*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.*
1071 Hancock Rd Suite 3
Bullhead City, Arizona 86442
Brent has been our CPA 10 Plus years. When my husband died he was so much help in getting all his taxes done, with a great savings to me. Letting me know everything I needed to get for him. Without his help and his wife I would of been at lost.
We are very blessed to have met Brent. He has all the necessary knowledge to deal with any and all situations. Brent is highly professional, trustworthy and reliable and he takes the time to explain and answer all questions. We got great solid advice and even referrals from Brent when we asked. I will not go anywhere else for help with our financial situations, Brent is the best of the best. The Collins Family
Brent has been my CPA and financial advisor for over a year and I am pleased to say that his is not only a consummate professional and very knowledgeable in his field, but has been an invaluable help to me in dealing with all the financial business after my husband passed. I highly recommend Brent. He is honest, knowledgeable, helpful, and very professional.
Got my taxes done by Brent for the first time. Great staff! Helped me understand everything that was confusing. Great communication, timely, professional, and thoroughly knowledgeable. Very glad we found them being one of the only CPAs in the area!
Brent Marshall was recommended to me by a close friend a few years back. He and his staff has treated me amazingly. He took on a difficult and what I saw as a complicated situation. He was very determined and kept me informed at every step. He never hesitated to speak with me and answer any questions. Brent resolved my issues with an awesome outcome. I will have no other handle my taxes and or finances. Thank you Brent Marshall and Team.
Bent is an amazing man. Not only is he thoroughly knowledgeable about all aspects of his field, he is kind, creative, compassionate and understanding. He is exactly the type of person I need regarding financial issues. I am a social worker with my own business and I don't fully understand numbers, etc. He patiently explains solutions to any problem I may have while maintaining a level of professionalism that is unmatched. I highly recommend him and his company.
Best CPA in TRI state area. They have an awesome staff that is well qualified for all your needs. Will definitely be a returning customer.
Brent and his staff are the best...very professional and knowledgeable....grateful to have him for my CPA...would recommend him to any and all...!!
Brent Marshall and his staff are wonderful! Great service! He?s the best in the business!
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.