*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.*
122 Main St
Noble, Oklahoma 73068
Billy was awesome from start to finish. He explained everything that I needed to get my Buisness taxes done and was transparent in every step . He was quick to schedule an appointment at my convince . Highly recommend
Billy Bussell prepared my tax return last year and was able to conduct all the business transactions via cell phones. He was very fast, accurate, and competitive. I plan to keep using him for all of my tax requirements.
I had multiple questions about farm and rental deductions and bookkeeping. He found many deductions that I was missing out on. He had all the answers needed to help set me up for 2022 taxes. He was very professional, polite, and knowledgeable. I highly recommend him.
I used Billy for consulting on my tax return that was self-prepared. He answered my questions and did research on those that needed more digging. He also suggested a tax deduction that I didn't put into my return (home office deduction). I would use him again.
Mr. Bussell was very professional and pleasant to work with. This was the first time having my taxes done since moving to OK, Mr. Bussell put me at ease and created a stress free environment, not easy to do during tax time. I highly recommend Mr. Bussell.
Great experience working with Billy. As new business owners he made the whole process uncomplicated for us. Will continue to use his services, definitely recommend.
We contacted Billy with very specific questions regarding solar tax credits. He quickly located the appropriate references to provide us with a prompt and accurate response.
Billy did a great job and walked us through the whole process. It was as easy as uploading our documents and within a couple hours it was finished and ready to file.
Billy made filing taxes such a breeze! I would highly recommend and will definitely use his services again in the future!
Excellent service! Using the secure online system to send in the documents made filing my taxes simple! I highly recommend it!
Mr. Bussell did a fantastic job! I could not be more pleased with his open and timely communiction as well as expert tax preperation!
Fast, proficient, accurate, these are just a few of many positives of his services. Will be recommending to everyone I know.
Awesome experience with Billy. Very knowledgeable and professional!!
Thanks for the professional help, it made a big difference!
Very Good ?? Excellent work and Knowledgeable ??
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.