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CHECKLEY & ASSOCIATES

CHECKLEY & ASSOCIATES

Reviews Summary

The majority of reviews praise the professionalism, expertise, and helpfulness of the service, particularly highlighting clear explanations, timely handling of taxes, and making complex processes easy. Many customers appreciate the personal touch and would recommend the service. A few negative reviews mention issues with incorrect filings or high costs, but these are outliers compared to the overwhelmingly positive feedback. The overall sentiment is highly favorable, with repeated mentions of trustworthiness and efficiency.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Non-profits
Real Estate
Healthcare
Law Firms
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

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Non-profits
Real Estate
Healthcare
Law Firms
QuickBooks

Contact Information

Address

4015a White Plains Rd

Bronx, New York 10466

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Miss Hope Checkley is one of the most amazing tax agent that you will ever do business. She is very professional, extremely knowledgeable, she is patient and will definitely get the job done properly. Her prices are also very reasonable. Thank for your help with my dad my husband and myself. You are a gem ?? and I would recommend you everyone I come across

I had a great experience getting service from Checkley and Associates. Especially from Tennecia, she really helped me out a lot when it came to accommodating me with any answers to my questions, or solutions to my problems. She was also very polite, respectful, and was filled with enthusiasm while helping me out which made me feel comfortable and confident that she could actually help me out and get the job done.

I had the pleasure of working with Ms. Hope. With my busy schedule and travelling for work and trying to do my taxes has always been a nightmare until I met Ms. Hope. She was and is such a blessing. She did my taxes without any hassle. I really appreciate her and her willingness to make everything an easy transaction. Will be using her from here on out.

I had my taxes done by this company and they were very attentive and helpful. They made it very easy. They also gave me information that I didn't know of, so that I could get a better tax outcome. I recommend them to anyone for tax preparation.

Mrs Hope Checkley did absolutely nothing to right the wrong her staff in Walmart Cortland Manor westchester county office, didn?t enter any of my Merrill Lynch information correctly. The staff there at Cortland down loaded the information from the internet and something wasn?t ready or incorrect I ended up paying back 1268. 00 dollars back to IRS also her staff never entered the unemployment correctly took the deduction but never entered the income?. I called numerous times and they just gave grief and neve

I used Mrs. Checkley's services in the past for my tax preparation and was thoroughly pleased! Everything was handled in a timely and professional manner, thanka again Mrs. Checkley!

Hope is an experienced accountant who has been handling my finances for close to 7 years. She handles everything in a timely fashion and offers good advice.

She?s Very knowledgeable about all the changes happening in the business and taxation world. She?s proven to be reliable and trustworthy with my financial information. She?s an asset on any team!!

You are the best agent ever Your professionalism is second to none, the way you handle and explain this business to your clients is on point and superb, I will definitely recommend you to others .My only problem is that they don?t have a six ??

Hope provided me with professional and Courteous tax information. I genuinely look forward to her doing my taxes every year?

Available in a timely manner and effectively handles every single aspect of my attacks efficiently, effectively, and professionally!!! Ms Hope for the win always

Easy to reach, makes sure she explains everything. Personable and professional! Love her!

The people and staff were great which made the experience seamless. Looking forward to do business with you guys again.

Expensive Better you do your taxes your self

Great Service keep up the good work!!!!!

Late on Filing your Taxes?.Hope Checkley has your back

Nice place great people

Nice place great people

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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