*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.*
610 Warren Ave
Bremerton, Washington 98337
Worked with Fuad getting my affairs in order. It was a great experience as he was efficient, timely and professional. Couldn?t have asked for better
I had the pleasure of working with Fuad, and I couldn't be happier with the outcome. With two businesses and multiple income sources, my taxes were quite complex. However, Fuad expertly navigated me through the application process and various forms, ensuring everything was done correctly. What truly impressed me was the seamless online experience; despite the distance between us (he's in Washington, I'm in California), we managed to accomplish everything virtually. I highly recommend Fuad's services to anyo
Fuad is an outstanding senior accountant for tax and accounting services. Working with him has been a game-changer for my business. His extensive knowledge and expertise in tax laws and accounting practices have saved me both time and money. Fuad's attention to detail and proactive approach ensure that all financial matters are handled accurately and efficiently. Moreover, his ability to explain complex financial concepts in a clear and concise manner has been invaluable to me as a client. I highly recommen
Clarke and his staff have been doing my taxes for over 15 years. Clarke does our personal taxes and our business taxes. He and the staff in Bremerton have always been courteous and professional and very easy to communicate with... Highly recommend
I HIGHLY Recommend Clarke Whitney as an accountant. He has been doing our taxes for years and is extremely thorough, accurate, and prompt. I would never considering using anyone else.
I wish I could give 0 stars. Unfortunately. I wanted to see if a CPA was something that could benefit me and my fiance. Sat down with someone who worked there and they listened to our plans and concerns and gave us the advice "you don't need a CPA, you're young and smart and can figure it out". Then proceeded to bill us for the amazing advice.
I have been doing business with Clarke Whitney for 38 years now and have been happy with him . He also did my business accounts please visit Clarke you won't be sorry
Clarke took over our family trust which was quite complicated. Sorted it out and filed our taxes for us the last 4 years. Couldn't ask for better professional help.. Charlotte DuBois Dorshkind
My first and last time using this company for my taxes. Very unprofessional! This post is edited because I was threatened with legal action. I was very unhappy with my services, and they never tried to resolve our issues.
They have been doing my taxes for over 20 years, and still do them even tho I have moved to a different stare.
Mr. Whitney really cares and is VERY smart. Highly recommended fo each major life event.
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.