*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.*
20-37 48th St
Astoria, New York 11105
Working with David has been one of the best decisions we have made for our business. He has been handling our company?s taxes and bookkeeping for several years now, and we could not be more confident in or grateful for his expertise. David is not just a CPA, he is a trusted partner. His attention to detail, deep knowledge of tax law, and ability to simplify complex financial matters make him an invaluable asset. Most importantly, he is someone we trust completely. With David, we never feel the need to doub
The CPA Group has been instrumental in helping me achieve my dream of starting my own LLC. Their team provided exceptional personalized customer service, guiding me through every step of the process with professionalism and expertise. They took the time to understand my business goals and offered tailored advice that set me on the right path. From tax planning to financial guidance, The CPA Group has been a reliable partner, and I couldn?t be more satisfied with their service. Highly recommend them to anyon
I worked with David Z at the CPA Group and I could not have been happier with my experience. He helped us file for our LLC and paid attention to every detail and pointed out things other accountants never would?ve spotted. Highly recommend!
We recently used The CPA Group for our taxes at Compound Assistants, and the process couldn?t have been easier. From start to finish, they made everything smooth and hassle-free. Their team was quick to respond, extremely knowledgeable, and handled all the details, allowing us to focus on growing our business. If you?re looking for a reliable CPA team that makes tax season stress-free, we highly recommend The CPA Group!
Ever since our first introduction call for the consultation, David has been very helpful and throughly answered all of the questions I had. He is very responsive and professional. I would recommend David to anyone looking for a CPA!
As a pharmaceutical consultant with a 1099 and my husband who recently opened his own medical practice, we were in need of strategic tax planning. Our friend referred us to the CPA group, and it was honestly such a easy and pleasant experience. I never understood, the difference difference between entity types, like s-corp and LLC?s but not only did they help us open our business entities, they are saving us thousands in taxes for 2024. Our next project with them is to open up a trust and do is state planni
My experience filing my taxes with The CPA Group block online was pretty effortless. I am a busy person and so the convenience of having somebody complete this service for me for a fair price is perfect for me. My tax agent took the extra time to answer all my questions during our phone call and I feel like I have a clear breakdown of everything. Overall a friendly, fast, convenient experience. Will continue to use this service in the years to come
I was looking for a proficient tax accountant in NYC and someone skilled in entity formation. The CPA Group was exceptional. They expertly navigated me through setting up my business entity and handled all my tax requirements with ease. Their expertise and meticulous attention ensured a smooth process. I highly recommend their services to anyone in need of reliable and expert accounting support in NYC.
The CPA group is a perfect place for your business solutions. I was looking for a right person to take care of my complex business accounts as well as its tax filing. CPA Group made it so easier for me. Now I have clear picture of how my business is progressing. My heart-felt thanks to the CPA Group for giving me their best services. I highly recommend to use its services.
The Team at CPA Group has been an invaluable asset in managing the finances for our multiple dental clinics. Their expertise in the healthcare industry and proactive approach have helped us streamline processes and maximize our financial efficiency. Highly recommend for anyone needing a knowledgeable, reliable accountant!
I've been working with this NYC-based accounting group for several years, and they have consistently exceeded my expectations. The team is incredibly diligent and attentive, always going above and beyond to ensure my financials are in perfect order. They keep me informed every step of the way, explaining complex details in a way that makes sense. They are proactive, catching potential issues before they arise, and always respond promptly whenever I have questions. It's clear they genuinely care about their
I'm a full-time trader for 15+ years and finding a CPA that was a good fit for me took a while. After going through a few, I was referred to The CPA Group from my friend in Long Island. They know help me with submitting quarterly estimated taxes and helped me open my business entities in order to reduce my tax liability. I'm also now creating a Trust through them and will continue to use their services for the foreseeable future
I?ve been in the automobile car industry for almost 2 decades and have yet to meet a CPA in Long Island of this stature. They really took the time to understand my business? financials and have since been providing me with real insights on how my business is doing. Every week I receive custom sales reports, every month i receive my custom financials, and every quarter we updated my company?s projections and budgets together. I never had a fractional cfo before but I gave it a try with TCG and have already s
I do consulting as an attorney and needed tax advice on setting up an LLC or an S-corp. Truthfully I was pretty confused on how to go about this as I started making revenue from my consulting business. I wasn't sure if I had to issue payroll to myself or file quarterly estimated taxes, and other stuff I read about as a self-employed professional. The CPA Group helped clarify all of this and advised me on the process of setting up an s-corp so that I can save thousands of dollars a year on self-employment ta
Taxes are the bane of my existence and the CPA group made the accounting process of my business easy and headache free. If you?re looking for a top notch business accounting firm then the CPA group has your back. These guys are top rated accountants who provide you with value and strategies you need to be successful in your business.
I've been looking for an accountant for over 2 years now and I was introduced to David from The CPA Group and I've been a very satisfied client since! The level of professionalism and knowledge from these folks are very helpful. They guide you every step of the way and are fully transparent! Would highly recommend.
The CPA Group made the entire process for filing my s-corp taxes seamless. I was 3 years behind on bookkeeping and was looking for a cpa in NYC that I can grow with. Feel like I got lucky with TCG as they cleaned up all my bookkeeping, issued financial reports for my business and filed all my prior tax returns.
The CPA Group did an excellent job with my cost segregation study and S-Corp creation. They found significant tax savings and made the process clear and efficient. Highly recommend anyone that?s in real estate to work with them!
We hired The CPA Group to do our bookkeeping, financial reporting, and tax filings for our partnership and s-corp taxes. I've dealt with a number of tax accountants in NYC and CPA tax firms in long island and needless to say the level of communication and service TCG delivers is bar-none. Looking forward to having them as our nyc tax accountant for years to come so that we can continue to optomize our business taxes.
Did my income taxes with The CPA Group. Not only were they able to boost my returns for the year but, they were hassle free, communicative, and efficient. Looking forward to filing my taxes with them every year!
The CPA group made my entire filing process extremely simple from start to finish. They definitely make filing season way less stressful than it needs to be.
Very helpful and professional, had Dave help me out with my taxes and it was a very smooth process. Also gave me some tax advice that helped me save some money on my taxes. Highly recommend!
Excellent work. Fast, efficient, thorough. A big help during tax season. Thanks David!
Quick and easy. Dave handled the entire process to file our taxes. Highly recommend
Great service, very knowledgeable, guides and recommends services to best fit your needs. 100% recommend.
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.