*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.*
5775 Wayzata Blvd Suite 700
Minneapolis, Minnesota 55416
David is very knowledgeable and also very personable. He handled our complicated situation very easily and always with a smile, never making us feel poorly about the somewhat unorganized state of our records. When we mentioned we were making an international move, he did not bat an eye and has been able to continue to help us remotely with efficiency and kindness. I highly recommend his services as a CPA for personal and/or business tax needs.
We have been very impressed with the great service and knowledge that David presents. He handles the complexities of our tax filing with ease and always has recommendations for us to help maximize our return. We would highly recommend his services!
David Geslin has been my accountant for business and personal income tax for many years. He has soooooo much more to offer than being a "tax preparer." Where to begin? He cares about small businesses, and he's very good at counseling a small business owner in many areas. He's kind, funny, creative, and just plain smart. Now that he has his daughter working with him who is both an attorney AND a CPA, you cannot go wrong. He delivers all the services we need, as well as some we haven't even explored yet
David is knowledgeable, professional and responsive. David always has time to address my questions and concerns. David and Amanda project calm and organization at tax time. I am always relieved to have their competence and assistance with my business and personal tax preparation.
David and his staff have taken the necessary time and energy to always stay well versed and up to date on the latest changes in tax laws. This is one reason why I have a confident contentment in the knowledge that my taxes will be done right. It's a bonus that he and his staff are just good people who care about you. Taking the time to help you understand the what, why, how, etc. is a characteristic of the way that they conduct business. This makes it very personal. I appreciate that.
David was able to take my tax situation, involving multiple businesses and income streams, and get it filed with no hassle or complication. He also gave me as much time as I needed to ask questions, gather documents, and make sure I understood the process. David is definitely the right guy for small business taxes.
David has been great to work with. Honest and straightforward. He's assisted me in taking a bad, convoluted situation and turning it into something I can manage and understand. Definitely recommend his services .
I came to David with a unique tax situation, which he handled with confidence and professionalism. His humanity and passion for the work were plain to see every step of the way. I highly recommend him!
We've been clients of David for probably the last 5 years and couldn't be happier. Even since we've moved, I'm glad we're able to stay connected and maintain our relationship through the years. Highly recommend!
David is knowledgeable, thorough, professional and I believe he has my best interests in mind. He takes the time to figure out what is needed and how to get our items done in a timely and friendly manner.
David is very knowledgeable of the tax laws, diligent and accurate on the preparation of my taxes. He provides excellent advice on tax planning as well. He?a also a good coach in providing professional and personal guidance. Mike Wright
Nice, Friendly, Knowledgeable. David respects my time and dose not constantly contact me to try to sell me more services. He always answers when I call and usually responds to my email with in a day. He dose not nickel and dime me for 5 min questions and clearly defines any extra services and what they will cost a head of time.
This year was my first year filing taxes with an accountant. I worked with Amanda Tukey at David J Geslin and had a great experience! I am self-employed and an artist so my taxes were no walk in the park, but she was very patient with me and taught me a lot! On top of her other qualifications, Amanda also has a law degree, so she is super knowledgeable. Now i file my taxes quarterly (one of the many things i learned working with Amanda) and I have very little stress about my taxes. I will definitely be fili
Wonderful team and very responsive. They offer multiple methods of meeting which meets my needs. David explains everything and I feel there are no surprises. I would recommend him to friends and family.
I've used David for several tax seasons now for both personal and business taxes. He's been a pleasure to work with and I've been very happy with the service.
David is excellent! Very knowledgeable on current laws, trustworthy, and always makes time for his clients.
David provides great support and expertise. Very happy with the results and tax service.
David is attentive to our business and personal needs and always happy to answer questions as they arise, not just during tax time.
I've had great experiences with David, him and his team are responsive, helpful and great at what they do.
We are looking forward to working with David again this year to prepare our tax returns.
38 years of good, dependable service. Many thanks, Tim and Elaine Maher
Excellent work, friendly and knowledgeable!
Friendly, professional, and good
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.