*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.*
730 Hope Rd
Tinton Falls, New Jersey 07724
I have had the pleasure of working with CG Audit & Tax Firm since 2018, and I couldn't be more impressed with the level of service and expertise they provided. From the moment I reached out, their team was incredibly responsive and made sure to address all of my questions and concerns in a timely manner. The audit process was thorough and transparent. They took the time to explain every detail, ensuring that I understood the findings and the next steps. Their professional approach gave me peace of mind know
We recently worked with CG on an audit engagement for one of our fractional CFO clients, and the experience was outstanding from start to finish. Their team was not only technically proficient and detail-oriented, but also communicative, collaborative, and respectful of timelines?qualities that are invaluable in an audit process. They took the time to understand the unique aspects of our client?s business and provided thoughtful, clear guidance throughout. The audit was thorough, yet efficient, and they st
As a nonprofit, it is getting harder and harder to find qualified auditors to complete a yearly audit and do the tax report filings. We have used CG Tax, Audit & Advisory for three years, and they have proven to be effective and efficient in completing our audit in a timely manner. Whether the staff is working remotely or on site, they don't waste the client's time in collecting mounds of paperwork or interrupting your day with a lot of individual questions. They are organized and come to you with a plan
I've had the pleasure of working with my CPA for the past 24 years, and when their firm merged with CG Tax, Audit & Advisory, I wasn't sure what to expect. The transition was seamless and the same warm, friendly professionalism I've valued for years has carried over beautifully. From the moment I met the team, I was greeted with warmth and genuine friendliness that instantly made me feel comfortable. The quality of service exceeded my expectations, and it's clear that customer satisfaction is a top priorit
If only I had found Cg sooner. I've been running an ever-growing national nonprofit organization for 14 years now, and I tried various accounting firms -- often with disastrous results. There were the accountants who made careless errors that took us months or years to correct, and the ones who made no sense when they talked, and the ones who did not respond when I contacted them, and the ones who never met a deadline. And then I found Cg a few years ago. What a difference! Now I have an accounting firm t
I have been using Cg for at least 10 years to manage the accounting needs for my dental practice. I appreciate their team, particularly Erin, Michael and Deborah, for their expertise specifically in healthcare practices, which optimizes my tax liability. They help me to see trends in my business to inspire opportunities for growth.
We have been working with Cg for several years. They have been so helpful, patient and professional as they worked through our questions and issues to get our financials streamlined. Their team could not be better to work with!
I have worked with Jonathan and Anthony on our annual audit for two years now and they have been absolutely wonderful! A pleasure to work with! I would highly recommend them for auditing and tax services!
Excellent work done by the team at Cg Tax, Audit led by Anthony Turano - professional, attentive, and timely - Highly recommend.
Cg auditing team conducted an annual audit for our company in a very efficient way. Both Jonathan Mendoza and Anthony Turano demonstrated great professionalism, extensive accounting/finance knowledge and effective communication skills, we're very impressed by their amazing work!
Great company. Easy to work with. Keep it simple and keep the pricing realistic. They did an audit for my franchise company, which we have to do each year for our FDD. They were understanding that doing an audit sucks, so they were patience, calm, nice and clear about what they needed to get it done painlessly. Thanks guys!
Our company used Cg for an audit. This was my first time participating in an audit and the entire team was extremely helpful, patient, and easy to work with. Highly recommend this firm.
Good company staffed by great people, they have helped us tremendously over the years both professionally and personally.
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.