*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.*
6720 167th St
Tinley Park, Illinois 60477
Brett and his team have been a true source of support and security for my wife and I since we bought a home and started working in Illinois. - Friendly team. Easy to get ahold of. - Brett is very knowledgeable and attuned to the things that impact his clients. - He's generous with his attention and advice; and he goes above and beyond to find opportunities and risks you hadn't seen. Everything you'd want in a tax accountant and financial advisor.
Brett has been my accountant for personal and business needs for over 20 years. His entire staff is friendly and responsive and make time to get to know our needs now and, more importantly, in the future. Highly recommend for both personal and business accounting. Exceptional at simplifying complex finances, they offer tailored, insightful advice. Professional, detail-oriented, and always prompt. Nice to work with an accountant we can trust and count on to have us covered.
I have been using Brett and his team to handle all of my small business needs for many years. Their professionalism, expertise, promptness with answering questions, and timely filings have been invaluable in keeping my business running smoothly and have saved me substantially with their expertise on both my business and personal returns. I cannot recommend them enough!
My husband is self employed and found himself owing a lot of money for back taxes to the IRS. Brett has guided us over the last 14 years on how to get back on track with tax planning, And spent the last 3 years fighting for us with an IRS tax compromise. I can tell you if you find yourself in this position you want an CPA like Brett A Efimov on the front line fighting for you. His knowledge, patience, determination, and expertise in tax planning is key and most importantly you can trust him to always be hon
Brett is very knowledgeable and takes the time to educate me on strategies to benefit my business. He has been an incredible asset to support the business. Brett stays up to date on current programs for business owners that have been lucrative for us.
My wife and I have been clients of Brett?s for about 15 years. As our finances began to get a bit complicated due to the setting up of an LLC through a recommendation from a work colleague we reached out to Brett for help. My wife and I seem to do at least one thing different every year that adds new complexity to our taxes; through the various contracting and permanent roles, corporate finance, multiple property purchases (in different states), property rental, and Airbnb, Brett and his team have always be
Bett and his team are great! They take their time to explain the different scenarios that might affect you. This includes navigating the waters of your personal returns along with business returns and tax ramifications that might affect you. I even told my fiance that its good to know that my cpa has my back no matter what.
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.