*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.*
44 Princeton Ave
Brick Township, New Jersey 08724
Our experience with Chris was great right from the start. This was my first time using an accountant to handle my tax returns, and was very cautious about who to choose. I made multiple calls to different accountants in the area, and came across Chris's information through google. He was extremely thorough on our initial call and made me feel very comfortable. He made our first time experience easy and effortless. Not only did he help get us a sizable tax return, he is helping us plan for my family's futur
Christopher Dennis is the best ever!!!! He offered a free review of my tax return a few years ago and found errors from the previous from the previous tax preparation service. He amended my return and and got me the money I had to pay with the original filing and additional money. The whole process was quick and easy. He is super smart and is straight up. I will be a client forever.
Keith Sabin has been taking care of my taxes for a number of years now. Each year he takes the time to explain new tax laws that have come up and he takes the time to explain everything with me. He always goes above and beyond to research and find what will work best for me and my personal situation. He is extremely knowledgeable and I would recommend him to anyone.
Having a small business for years, my experience with accountants has been lacking to say the least. Fortunately, I found Chris at CK Accounting group to be outstanding. From my first meeting I could tell that Chris as very organized and up to date with accounting issues. Chris helped me with information that benefiting my company in ways that other accountants lacked. Do yourself a favor and go with this company.
Chris has been doing my taxes for 5 years now. I am very comfortable with him & the other accountants in this firm. I know when tax season rolls around I can count on C&K accounting group to take care of my tax situation and its always simple and very helpful for me. I appreciate all that they do for us.
You have a lot of options - go for a different one. Especially considering the price point. Things like: - misspelled name - incorrect address - failure to file If they can't get the basics right, how can you trust that the complexities are being handled with care? Chris Dennis is nice until things (inevitably) go wrong, at which point you can expect to be treated with aggravated condescension and defensiveness. If you like to pay someone else to blame YOU for THEM not filing your taxes as agreed upon, t
Keith is extremely knowledgeable in the new tax laws and keeps me informed as to how they will affect me and my family. It is this type of commitment that makes me very comfortable, knowing I can always rely on him to stay on top of everything.
Keith Sabin sets the bar for how professionals should be : he is no nonsense, takes care of business and gives 110% for his clients
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.