*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.*
11205 Arbor Mill Ct
Spotsylvania Courthouse, Virginia 22551
Brian is great to deal with and is always available when we have a tax need or question. We are very blessed to have his expertise for our small business. He does our business and personal returns as well as quickbooks bookkeeping. Our taxes are the crux of our business and everyday living. Having a well versed CPA is a must and gives us peace mind.
Brian is a top notch professional that has my absolute confidence when it comes to tax and accounting needs. He is knowledgeable and very responsive to client needs. I trust him with all of my tax scenarios and highly recommend him to anyone who wants to remove the stress of taxes.
Brian with BRS accounting helped me resolve a few tax issues that would've cost my business revenue. I sent Brian a pile of paperwork and he got everything organized, filed and submitted. I am now in compliance with IRS business tax filing requirements and am very grateful for the support that I received from BRS Accounting.
Brian is knowledgeable and laid back. He makes it easy for me to let go of accounting-related stress, so I can focus on the fun parts of running my small business. He has, on many occasions, spent way too long on hold with the IRS, just to help his customers.
Brian is an honest upstanding man. His attention to details and knowing how to save his clients time and money is why I don?t hesitate recommending him
Brian was knowledgable, profession and thorough in all he did for us. We highly recommend him and will definitely be using his services in the future! Thank you!!
I was very happy with Brian and very lucky because he took me on the last minute because I had all info in order. (I guess for a CPA my taxes not complicated) He saved me money! Thank you again!
Brian Schobel and BRS CPA are top notch. I always feel comfortable referring him out to any of my connections with accounting and bookkeeping needs.
Just the couple conversations we had you can see he has a focus and unlimited knowledge. When I can afford his fees, he will be my lifelong account!
A pleasure to work with. Prompt replies with clear communication. Thank you for your services.
Brian is a great CPA who will not overcharge you!
Horrible experience, poor communication and customer service skills.
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.