Chawla & Associates, CPAs

Chawla & Associates, CPAs

Reviews Summary

Chawla & Associates CPAs consistently receive high praise for their professionalism, expertise, and personalized service. Clients highlight their thoroughness in tax planning and preparation, attention to detail, and commitment to community. The team is commended for being knowledgeable, supportive, and responsive, often going above and beyond to ensure stress-free experiences. Long-term clients appreciate their reliability, strategic advice, and seamless use of technology for secure document handling. Many emphasize the firm’s ability to handle complex tax situations with ease, making them a trusted choice for both personal and business needs.

About This Listing

Accounting
Business Consulting
Tax Preparation
IRS Representation
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks

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

Accounting
Business Consulting
Tax Preparation
IRS Representation
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks

Contact Information

Address

2752 Forgue Dr Suite 100-B

Naperville, Illinois 60564

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday Closed
Saturday Closed

Customer Reviews

I recently got my taxes done by Mr. Roger Chawla and his team at Chawla & Associates CPAs, and I couldn?t be happier with the experience. Mr. Chawla was extremely professional, and the entire team was both competent and thorough. Everyone I interacted with was friendly, accommodating, and made the entire process smooth and stress-free. It?s clear they genuinely care about their clients. I highly recommend them for anyone looking for expert and reliable CPA services.

My family and I have known Roger Chawla for a long time, almost 28 years. He has been a close family friend and someone who has always looked after our interest. Chawla & Associates CPAs are people oriented and a personable group of individuals. This is not a transactional CPA firm, but one that looks for long term, lasting relationships, and invests in people?s success. I am grateful and proud to have known Roger and his team (especially Andrei) and I would highly recommend their services, to all people wi

I had a fantastic experience working with Mr. Roger Chawla and his team at Chawla & Associates CPAs. From the very beginning, the professionalism and attention to detail stood out. The team was not only highly knowledgeable but also incredibly patient and responsive. They took the time to explain everything clearly, answered all my questions, and made sure I felt confident throughout the process. I especially appreciated how approachable and accommodating everyone was?they made something as stressful as tax

Outstanding Service ? Highly Recommend! Thank you Roger! I'm sincerely thankful to Chawla and Associates for the great service. They made the tax-filing process easy and stress-free, handling everything with professionalism, accuracy, and care. Their personal approach and cheery disposition are incomparable. Unlike the larger firms, they take their time and make you feel important as a client and provide a personal touch that really distinguishes them from others I have worked with. I really trust them, an

________________________________________________ I have known been going to Chawla and Associates for over 14 years. Roger has developed a firm based on expertise, trust and professionalism. Roger truly values interpersonal relationships. I have appreciated a welcoming environment and consider Roger to be a long-term friend. I also respect his commitment to community service! Having recently moved to out of state, I still come to Roger Chawla to get my taxes done to attain peace of mind. The service is e

We have known Roger Chawla and his firm Chawla and Associates CPAs for a very long time. Him and his team have always exceeded our expectations. They are very good at book keeping and whenever we need data/information. They are always available at a moment's notice. We love the technology that Chawla & Associates CPAs use, easy and secure to use. The staff is very friendly and always available to answer any questions. This is the reason why we return to Chawla & Associates CPAs every year, and when it come

After having served in the Military for over 2 decades, I was led to start my business, and it so happened that I met with Roger Chawla. This is a new business, I created my own business plan, and when I ran it past Roger, I felt very validated by his feedback. My experience with Chawla and Associates CPAs, is always very pleasant, great communication and educational. Roger?s advice is always great, forward thinking and very knowledgeable. Building a business from scratch is very eye-opening, and Roger?s ad

I have known Roger Chawla for quite a while, and he is well known in the community for his service and giving back to the community. I am a documentary filmmaker, and Roger has been very instrumental in the Tylerman Film festival and highlighting issues in the African American community. My wife and I also have a consulting and film business, and Roger and his very fine team do our business and personal taxes. I highly recommend Chawla & Associates CPAs for all your small business? tax, accounting, and ad

My husband and I have been clients of Chawla and Associates CPAs for over 24 years. At the time Roger?s practice was just beginning, but we have stayed with him due to the attention to detail, family atmosphere, great service, and excellent attitude. We have recommended our friends and family to Chawla & Associates CPAs and they have had the same experience as us. We highly recommend them.

My CPA of many many years passed away and my brother recommended that I use Chawla and Associates CPAs. He came highly recommended, and I must say that he has lived up to all the hype/adulation. ?Being a new customer, I did not anticipate the level of feeling at home and the excellent service Roger Chawla and his team have provided me. I highly recommend them, and I hope you use them for your own small business, tax, accounting and advisory needs. Professional, efficient service.

This is the second year that I have used Chawla & Associates CPAs as my tax accountants and advisors. I had a great experience, and the staff was supper knowledgeable and supportive. My tax situation was complex, but the excellent team of Chawla & Associates and Roger Chawla helped me navigate through it. I would suggest that if you have a complex return and want a very knowledgeable and supportive CPA, please give this firm a call, and I believe you will have the same experience that I did.

My husband and I have been clients of Chawla & Associates CPAs for close to 20 years. Roger Chawla and his excellent team have always been very helpful, forthright, and efficient in filing our tax returns, as well as advising us with our tax planning strategies. The advice we have received from Mr. Chawla has been invaluable, and we suggest that you give Mr. Chawla?s firm a try, for your tax, accounting, and advisory needs.

My wife and I have just started our journey as business owners to serve the underserved and physically disabled community, providing them services in their home environment. It was fortuitous that our paths crossed with Mr. Roger Chawla, and his team of CPAs, accountants, and office personnel. At Chawla and Associates CPAs, our dreams became closer to reality. Our experience with Chawla and Associates has been outstanding, in communication, responsiveness and customer service. We look forward to our extende

I have been a client of Chawla & Associates CPAs for almost 15 years. My parents are also clients and we have always trusted Roger Chawla with our taxes, accounting and advisory needs. They provide excellent and timely service. I would highly recommend Chawla & Associates to anyone!

I have known Mr. Chawla for over 7 years and have been a client for 6 years. He and his CPAs listen carefully to clients and respond to all questions. Their secure portal allows for safely sending and receiving important financial documents. Their expertise is second to none. But their community orientation is what attracted us to his firm in the first place. I wholeheartedly endorse Chawla & Associates CPAs and encourage all to use their services

Chawla & Associates CPAs were highly recommended to us, by one of our close confidants, and we are happy to say that Mr. Chawla and his team impressed us. We were in his office couple of times, and we felt heard, and our taxes issues addressed. Mr Chawla also found an error in our previous tax return, and we now feel confident that our needs will be suitably taken care off, with due diligence and attention to detail. Our first impressions are extremely favorable, and we would whole heartedly recommend Mr.

My wife and I have had a 5-year relationship with Chawla & Associates CPAs. The team at Chawla & Associates CPAs are very pleasant to work with and it has always been a smooth and stress-free experience. When it comes to our taxes, Roger and the team ensure us peace of mind every time. Since we are so pleased with this team, we recommend others to also give them a try and experience that peace of mind.

We, my husband, and I, have been clients of Chawla and Associates CPAs for a little over four years. The team at Chawla and Associates is very good at what they do. Our interaction with Roger and his team, especially with Hannah, has been excellent. The service and personal attention is greatly appreciated. We are whole heartly recommending our CPA for all who are looking for a wonderful team of experts, who look after their clients? needs for accounting, tax planning and advisory services.

Chawla & Associates CPAs have been our tax advisors and CPAs for almost 2 decades. My wife and I are very happy and extremely content with services provided by Mr. Roger Chawla?s team of CPAs, accountants, and office personnel. Even when things were quite rough, especially during the pandemic, Mr Chawla and his team were very supportive, and knowledgeable about the various options and helped us navigate through that time. Based on our personal experience, we recommend Chawla & Associates CPAs for all your t

We, my husband and I, have been using the services of Chawla & Associates CPAs for over a decade.Their service is exemplary, and we wholeheartedly recommend them to my friends and family, as well as anyone who needs excellent service for their tax, accounting and advisory needs. Their advisory service is what helps people to do long term tax planning is extremely valuable. Please give this team of Chawla & Associates a try and I believe you will love their service.

We are a growing business and we recently changed our accounting and tax provider to Mr. Roger Chawla?s Chawla & Associates, CPAs. Our experience with the entire organization, especially Roger and Melody, has been exceptional. They are detail oriented, quick to respond to questions, and proactively help us with planning. Also, having experienced their excellent services, we have engaged them for our personal taxes. We highly recommend Chawla & Associates CPAs for your business and personal tax, accounting a

My family members have had great experiences as clients at Chawla and Associates, which led to me working an internship for Roger Chawla, which has also been a fantastic working and learning experience. This CPA firm is wonderful and very unique in today?s world. This firm is extremely professional and dedicated to satisfying their costumers, not only with accounting advice and services, but with a friendly and welcoming atmosphere.

Roger Chawla is wide known in the Sikh community for his social work and service for the Sikh causes. This is the first time we are using Chawla & Associates CPAs for our tax and accounting needs. We have a new business and needed help with the filing of the paperwork as well as the taxes. We very much appreciate the due diligence and the work done by Roger Chawla and his team of CPAs, accountants, and office personnel. We suggest that if you need tax work, accounting, or need small business setup, please c

I recommend Chawla and Associates because of their commitment to providing excellent tax preparation, tax guidance and professionalism. Roger went over my tax situation each year and was able to answer complex questions involving personal and real estate tax matters. Roger's experience and judgement are unmatched in the area!

I have known Roger Chawla, through his relationship with my father, a spirit lead community worker. Mr. Roger Chawla has been the selfless contributor to help the cause of disadvantaged and abused women in India. Chawla and Associates CPAs have been the accountants, tax advisors and CPAs to the community organizations that my father serves, and I unequivocally endorse Chawla and Associates CPAs for their excellent service of the clients and community.

I have nothing but amazing things to say about Chawla and Associates. They have been doing my taxes for 3 years now and the portal makes it super easy to upload all of your documents. They communicate when any action is needed and get back to you in a timely manner. They have treated my son and I like family the last 3 years and we don't plan on going anywhere else in the near future.

I have know Roger Chawla, CPA, for a long time. I started using him as my personal accountant for the past three years after mine had retired. Roger and his team, especially Hannah, have provided exceptional support with tax planning and preparation, always ensuring everything is handled smoothly and professionally. Beyond his accounting expertise, Roger has been incredibly supportive of my nonprofit community service efforts, demonstrating his commitment to giving back to the community. If you?re seeking a

We were comfortable doing our own taxes until they became more complicated. We looked for a local accounting firm and met Roger Chawla of Chawla and Associates CPAs. We have been using them for over 19 years, even after we moved to another state. I would recommend this firm to anyone needing accounting services.

Roger Chawla is a great accounting firm! They are very client centered, pay attention to detail and give personal attention to each and every client! He is always willing to give help and advice especially for financial and tax planning!

I have worked with Chawla & Associates for over twenty years. They always do an outstanding job, whether it is tax accounting or business planning. They are always prompt and anticipate my needs. Great to work with a firm that is an established part of the Naperville business community!

My husband and I have been using the expertise of Chawla & Associates CPAs for the past 4 years. The dedication and attention to detail by the whole team, especially Mr. Chawla, are par excellence. We whole heartedly recommend Mr. Chawla and his team of dedicated CPAs, accountants, and office managers, for all your tax accounting and advisory needs.

I know Roger Chawla for a long time. He has inherited the traits of social work from his Dad, who is my close friend. After retirement, I started an NGO (PAGRI) and Roger Chawla has been a very helpful at every step. His selfless contributions in helping to better the lives of the needy and disadvantaged segment of society both in US and in India says a lot about his magnanimous heart: a Samaritan neighbour of Naperville. Chawla and Associates CPAs has been providing not only accounting, tax, and advisor

It was 2016 when I met Mr. Roger Chawla at a Global Punjabi event and got his business card. I kept his card in my wallet for all these years, and this year I approached him when I needed his services, urgently. Mr. Roger Chawla and his team especially Ms. TJ was excellent beyond words, with their dedication to details and customer service. TJ did excellent job on the GL, Balance Sheet, P&L statements and overall financials review. She went beyond my expectations for dedication and quality of work. Though t

I have been a very satisfied and happy client of Chawla and Associates CPAs for over 33 years, and Roger has been my CPA and a close confidant for all these years. Through good times and not so good times, Roger has been a rock steady and a wise advisor, providing excellent advice in all things tax and finance related. He has done my personal and business taxes and has been excellent in every interaction. His team also guided me through the sale of my business and now I am happily retired. I would highly re

Chawla & Associates have been doing my taxes for more than 24 years. Roger Chawla has become a close friend from this association. Here they build friendships besides offering excellent professional service. With Chawla & Associates doing our taxes, I never have to worry about anything anymore. Roger?s expertise and thorough professionalism is second to none. I have introduced many of my friends to Chawla & Associates and I would do more so. I recommend Chawla & Associates to everyone without any reservatio

We have been a client of Chawla and Associates CPAs for the past 4 years. Having spent time to get our business as well as personal taxes done by Roger Chawla?s tax accounting firm, we are very impressed with the dedication and thoroughness of his team, especially Greg, with our accounting and business taxes. Roger and Greg are very knowledgeable in taxes, accounting, and advisory services. We whole heartedly recommend Chawla and Associates CPAs to other small businesses for their tax accounting and advisor

I have been a client of Chawla and Associates CPAs for the last 3 years, and this has been a very fruitful relationship. Roger have provided me with tax planning, advisory services, which have really helped me in my financial planning and forward looking for my retirement. The service and personal attention is greatly appreciated. If you are looking for a tax advisor/CPA, for a long-term fruitful relationship, I would highly recommend Chawla and Associates.

We had a truly exceptional experience collaborating with Roger Chawla and his team at Chawla & Associates. Their unwavering assistance with my younger brother's foreign taxes was invaluable. Despite the time-sensitive nature of the task, they ensured that everything was completed well before the deadline, demonstrating a remarkable level of promptness and professionalism. I am sincerely grateful for their dedication and efficiency in handling our tax affairs. I Highly recommend Chawla & Associates to anyon

I had a great experience with Chawla & Associates They made the tax filing process seamless and stress-free. The team was knowledgeable, professional, and always available to answer my questions. I highly recommend them to anyone looking for reliable and efficient CPA services. Five-star experience!

I have known Roger Chawla of Chawla and Associates CPAs for a long time. I have a non-profit that helps disadvantaged girls/women in India, and he and his team have been very helpful in my tax and accounting needs and reporting. His selfless contribution to the cause of the poor and disadvantaged is exemplary. He is also my personal advisor in all things taxes and accounting related and I highly recommend him for any of your tax, accounting needs and advisory needs

I've had the privilege of working with Roger Chawla and Chawla & Associates for over 15 years, and I couldn't be more satisfied with their outstanding service. Roger's expertise and proactive approach have been pivotal in managing my business's financial complexities. What sets them apart is their personalized support and attention?tailoring solutions to fit my unique needs, contributing significantly to strategic decision-making. The team's responsiveness and accessibility are unmatched, providing timely

I have been working with Chawla & Associates, CPAs since I started my consulting business three years ago. Chawla & Associates CPAs has helped me with starting up my business, choice of entity, setting me up with payroll, tax planning and other advisory services. They also have helped me with my personal taxes (Including foreign accounts) and corporate taxes. Roger and his talented team pointed me to tax deductions that I am eligible for and helped me save a significant amount on both my corporate and pers

This was my first year working with Chawla & Associates. From set up of my first appointment with Delia, to my initial meeting with Roger, they were professional and were in contact with me throughout the whole process of my business and personal tax return. They were able to answer all my questions and having my first child this year they made sure to get me my child deduction. I HIGHLY RECOMMEND Chawla & Associates for all your personal and business accounting needs. I've already gave their name to a

Roger Chawla and Chawla and Associates helped me file for the last 5 years. They were very knowledgeable, patient and though their fees were not the cheapest, they were a great value for the money and time. Also, Mr. Pankaj has been exceptional in helping with my account, as well as Mr. Rajan and believe others in this practice are also the same. Mr. Chawla is very meticulous and always ready to help. Highly recommended for tax preparation and tax planning and peace of mind.

I've been a client of Chawla & Associates, CPAs for several years. Roger and his team consistently demonstrate professionalism and an ability to explain intricate details in simple terms. They go the extra mile, always willing to address any questions I have regarding my taxes, both domestic and foreign, as well as other financial decisions. I'm confident in their capabilities for financial planning, tax preparation, and any other matters related to financial advice.

Having worked/lived in many countries and in the United States, the reporting and filing was a complex process. Chawla and Associates helped to file my return, and helped to gather the pertinent information, which I had missed previously. This firm has drastically reduced my stress level of filing the tax return and made me feel well taken care of. Highly recommended and would heartily recommend them to my friends and family.

I have been a client of Chawla & Associates, CPAs for several years. I am impressed by Roger and his team's professionalism and ability to explain every detail in layman terms. Roger and his team always go the extra mile and are willing to answer any questions I have about my taxes (domestic and foreign) and other financial decisions. I feel I am in very capable hands in terms of financial planning, tax preparation and any other matter related to financial advice. I would absolutely not hesitate to recommen

Chawla & Associates offers top-notch accounting and CPA services that go above and beyond. Their team's professionalism and attention to detail made managing my business's finances a breeze. I highly recommend them with five stars for expert guidance and exceptional support in handling financial matters.

Chawla and Associates have been invaluable partners in managing taxes and financial planning for my father's private pain management medical practice for an impressive 20 years. Their expertise extends beyond mere assistance, as they played a pivotal role in establishing three successful companies for him. Their unwavering support and comprehensive approach make them highly commendable, and I wholeheartedly recommend Chawla and Associates to anyone seeking top-tier financial services.

Roger has always been someone, I can rely on for professional accounting advice and one-off scenarios on tax events coming up. He is level headed and easy to communicate with. Makes the tax world less stressful. I highly recommend giving Chawla and Associates a call for your personal and business needs.

Very professional accounting and tax service. I have been a longtime customer and highly recommend Roger for his professionalism and attention to detail. He has always made me feel welcomed.

In 2010, I received a postcard advertising Chawla & Associates CPAs to do my taxes. The first time I met Roger he was so friendly and personable. . He is very knowledgeable and professional! We have a great relationship. I always feel that he will do a through and accurate tax return. I also appreciate the community service that Roger does to help those less fortunate. He genuinely cares about his clients. I also like his Office Manager, Deedee. She is very kind and helpful. I highly recommend Chawla & A

I have been with Chawla and Associates for 35 years!! You will not find a better CPA who will meet all your personal and business tax needs. Roger is a excellent tax consultant who will work with you to navigate the most appropriate tax strategies in your behalf.

Roger is a consummate CPA and leads a very dedicated team who will ensure that the tax return is processed expeditiously and in line with the best practices and stipulations. The team keep themselves updated with the latest and greatest in the world of accounting and taxation which ensures that you are in safe hands. They will go in detail to collect all the relevant information to ensure that all deductions are taken care of to ensure accurate reporting. Add flexibility in accommodating your schedule, tra

I am a surgeon and physician specializing in pain management, and I am thrilled to express my gratitude for the exceptional services provided by Chawla and Associates over the past 20 years. Mr. Chawla has been a crucial asset in shaping the business structures of my medical companies. His expertise in tax planning, financial planning, accounting, and payroll management has been instrumental in optimizing our financial standing while ensuring compliance with the complex regulations of the healthcare sector

Roger and his team offer a breath of fresh air when it comes to service. With many years of experience helping people navigate the complexities of tax and business accounting, Chawla and associates partner with their clients for the long term and deliver white glove service. Roger is an expert in his field, helping develop tax planning strategies , not just punching in data as a tax filing preparer.

I am totally amazed at the professionalism and dedication this company has provided. It is a relief to leave the pressure of filing taxes to a true professional. Roger and his team provided first class service for my tax needs, and I certainly recommend Chawla & Associates CPAs as a reputable tax firm for tax services.

Roger has been a friend for many years and we have been Chawla customers for almost as long. Roger and DeeDee and the entire staff are knowledgeable and helpful and absolutely tenacious in pursuit of savings for us. We know we are good hands, no matter how complex or subtle the tax issue.

I have been using Roger and his firm since 2008. It's been over 15 years. They have always been a great help for my personal and business taxes. They are unique with their professionalism and the individual attention they give you. They have handled the accounting and taxes for my hair salon business, I recommend them to others for sure!!

Expert Tax Planning. Friendly, Courteous and Knowledgeable staff w/ attention to detail. Roger has been doing my tax work for the past 15 years. One on one communication is the cornerstone of their business acumen! I highly recommend this firm!

Chawla and Associates is truly a premiere CPA firm! They were extremely patient dealing with my personal and business finances and educated me throughout the entire process! The process was done well and swiftly and I highly recommend this CPA firm.

I have known Roger and his team for over 2 decades, and during this time the tax filing process has gotten more complicated. Nonetheless, it's reassuring to know that Chawla & Associates has my back. The team has kept up and with their knowledge across taxation in US and India, DTAA and myriad other nuances I feel very confident and assured that I'm in safe hands. Thanks to the entire team of support staff for their accurate computations and professionalism!

Chawla CPA have been exceptional in their service, integrity and attention to detail. They have a dedicated group of employees who are sensitive to the clients' needs, led by a very personable and charismatic, and public service oriented Mr. Roger Chawla. Highly recommended.

We have had a very long relationship with Chawla and Associates, going back 19 years. Our experience with them has exceeded all our expectations. Their professionalism, expertise, and personalized approach make them stand out. I would highly recommend their services. Thank you Roger!

Mr Chawla have been so great doing our tax return from last few years and he is excellent CPA very knowledgeable and listen to you to work with your needs/questions. He has very kind personality.He has dedicated group of staff especially (dee dee) I highly recommend there services.

They are absolute professionals, diligent and very helpful. Had a great experience working with Roger to get my accounting and taxes done. They are detail oriented, thorough in their paperwork and exceptionally knowledgeable! I would highly recommend them!

I have had great experience with Chawla & Associates, CPA for several years. They have provides prompt responses to questions regarding accounting services provided that led to clear understanding of the process needed to complete the accounting task. And, the services has been completed promptly.

Upon reaching out to Chawla & Associates for help with my financial future after recent family loss, Roger, Rajan & Creed were efficient, warm & welcoming. They helped me understand what is needed to move forward for the next chapter.

Chawla & Associates have been meticulous in doing our taxes and filing them. Their work is so reliable and well organized.

Roger Chawla & Associates has been my trusted financial advisor who has expertly prepared all of my Federal and Illinois tax returns for the past 20 years as well as the tax returns of my adult children in Illinois and when they worked in New York state. Roger's knowledge of all intricacies of tax law including applicable tax deductions is second to none. My one on one in person consultations with Roger pre and post the actual preparation are comprehensive , and ensures the returns are accurate and timely

I been with Roger for last several taking care of my business and personal taxes. I have great experience working with his firm. Bookkeeping and W2 we done professionally. I recommend his CPA and tax services to others

We were referred to Chawla & Associates through a mutual friend a few years ago. We were in dire need for a qualified accountant. Our taxes were due within a few days and it was bit of a tricky situation as I worked out of town. Not only did Roger make time to meet with me on a Saturday to fully understand my situation, he and his team went out of their way to submit our taxes by the deadline. Our taxes were not simple, it required multiple state forms and some very detailed addendums. Anyone else would hav

We have been using Chawla CPA services for last 10 years and very pleased with the their professionalism and insightful advise related to tax and financial planning. Highly recommend them for any one looking for a business and personals tax filing.

Roger and his team are absolutely amazing at what they do! Our tax returns were badly mismanaged for 2021. Roger did review of our returns and immediately found multiple errors in the Federal and State filings. He then went on to perform in-depth review and filed amended returns that helped us get back overpaid amount. Additionally, he helped us plan for 2022 filing and make portfolio modifications ahead of year end. Thank you Roger and team, we are looking forward to working with you for coming years.

Chawla & Associates have been my financial advisors since 1991. They have reliably offered tax guidance from the time I landed my first job to the launching my own business. Roger and his team have gone beyond providing expert personal tax counsel to now advising my business on sophisticated strategic and financial matters. What?s more, they have referred us to other professionals (including IT and marketing professionals, as well as our legal counsel) who help us navigate business challenges we?ve encou

Roger is definitely the best tax accountant that I have ever worked with. I have used his services for many years now. He and his whole staff go out of their way to make what is normally a stressful experience feel comfortable and pleasant. From the most complicated tax situation to the most mundane, I always know Roger will take care of it in the best possible manner and save me the maximum amount on my taxes.

I had an experience very different from some of the other reviews, and mine was absolutely terrible. I can't recommend this business any less, and we will never do business with them again. Not only did Chawla & Assoc fail to file our taxes on time, but they were over two months late on both our personal and business taxes - despite us dropping off our files a month in advance. They didn't consult us nor warn us, and when we called and emailed to follow-up, they either didn't respond or responded days later

I have known Chawla and Associates for 20 years. Roger has an extremely strong sense of dedication to his accounting job and he loves to solve problems. His accounting skills allows him to be an effective researcher. Roger is a much respected community leader and he always has time to answer questions or take care of simple or complex accounting matters and legal recommendations. His strong sense of responsibility and network drives him to be an invaluable asset for accounting. Everyone at Chawla and Assoc

Chawla and Associates provided excellent customer service completing my tax needs. Thank you for the timely service and individualize attention. I will definitely recommend them to anyone looking to get any financial help.

We changed our CPA firm to Chawla & Associates and let me tell you, the experience has been wonderful. Everyone on their team is super attentive and diligent in making sure they help us make the best decisions possible to improve our finances. We look forward to working with them for years to come, if not forever. Great job guys. Thank you

We have always had a great experience working with Chawla & Associates. We get our business as well as personal taxes done here. For years we have been provided with an excellent service while getting great advice regarding accounting and tax benefits. I highly recommend working with Roger because he consistently goes above and beyond to make sure we are satisfied and our taxes are done the right way. Always been impressed with Chawla & Associates! 10/10 would recommend getting your taxes done here. -Sai

Roger and the associates are great. They have been doing my taxes for the past 3 years. They are professional, detailed, very caring and community minded which is important to me. I recommend them highly!

Chawla & Associates is an excellent firm. They are very knowledgeable, very polite, and they provide outstanding service. Roger Chawla is an outstanding CPA and he has a great reputation. I highly recommend Chawla & Associates to anyone seeking tax and accounting advice and services.

Chawala & Associates are hands down the best for all tax needs! Their knowledge is unparalleled, and you cannot as for more prompt, professional service. Thank you for your service

Have been using Chawla and Associates CPAs services for 15 plus years . Very professional and on time delivery . The entire team is very reliable, professional and helpful . Very trust worthy and excellent business ethics. Highly recommended.

Roger and his team have been doing my taxes for the last several years and I am very satisfied. I had been doing my own taxes on TurboTax prior but I always felt that I was missing some deductions. My intuition was right as I learned that I had missed some things on my side consulting business. What I specifically like about Roger is that he is a professional and always looks to get better. He attends numerous accounting seminars during the year and is always searching for better ways to serve his clien

I've been using Roger Chawla for the last 10 years now. I've used Roger for complex transactions like repatriating money from a foreign country etc. Roger and Dee dee were very helpful and responsive in helping me and filed my taxes properly. Full marks to Roger!

Roger and his team are very professional. They do a thorough job of preparing returns and explaining to you in a detailed fashion. I have been a satisfied Client for any years.

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.

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