*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.*
176 Granite St
Quincy, Massachusetts 02169
I have had very good experiences with Dennis and Associates. When I had a conflict with the IRS, I called Dennis and Associates for help and they went out of their way to help me solve the problem swiftly and accurately. David has always given solid business advice and he makes it simple and understandable . His office has always been kind and responsive to my requests.
I am very grateful to the people at Dennis & Associates, and I have complete trust in their ability to calculate my taxes accurately. I value greatly their expertise and I appreciate their detailed instructions for filing and paying my taxes as well. The lack of the fifth star on the rating may be my problem, not theirs. I don't always get answers to the questions I have about my taxes, and I probably should have more guidance on managing my assets to minimize taxes, but have not directly asked for their
I have been having Dennis & Associates do my yearly taxes for over 25 years by both father and son. Ever thoughtful, and genuinely warm and professional, I having nothing but high regard for their expertise in handling my financial matters. I hope to see David's son carry on the tradition of honesty, and integrity that I find refreshing year after year.
I have been doing business with Dennis and Associates for approximately 30 years and have always had a great experience. Dave and the staff have always been attentive to my changing tax needs. Great service at a affordable and fair price
This office is full of amazing people! Everyone is so helpful and always on the ball. David, Arlena, Nicole, and everyone I've had interactions with have been great. I highly recommend this office
Dennis and Associates is a firm that cares. Not only are they professional, but constantly go the extra mile to make sure their customers have the best experience. I've worked with them for 18 years and every interaction has been helpful and positive. I honestly don't know why anyone would go anywhere else!
Dennis & Associates is a great company, they always provide solid, accurate tax & business advice. They are the first people I call when I am looking to make a business decision. Dennis & Associates is always available to help me, any time and I always appreciate their sound advice.
I've been working with the team at Dennis and Associates since 2001, and they are an essential part of my planning process. I couldn't say enough good things about the high level of professionalism, knowledge and care that I have experienced from David and the team over that time. I've relocated half way across the country, but would never consider switching accountants.
David increased his price half way through preparing our 2021 taxes. His admins are rude and not qualified to do their job. His electronic review and signatures of taxes never worked with problems with the links. He would promise one thing and do another. Going back to Turbo Tax.
The Matthew 20;17 of bookkeeping and accounting! In layman vernacular: They're pretty darn good. #2 on 1/18/23... "There's that terrifically timeless classic that suggests: The customer is always right...Well, in this case, I was not...After searching for a better deal, I returned to Dennis & Associates to file my business and personal 2021 tax returns...I needed them rushed. Tax deadline was in less than 48 hours...And, forget the 4th quarter of a conference finals to go to the championship or the 2 minut
David and his team are incredibly professional and pleasant to work with preparing my company's tax returns and handling my pay roll. David is always there for business advice and appreciate his staff year after year.
I have been with Dennis & Associates for over 20 years and would not think of going anywhere else. Their expertise and customer service is 2nd to none. If you are looking for a new CPA, this is the office to serve you.
Exceptional firm run by a detail focused team of professionals. Dennis and Associates make tax preparation painless and are a pleasure to work with.
For the last 15 years oNe of my favorite days is tax day with Dave Dennis. He takes all the mystery out of paying taxes and gives great financial advice.
We are a family of two "young professionals" and I was not sure what level of service our situation would required. Dennis & Associates (David) provided me with all the prompt, helpful and honest insights I was looking for. Thank you,
David Dennis has been my account for many years, for my small law practice and for my personal taxes. He and his team are great, I Can't say enough good things about him.
We have been using Dennis & Associate for a very ling time and are quite happy. I assume that Josephine and Dave never sleep since they are always available for whatever we need.
Season after season Dennis & Associates really do follow through with results. Thank you. Rich and Liz G.
Appointment is always on time and David makes sure My taxes are on time
Great firm, have used for a few years now. Highly recommend
This team of accountants are truly wonderful and always available to help. Thanks Dennis and John!
FANTASTIC at what they do. Fast response times , and always make time for my questions and concerns!
Incredibly knowledgeable; service on all fronts is at the highest level.
Great firm. Go see them and see for yourself! Friendly staff!
Excellent, really knows his stuff, and how to explain it to non accountants!
top notch crew with a great set of professional services !
David is always very responsive and helpful!
Very insightful recommendations.
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.