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Biggs Financial Services

Biggs Financial Services

Reviews Summary

Biggs Financial Services receives consistently outstanding reviews for their expertise, professionalism, and trustworthiness. Clients praise their ability to simplify complex tax and financial situations, saving them significant money while providing clear, personalized guidance. The team is frequently described as knowledgeable, friendly, and efficient, with many highlighting their exceptional customer service and ability to make clients feel comfortable. Reviewers strongly recommend their services for taxes, investments, and financial planning, emphasizing their reliability and ethical approach. The consensus is overwhelmingly positive, with many calling them the best in the business.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

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

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

843 Fairview Ave Suite B-2

Bowling Green, Kentucky 42101

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 8AM-1PM

Customer Reviews

Cannot recommend Mark enough! We live out of state & have used Mark for 2 years now. He has so much knowledge on filing for military families & his communication is on point. Grateful to finally not stress about filing our taxes because we know he will take care of us!

Jamale gives a first class experience in the process of filing taxes. I'm appreciative of his services and Biggs Financial is lucky to have him. Highly recommend him to anyone needing an intelligent and ethical financial accountant.

Biggs Financial Services are the absolute best! As someone who is self-employed, it can be tricky navigating the best financial decisions for my LLC, but Mark and Jackson make everything so simple. I trust them wholeheartedly and know they have my best interest at heart. I appreciate all their hard work and the way they treat their client's money as their own. Forever grateful for their expertise. Friends don't let friends do their own taxes! We feel blessed to call you friends and to be clients of yours!

My tax return is typically pretty simple, but was made slightly more difficult following the company I work for being acquired by another company in a different state. Due to tax issues with the new employer being based in Missouri, and me being a remote employee in Kentucky, I was looking at a hefty amount owed to KY. Biggs was able to get everything resolved for me, get a return from both MO and KY, and did it all in less than 30 minutes. Many thanks to Jackson for taking care of us. I'd recommend Bigg

Jackson made filing a breeze. Would recommend to any freelancer (or anyone!) looking for a reliable tax professional.

There are two things I value in a tax planning professional: simplicity and clarity. Mark and his team deliver above and beyond on both these points. I always feel empowered during this process because Mark takes the time to explain why we're doing what we're doing. And the results speak for themselves. Biggs Financial Services has saved us THOUSANDS in taxes since we switched. Makes me wish we'd done it years ago. Don't make the same mistake I did and wait. Call them today.

If you're looking for men of integrity and character to help with your financial planning/needs, look no further than Biggs Financial! Mark, Jackson, and Jamale do whatever they need to do to take care of the person in front of them and try their hardest to meet the needs of their clients. They're the best in the business and it's not even close!

Biggs Financial Services offers excellent service. I worked with Mr. Jamale Carothers. He's professional, knowledgeable, knows what he's doing, is not rushed, and is willing to help. I will approach him again for future financial services and would highly recommend him to anybody.

Biggs Financial Services is the place to be! Mark has so much knowledge on taxes, investments, bookkeeping, life insurance, etc! It makes a huge difference when you know you have someone you can trust to handle your money and its a plus when you can call him your friend! #teambiggs

We had our first appointment with Mark Biggs and he made us feel comfortable as soon as we walked in the door! Left with a plan set in place! Highly recommend and very trust worthy!

10 out of 10! Mark is a great guy, I would definitely recommend him to anyone.

Professional and knowledgeable. Will continue to use these guys!

Loved them, will definitely go back next year. Filed my taxes

Great business I recommend for anyone. Very professional and friendly service.

Mark took great care of me!

The best! Bob Dakin

Has prepared our taxes for years... Have recommended to all friends and family!

Excellent service with professional people who know what they are doing.

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.