*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.*
1909 W Main St
Kalamazoo, Michigan 49006
Daniel and his team are fantastic. He goes out of his way to think through choices I've made, offer advice and financial analysis on alternate options, and he found some major misses I had from just going with Turbo Tax in the past. Plus our meetings are really enjoyable. Super accountant and a great person. Highly recommend.
This team at Callaghan public accounting is phenomenal! Just Amazing!! They are honest, knowledgeable in their field, and exceptional with their customers. They truly make you feel safe, and connected with them while working through your finances. Hands down the best accounting group we have ever worked with! This is our new home for our personal and business needs! They have your back one hundred percent!!!
It's been such a amazing experience working with these guys. Everyone here is wonderful to deal with, very professional, and headache free. They've even found numerous errors my old CPA caused, which resulted in me getting a hefty refund!! These guys are worth every penny, and I just want to express my gratitude for the service they provide. Thank you Callaghan Public Accounting!
They advertised a 90 minute tax filing session and were true to their word. They double teamed me, with one of their team doing a first draft and then a second member of the team checking the work of the other. Also made arrangements to work with me in the future on other accounting issues. Couldn't have been simpler. Very pleased.
Daniel took the time to answer ALL of our questions and is able to communicate tax law and planning in such a relatable way. He was also very honest about when and how his services are the most useful. Loved meeting with him and highly recommend at least a consultation session with him if you have some more complicated questions!
Ashley is awesome. She got my taxes done in 90 minutes and I received a maximum refund. High five to Dave for an assist.
Dan Callaghan is a man of integrity. I trust him, his work and recommend him without hesitation! Excellent communication, thorough work and a staff that care make my decision to hire him one of the best business decisions I?ve made.
Daniel and his team are always accommodating, and give me their honest opinions. They provide me with hard facts, which always leads me to making better business decisions. I highly recommend any service that Callaghan Public Accounting offers.
When I was looking to replace my retired tax preparer, I decided to take a chance on Daniel because his office was in my neighborhood. What luck! Daniel is a very professional and knowledgeable CPA and I put my full trust in him. He is thorough, organized, patient, and most of all kind. He put me at ease immediately. I highly recommend Daniel for all your CPA needs.
Had a wonderful experience with Callaghan Public Accountant. Learned so much in the initial consultation and respected the honest and helpful feedback that was given. Will definitely be using them for our personal business and would recommend them to others.
Had a meeting with Daniel wherein he reviewed our tax returns and made very useful suggestions that we will pursue going forward. We were impressed with his knowledge and his professionalism. Thankful we went with him.
Couldn't ask for a better person to handle my business accounting needs. Daniel's staff is always friendly and quick to greet you with a smile. Life is challenging and when I leave our meetings I always feel better equipped to meet those challenges, and relieved knowing I have some of the best and brightest professionals on my team! I'd say make an appointment with Daniel.
My first experience with Callaghan Public Accounting was great! Dan is VERY thorough, responsive, and takes time to answer questions. I really liked that I was not rushed and we could get into some details to help me better understand my liabilities and opportunities. Dan is easy to work with and eager to help. A real pro with a high attention to detail.
Had a wonderful experience with Callaghan CPA. We moved from out of state and were looking for a CPA we could trust and build a relationship with. Sarah was always helpful on the phone and emailing. When we met Daniel for the first time to review our taxes he was personable and knowledgeable. We will be using them again for personal taxes and any other needs we may have!! 10/10 recommend this CPA :D
Callaghan is hands down the best around. From scheduling with Gil, bookkeeping and helpful advice from Melissa, and incredible meetings and advice from the big man himself-Daniel, they?ve got you covered. They are kind, friendly, and extremely knowledgeable!
Dan Callaghan runs a great shop. You won't find a sharper or more hard-working accountant anywhere. He done great work with my personal accounting needs and for complex financial issues for my clients. He's a top shelf professional and human being.
Daniel is by far one of the best kept secrets in town for small business owners (Although I don't think it will be a secret for much longer). He manages his clients with a level of professionalism and personal commitment that surely outweighs the competition. Also, his rates for the services he provides are incredibly reasonable and affordable for small business owners. If you are in need as a current or future business owner, whether small or large, Dan is the CPA you want working for you.
Daniel has helped me on a personal level as well as a professional level. He works with several of my customers and has referred me several customers as well. He takes his job seriously and is constantly looking to grow! If you want a professional in your corner to help your business grow, give Daniel and his team a call! You won?t be disappointed.
We have used Callaghan Accounting for 2 years. The first year he worked very hard to help us through a complex tax situation and this year he completed our income taxes. He is organized, professional, personable and he makes sure we understand everything completely. We are really happy with his services and will use his services for many years to come.
Callaghan Public Accounting will fight for you. I had an incredibly complex tax problem to solve, and Daniel himself didn't rest until we figured it out. Taxes are incredibly stressful for me, and Callaghan Public Accounting holds your hand through the process. Seriously, stop researching other places and go here.
I have gone two years in a row and will be coming back next year. Great people!! Always pleasant and helpful in person and on the phone. You know when the job is being done right and I am very confident in the services Callaghan provides!!!
It was a great experience working with Daniel and his staff. He is very professional, knowledgeable, and kind. He went above and beyond to answer all of our questions and to give us an accurate tax return. I would highly recommend his expertise.
Callaghan and his team are fantastic! They brought to our attention that we were overpaying on lack luster marketing. This seemingly small detail will save us tons of money and headache over the long haul! We are so grateful to work with them and know that they have our best interests at heart.
Daniel and Melissa along with all the staff here have been a massive help to me throughout the process of starting my business and keeping things straight. Very professional and with a focus on getting things right. Couldn?t recommend them more.
Callaghan Accounting is the only place I trust. Daniel always goes above and beyond. Very professional and knowledgeable. Daniel and his team are the only business that makes tax time non stressful and I always leave reassured.
Excellent service and tax prep. Very knowledgeable. Highly recommend! This is my third year using their service and will definitely continue.
Callaghan Public Accounting has provided expert tax advice and consultation that has helped me grow my business. They are professional, friendly and responsive. I highly recommend them to anyone running a small business that is looking to grow.
First year having my taxes done by a CPA and I wish I had done this years ago! This group made our 2020 tax return incredibly simple, affordable, and timely. They are friendly, explained the tax credits, and almost fun (for being taxes). Do yourself a favor, put the Turbo Tax back on the shelf and give Callaghan Public Accounting a call!
My experience with Callaghan Public Accounting was 100% positive! I was treated with respect, professionalism and integrity. My intention will be to continue with them for all future accounting needs. I was given clear explanation of my tax returns, recommendations for the future and was given all the time necessary to answer my questions.
Dan and his team are absolutely amazing to work with. They took our small business to the next level and always go above and beyond! Very professional and always feel like you're taken care of! Thanks Dan!
Dan and his team will take care of all your accounting needs. Everything from personal tax preparation to accounting for your business. If you need reliable and professional service Callaghan is the way to go.
I called Callaghan for an appointment to straighten out my business taxes. Chris was so helpful and knowledgable that after 40 minutes of casual conversation on the phone (and no attempt to sell me) my month-long headache was gone, and I knew exactly how to straighten out my taxes! This is where I am going from now on. Thank you.
I have used several accountants over the years for my small business, Dan and his team far surpass any other service I've used. I highly recommend and look forward to working with Dan far into the future!
He is an amazing CPA. Super helpful and had no problem answering all our questions. We normally do taxes ourselves but it?s gotten too complicated for ourselves as we get older. He took the time to explain everything and never talked down to us like other people have.
I'd highly recommend Callaghan. Daniel is very thorough, professional, and takes time to answer questions. He went above and beyond getting my taxes up to date the right way.
Daniel is incredibly smart and kind. He is always there to help. I highly recommend him and his team!
Daniel is extremely through and helpful in navigating options for small business owners.
I've been using CPA for a couple of years now and am very pleased with he service. Daniel and Melissa are great about helping me through any book keeping issues I cause!
Daniel was very professional he answered all my questions and help me see what could be beneficial for my business in the future. Im glade I used his services and I will again in the future.
Daniel is very professional, knowledgable, and friendly. I have had my taxes prepared here for the past 2 years and I will continue to in the future.
Dan helps people grow, counsels to do good in the world, shapes a financial peace and connects you with professionals with the same mission and purpose.
Daniel is a great dude! Very knowledgeable. If you need a CPA, he is your guy.
Dan is very knowledgeable and able to help you with all your accounting needs. From individuals, small business, and midsize companies.
Dan and staff are huge asset for business owners and individuals alike!
Daniel is very professional to work with, is very knowledgeable and his rates are reasonable. Very impressed!
Looking forward to working with this company!
Quick and very professional always.
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.