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Donaghy Kimball LLC

Donaghy Kimball LLC

Reviews Summary

Colleen Kimball is highly praised as an exceptional tax accountant and CPA, consistently receiving perfect ratings. Reviewers highlight her professionalism, thoroughness, and deep tax law expertise. She excels in communication, responsiveness, and personalized service, offering valuable advice for both business and personal taxes. Clients appreciate her reliability, honesty, and ability to simplify complex tax matters. Many note her promptness, organizational skills, and willingness to go above and beyond, including availability outside standard hours. Her transition support for new clients is also commended. Overall, she is strongly recommended for her knowledge, integrity, and client-focused approach.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Professional Services
QuickBooks

Contact Information

Address

Jamison Business Center, 1780 Kendarbren Dr Suite 106

Jamison, Pennsylvania 18929

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I cannot recommend Colleen enough. She has been an asset to my business both in bookkeeping and tax document preparation. She is organized, professional, efficient, and easy to work with. She provides follow up to ensure follow through of her clients which is sometimes necessary and appreciated, particularly with a busy professional practice with lots of balls in the air. If you need a business partner to help with your bookkeeping/tax prep work, Colleen should be your first call.

I have been using Colleen?s accounting and Tax Planning services (Donaghy Kimball LLC) for several years and have been very happy. She is thorough and really understands my businesses needs. Also she has helped me navigate all the challenges that my business faced during Covid. Furthermore she is honest, fair, reliable and extremely knowledgeable in her field.

We moved our accounting to Donaghy Kimball, LLC this past year. Colleen is a great communicator and was a pleasure to work with this year on our tax needs. Our taxes were done promptly. I highly recommend her services.

Colleen Kimball is our business tax accountant, and she provided and still provides an invaluable consult and service. She was available to us any day, including weekends, and always provided the utmost professional input and advice. Colleen's innate ability to execute our business and personal tax return is beyond my expectations.

I am a business owner and have been working with Colleen kimball for nearly a year now and I couldn?t be happier with her services - she is responsive, thoughtful, has good ideas and proposes meaningful recommendations and offers solutions. I have worked with many accountants over the years - in fact, I?man executive coach that works with CPAs exclusively, so for me to sing her praises this loudly - it means something!! Have I mentioned that Colleen is also an attorney!!? She is one very smart lady!! She g

Colleen is a pleasure to work with. She is very forthcoming, prompt and extremely helpful. She did a great job on our taxes! I highly recommend her.

The accountant that I used for over 25 years retired, and I was forced to find a replacement last year. I feel very fortunate that I reached out to Donaghy Kimball LLC. Change has never been easy for me, but I was made to feel very comfortable at my first meeting with Colleen. She made my transition very simple, and responded to my questions and concerns in a timely, respectful manner. I am so very grateful that I found such a competent CPA to guide me through the very stressful task of filing my taxes.

I share with you because when you find someone who is fabulous at what they do ,can explain and listen then you?re truly lucky! Colleen is trustworthy and so knowledgeable and we are very fortunate to have her help us with our business. So whether it be for personal or business I highly recommend Colleen!!!??????????

Coleen is quick and very professional. She is very thorough and is a good communicator. She has excellent knowledge of the current tax laws and gives good guidance. Disappointed and let down by my previous long-term accountant, I was very grateful to find her.

After years of frustration with accountants who rush me through meetings or discount my opinions, I have finally found an accountant who listens to me, answers all my questions and validates my concerns. Colleen is honest, thorough and pleasant to work with. I would strongly recommend her to others for personal or business accounting.

I would HIGHLY recommend Colleen for your personal and business taxes. I know from experience as she does both for me. Her knowledge about taxes never ceases to impress me and her integrity and commitment to her clients is just as impressive!

Very promptly, very thorough, very accurate and VERY nice insight/knowledge of opportunities. I highly recommend using Colleen Kimball

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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