*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.*
1207 Military Rd
Niagara Falls, New York 14304
Vincent DiMarco is awesome! He always responds to my emails quickly. He processed my taxes within 24 hours of me dropping them off. He's always willing to help me. Im a picky person too so....if I'm happy I'm sure you will be.
Great service! I was referred to Vincent this year and after have one sit down with him realized he was very knowledgeable and helpful! Answered all my questions plus some and his knowledge goes further than just tax returns and such. Can?t wait to continue working with Vincent moving forward he has truly made my life way easier on a business level and personal level! Thanks!
Vince is the best! He always answers my questions promptly and takes care of more than just my taxes. Anytime I don?t understand a form or action that?s needs to be completed, he either takes care of it directly or walks me through what action is necessary. Vince is very personable and has always made me feel comfortable to approach him with any concerns. I highly recommend Vince DiMarco.
Best accounting firm I have ever had. I own and operate multiple businesses and Dimarco Tax & Accounting Services has been a true Godsend. Vince is attentive to all of my businesses needs and expectations. I will never use another accountant as long as I am breathing. True experts in their field and genuinely great honest people people. I highly recommend this firm for business and personal accounting.
Vincent is very efficient, knowledgeable , and professional. He had my taxes done within a day! Any questions you have he answers with ease. Both my husband and I are happy to have found him as our new accountant. ??
Mr. Vincent DiMarco (Veteran Friendly!) helped me with my taxes this year that were complex as I retired from Federal Service, withdrew funds from retirement funds, managing a military retirement income, as well as starting my first year in buisness for myself! On my very first meeting and sharing of documents, he recognized many areas of concern that we were able to fix, as well as many areas for savings I was not aware applied to me! It is February 19 2024 and I am sooooo happy and relieved at my much
Very good and very knowledgeable. He takes the time to answer any question you have.
Totally recommended!!! 5 stars all the way!
Awesome, courteous and honest!
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.