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Dana Arth CPA LLC

Dana Arth CPA LLC

Reviews Summary

Most reviews praise the CPA for exceptional service, accuracy, and responsiveness, with many highlighting personalized attention, deep tax knowledge, and resolving complex issues. Staff are described as professional, helpful, and proactive. However, a few criticize poor communication, high fees, and unkind staff, feeling overcharged or ignored. The overwhelming majority recommend the service highly, emphasizing trust and expertise.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

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
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

707 NE Woods Chapel Rd

Lee's Summit, Missouri 64064

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I have used Dana and her team for a number of years for my tax returns. It?s a great team. Always helpful and understanding if I have questions. I would refer them to any of my friends for their tax needs.

I was referred to Dana by a friend of mine who is a Private Wealth Manager at a large local bank. Her knowledge & experience has proven to be a life saver! So far she has helped me organize a complicated tax situation, set up my LLC & sent filing reminders when needed. I love the fact that whenever I have a question - the answer is only a phone call or email away. She and her staff are very helpful, responsive & professional. If you are looking for a CPA to help you with complex filings or even a more si

Dana goes out of her way to give you personalized attention and listen! She has done an amazing job at our taxes and always got us more than we planned. She is able to answer our questions quickly and is so knowledgeable! She is the best cpa I have ever worked with! Highly recommend!!!!

Dana did a great job looking at all the values affecting my taxes. She was very responsive and cared deeply about doing a great job. Her work is of the highest quality and I HIGHLY recommend her for tax work and strategies for wealth management. She is easy to work with and very professional.

I hate to have to leave a bad review and try not to unless I feel others need to know for the future. I hired Dana right before tax season a few years ago because our other CPA was overworked and understaffed. I stressed to her how important it was that we had someone who responded to us if needed. Dana is a kind person, but I firmly believe they are too very understaffed and overworked. The staff she has hired is nothing like her character. They are all incredibly unkind and short. I have a tremendous amou

We appreciate Dana Arth CPA and the entire team. Just in our first meeting, Ms. Arth answered more questions and provided more guidance for my business than my previous CPA did in 15+ years. Ms. Arth nor her team are ever too busy to answer my questions or help. Plus, they kindly remind me of deadlines. I don't enjoy taxes, but the team at Dana Arth CPA makes it a painless process.

I have been very pleased with Dana Arth and her staff! I was referred to her by my mentor/boss and have never been happier. Very responsive to my questions and so patient. Their guidance and direction has helped me feel more at ease with the tax filing process. So thank you Dana and Staff!!!

I had a $10,000 false IRS infraction caused by a previous accountant that I used. I hired Dana because she came HIGHLY RECOMMENDED to help me show that we had already proved that we did not owe the money. Dana jumped on it and spent countless hours on the phone with the IRS, providing them all the info they needed and getting the matter resolved, which my previous accountant refused to do. Dana is now our FAMILY ACCOUNTANT and has helped save me THOUSANDS OF DOLLARS!! Would highly recommend to anyone! -Cyn

I use Dana Arth CPA for all of my tax needs. They have been very helpful when it comes to the tax side of my business. They will take the time to answer all of your answers. I've never seen a team work so hard behind the scenes to insure that a job is done correctly.

Ms Arth has been my CPA since 2014. She has done an outstanding job with both our personal and business accounts and taxes. She is up to date on tax laws and doesn?t miss a thing. She is awesome.

Dana Arth CPA has done all of my payroll and business taxes for two years. Everything is accurate and on time. They do a great job and could not be happier with them.

I will never go back to them ever again they charged me with a $1,000 I asked then just to look at my taxes see how much they would charge me to do them they went a head & done the filling I told them if they were going to charge me allot I would go to some where else so now I can't get my taxes back tell I pay them I told them I don't have that kind of money but they do not care so stay fare away from them money hungry people if she is with bbb i will be checking on that i will put a black mark on her

Anytime a person will tell you what you need to hear and face a angry customer it's a sign of integrity. Dana has plenty!

Did a great job! Very easy to work with!

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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