*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.*
110 N Union St
Kennett Square, Pennsylvania 19348
My husband went to an initial in-person meeting for our small business and everything seemed great but our impression was quickly changed to one of frustration and disappointment. Here are a few issues we experienced: - Cynthia does not respond to email or voicemail in a timely manner. She would leave us hanging for days to WEEKS... if she responded at all. This was particularly pertinent when we emailed to ask that she halt work on a task, didn?t get a response, and then (of course!) got charged for hours
I would like to recommend M. Cynthia Quinn, CPA and associates to anyone that needs financial guidance. I'm a business owner and I bring all my business tax preparation, SEP retirement planning, and business questions to Cynthia Quinn. Cynthia and her staff are extremely knowledgeable when I have business related questions. Their assistance is accurate, timely and helpful. I have recommended her services to several acquaintances, whom have also been very pleased with the services Cynthia provides.
Cynthia has been doing my taxes for years, and I have consistently been extremely satisfied. She always has an answer, even to complex issues. Cynthia is readily available and offers understandable explanations to tax inquiries.
FANTASTIC!!! I would give 10 stars if possible. After completing Federal, PA, DE returns I was stumped by the Kennett EIT return with both local EIT AND Wilmington City taxes with held. Keystone instructions and phone were of zero help. I explained my question and said since I didn't need taxes completed I would be willing to pay an advise fee. BUT not necessary. I was provided a very detailed explanation of how to file the credits as neighborly advise. THANK you so much for your kindness to this taxpayer.
They failed to file 1099 for a house we sold with our tax return, which resulted IRS letter saying we own IRS a lottttttt of money. When we asked them to fix it, their attitude was 'has nothing to do with us' and 'not our fault'. Anyone who has a slight sense of business practice knows that is the worse response to address an issue with a customer. In the end, we were in their office multiple times asking them to get on the phone with IRS to solve the problem. I evaluate them as text book poor customer serv
Cynthia and her staff are the best in the business. Effectively communicates with colleagues and customers. Continuously strives to improve profits, productivity and performance targets.
They did a thorough job of preparing us for the tax meeting, the tax meeting itself went great, the taxes were done well and on time, and I would happily work with them again. In fact, I called them today to set up this year's tax return.
Not only is she a great account but she's a wonderful person as well. She has gone above and beyond countless times for me and continues to do so. Absolutely the best.
Cynthia Quinn is courteous, knowledgeable, and patient. She always gets the work done in a timely manner.
Cynthia is an awesome CPA. I would recommend her services to anyone who wants the job done right.
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.