*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.*
706 Mountain St NW
Jacksonville, Alabama 36265
Adrianne and her team are absolutely wonderful!! We have used H&R Block and Turbotax in the past and Adrianne made the process 100x easier! All we had to do was email our tax forms and last years return info and fill out the client form provided on her website and she had our return ready in no time! The only time I even had to go in office was to pay her and sign my return. 5 minutes tops! We will 100% continue to go to her for all our accounting needs.
Adrianne is amazing. We have had her do our taxes the last several years. Last year we didn't have anything to file so I didn't contact her. She contacted me to see if I needed her to file an extension or anything! That's when I decided that she is the only to to ever do my taxes. She knows her stuff and is excellent at it. Always makes me feel like I'm the most important client. She gets them done in a timely manner and she's always quick to respond. She is amazing. Seriously go check her out!
Trust and respect, knowledge and wisdom are the foundation of my relationship with Curvin Accounting. Adrianne and all the team members are very professional and helpful. They respond quickly and with a friendly attitude that makes working with them so enjoyable! I couldn't ask for anything more.
We have been using Curvin Accounting, LLC for over 20 years. We have multiple businesses, as well as, our own personal taxes. No matter how difficult or simple our taxes end of being, we are made to feel like we are their #1 client. To say this business is top-notch would be an understatement. I highly recommend Curvin Accounting, LLC for your yearly taxes, monthly book keeping, and basically all your business needs. ??
I have been using Adrianne for over 10 years. As a dentist, most of my time is spent on patient care, I have very little time in my work day to look at numbers, so Adrianne handles all my payroll and tax needs. She is a blessing!
Mrs Curvin is a knowledgeable accountant and or taxes were done extremely quickly even with the amount of extra forms that had to be completed what with retiring, getting married, selling a house, moving, etc . I wouldn't hesitate to use her accounting service again!
Great to work with! Very knowledgeable! I would definitely recommend!!!
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.