*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.*
A 68 Inverness Ln E #200
Englewood, Colorado 80112
I had a fantastic experience working with Steph on my taxes this year. I typically do my own returns but because my tax situation changed this year I did reach out for professional guidance and couldn?t have been happier with the service received! Steph had a lot of knowledge that was specific to my case and she made sure to ask relevant questions to make sure I had the best chance of maximizing my return. She was very polite and pleasant to talk to, and also very thorough in all communication as well. Woul
For many years I used an advisor that didn't seem to give us much attention. I was referred to Don's team and will never leave now! I primarily worked with Steph on his team. Her attention to detail, thoughtfulness, and communication was top notch. She asked detailed questions about our situation, and made sure to explain how the applicable tax rules worked. I felt comfortable trusting her and knowing that she was optimizing our return. Thanks Steph and Don!
Don has completed our taxes for over 20 years. He has been thorough and complete year after year. He has directed us on making changes as needed for the new year. We highly recommend Don and his Associates for Income tax processing.
Don has been doing our taxes for over 40 years. He is always informed of new tax laws, ensures we receive all the deductions available, and gets our taxes done quickly! Thanks Don!
For over 30 years I have placed my trust in Don Morrow & Associates. Don and his staff provide reliable and expert counsel and service that you can be assured is accurate and complete.
Don and very detailed and explains everything very well. He is willing to stay late and work weekends to ensure everything is done in a timely manner. I would recommend Don to anyone doing their taxes.
Don and his team have been doing my personal taxes and my family's taxes for years! No matter where I go in life, this team will forever have my business! Thank you!
Don is always super friendly and helpful and his fees are very reasonable.
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.