*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.*
595 Shrewsbury Ave Suite 206A
Shrewsbury, New Jersey 07702
Kevin and his team have been doing my tax returns for years now and they are fantastic. With the constantly changing tax laws, knowledge is power and they have no lack of it. The IRS is not an institution you want to mess with, so it's a huge piece of mind knowing everything is being handled correctly. Thanks, Kev & team!
David has helped me settle very complicated taxes since my mother's passing. Frankly, I understand none of it, but I never worried because David made it as seamless and easy as possible. And I must bring attention to Donna, who is so kind and easy to communicate with. Donna was such a helpful point of contact, always ready with clear and concise communications of what was needed. Thank you both so much for helping me navigate something that was overall very scary for me! I appreciate it so much.
Not happy with this practice. My return was not completed on time and I was lied by the receptionist that my return was completed at one point, and I would have it the next morning, which never happened. And an extension was filed for no apparent reason. And they are charging me an amount that is way more than I have ever paid for a return. Needless to say, I will not be returning next year.
This Muldowney team is great. At LG Insurance Agency, we use this firm on a regular basis for monthly reporting and financial report preparation. Kevin is professional, timely and knowledgable. I appreciate all that they do for our business.
Not happy. Still waiting for our taxes to be done. Service has gone down hill this year. Did not respond to numerous emails. Still not sure if they will get it done on time.
The Muldowney firm has handled my residential Co-op for over 15 years with efficiency and knowledge. If any queries, we always get an answer the very next day. What can you say?
Highly recommend David M. Muldowney, Jr., CPA for all your personal and business accounting needs. They are so responsive, helpful, friendly and keep our business and personal finances in order! Thank you for all you do for us each day!
We had our first meeting with David and he was really knowledgeable and helped answer out questions. We are looking forward to possibly working with him to help us with our tax burden
I have been going to Dave for 35+ years. Very professional, detailed and small enough to give client proper customer service. Highly reccomend!
I am now addressing the second time my taxes have come back to me as underpaid due to errors in filing.
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.