*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.*
14 Breakneck Hill Rd #201
Lincoln, Rhode Island 02865
I had the pleasure of working with Bibby Co for my tax preparation this year, and I cannot recommend their services enough. From the moment I reached out, Jeff was professional, knowledgeable, and incredibly efficient. His attention to detail and expertise in navigating complex tax situations put me at ease, knowing that my finances were in good hands.
Highly recommend JSB for tax services. I own multiple properties and Jeff did a great job explaining the tax code and how everything should be filed. Best CPA I've worked with, recommend him to anyone who asks.
Jeffrey earned a happy and loyal client. He prepared both my individual and personal and business taxes. I recently moved to Rhode Island and he provided useful information about my Federal and local tax requirements. I highly recommend JSB for individuals and businesses.
We have been working with BIBBY & Co. for 5 years for our business and personal CPA and tax services as well as payroll. Jeff and his team have been an integral part of our business development.
Jeff?s company does an incredible job. I have A global company that has moved states and he has always made sure my company finances are well taken care of. Highly recommend his services.
Mr. Bibby is fast, reliable, communicative, and reasonably priced. I previously took my personal and business taxes to chains like Liberty tax and H&R Block, which was a huge mistake. Not only is JSB similarly or better priced, his skill level and professionalism blows them out of the water. I'd work with this service again without hesitation.
Jeff is awesome. Easy to work with and gives great advice. Does my personal and business taxes. Always looking out for you and your money. Highly recommend his services.
Jeff is outstanding. Military discount, very fair prices, and literally goes out of his way to support. Boggles my mind each year when people say they pay for online DIY tax services, when Jeff's price is so fair and it's done by someone who can actually think instead of a computer algorithm.
Jeff is professional, knowledgeable and reliable. He asks all the right questions so you can make the best decisions for your business. It doesn't matter how small your business is, he will give the attention you deserve.
JSB is a valuable resource for my businesses and my family. I can expect fast and clear communication when I have questions, and their tax prep services have exceeded expectations.
JSB Tax Services is so great to work with. They have handled all of our small business needs and are always there to answer any question we have as we grow our business.
Fantastic Service. Professional, thorough, really cares about clients. Took time to understand our financial situation and provided great recommendations on how we can help trim taxes. Highly recommend!! Great Experience.
I needed advice on how to manage a large profit I was getting from selling a property and he took the time to sit with me and explain to me everything I need to do in a very easy way to understand I will very likely use him for the rest of my life and all of my taxes and business situations
I?m so glad I found JSB Tax Services LLC. Thy do a great job on my business and personal taxes.
Jeff has been great at helping with advice and direction for my businesses.
I highly recommend Jeff Bibby as an accountant, especially if you are a real estate investor.
Great experience. Fast, friendly very professional.
Professional and courteous, used for 2018. Recommended
Very informative and professional. Makes the process easy.
Great service and personable staff.
Professional and Thorough!
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.