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Campbell Financial Services

Campbell Financial Services

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License
In-person Support

Contact Information

Address

18 North St

Plymouth, Massachusetts 02360

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I?ve been using Campbell Financial Services for my taxes for several years, and I couldn?t be more satisfied. Kevin is always extremely well-prepared and helpful, guiding our family through the process every single year with ease. His extensive knowledge and attention to detail make tax filing stress-free, and I always feel confident that everything is handled correctly. He is professional, reliable, and truly goes above and beyond. Highly recommend Campbell Financial Services for anyone looking for expert

Deb and her team at Campbell Financial are knowledgeable, thorough, and quick. After having a really bad experience with a different accountant last year who handled my new business' first tax return, Deb immediately took away all of my worry. She made sure to go through everything with me in detail and provided me with all the information I needed to properly file. I highly recommend Campbell Financial Services!

Campbell financial helped me get organized ahead of tax season so I would have everything I needed prepared for filling this year. They were incredibly knowledgeable and helpful as my filing status has Changed in the last year. I highly recommend.

Kevin and Deborah are very nice , helpful, smart ,knowledgeable and organized and is great to work with! I have been going to them for years and highly recommend them. Their office is very warm and inviting.

Detail-oriented and so fast! I have been using Campbell Financial Services for taxes and financial planning for the past 8 years and they are the best.

Campbell Financial Services is one of the best firms I have worked with. They have become a trusted financial partner and have removed a lot of stress from my life. My financial situation is fairly complicated and has caused quite a bit of stress for me over the years. I have worked with some excellent accounting firms but none that I have trusted more than Campbell Financial. In fact, I have recommended them to several family members who are also very happy with the service. The people at Campbell Fina

Campbell Financial is always knowledgeable and thorough. Always looking towards your financial future. Highly recommended.

I highly recommend Campbell Financial Services; They truly make tax returns an easy, stress free process. Their online portal is simple and easy to use. My husband and I have gone through Kevin the past two tax seasons now and Kevin is always super responsive, professional, and knowledgeable. We look forward to using their services again next year!

Between its remarkable responsiveness and easy to use online portal, Campbell Financial Services' customer focus is unparalleled. Kevin and Deborah always make themselves available and the online portal allows for quick and easy documentation uploads. While Kevin and Deborah are astute professionals who take pride in their work quality, they also provide a local feel with their services which allows for seamless conversations and exchanges. Lastly, they are informed folks. They go above and beyond to unders

My experience with Campbell Financial Services has been excellent. I work directly with Kevin and he makes the process of filing my taxes easy and simple. Kevin always provides professional service and has proven his expertise with the consistent ability to field any question I throw his way. I plan to continue using Kevin and CFS for all of my tax and financial service needs in the future.

I started a new business in 2019 and needed someone to guide me through the tax process for a small business last year. Kevin was wonderful with explaining every step of the process and was so efficient I had him do my personal taxes as well. I highly recommend Kevin and Campbell Financial Services for all your financial planning and tax preparations needs.

If I could give zero stars, I would. We went to Deborah to have our taxes filed. She needed to file an extension which she never did. She did not bother to complete our taxes and was unresponsive when we tried contacting. After multiple attempts to contact over a five month period, we threatened to contact a lawyer. Her son completed our taxes for us in August. DO NOT USE these people!!!

Kevin and Deborah are incredible to work with. They have been helping me for the last few years. They take an integrated approach to financial services which provides customers like myself with a clear path to financial independence.

Kevin and Deborah are the best!! I deal directly with Kevin and he answers the phone EVERY time I call and spends as long as I need to answer questions about my small business. My family and I will be using Kevin for our taxes until he retires (hopefully never!!)

Deborah was a pleasure to work with and made tax season much less stressful. We will be returning next year for sure!

A very knowledgeable and efficient business.

10/10 would recommend to anyone!!!! Amazing, personable and so professional!! Truly what I look for when getting my taxes done.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.