*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.*
521 W Broad St
Quakertown, Pennsylvania 18951
I accidentally parked in the wrong area and was told to move my car in a very rude way. I drove over some gravel and grass to get to the other parking lot and he came charging towards me in an aggressive manner. I am a former Marines with 3 tours of service including a combat tour of Iraq in 2006. I am getting therapy next door and he kept telling me that I need to go and see my shrink. Please don't use this man's service, he doesn't know how to interact with people how he can take care of your finances.
After 30 years, and four CPA's, my husband and I found Bilger and Co to be the best for the preparation of all our personal tax returns. We've been very happy customers since switching over to them several years ago, and have no intention of leaving the firm. It is one of the most professional, friendly, and knowledgeable groups we've done business with, and they are a role model and asset to the community.
We have been using Bilger, C.P.A.s for many years to prepare our taxes. Dave has always been very professional and has a good grasp of our personal finances and tax burden. Preparation has always been completed in a timely and thorough manner with no issues or audits. The preparation fee seems to be a bit on the high side (my unverified opinion) however, we continue using this firm because of our past experiences and quality of their work.
We had to find a new tax accountant for yearly income tax, and we found them because they were close to our home and had good reviews. We were not disappointed. They were quick to respond, very attentive to our needs, and very helpful. We had our regular income tax stuff, small business taxes, cryptocurrency, and investment income to work with and they made it very simple. We loved the online document uploading that made it very easy. We will definitely be planning on using them again next year, and recomme
A huge thank you to Bilger & Co. & especially Barb. Having a small business can be a little overwhelming sometimes but especially at tax time. Because of their experience & with their guidance they always make it easy for me to stay organized and relaxed. They also help me to stay successful through out the year. I know when to pay and to who pay with my quarterly taxes prepared envelopes. Thank you!
My wife an I have been using David Bilger's services for personal and business taxes, and financial management for about thirty years, and cannot imagine having had better service anywhere. He and his entire staff are friendly, professional, and responsive to our financial health and needs. We're very happy with the personal attention we have received over the years, and enthusiastically recommend them to everyone.
Bilger & Co. CPA's, LLC was very helpful and professional with preparing my 2022 tax returns. I was able to get an appointment quickly and get my returns done quickly and efficiently. When tax season is over, I am going to continue using this business for financial advising. I trust their expertise!
David and team are amazing. With buying my first house, retirement contributions to my Roth IRA and crypto currency transactions they were able to help guide me through all the tax implications and get my tax return complete. In addition using their online portal to securely upload any documents I missed and get them over fast was super helpful. I will be using them for years to come.
Switching tax advisors is a challenge and we were forced to make a switch after 24 years with the same provider. We are fortunate to have found Barbara at Bilger. She delivered on the date promised and offered sound and appreciated tax planning advice. The staff is helpful and kind. We will be back next year!
We have been clients of David Bilger & Co. for decades. David, Barb, and Tereasa have handled our personal and business returns as well as audits, M&A advising, and financial planning for our immediate and extended family with the utmost respect, patience, and personal attention to every detail. The staff is exceptionally knowledgeable and experienced in all areas of tax, audit, and finance.
The owner does not know how to interact with people and has unethical business practices. He literally stole my retainer after providing ZERO work beyond the initial interview meeting where we were deciding to do business together. Many months later, out of the blue, he BILLED ME for that initial interview. This despite the fact that I specifically asked about the billing during our initial meeting/interview. When I asked for records of time spent, they fabricated nonsense and then told me my retainer was
Another year gone by and Dave, Tereasa, and Barb provided great tax and financial advise and service. I continue to put my trust in Dave and appreciate his thoughtful guidance over many years. Thank you for taking care of my family's future.
Had to find a tax preparer last year, after having moved to the area the previous year. I was very pleased with their service. My initial appt. was scheduled for the week after the pandemic lockdown began. They had to cancel my appt. Several months later, I received a call, letting me know, they were scheduling appts. again. I was glad to know, they hadn't forgotten about someone they had no previous business dealings with. The service was excellent, and everyone was extremely pleasant. This year was the sa
I have been going to Dave and Co. since I first moved to the area many years ago. I would not trust my taxes to anyone else! He also helped me navigate starting my own business. I?m very thankful to have their professional team in my life.
I've used Dave Bilger & Co. for a couple years to do our income taxes but recently gave him all our retirement money too. I could not be happier he has increased my portfolio and I feel very comfortable in retirement. Thank you.
Two years ago we had to find a new tax account for our yearly income taxes. A friend recommended Bilger and Co. CPAs. They have been very helpful and are a friendly group to work with.
Bilger and Company have been our investment and tax prep company for many years. We always have been very confident and pleased with their work and supervision of our accounts!
This was our 2nd year of using their services for our business and personal taxes. We are very pleased with Bilger & Co. They are knowledgeable and easy to work with. I would recommend them to anyone!
I have been with Barbara for 10 years, one year I went with another accountant and then came right back. Barb has been a huge help with my taxes for myself and my business. I highly recommend them to my friends.
Aaron Good and the team at Bilger & Company are top notch. We needed to connect a self-employeed borrower with a local CPA to review financials and get guidance for ongoing taxes....within minutes of connecting our client with Aaron Good, CPA at Bilger he had already outlined notes and spoken to the client.....followed up later that day and even followed up a few days later to make sure everyone got what they needed. Anyone looking for TOP NOTCH CPA to take care of you or one of your clients.....should see
This company provided excellent accounting services to close the books on a estate. I had the pleasure of working with Barbara who took a pile of numbers and paperwork and transformed it into a useful document.
Bilger and Co has been preparing my taxes for more than 25 years - (Thanks Barb!) and everyone has been friendly, professional, knowledgeable and kind - Barb, Thanks for all of your support and answering all of my questions...I can depend on you and everyone at Bilger and Co for the highest care...like a family!
I was relieved, and so pleased, with a wonderful first year tax service here! A great recommendation guided me to them when seeking a new Accountant after many years!
Have been using the tax services of Bilger & Co for several years. Always find them to be friendly, efficient, and helpful with any questions we may have.
Excellent and very professional service. I started using their CPA services for myself and my business. They are great and very responsive. Highly recommended.
We had to find a tax preparer this year, after having moved to the area the previous year. Our friend are recommended Barb. We are very pleased with her service
I highly recommend Bilger & Company. Dave, Tereasa & Barb always give great advice on any tax questions I may have. Great group to work with.
I am a second generation client. I have been well served by this company for decades. You will always feel secure in their abilities. I strongly recommend.
I've been a customer of Dave Bilger for many years (25, maybe). The service provided has always been top notch and I can recommend him wholeheartedly.
I have been a client of Bilger and Co. CPA for almost 20 years and have always been pleased with the service I have received. I would highly recommend!
Been coming here ever since my oldest started college and haven't looked back. Excellent service, knowledgeable, friendly and quick turnaround. What more could you want?
Reasonably priced. Knew exactly what they were doing. Great communication and the returns were much better than when liberty tax did the same return. Fantastic first experience
I very much appreciate that they are very helpful, don't make you feel like you don't know what you are doing. They have welcomed me in, helped me get IRS things taken care of.
Bilger & Co., helped straighten out our taxes from the mess they were in after I became an independent contractor. Thank you guys!
We have been using this firm for years now, and they're always quick, accurate, and very helpful!
Barb did a great job on our taxes. Everything was completed quickly and accurately.
Very knowledgeable. Especially appreciated his assistance with Estate taxes. Nice to work with someone local.
Been going there for a couple years now. Always willing to answer any questions. Timely with getting stuff done and making sure to help in any way possible. Friendly .
Thank you to Barb and the team for doing a great job on our personal and business taxes.
They are efficient, professional, and take time to answer any questions you have. I appreciate their willingness to TEACH, and not just do!
We have used them for 2 years. They are professional and knowledgeable.
Barbara is always willing to help in anyway she can they all are.Best Tax service around Highly Recommended ??????
Great ro work with Barbara. She takes the time to answer all your questions.
Very knowledgeable CPA. Taxes done in a timely manor. Company also does investment advising.
Very pleased with their quality of service! will be returning next year for sure!
Best helpful CPAs in the Area highly recommend they are always available when needed
They are very efficient and pleasant . We feel very comfortable with them.
Aaron Good and team are great! Good service and very Knowledgable.
Very knowledgeable CPA! Would highly recommend to anyone
Our taxes are always completed accurately and in a timely matter
Very helpful and willing to answer all questions
GREAT people! Barb is the BEST!
very professional orginazation
Reasonable and helpful
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.