*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.*
106 Woodbridge Ave Storefront
Highland Park, NJ 08904
We found Christina years ago and so glad we did! She's reliable, communicative and always willing to answer any questions we may have along the way. Christina handled my mom's estate filing this year as well and it was a relief knowing we were in good hands. We highly recommend!
I have been using Calico's services for past few years and couldn?t be more impressed with Christina's professionalism, expertise, and attention to detail. I highly recommend Christina to anyone in need of a reliable, trustworthy, and skilled CPA. Her commitment to excellence and client satisfaction is truly commendable!
Truly grateful for the excellent service received from Calico CPA. They were incredibly patient and took the time to address every question and concern, no matter how small. Clear explanations and professionalism turned a stressful experience into a smooth and reassuring process. What stood out was genuine dedication to client care?not just handling the paperwork, but ensuring I understood each step, which gave me real peace of mind. I?d confidently recommend Calico CPA to anyone looking for a trustworthy
Christina is truly a god send, very professional and a master at her craft.Her advice and recommendations are spot on and the results speak for themselves, look no further she is truly the best!!!
Christina is awesome at what she does. She gives you all the information so there are no surprises and she does not rush you or your taxes just to get it ?done?. She is also very detailed in what she does. I am thankful I found her for my business last year.
Christina was a fantastic find. She came recommended through a friend and colleague, was prompt in her correspondence and tax preparation work, has an eye for detail, and by all accounts knows her stuff. I've had some lousy experiences with tax preparers the last few years, and Christina was a welcome surprise. Highly recommended.
Christina has been guiding us through our tax returns for 6 years now and she is absolutely wonderful to work with. She responds very quickly to emails and is excellent with answering any questions we have. She also explains why things work the way they work and teaches us as we go. Extra plus is the newsletter that gives lots of good info.
This is the second year we have used Christina's services. I had always done our taxes myself until last year, when we moved from Indiana to New Jersey. It was overwhelming to me to do our taxes with the complexities of the move: we were part-time residents of two states, sold some stock for our down payment on the house, had some consulting income, other moving benefits, and we started a rental income business with our Indiana property. I needed professional help. I chose Christina based on her qualif
I've been a client since 2013, and can't highlight enough how excellent, communicative and easy to work with christina is. In fact, I've referred many colleagues to her, and they've all been extremely happy as well.
Christina is my angel! She has been with me and my 4 children for 4 years,since I got my divorce. Me then being a single mom,I knew nothing about doing my taxes and I only wanted to do the right thing. Money just scared me. Christina was right there for me every step of the way. And with my children. She always made me feel comfortable and if I didn?t understand things she was right there being patient and exampling it to me. I give Christina a billion thumbs up. You would be very lucky to be with Christin
Christina was very responsive and patient in dealing with my many tax-related questions. She is very meticulous and quick too. It was great working with her and I highly recommend her !!
Christina is a very experienced and knowledgeable CPA. Her brilliant knowledge ranges from simple, individual to complex tax matters. She is also a very responsible and responsive person.
Our family has been using Christina for years and recommend her to everyone looking for a tax expert. Follow her advice and you won't go wrong.
Christina was great to work with. Experienced, thoughtful and extremely informative. Super fast response to all questions. Would definitely recommend her to anyone needed tax help!
I found Christina years ago and have not used anyone since - she's been consistently reliable, easy to work with, and have identified multiple advantageous situations for my tax returns. Highly recommended!
They helped me with a couple questions over the phone and were extremely helpful. I hope to use them in the future as my main accountant. Thank you!
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.