*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.*
300 Brickstone Square suite 202
Andover, Massachusetts 01810
It has been a true pleasure working with the team at Caraballo CPA. Their professionalism, attention to detail, and commitment to client service are truly commendable. From our initial consultation to the completion of services, they demonstrated deep expertise and a genuine dedication to supporting my financial goals. I am grateful for their guidance and highly recommend Caraballo CPA to anyone seeking reliable and knowledgeable accounting professionals.
They are excellent and very knowledgeable. Giselle is great to work with always keeps in contact if I have any question. Highly recommend Carballo CPA.
We engaged the expertise of Caraballo CPA and are thoroughly impressed with the services we received and can confidently attest to their exceptional quality. From the courteous and attentive staff to the highly capable professionals at the Andover office, our experience has been exceptionally pleasing and stress-free. Working with Franklin and Giselle has been a privilege! They demonstrated a high level of professionalism and dedication to our needs. We highly recommend their services to any individual or b
Very Professional, Knowledgeable, and all around, an AMAZING Firm!! Working With Giselle & Franklin was truly a wonderful experience. They were very helpful with information and patient explaining every step. They are the BEST in this business. I couldn?t thank and appreciate them enough.
Frankin at Caraballo Accounting is very knowledgeable and is able to assist you with any questions or insecurities you have about your business and how to structure it. I continued to use his counsel and I recommend him to my other colleagues.
I am very pleased with Caraballo Accounting, LLC. I would not doubt for any reason to recommend their services to anyone who needs Accounting services, tax preparer, bookkeeping, payroll and also business advices.
Highly recommended, excellent services Caraballo Accounting. very valuable trust and loyalty. They not only keep the accounting of your business but they teach you how to do it.
I completed a QuickBooks training with Franklin Caraballo. He was professional, responsive, and attuned to my learning needs. Highly recommend working with Caraballo Accounting!
Very good and personalized service, they will guide you through the process step by step and help you with everything. I recommend this place for helping you on your taxes related services.
I have had the greatest of experience with Caraballo Accounting? they are very professional and really care for their clients? needs.
They are the best, hands down. Not only do they help my business with my accounting needs, but they are also willing to take the time to teach. #1
High integrity, Knowledgeable, prompt, & personable people. Would recommend their services.
They?re professional and helpful to get ITIN.Thanks for their help and efforts
Very professional and they always follow up to make sure all your questions were answered.
I highly recommend this place for your business or personal. Professional and respectful
Great service. Highly professional.
the best service, very friendly
I received a professional Services
(Translated by Google) I don't usually give reviews, but on this occasion I would like to recommend the Caraballo accounting firm for their great dedication to serving businesses like mine. They guided me through the entire process and helped me resolve several concerns I had. Franklin explained each stage of the process to me and has a great team. (Original) No suelo dar comentarios, pero en esta ocasi?n me gustar?a recomendar la firma de contabilidad Caraballo por su gran dedicaci?n a servir a negocios c
(Translated by Google) Caraballo Accounting really is a great company with a quick response to any questions. The customer support is great and they resolve any problem quickly. I really recommend them! (Original) Caraballo Accounting realmente es una buen?sima empresa con respuesta r?pida a cualquier duda. El customer support es buen?simo y resuelven cualquier problema de manera r?pida. Realmente los recomiendo!
(Translated by Google) Excellent services. Caraballo Accounting does my business accounting and my personal accounting. If you are looking for serious and honest people Caraballo Accounting is the place. (Original) Excelente servicios. Caraballo Accounting llevan la contabilidad de mi negocio y mi contabilidad personal. Si buscas gente seria y honestas Caraballo Accounting es el lugar.
(Translated by Google) They treated me very well. They are always willing to resolve my concerns, they have listened to us, advised us and served us in the best possible way. Very professional in everything they do. (Original) Me atendieron muy bien. siempre est?n dispuestos a resolver mis inquietudes, nos han escuchado, asesorado y servido de la mejor manera posible. Muy profesionales en todo lo que hacen.
(Translated by Google) Thanks to Caraballo for helping me get my business off the ground. Your support has been invaluable. (Original) Gracias a Caraballo por su ayudo a levantar mi negocio. Su apoyo ha Sido de suma importancia.
(Translated by Google) High efficiency, punctuality and transparency in its services. (Original) Alta eficacia, puntualidad y transparencia en sus servicios.
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.