*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.*
7981 168th Ave NE Suite 222
Redmond, Washington 98052
Paid $250 upfront for a tax return review. What I received was not a review, but a vague spreadsheet with numbers and zero documentation or math to back it up. Despite providing all tax forms, including the original preparer?s worksheets, I was repeatedly told things were ?missing? ? which turned out to be false. When I pointed out inconsistencies (the CPA?s numbers were off by nearly $1,500), I got condescending responses rather than a genuine attempt to help. No transparency, no accountability, and certa
I?ve had a great experience with Clare Accounting Group! They were able to answer all questions I had regarding getting started on my own business, and were super understanding and helpful with slowly walking me through the process for when I decide to take that jump. They were able to take on my taxes for me also which allowed me to avoid the stress and confusion from doing them myself!
Highly recommend Clare Accounting Group! Everyone on their team is knowledgeable, has a great attitude, and wonderful to work with. I had such a wonderful experience!
I have used Clare Accounting group for a number of years now. Prompt, professional service and knowledge of tax law that saved me money without skirting the lines and getting me a possible audit! Highly Recommend CAG~
Used them for my taxes this year. They were really helpful, even with the country in quarantine they were able to file my taxes quickly and efficiently. Not to mention they were very helpful and kept me updated and informed throughout the process. Will definitely use them again!
I've been overburden with my business and Clare Accounting Group stepped right in and is guiding me through the process. I'm lucky to have found them.
Best accountants I?ve ever worked with! Great knowledge, great communication skills? l own a real estate company and accounting has always stressed me out? with Clare Accounting Group, I?m in great hands!
Had a very good experience with this accounting group. -Intelligent and professional accountants. -Prompt response -Easy to work with -Swift tax filing Couldn?t ask for anyone better.
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.