*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.*
850 Bellefontaine Ave A
Lima, Ohio 45801
I'm very pleased with the level of service and commitment that I receive from Deifendeifer Accounting. They are professional, personable, and quick to respond and offer advice. I recommend them without hesitation.
I called to get general information about my new small business and Anca gave me great advice and pointed me in the right direction. She took time out of her busy day to help guide me through this very new world of owning a small business. She was very helpful and friendly even though I was not retaining their services because at this point in time my business is too small. Deifendeifer Accounting is definitely a business trying to help other businesses thrive! Absolutely 5 stars!
Deifendeifer are absolutely professional and kind every step of the way. They helped with a few issues of doing things incorrectly in the past and helped set up a system with their services where that is no longer a concern. If you have a small business and want to have peace of mind with your taxes year round I absolutely recommend Deifendeifer Accounting!
I had no experience with running a business. But with the help of a local lawyer and Deifendeifer Accounting, I was able to get working! They truly are the small business specialists. I?m so glad I found them, and would recommend their services to anyone!
Started using Deifendeifer Account two years ago for payroll for my small business. We loved how the staff took care of us so we have them do our Federal tax return. If you are looking for an account that will work with your small business and help guide you. Look no further!
Deifendeifer Accounting is Great. Professional People giving you sound advise to any questions I have. They have always been a great asset to be relied upon.
Great company to work with. Very thorough with our business forms, and filings within the year. Always helping us and answering any questions we have.
First time customer for doing my taxes this year made it very easy and simple and was willing to explain to me the breakdowns to make sure i wouldn?t owe next tax season definitely a returning customer
We use Deifendeifer Accounting and Tax for our payroll, accounting and taxes. They provide great service, have easy systems in place that make it easy for a small business.
We were looking for a company that would do everything we needed accounting wise for my company so I could focus on the work and everyone there collectively do exactly what we need everyday so I can do just that ..AMAZING STAFF.
Be using them for business accounting as well for personal very professional, staff is amazing to work with would highly recommend them
Great people to work with! Friendly, helpful, and fast reponses. Would recommend to anyone.
Phenomenal accounting service! Recommend them highly!
Bethany is amazing. They are a great accounting firm.
Great staff and informative when it comes to tax laws
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.