tax through a client of mine and after a very long time of trying to find an accountant who really understood me, I was SO thankful to be introduced to her. I started my business a while ago and was just trying my best to learn the ins and outs. I was always nervous about what I was missing or possibly doing incorrectly. Fran helped me get everything on track and she really went above and beyond. I truly don't want to know where i'd be without her. 10/10 recommend.
I normally don?t take the time to review places but I had to recommend Bergamo Tax because the service was top notch !!! I dealt with Francesca .. she is a rock star super helpful and knowledgeable She helped with my quarterly tax filing for my newly created business Made everything simple for me which is important because who wants to deal with the stress of taxes ??!? 5 STARS - go see Francesca ! HIGHLY RECOMMEND
Bergamo does fantastic work and always makes the process so easy for us. Francesca is extremely responsive and very helpful. Excellent place!
My husband and I go to Francesca for all our personal tax needs! She and her team are attentive, knowledgeable, and thorough. We know our taxes are in great hands with Bergamo!
We've been using Mike for over 10 years for tax services and year round financial advising. Excellent service. They are always on top of changes in the market and advising me how those changes can help my financial planning. I'd highly recommend Bergamo Tax and Accounting Services.
Francesca and the team are extremely reliable, efficient and knowledgeable! I have no worries or doubts about any of my tax related items associated with my business thanks to their expertise and care! Thanks for all you do!!
ABSOLUTELY love this place ! Francesca is such a huge help ! She?s very knowledgeable, answers any questions pretty fast , very sweet ! She is amazing at what she does ! I highly recommend this place !
Highly recommend Bergamo! Francesca was very professional, timely and kept great communication . Thank you so much for everything!
Have been using them for years . Always quick and friendly service . They have saved me dollars on my tax returns . I would highly recommend this company to everyone.
Excellent experience I would highly recommend them answered every question I had and I definitely found my new accountant
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.