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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.*
774 W Midway Rd
Fort Pierce, Florida 34982
I have had the pleasure of working with Catherine Back for the past 2 years, and I couldn?t be more satisfied with the services provided. [He/She/They] is incredibly detail-oriented, efficient, and reliable. [His/Her/Their] expertise in managing our financial records has been invaluable to our business. From the very beginning, Catherine Back took the time to understand our specific needs and tailored their approach accordingly. their consistently delivers accurate and timely reports, which have greatly he
Cathy Back has handled our complicated tax returns for over 20 years, in a competent and professional manner. She is always prompt in responding to questions and gives excellent advice. She and her staff are always helpful, friendly and courteous. We have recommended her highly to many of our friends with complex tax situations. Cathy's tax and accounting services give us great peace of mind.
I was President/COO of an Ad agency when my longtime CPA merged his firm with a larger firm. I didn?t need layers of associates but needed a progressive thought leader in the accounting space. I reached out to Catherine L. Back for tax return services and she seamlessly took over filing my returns. Fast forward, I opened my own agency. I no longer had the Accounting, Administrative and IT support of a large agency. Cathy acted as a trusted advisor assisting me in navigating setting up the business from the
Cathy is very thorough, and her expertise is evident. She is extremely knowledgeable and responsive, attending to my questions immediately. Cathy is a consummate professional, and I'm delighted to be a client. I breathe a little easier knowing that Cathy has my taxes in her capable hands, and I have nothing to worry about. Thank you, Cathy, for everything you do for my businesses!
Catherine and her staff treat each client as if he/she is their ONLY client. No question I ask is to trivial, and everyone in the office makes me feel like they "have my back." Also, it is real quality for the money. I left a big, expensive accounting firm in Atlanta to use Catherine's services, and I am so very glad that I did.
I have used Catherine for many years. She came highly recommended to me back then. There is nothing bad I can say. Only lots of praise for her and her office staff. Her service and attention to detail has given to us a deep senses of security in knowing that our tax needs have been in good hands. Dr. Bob and Bianca Roach
I have been using Catherine L. Back CPA PPLC for a few years now for both my company and personal tax returns. Catherine and her team have all be great to work with and have made it much easier during tax season. Most of my communications are now done via phone or secure email... which is great! I have no problem recommending their services.
I have been with Catherine Back CPA for around 10 years now. I have been very satisfied with my involvement and potential returns on my yearly income. Very knowledgeable on changes in tax laws. Her staff has been responsive on making appointments and timely on my returns.
We're a retired couple who turned to Kathy when our former accountant passed away suddenly. She welcomed our business with open arms and she, Lynn, and the rest of her staff treat us like family. Great service at a fair price.
Cathy and her staff have been taking care of my personal and business accounting needs for over 20 years. They are an integral part of my business operations from tax advice and filings to payroll and retirement/pension administration. I have gladly referred Cathy to many friends, family and business associates all of whom greatly appreciated my recommendation. Cathy is highly competent, transparent, informative, and has exceptional customer service.
Catherine has been doing my taxes for several years She was there for me when I needed help and advise. After moving away from the area, we've continued our relationship. Catherine and her entire office are great to work with!
Catherine Back and her team are irreplaceable in our business. She has built a trustworthy group of people with knowledgeable insight to help us navigate the business landscape and keep us moving forward. She is my only recommendation for those looking for a good CPA. Thank you guys for everything.
I've used Catherine Back's accounting services for over 15 years! I own several businesses and they take care of my payroll, tax deposits, bookkeeping, monthly financial statements, and annual audits. Everyone in the office is wonderful to work with and I am happy to recommend them to others, whether you are a business owner or just need a personal accounting service. They're great!
We have been using Catherine Back as our CPA for a number of years and she has never disappointed us. Things always done on time and easily understood. Very friendly staff and most efficient. Thank you Cathy for always being there for us!
Outstanding service from Cathy and her team. She has been doing my taxes for several years. I recently had some tax questions and challenges. Cathy and her team immediately assisted and educated me. Highly recommend.
I first used Cathy L Back CPA PLLC 18 years ago when she saved me from the disaster of a previous tax preparer that had failed to file years of returns. Needless to say, I've been a client ever since. You won't find an accountant more knowledgeable than Cathy Back, or a team more capable of handling your personal or professional issues. They are amazing!!!!
Cathy Back and her team, especially Lynn Rhoat, do excellent work in a timely way and at a fair price. Customer support is very good and at times "above and beyond the call of duty" in answering general tax strategy questions and giving advice at no extra charge.
Cathy and office personnel always exceed my expectations. The personal attention to my needs have always been handled. Recently lost my father and having her and her team was a relief. They had to take over all details that were new to them and guided us through a very difficult time.
It has been a pleasure working with Catherine and her team for many years. She always take great care of us for our personal and business tax needs. We?re very pleased to reccomend her! - Jerry and Cissy Smith
Friendly and professional staff! Cathy Back cpa is the best accountant firm in the tri county area hands down. If you are using someone else you are missing out on the best tax advice. Love these girls they do a wonderful job.
The CPA firm Catherine Back, CPA, LLC provides accurate financial services, from tax preparation to tax guidance. Reports, filings, and additional documentation are presented in completed formats accessible through a secure portal. Communications are timely, succinct and well thought out. As a client for over 5-years I strongly recommend Cathy Back, CPA, LLC.
Cathy has organized and guided our business and personal taxes from getting things set up correctly in 2003, to navigating through 2008 and COVID. She and her staff are always looking for the most up to date and helpful information for managing our small business and maximizing our personal accounting.
I am very impressed and pleased with the service, dedication and thoroughness we have received from Catherine Back and her team. They have been fantastic to work with for both my personal and business needs.
Cathy is amazing to say the least. Her experience has help my busy and relieved me of the tax burden. She is also cost effective as well.
Being a fairly new client, and a senior one besides, Catherine and her team have gently guided me into the world of high tech, paperless accounting methods and procedures. I am still learning, but they always have my back and do whatever it takes to get me where I need to go with a job well done!
Catherine did a great job at a fair price. Saved us money on our tax return. Very easy to work with and very knowledgeable.
Always a pleasure to work with. Online submittal of documents is very easy. I communicated some last minute changes and they made the changes and resubmitted my return to the IRS without a hitch. Thank you.
My husband and I have been a client of Catherine Back for over 10 years. We are very satisfied with her superior professional service. We highly recommend her and her staff.
I have been using Cathy Back as my accountant for both my personal and business taxes for six years since I've moved to the Treasure Coast. Not only is she pleasant to work with, but she is also ethical and finishes in a timely matter. Her and her staff respond quickly to any questions I may have. Communication is absolutely key for me and her and her staff are always just an email or phone call away. I've recommended my friends and business partners to her over the years and they're all extremely satisfied
Consistent, knowledgeable and responsive. Over the years, any changes, questions or new information has been and continues to be communicated quickly and clearly. I have confidence that my books are in order, allowing me to focus on the other parts of my business without a second thought.
Catherine Back is Awesome. She has helped me navigate the complex tax laws with insight, knowledge and experience... and saved me money in the process! I would highly recommend her!
Wonderful people to work with. Melissa Lynn and Cathy are all very patient and knowledgeable. I have recommended them to several people and no one had any complaints. Truly the best!!
The staff at Catherine L. Back always answer the phone and are always willing and able to answer questions no matter how redundant they might be. I would highly recommend to all my friends. Great service and reasonable price. Very professional.
Cathy has been our CPA for our business as well as personal for over 8 years now. She is hands on and is always on top of things. She chooses her staff carefully and they are always professional and responsive. Everyone is so helpful and I really appreciate how patient they are with all my questions!
The greatest CPA EVER! Will work Easter Sunday for you in your time of need. I?ve had nothing but the best experience with Cathy.
We have YEARS of receiving responsive and thorough bookkeeping, payroll, and taxes from Ms Back and her staff. All at fair and reasonable cost. 5 STARS!!
Cathy Back is an excellent CPA. She has been our accountant since 2008 and has done a phenomenal job. She is extremely knowledgeable and is always up to date on the latest changes to the tax code. Cathy was also a vital resource in our preparation for the Paycheck Protection Program. Without hesitation, I would highly recommend Cathy Back to anyone seeking accounting or tax advice.
We're so glad Catherine Back CPA was recommended to us by friends because we are very happy with the service and quality of care we've received from her office.
Catherine's knowledge of tax differences between States was very impressive, concise, and the entire team was a pleasure to work with. Worth every penny!
Very satisfied with the excellent service I have received the past few years. No errors, timely service always. For someone who does not like doing paperwork, this has been the perfect solution for me.
The company owner and staff are knowledgeable, courteous and helpful. My tax returns are always submitted on time. I have never been questioned by the IRS!
Catherine is a great CPA! She is super knowledgeable and responsive to my needs. I called several accountants before I decided to go with her company. She took the time to answer some questions I had even before I was a client. Thank you Catherine and staff for the great service. - Morrison Insurance Services.
My tax returns are complicated and Cathy has always done a great job. I highly recommend her.
Cathy has been helping us for years with our taxes and payroll and does an amazing job. We highly recommend her and her and her team. Sincerely, Brandon @ Chapman Fence, Inc
she has been my accountant for over 20 years. she is very knowledgeable, and honest. i highly recomend her
We have been clients over 20 years and she has been consistent in her professionalism, honesty and in the integrity of dealing with us as clients, highly recommended very satisfied.
I have trusted Cathy with my business needs and personal financial needs for twenty years! Five stars are not enough!
Cathy and her team Melissa and Lynn have been taking care of my payroll and book-keeping services for my small business. They make payroll a breeze and saved me a lot of money on taxes. Highly recommended. Save your time and energy. HIRE AN ACCOUNTANT.
I highly recommend Catherine Back CPA. I?ve been with them for 5 years and hope to be with them 15 more years, they are just amazing to work with.
This firm has prepared tax returns for my church and myself for many years. Always accurate and the staff was always kind and courteous. Thank you!
Excellent services. Always willing to help. They do my business (Southern Charm BBQ) and my personal taxes
Champion Turf Club at St James has been a customer since 2015. We can not give a high enough recommendation. Cathy and her team continue to be a huge part of our ongoing success.
I have been a client of this firm For a long time and have always had professional service. I would definitely recommend Catherine Backs firm.
We?ve been using this office for many years and are completely satisfied. They?ve done a great job and communicate really well.
If you have a lot of money she will take really good care of you but if you're just average salary, dont even bother. She will push your work to the side and that's if she's ever in her office. She spends more time bashing people at work, going on facebook, and bringing her home drama to work than actually being an accountant.
Catherine and her staff are highly knowledgeable and have already helped our business run in a much more cost effective way.
Melissa M is my point of contact and the professionalism she brings is second to none. The whole firm is on point, Cheers!
Wonderful personal and professional service from Catherine and her team. Would highly recommend!
Been using Cathy?s services for 20 years. The best
Catherine really pulled through for me . Made my tax year very easy .
Been using Catherine Back as my CPA since she started in Ft Piece. I cant imagine going anywhere else.
They are really knowledgeable in the office and go above ans beyond helping in any way they can. Thank you Kim Brewer
Very nice, knowledgeable and quick turn around. I highly recommend using them.
Speedy response. Very professional. Friendly software for data entry and document transmittal.l
I can?t say enough, good things about this firm, efficient, responsive, and always on time.
Great personalized service. Professional and responsive to all of our needs.
Catherine and her staff are the greatest. Very responsive and professional. I highly recommend this firm.
Personal staff and great customer service and can ask questions throughout the year.
Very professional and caring staff, always available to answer any questions.
Very professional and excellent communication, a true pleasure to do business with.
Awesome and detailed. Catherine and team are very professional!
Thank you and your staff for your service, Your prompt responses to questions and concerns are appreciated.
Personalized service is much appreciated. My Questions are answered promptly.
She knows her stuff and keeps up on all the tax changes.
So easy to work with her to do our taxes.
Is a life saver for our small post. Thank you, Catherine,
Excellent and detailed service!
Always responsive and knowledgable.
Long time customer, couldn't be happier!
Friendly and efficient.
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.