*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.*
980 Washington St #123
Dedham, Massachusetts 02026
My company has done business with Britt & Company since around 2015. All members of the team have consistently delivered outstanding professional services that go beyond an accountant filing our taxes. James and Yanek help with anything we ask for from simple tasks like helping to navigate the ever changing state websites, handle state surveys and submissions on our behalf and give great advice . Every member of their team is dedicated to providing us with professional and personable service. They are alway
I've worked with James and the team at Britt & Company CPA LLC for years, and they?ve consistently delivered outstanding service. They go beyond filing taxes?they guide, advise, and support. Always professional, quick to respond, and clear in their communication, they break down complex issues and help me navigate financial decisions with confidence. I fully endorse them for anyone needing skilled, dependable CPA representation, including during IRS audits.
I was facing a rather tricky tax situation this year, and I honestly felt overwhelmed. However, James & his team quickly put my mind at ease. They took the time to thoroughly understand my specific circumstances, patiently answered all my questions, and provided clear, concise guidance every step of the way. Their expertise in navigating complex tax regulations was evident, and they helped me understand options I wasn't even aware of. Thanks to their diligent work, my tax situation was resolved smoothly an
Britt & Company has handled my business and personal taxes for years?from routine returns to an IRS audit?and been spot-on every time. The team is professional yet personal, responsive, and thorough. Their guidance saved me time, money, and stress; even the audit ran smoothly thanks to their meticulous records. Grateful to have them in my corner.
I've been a client for several years now, and I can confidently say that James and his entire team of CPAs are exceptional. Their expertise goes far beyond just preparing taxes; they truly act as trusted advisors. They consistently take the time to explain complex tax concepts in an understandable way, empowering me to make more informed financial decisions. If you're seeking a CPA firm that will not only manage your tax needs but also educate you and expertly represent you in challenging situations like I
I have worked with James for several years now, and he is nothing but kind, knowledgeable and professional. He addressed all of my questions and concerns in a way that made me feel comfortable and confident in his work. Would recommend to anyone looking for a quality CPA.
I?ve worked with Tom and James since 2005, starting with my personal tax returns and later including my small business accounting, tax filings, and general financial advice. They?re both exceptional professionals, and I?ve consistently received five-star service from them over the years.
James did my taxes this past year and couldn?t have felt better about the process. James did them quickly and made some sound decisions that helped me save money and invest in my 401k.
Britt & Company are friendly, professional, and thorough. I have used them for several years and they handle any situation that comes up in a timely and clear manner.
Always professional and responsive. I appreciate their transparency and explanations. The entire team is helpful and we will continue to work with them for years to come.
Easily the best CPA group in all of Massachusetts and possibly the USA.
Thanks Britt & Company for another job well done. See you next year!
Honest people providing top quality service at fair rates. Will definitely use again.
Hands down best tax service around. Really knowledgeable and always so helpful.
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.