*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.*
161 John Jefferson Rd b
Williamsburg, Virginia 23185
Finding an accountant is difficult and stressful. Like many business owners, I've had horrible experiences with accountants in the past, so when we moved to Williamsburg, we reached out and set up an appointment to meet the team. Our first impressions were absolutely amazing. We met with Journey who made us feel so welcomed and happy that we met with her. She was incredibly knowledgeable and seemed like she genuinely cared. Once we were handed off to Bruce, it was a different story. The communication with
From the staff at the front desk to everyone in this firm, you are treated with respect and care. Brigham Calhoun has been helping my mother with her taxes for many years. This year was especially challenging and Michelle Calhoun went the extra mile to make sure my mother received all the exemptions and credits that were allowable. If you need extra support, research, and help with your taxes and financial planning, you will find it at Brigham, Calhoun, Whitson & Associates! Many thanks to Michelle and
I have recommended this firm to all of my friends and family and will continue to do so in the future. No matter how big or small my questions are, they always take the time to make sure I have a full understanding of my taxes. The staff is always so kind and knowledgeable. Year after year they continue to impress me with their ability to tackle any challenge I throw their way. If you are looking for a new tax firm, look no further. You won't be disappointed.
I was a client with B&C for 2 years, when I attempted to make my appointment for the 3rd year I was told they wouldn't be doing my taxes any longer and to find another CPA. No notice was given or reasoning other than they felt they couldn't provide me with the service. The only thing I could think of was when I asked why my invoice increase drastically from year 1 to 2. I asked for an itemized invoice detailing my billable hours, which was denied. When I asked for more detail about the invoice I was told I
I highly recommend this firm. They have served my practice for over 15 years. They audited previous accountants work and recovered funds, took over payroll when a national company made errors, helped with our 401K plan, and have helped with financial planning. They have been instrumental during the pandemic in assisting with the paperwork needed to keep my practice going during shutdown and with reopening. They are available to discuss strategies for personal and business finance. This firm is in anoth
I most strongly recommend this Firm. We have been though divorce, multiple IRS audits, corrections, and other states claiming that I have owed them taxes before and all situations were handled promptly and professionally resolved. I have recommended Brigham & Calhoun to several friends and co-workers and I do not provide recommendations lightly.
Best CPA firm around! I live in northern Virginia and choose these guy over high-end firms near me. Wonderful customer service and extremely knowledgeable on every level.
Every staff member I have had contact with have been very professional. They get back to me in a timely manner when I have questions, and explain things I do not understand. I have confidence in their abilities and look forward to working with them.
Caring and helpful. Michelle offered quality service with a personal touch. I have recommended many to the firm.
Michelle is awesome!
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.