*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.*
80 Eagle Valley Ct
Broadview Heights, Ohio 44147
Concierge CPA has completely changed the way I approach tax season. In the past, I worked with CPAs who were reactive, which often led to surprise tax bills and last-minute stress. Since switching to Concierge CPA, that?s no longer a concern. They take a proactive approach by building a personalized tax strategy tailored to my unique situation?and they don?t stop there. They continuously review and adjust the plan as my financial picture evolves throughout the year. It?s clear they genuinely care about hel
So thankful I met this team. As a new business owner I was lost when it came to hiring a CPA. I was doing it all on my own. For the past few years they have been there every step of the way as I've grown my business. Providing services that are vital in growing a successful business. They have been available at all times and in constant communication when needed. It's a relief knowing my business has this team. ?? Highly recommend
Borbala and the staff at Concierge CPA's have been nothing short of amazing! The professionalism is next level. So much direction given and assistance with securing government funds during the covid years. I recenelty recommended a fellow business owner who can not stop talking about how much $$$ Concierge CPA's has saved her and helped get her books in order. If you are shopping around, make sure you put them on the list to interview with. You will not be sorry.
My companies have worked with the exceptional team at Concierge for over five years and we wouldn't be here without them. Concierge's leader Borbala is not only one of the best in the business, she's a listening + empathetic ear that helps businesses navigate the inevitable ups and downs of the business cycle. We're grateful for our partnership + recommend Concierge to folks serious about excellence + growth.
I can?t recommend my CPA highly enough! They?re so much more than a tax preparer ? they?ve become my outsourced CFO and a true partner in my business. As someone who runs a fully remote company while living full-time in an RV, my financial world isn?t exactly ?standard,? but they?ve handled it all with ease, clarity, and expertise. They?ve helped me navigate complex tax situations, identify smart deductions, and save a significant amount of money over the years. Their guidance has been instrumental in keep
Concierge CPAs receives my highest recommendation! I spent years trying to find someone who could offer unbiased guidance and that wouldn't just regurgitate conventional financial approaches and finally found it with Concierge CPAs. I love that they are knowledgeable in many approaches and that I can trust their recommendations. They are an example of what businesses should look like-reliable and professional, but also warm and caring. As miserable as doing taxes can be, the best part of tax season is g
Borbala and her team are amazing! They do the accounting for both our small businesses and our personal taxes for the last 5 plus years. Never an issue, always there when we have questions. We couldnt ask for a better partner who we now consider friends. Do yourself a favor and at least take a meeting to meet them, you will not be disappointed.
We have used the Concierge team for more than 10 years. When I retired from full-time employment and began working as a self-employed consultant, we wanted to ensure that we handled the associated tax requirements properly. Borbala and her team have been excellent! They are prompt, thorough, and professional.
We?ve been using Concierge CPAs for about 10 years. I met Borbala at a networking event and instantly knew that she was knowledgeable and kind hearted, and she hasn?t disappointed yet. Since then I?ve recommended Borbala and her team to family and friends over the years and all have been so happy as well!
I?ve had the pleasure of working with Concierge CPAs, Inc. for the past six months, and I am truly impressed with both their expertise and dedication. When I initially started working with them, I was facing a complex set of issues left behind by a previous accountant. The financials were in disarray, and it was overwhelming to even know where to start. From the very first meeting, Concierge CPAs, Inc. demonstrated a high level of professionalism, patience, and deep knowledge of accounting practices. They
I highly recommend Concierge CPAs! The team has been so friendly, honest, and genuinely helpful with all of my tax needs. (This was so refreshing after working with a number of accountants that were not this way.) From filing annual taxes to tips and advice as an American living abroad, I've been nothing but impressed by this team.
Great experience with Borbala and her team. They cover every Tax need you may have, from a simple filing to complex LLC structure. The response time is excellent which gives you peace of mind. Recommended hands down
Look no further please!!! Concierge CPA is an excellent company who cares deeply about their customers and their stellar reputation!!!! All I can say that we have been working with Borbala and Laszlo and their team for years!!! Extremely reliable, prompt ,responding on the same day!!!! EXCELLENT!!!! I am personally a small business owner and truly impressed and inspired by their professionalism and customer service!! Top over the top! Thank you for looking after my business and family Consierge CPA!!!
Your search for the BEST accounting group Is over! Concierge CPAs will go above and beyond all of your expectations, take away the fear and worry that taxes and money management can bring, and make you feel like family in the process! Borbala and her team are the best decision I ever made for my businesses and family!
Borbala and her team at Concierge CPAs have been life changing for our small business. We couldn?t be where we are without them. Kind, respectful, accessible, and brilliant are just a few of the words we would use to describe this group. We are grateful!
Concierge CPA has been nothing but excellent! Have been working with them for years for personal and business needs. They have helped me and guided me in so many ways. Couldn?t ask for a better team! Highly recommend.
Concierge CPAs lives up to its name with personalized service and expertise designed to manage your finances and tax liabilities. Although they represent many law firms and foreign owned business, they are equally equipped to represent business of every kind and nature especially those owned by entrepreneurs.
I have been working with Concierge CPA?s for many years. Every year has been great. Even though I have not lived in OH for a few years, I remain with Concierge CPA?s because of the knowledge, service and personal touch they provide! Highly recommend!
Concierge takes all of the hassle and stress out of filing taxes. Their response time is excellent and they always provide thorough, and easy-to-understand answers to questions.
Conceirge CPAs live up to their name. Far beyond just tax return preparation, I've had first-class guidance from them for many years. I'm happy to say that they've exceeded my expectations, which were high.
Barb is fabulous!!! So so helpful, kind and brilliant. She has helped me navigate through complicated taxes due to divorce and many other things.
I have worked with Borbala and Concierge CPA's for several years and appreciate their professionalism and also the services provided for both my personal and business accounting needs.
They are absolutely professional and knowledgeable CPA's. Their knowledge goes beyond what you would find at any other CPA's. Truly recommended.
Everyone at Concierge CPA is wonderful! They take their time to explain everything and take the stress out of tax season. Very grateful to be a client!
Borbala's team has helped us in countless ways over the years. I would recommend them for any complex business or personal tax issue and especially for planning and advisory services.
Borbala and her team are wonderful! Skilled, intelligent, kind and always go above and beyond for their clients. Highly recommend their services.
Team team at Concierge CPAs, Inc are the best! They are always very helpful and respond to my questions quickly.
Have worked with Concierge CPAs for years. They provide excellent service and are friendly to work with. Highly recommend!
The team at Concierge CPAs is fantastic. I've been working with them for several years, and they've been instrumental in the growth of my business. I've worked with other CPA firms - and the difference Concierge brings is that they are more than a CPA firm. They work to understand your business, constantly evaluate your finances and your financial infrastructure to align with your goals, and are always looking out for more ways to support their clients!
Honest and helpful team with an excellent, professional service ..recommendation to every one ! Agnes Gallo
When It Comes to CPA's! You cannot ask for anyone,any other Team that does it better! These Guys are always there for any assistance needed, any information on or off the clock! You will become a part of the Family~ To Borbala and the Team! we are so grateful to be your clients! Rosie Rosario Galaz-Norris Chef Owner The Tomato Guys Ltd and Pachamama Kitchen and Garden.
Concierge CPAs, Inc. is a great, effective, and growing business, accounting, and tax adviser company with knowledgeable and thorough leadership and staff members. Thank you for your work!
The team at Concierge CPA's is amazing! I actually brag about how great they are to work with and constantly recommend them to my friends with small businesses.
I can sleep well knowing my business and personal taxes are handled by this firm. I wish I would have found them sooner.
An amazing resource with thoughtful staff.
We have worked with Barb for years, super helpful
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.