*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.*
211 E Six Forks Rd Suite 210-A
Raleigh, North Carolina 27609
Working with Brian has been great - this is the 2nd tax year we've filed with him. Really appreciate the quality tech portal this firm uses. It's the perfect level of automation and human support from a very knowledgeable CPA!
I found Brian through a referral from another accountant after my previous tax accountant retired at the end of 2023. Brian came highly recommended and after our first call, I was confident that he'd do an excellent job on our tax filings. My wife and I engaged with him and found the process to be very easy. Sharing information with Brian was simple and secure. The level of communication we received was perfect, and at every step of the way I felt reassured that our taxes would be completed and filed witho
My wife and I were very happy with our tax returns. Me being self-employed and going through a move from Tennessee to North Carolina created some unique challenges with our income taxes, but Brian and his team did an excellent job. My wife and I will definitely be trusting them with our business in the future.
Brian stepped in when my CPA of over 10 years called three weeks before my taxes were due and said they could no longer do my taxes because I had cryptocurrency transactions. He was well versed on the latest tax issues and helped me get my taxes filed quickly. I can't say enough about his great service! Thank you Brian!
Brian has done my taxes for the last 3 years, and I've never had a single problem. He is patient ?? Explains everything and uses simple scenario examples to facilitate decision making. I highly recommend his firm for business/personal tax preparation, tax estimation and financial planning.
Brian Braun was extremely knowledgeable and easy to work with. He not only did our tax return in a very timely manner, but answered many questions we had regarding our taxes and properties we own. Very articulate and polite! Will be using him in the future and will recommend him to others for sure.
Working with Brian for our tax returns was wonderful. He keeps clients up to date and has gone above & beyond throughout this COVID-19 period to keep his clients informed on their options. I highly recommend his services to any individual or business in need of bookkeeping services!
Brian is a great accountant to work with. He helped me with my filings and made everything super simple through his online portal. Nothing but great things to say. Will be using him again next year. 5 star!
Over the past several years we have sought the services of CPA's throughout the Triangle area... Fortunately, we found BRIAN B BUNN, CPA and could not be happier with the relationship we have quickly established with Brian. Very easy to get to know, knowledgeable and communicates in laymen terms for those of us that do not speak ACCOUNTING. If you're looking for a great CPA, look no further than this professional. You will not be disappointed. Barney
Brian is a pleasure to work with. He helped me get my arms around a complicated tax situation while educating me in the process.
I will never try to do my taxes again. What a convenience to work with a professional! No stress, great accuracy and all at a good cost. Thank you !
I was very impressed with the value of the service I received. The process was super simple and they helped meet all of my tax needs in a very professional and timely manner!
Great communication and very impressed with the technology used for my tax returns. I am a fan and would recommend.
Brian made things very understandable for me and my family.
Mr. Bunn is fantastic to work with and I will be using his services in the future.
Great Customer Service, Brian is knowledgeable and easy to reach out if you have questions.
Friendly, timely, and breaks down our financial statements in terms that are easy to understand.
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.