*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.*
901 N Pine St #302
Rolla, Missouri 65401
Brett is very helpful. Answers questions, and explains options. I would recommend him to anyone looking for professional and personal attention to their taxes and accounting needs.
I am so grateful for Brett's accounting and tax prep services. One year I foolishly tried to have that big tax firm, that is only around for a couple months a year, handle my filing. They were confused with several of my issues and it cost hundreds more. Brett handles ALL the "issues" with ease and a great demeanor.
I started a Business in 2023 and Brett has been incredibly helpful. His knowledge and competence is unmatched. Thank you for the work you do!
Brett, Brooke, and the team truly care about their clients. They are professional and knowledgable about tax law. They provide a much needed service to this community.
We have used Brett for several years and he is so knowledgeable and explains things on layman's terms! He keeps up with new tax laws or any changes that may affect our business and personal tax preparation. I highly recommend Brett Bruner, CPA EA
Brett Bruner has been doing our taxes since 2014. I highly recommend his service! He is very thorough and responsive.
Professional, consistent, totally reliable. Three of the most important people in the world (other than family) include: attorney, priest, and CPA!
Brett Bruner is a real pro and knows his stuff. He is responsive to questions, easy to understand, and very thorough. Our situation was incredibly complex, and he navigated the complexities smoothly.
Brett is thorough and really knows his stuff. He is responsive and quick to respond to questions. Highly recommend him!
Brett is smart, responsive and such a great ally to have has a small business owner. 5 star service all year!
Margie is awesome. She is so responsive and knowledgeable. She is the best!
Prompt, fast service. Tax prep was tailored to my needs.
We have used Mr. Bruner for two years now and could not be happier. He makes the process simple and works hard for us. I would recommend him.
Brett Bruner is a great CPA! Always responsive, and oh so knowledgeable!
Brett is outstanding! He has been doing our taxes for many years.
These guys are the best. They truly care about the small details.
Does a great job. Is very helpful with tax reduction suggestions.
I highly recommend Brett! He is very helpful and always willing to answer questions and concerns!
Has always done a great job with corporate taxes. Best in the area by far.
Very helpful. Recommended for business tax preparation.
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.