Compere Robinette CPAs (CRC)

Compere Robinette CPAs (CRC)

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and personalized service. Clients praise the team's responsiveness, thoroughness, and proactive approach to both personal and business tax needs. Many emphasize long-term trust, with recurring mentions of clear communication, timely assistance, and stress-free experiences. The firm is repeatedly recommended for its integrity, attention to detail, and ability to simplify complex financial matters. Clients value the year-round support and feel confident in the team's guidance, often describing the service as exceeding expectations.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
High-net-worth Individuals
Startups
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
In-person Support

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
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
High-net-worth Individuals
Startups
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
In-person Support

Contact Information

Address

761 N 20th St

Ozark, Missouri 65721

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

I don?t remember how we started with CRC. Keith Robinette was our preparer. When Keith retired, we Drew Kevin Yount. To our surprise, my wife had known Kevin since he was nine years old. Drawing Kevin as our tax preparer and consultant was our lucky day. Kevin is totally knowledgeable of the tax codes. Kevin is a Godsend. Also, Mike as I know him shows there?s still a lot of nice people out there.

The team at Compere Robinette is absolutely fantastic! Gary has done our personal and business taxes for several years and we couldn't be happier! We appreciate his knowledge and expertise, as well as the friendliness of the entire team. They are all a very personable, relatable team - which makes tax time a lot less stressful!

This year was the first time getting my tax return done by someone other than myself. CRC was easy to work with and as my complexity has grown they helped me save a lot of taxes. The value was great to me. I highly recommend them.

I've been using CRC to file my taxes since I had my first full time job in 1999. There is such a comfort in knowing you can trust a business to consistently do an amazing job, and that's what I've experienced here. Gary is incredibly knowledgeable, professional, and kind and somehow manages to make "tax time" enjoyable. I actually look forward to doing my taxes each year. I really hit the accountant jackpot by finding this place all those years ago!

Gary Wood, at Compere & Robinette CPAs, does a superb job handling our tax needs. He takes as much time as is needed to get information and answer questions. He makes everything easy to understand. I have every confidence in his ability to take care of our taxes, and have encouraged my relatives to use him. I highly recommend Compere & Robinette for any of your tax/accounting needs.

We have been working with Compere Robinette for almost 3 years now and couldn't be happier with the relationship and services they provide for us! Kevin and Ben have been tremendous in assisting our growing company to not only keep our finances in order, but to be a resource to talk through any number of issues or opportunities our business encounters. They've been proactive to offer us ideas and systems to improve our company along with the regular input on our financial statements to identify both positiv

Mark and I just want to give a cyber high five to the Compere Robinette CPAs for allowing us to be a part of their streamlined clinic for tax prep. They made the process so easy with around a 15 minute intake session followed by preparing our taxes and getting them all ready to file in under an hour. CRC has been preparing and filing our taxes for years. They?ve always done a fantastic job. With some minimal organizational effort on my part, the clinic got us through the tax season painlessly. Thank you, CR

Through my work as a Financial Advisor, it is imperative that I have someone I can trust for tax advice for both myself and my clients. I would recommend Gary and Kevin at Compere Robinette CPA's to anyone. They work with over half of my clients and have been very knowledgeable as I myself transition from a W-2 employee to a K1 employee. If you are a business owner, or even an individual with a complicated tax situation, these are your people. They are diligent, professional, and trustworthy!

CRC is always great to work with for our annual tax filing, including our farm taxes. We've used them for 10+ years and have recommended them to our friends and family. But recently they really came through in a pinch when we were doing some refinancing with our bank! They were very responsive to our requests, and helped us make the bank financing easy for us!!

My husband and I have known Gary Wood for 10+ years. He is an amazing friend and businessman. He has exclusively handled our tax preparation and finance questions for years. We would never consider using anyone else. Gary and his team are remarkable, professional, friendly, and always helpful. His level of knowledge and professionalism is matched only by his integrity and thoroughness.

Gary and the rest of the staff at Compere & Robinette CPA's are stellar. They work hard to develop an overall tax management plan for each client (ahead of time) allowing peace of mind as you enter tax season. Paying tax isn't ever enjoyable, but they take much of the stress out of the equation. They speak in terms I understand (remember, I'm not a tax accountant or I could do my own returns!) and ensure I am comfortable before leaving my appointment. Thank you to Gary and his staff!

I was referred to Gary Wood at Compere Robinette CPAs last year and have come to realize that Gary and the staff at CRC are all very professional, personable and very knowledgeable in all areas of accounting, not just taxes! They have always answered all my questions so that I understood the options and what would be best for me! They have done a fantastic job with my taxes and helping me get all my accounts in order! I highly recommend Gary and CRC for all your accounting needs!

I used to do our taxes myself, but when they started getting more complicated, I had to get some help. Compere Robinette got us through those tricky years wonderfully. Things have simplified again over time, and I could probably do our taxes myself again, but I'm sticking with Compere Robinette. They do fantastic work and are always super helpful. It's a huge weight off my shoulders to know we're getting the best possible results.

Kevin & the team at Compere Robinette have been assisting us with our personal taxes before we had children. They are extremely personal, professional and easy to contact. The team at Compere is respnsive, prompt & all around effective! I wouldn't go anywhere else!

I started my real estate photography business about 10 years ago, and things got pretty complex in a hurry, to the point I realized I needed a CPA to do my taxes. Kevin Yount was patient, guiding me through what I needed with a fledgling business. A few years later the business has really taken off. Kevin handles our personal taxes as well as the business corporate taxes, and his staff takes care of all of our payroll. They schedule yearly reviews, making sure we are always heading in the right directi

Gary has handled both our personal and business taxes for a couple of years and we could not be happier. His expertise, honesty and guidance has put our minds at ease knowing he has our best interests at heart. We would highly recommended Compere Robinette CPAs.

i have been a CRC client for 3 years, having moved to this area from Illinois. My local Financial Advisor suggested Kevin Yount as my CPA. Sharon was the receptionist at my first visit and helped establish a friendly business-relationship. Kevin was also very friendly and we established a great working relationship. He has always promptly responded to my questions, demonstrated professional competence, and produced excellent tax returns. He takes the time to assure I understand what has been filed.

When my wife and I moved to Ozark from another state to be near one of our sons and his family, we looked for a tax preparer. I didn?t have to look far because Gary Wood and I were in Rotary. I have been very impressed with Compere Robinette CPAs? professionalism. Every January Gary?s firm mails me a packet that details what I need to do before meeting with him. Gary?s advice regarding required charitable distributions from our IRAs has helped reduce our taxes, while benefitting our designated charitable

We have utilized Compere and Robinette in Ozark, MO for over 32 years for our CPA services. Their willingness to understand your business sets the parameters on how they provide their excellent customer service. The transition from Keith Robinette to Kevin Yount was done with professionalism and loyalty. We trust them with our valued assets and will continue in the future. Outstanding firm!

CRC gave great advice, completed my tax return quickly and accurately!

We have been with Gary since he joined the firm and he has never ceased to impress us with his knowledge of tax laws and the best application thereof for our business account, our personal taxes and for our estate planning. Even if some of my questions have been about obscure notes I have gleaned in reading tax articles, he has recognized the point I am asking about and easily explaining how it does or doesn't apply to us. Kudos to their team as well.

There are things you have to do as an adult that you figure will never fill you with joy, much less be something you gush about on the regular. Finding someone to do my taxes when I decided to freelance full-time was one of those things. The team at CRC - particularly Kevin - have shown me that boring adult stuff like having someone do your taxes can be a joyful, stress-free and pride-inducing experience. We've had CRC doing our taxes for 4 years now, and to anyone and everyone that asks (or doesn't) I gus

Kevin has been preparing taxes and managing financial details for me for almost 20 years. His team is excellent, he's quick and responsive, and I trust him completely. Thanks CRC team!!

We have been with Compere Robinette CPA's for a number of years. The most amazing part about working with this Firm is that they are truly there to help you and answer questions in such a way that we, the layman, can understand and evaluate with this excellent, clean communication. We have had several emergencies where we needed answers immediately ~ and they were there!! We highly recommend them to one and all! SV

I have been using Gary and his staff at Compere and Robinette for years and can?t say anything but great things about them. Very knowledgeable, friendly and a pleasure to work with. I remember my first time using Gary he looked back at some of my old IRS filings from a previous CPA. Gary found an error in one of the old fillings and had me re-file to get more $$$$! He has a client for life!

Compere Robinette CPAs were able to navigate difficult filings and catch me up to date where other accounting firms could not because of the nature of my business. Ben Zachary is awesome. He understands the complexities of entrepreneurship and the tax filings that go along with it. Thank you guys!

CRC did a great job communicating throughout the tax preparation process to let me know of any outstanding items or documentation needed. They were proactive and ready to answer any questions I threw at them.

Every year during tax season, I always take my tax returns to Ben Zachary at Compere Robinette. He is very professional and I received my tax return in a very timely manner. I highly recommend Compere Robinette CPAs for their personable and excellent service.

I have known Gary Wood for over a decade and he has been a great source of information throughout the years. He is always willing to answer a quick question anytime and has always completed our taxes in a timely and efficient manner with a smile. Compere Robinette CPAs is the perfect combination of friendliness and professionalism!

Compere Robinette CPAs has always implemented the best practices for our tax issues. Gary Wood is down-to-earth and sincere in his dealings with us. I highly recommend this institution for your CPA needs because they will work for you and yours.

Ben Zachary and the staff at CRC are always a pleasure to work with. They have been so helpful assisting me with many unexpected problems over the years as well as our business and personal taxes. They go above and beyond to get things resolved . I highly recommend them

I have known Gary Wood for many years and have always found him to be very knowledgeable and professional. He has done my taxes for years, and I have referred several friends and customers to him. I would highly recommend Compere Robinette CPAs.

We have worked with Gary and Kevin over the last 6-7 years. They have always made time for our questions and concerns and have answered them truthfully. If they didn't know the answer they found someone who did. We couldn't have been more pleased with their work. It is reassuring to know that there are young, energetic, thoughtful and competent yet compassionate professional CPA's out in the marketplace. I highly recommend them!

Gary and his team welcomed me as a new client over 4 years ago. The service I?ve experienced at Compere & Robinette has exceeded all of my expectations; they?ve answered any and all questions that I?ve had (no matter how outlandish) with the upmost respect and professionalism. I hope to continue this relationship for many years to come!

We recently started working with Compere Robinette CPAs and we have been thoroughly impressed with their communication, knowledge and guidance. Every time we get off the phone with Kevin we feel motivated and refreshed rather than stressed out and frustrated, like we have felt with CPAs in the past. I highly receommend Kevin and Compere Robinette CPAs!

I am on a small business in Ozark Missouri. CRC has been taking care of me for 11 years. I cannot say enough about this accountant firm. I would give them 10 stars if I could. They are a wonderful team and I am very pleased with them. They handle my taxes and all of my payroll. If you are looking for an awesome accountant, you should check them out. You will not be disappointed!

I love having our tax's done at Compere Robinette! Who can say they LOVE tax season!? You can, when you get them done here, Gary is GREAT and makes it a smooth and easy process! Hands down the best :)

Gary and his team have gone out of their way to work with me on my small business and personal CPA needs. I am never surprised and I always know what to expect, I appreciate that. They are always available to answer my questions Which gives great piece of mind and they make my administrative bookkeeping life a breeze because I don?t have to do it myself! I highly recommend this team! Thanks Gary!!!!

I have been a client of the CRC Team for many years. They are passionate and innovative people, who truly care about their clients. I rely on their expert advice and guidance throughout the year. I am very grateful to have such a qualified CPA company, and their amazing staff, by my side.

Gary and the team at CRC are top notch. They are not only experts in their field, but they are real people who care about their real customers as people and THEN as customers. If you are looking for the services of an exceptional CPA... consider your search complete. They are the real deal!

This firm is absolutely outstanding. I was just about to start my business when we decided to partner and thanks to their excellent guidance I am proud to call us a profitable, successful business. I honestly couldn't have done it with out them! Their transparency, knowledge and outstanding customer service have been invaluable to us!

CRC has done our taxes and helped with tax planning advice for a number of years. Their entire team is professional, knowledgeable and friendly. Would highly recommend them to anyone looking for CPA's.

The owners and staff at Compere and Robinette are very knowledgeable professionals and have been very attentive to my needs from day one. As a new business owner, their services have taken a great burden off of me so I can do my job. I would highly recommend them to anyone.

As a person starting a new business, Kevin Yount at CRC helped me identify potential concerns and best practices. I am much more confident as a result. He is professional, anticipates questions, and has a deep well of knowledge and experience.

Kevin provided a creative response to a rather complicated objective I had for 2023. The objective required balancing several criteria other than just tax considerations. I am very pleased with the outcome.

Compere & Robinette is an outstanding CPA firm, with an outstanding staff. They take the time to make the tax return process as easy as possible on you. I would recommend their services to anyone!

Gary and the team at Compere & Robinette simplify the accounting part of our business. They are a full service firm that does a great job with all of our personal and business accounting needs from bi weekly payroll to year end tax preparation.

The team at CRC has continually shown professionalism and expertise. I was impressed from day one. I really appreciate that they are proactive when they don't need to be. It's been a joy to work with them for business and personal taxes. I look forward to a long-term relationship with a team I can trust.

We have been very impressed with our CRC Partners. They want to work with you in your business and help you achieve your goals. Their communication and professionalism have earned our business and our recommendation for their partnership. We would recommend CRC without reservation.

The tax preparer CRC gives you each year simplifies the process of collecting all the data needed to file taxes. CRC is always looking at ways to streamline their processes. Great CPA's and Great, competent staff make up this Great business.

Saying we are grateful to have them as part of our team is an understatement. We?ve appreciated the candidness and feel it's always been in our best interest. This year they?ve been extremely beneficial in helping us reduce our tax burden. And always the right way. Thank you very much.

Gary and his team have been so helpful. Their advice and direction have been proven wise and insightful for both the short term and long term. Professionalism with a genuine personal interest is apparent in every contact. I?d highly recommend them.

I can not say enough good things about Compere Robinette CPAs. They go above and beyond when it comes to professionalism, courtesy, timeliness and attention to detail. I am proud to be associated with such fine people. Their work is exemplary. I'll be back.

I found Ben and everyone at Compere & Robinette very professional and their knowledge of tax law as well as every day business accounting was above my expectations. Being in private business the past 35 years plus i highly recommend there services.

Waited until the last few days to file my taxes and thought I would need to request an extension, but Ben was able to take care of everything on time. First time I have used their services and I was very pleased!

Not only is Kevin our friend but he is also now our CPA! He gives excellent service and we know we can count on him for advice anytime we need it. We highly recommend Kevin and his team!

The team at CRC has exceeded any expectations that we had when we partnered with them this past year. They are always quick to respond and answer any questions that we may have. They are very informative and keep in touch throughout the year. We could not be happier to have CRC as part of our "team" at Atchison Electric.

CRC has been nothing short of amazing! I am so thankful to have them behind my business! They are always there when I need them and they reach out to me via ways of communication that are easiest for me. They are always super positive, in addition to being very knowledgable. I couldn't be more satisfied with CRC! If you want people who care about YOUR bottom line, you have found them!

Worked with one of the owners for years. Once he branched off and went to Compere & Robinette, I started using them as my accountant. Couldn't be happier. I always am terrible about signing e-docs and they work with me without ever making me feel dumb for causing them more work. Would recommend to anyone

It's hard to put into words how much this team means to me and my businesses. I'll start with the obvious: they are hard-working, responsive, and knowledgeable. Emphasis on hard-working. In times of relative peace, they handle all the little things with an attention to detail. In the era of Covid-19, they are really on top of it, translating legislative documents to language I can understand within minutes of federal guidance being released. They have been SO GOOD in fact that I've been INSISTING to friends

I have been a customer for over 5 years now and CRC has been indispensable. They are prompt, kind, very knowledgeable, and a joy to work with.

I've worked with Ben for about 4 years now and he's been nothing but helpful with both my personal and business accounting needs. Not only during tax season, but with anything that comes up throughout the year. Would recommend them to anyone!

This is a firm that genuinely cares about their clients. Everyone we?ve had contact with (Sharon, Matt and Gary) has gone above and beyond to exceed expectations. They are patient and friendly, and their work is excellent.

Very professional and quick to reply to any questions. A perfect fit for my small business and able to handle our payroll and taxes as we grow. Very upfront in their costs with no hidden fees. Very pleased and thankful I found them!

I highly recommend CRC. They are excellent to work with and very professional

Taxes are complicated enough with just personal, but when we added a business structure it was beyond me. Gary Wood, CPA, has been a real help to us at every step of the way, from tax prep to planning. Thank you!

Gary Wood has been our CPA for six years now. His expertise, diligence and genuine concern for our business and personal finances continue to meet or exceed our expectations.

The staff at Compere & Robinette are professional, accurate, and helpful. They give great guidance and respond back in a timely manner when I have questions. I would highly recommend this accounting firm.

Been using CRC for years now, always impressed with them. They truly make the bookkeeping and tax process painless and as hands off as it can be, which as a busy business owner is key!

Amazing to work with and we have had zero reason to question the work put into our taxes. Ben is quick to respond and will work to find the answer we need if he doesn't know it right away. Very much recommended. We use them despite being 3 hours away.

Can?t say enough about the expertise at CRC. We appreciate the ability to trust the team so we can focus on our business. Sonja is absolutely amazing and such a valuable asset to the team. Thank you CRC for your excellence!

This was our first year with CRC and the experience has been wonderful. Top notch service from start to finish. Excellent communication from everyone the team. Could not be happier!

We've done business with CRC for several years now. I recommend them to anyone. From simple to complex files, they are at the top of their game with professionalism, customer service and ROI.

Ben has been a great help to my business. His advice has served as a source of comfort and confidence when it comes to dealing with taxes and accounting issues. Thanks Ben!

I have known and used this firm for years. Always very professional and competent. Fees are fair and they get the job done on a timely basis. Can't say enough about them.

We count on Compere Robinette each tax year. Our retirement planning lawyers referred us to them.

Benjamin Zackary is excellent to work with. He is very knowledgeable and will help you maximize your allowable deductions. I would highly recommend Compere Robinette.

Trusting your CPA advisors is a huge deal, and Compere and Robinette in Ozark MO has earned my business trust and loyalty. Great firm!

This firm is the best. Knowledgeable and professional team members and they follow through on their work. Highly recommend for you tax and accounting purposes.

We have used Compere & Robinette for the last 17 years and are very happy with their services. When we have any questions, we can call and get help quickly, usually as soon as we call.

They are very professional. They take the worry out of the tax season. I have been very pleased with their service. I have enjoyed working with Ben Zachary.

Kevin is a life saver. He responds within minutes and always helps us as much as he can. He seems to go above and beyond! He gives us so much peace for tax season.

These guys are top notch. My accountant Ben is incredibly professional and unfailingly polite. I would recommend them to anyone looking for a good accountant.

CRC is great to work with. They answer all of my questions and they're able to get our tax returns done efficiently.

We have tried them twice. Both times they have messed up our taxes. We than have to pay more to the IRS, and they refuse to help without charging again. Even though it was because of their mistake. Never going back.

Gary does an excellent job and is very easy to work with. I am so happy I found Compere Robinette.

Ben and the team we?re extremely helpful and did a fantastic job on my personal and new business tax returns. Very impressed!

Gary and the entire team at Compere & Robinette are great. They went above and beyond for me and my clients. Thank you!

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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