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Cook & Plunk CPAs

Cook & Plunk CPAs

Reviews Summary

Cook & Plunk receives overwhelmingly positive feedback for their professionalism, expertise, and responsiveness in handling accounting and tax needs. Many clients highlight their fair pricing, local knowledge, and exceptional communication, with several noting quick turnaround times. Long-term clients praise their consistent reliability and accessibility. However, a few mention challenges with scheduling appointments or delayed responses, particularly for new clients. Most reviewers strongly recommend their services for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Outsourced Accounting
Small Businesses
Individual Taxpayers

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
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Outsourced Accounting
Small Businesses
Individual Taxpayers

Contact Information

Address

220 Town Center Pkwy #203

Spring Hill, Tennessee 37174

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-4PM
Tuesday 8:30AM-4PM
Wednesday 8:30AM-4PM
Thursday 8:30AM-4PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

This year, we decided to switch to a new tax preparation service after using the same one for over 15 years due to them outgrowing smaller clients. We found Cook and Plunk and scheduled an appointment with Jim. He was very friendly and helped us gather any missing paperwork. During our brief 30-minute meeting, he mentioned it might take a couple of days to complete my return. However, just an hour later, he called to say it was done. I?ve never experienced this level of professionalism with my previous tax

When my husband and I first moved here we had an out of state CPA, who has been with our family business for over 25 years. The longer we tried operating in TN with an out of state CPA the harder it got. So we were on the hunt for a local CPA we could meet in person if needed, someone who knew the local state/city/county fees and could help us make sense of all of it. But most of all we wanted a firm that would communicate. Our last CPA was never available to talk when we wanted to talk and never calle

We have been using Kim for years for our taxes. She does a great job and is always available for any questions we have. Highly recommended!

We just moved to Tennessee and Cook & Plunk were happy to take over our complex accounting and taxes for us. We are extremely pleased with their professionalism. Highly recommend them.

This place NEVER answers their phones and if they do, they schedule you a phone call that is at least 1 week or 2 weeks later to have a very small amount of time to talk about anything possible significant. I've called them multiple times and never got anything else but an answering machine and that is it. If you need taxes done, go somewhere else because they take FOREVER to get back to you or never do.

The rating is based on trying to obtain an appointment, impossible! I called in December to schedule, they were booked out and no accepting any new clients. I have heard they are very good.

I have working with Kim Plunk with my business and personal taxes since 2004 and have continued with her since she and Rachel started Cook & Plunk - they and their staff are always very professional and helpful - their fees are fair and reasonable - I can always reach them by phone, text or email for support - I strongly recommend them for your CPA needs

Best CPAs I have ever worked with. They helped me close down a family member?s small business after they had passed and were phenomenal to work with. Highly recommend!!

Rachel Cook does our taxes and she is spot on, professional, and timely. I recommend them to businesses and individuals!

Wonderful talking with Kim. Cares about her clients deeply!

Great service very knowledgeable highly recommend

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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