*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.*
1455 Leary Wy NW Suite 400
Seattle, Washington 98107
I had an exceptional experience working with EA Febie and the team at Count on That. Febie demonstrated remarkable expertise and in-depth knowledge in both personal and business taxation. Her commitment and dedication were outstanding?she graciously took on my last-minute request and diligently worked through the night to ensure my tax filing was submitted before the IRS deadline. This level of professionalism, reliability, and customer-oriented service is rare and deeply appreciated. I highly recommend Feb
My experience with Jeff and his team and Count on That was brief but terrific. I reached out with questions regarding the steps needed to start a business I had been dreaming about. Jeff very gently led me to my own realization that this dream could very well be a nightmare. He's a wealth of experience and very open to share his insights that proved to be invaluable. I spent a small consultation fee that will end up saving me thousands of dollars and years of stress in the long run. The only bummer abou
Jeff and his capable staff helped me get my business off the ground with a simple but comprehensive Quickbooks Online bookkeeping setup and payroll service. They're able to answer my many questions quickly and carefully, and their tax advice has given me useful insights. I'm grateful to Count on That, LLC for helping me understand the numbers side of running a small business.
I've been working with Count on That for the past few years and I'm very happy with the services they offer, their communication, helpfulness, and availability to meet with me. I would recommend to friends in a heart beat. Thanks Jeff and team!
Jeff: Compassionate, intelligent, funny, patient, and most importantly: Knows ???? his ???? stuff???? You want to work with someone like Jeff who is transparent and willing to share what he knows. He walked me through the process of bookkeeping and was so incredibly patient the whole time. By seeing the process of bookkeeping by trying it out I definitely see the value of having someone who can help manage that aspect of business. I highly recommend him for CPA services!
Jeff and Febie have been super on top of my taxes this year, and they got me a very favorable refund. It is the best experience I've had with an accounting firm. Highly recommended.
Count on That is an exceptional accounting firm. Every person we have had the opportunity to work with has been outstanding. We placed our trust in this firm when we started our business and they have been there every step of the way as we have grown since 2019. They are not only experts with accounting practices, they wrote the book on how to provide elite customer service and build loyalty and trust.
As a small business owner who is illiterate in number crunching and financial tracking, we've hired Jeff to manage our books and make sure we're operating healthy. The past 6 months have been smooth sailing without me having to do anything with numbers. He's even pointed out some things we should be doing to save money on taxes! Definitely recommend!
EXTREMELY unprofessional, we ended services Dec 26. Jeff sent an invoice that I questioned since I believed he had previously billed me before for that month of service. I had requested all invoices from previous months of service and he failed to send any. He then went into my bank account in January without authorization to pull the money out himself after our services have ended. That is theft and a police report has been filed.
Jeff is great to deal with. He was very patient with my inexperience and answered all my questions. He even stayed late with me to catch me up on bookkeeping I had let fall behind. His prices are very reasonable! I highly recommend him
Answered all of my tax-related questions and then some, team was very friendly and professional. Had a great experience, would recommend them to anyone.
Not great. Not the best CPA firm in Seattle. Avoid please
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.