*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.*
1508 Stampede Ave
Cody, Wyoming 82414
They ar every helpful even though they are extremely busy. I appreciate that they try to get a resolution quickly.Michelle has always responded quickly and if there was an issue she got back to us asap. We are grateful for her and Gary taking care of our business.
Gary and his team did an excellent job with my LLC's taxes. This was my first time working with a CPA, but Gary and his team's open and quick communication made everything a breeze. 10/10!
Gary Wantalok (Dark Horse CPA's) is great to work with. We've been searching for an expert CPA for many years and quickly became tired of what we were finding. With other CPA's, I always felt like I taught them a tax/accounting lesson after we met. But, with Gary, it was the exact opposite. He is a master of his trade. We learn something new every time we talk with him. His team is amazing, friendly, and always happy to hear from you. Highly recommend!!
Recently moved from Ohio and needed to file taxes quickly. Gary and his team got me up to date in a quick and timely manner. Could not have picked a better cpa
Gary Wantalok has been an amazing resource and a trusted advisor for all our CPA needs. We've been working with Gary for many years and his attention to detail and out-of-the-box thinking have been instrumental for our personal and business accounting needs. We've worked with him for so long, he feels like part of our family!
Gary Wantulok & his team at Dark Horse took on the accounting of my brother's estate. In these trying times for our family, Gary and his team addressed all tax issues with the care, compassion & professionalism, the likes of which I've rarely seen throughout my business career. I am confident, regardless the level of complexity, that Gary & his team will provide you with that same degree of professionalism & the highest competence. Thank you Gary & Dark Horse!! Michael Armstrong
Professional people Gary is always very knowledgeable.
Michelle's love of details and passion for her clients make her a delight to work with!
Excellent - Gary is trustworthy and reliable!
Absolutely stellar service!! Gary ROCKS!!!
Great team to work with!
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.