*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.*
1010 W Lake St
Minneapolis, Minnesota 55408
I have been a client of Corneliuson & Associates for many years, and I can't say enough good things about their team?especially Greg Grmitko. Greg has always been incredibly responsive, knowledgeable, and thorough in handling my accounting needs. His expertise and attention to detail have been invaluable in helping my business run more smoothly. If you?re looking for a reliable, professional, and client-focused accounting firm, I highly recommend Corneliuson & Associates!
We use Corneliuson & Associates both for our payroll and all of our accounting needs. We are very happy with the quality of service we receive from them. Patricia Blanchard works with my accounting department on payroll and is very efficient. I deal directly with Greg Gmiterko for all of my business accounting needs and he is great. He gives me sound advice and he is very friendly and helpful. If you are looking for a new accountant, I highly recommend!
Greg and Meng are great to work with. Our business has grown a lot since we started working with them a few years ago. They are reliable, I am happy to say accounting and taxes is not something we worry about as business owners since we started working with them. Our business's favorite service provider!
Corneliuson & Associates has been a partner in our business for one full year now. We could not be more happy with the relationship! They have ensured all financial aspects of running our business have been completed on time and accurately. We receive reports every month accurately and in a timely matter. For the first time we are tax planning with forethought and strategic thinking.
I feel great about the experience so far. We are well beyond the year marker. Mike, Meng, and all the team have been great! So many less concerns to focus on financially, so I can focus on my best work. They have provided solid advice for business and personal growth. I really appreciate the care for us on all levels.
Switching to Corneliuson & Associates is, hands down, the best move I've done for my 20+ year business. I was very happy with my old accountant, but they were progressing towards retirement and I felt that I needed a fresh path to take me down the other 20+ years I anticipate at my business. They are on their game and very detail orientated. I run my business the same way they do and could not be happier. They cover all aspects of what I need: Tax filings, Payroll, 401K entries, answer questions when I
Corneliuson has taken care of my book keeping and accounting for over 20 years. I am thankful to have them working on my behalf. They are very responsive, helpful, and aggressive at keeping my tax burden as low as is legal. Their expertise is worth what I pay them to keep them on my team.
Diligent, professional, knowledgeable, responsive. We have been with Corneliuson many years and have never considered looking elsewhere for our accounting, payroll, and tax preparation
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.