Doug Zandstra CPA CFE EA

Doug Zandstra CPA CFE EA

Reviews Summary

Doug consistently receives glowing reviews for his expertise, efficiency, and exceptional customer service. Clients praise his ability to handle complex tax situations with ease, offering clear guidance and quick responses. Many highlight his professionalism, approachability, and sense of humor, making the tax process stress-free. His thoroughness, attention to detail, and proactive advice save clients time and money. Customers appreciate his reasonable pricing, seamless virtual services, and willingness to go above and beyond. Long-term clients and newcomers alike highly recommend him for personal and business tax needs, emphasizing his reliability and trustworthiness.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
International Tax
Forensic Accounting
High-net-worth Individuals
QuickBooks
Remote Services

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

Tax Preparation
Tax Planning
IRS Representation
International Tax
Forensic Accounting
High-net-worth Individuals
QuickBooks
Remote Services

Contact Information

Address

9040 Town Center Pkwy

Lakewood Ranch, Florida 34202

Hours

Monday 10AM-12AM
Tuesday 12-6AM,10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-3PM
Saturday Closed
Sunday Closed

Customer Reviews

After 15 years with my previous CPA (who moved onto a new area), I was nervous about finding someone new. But, I couldn?t be more pleased after the good fortune of finding Doug. From our first phone call, his responsiveness and clarity stood out? he took the time to understand my situation, provided solid, straightforward guidance, and ensured everything was filed in good time working with my heavy schedule. What really impressed me was his transparency, responsiveness and knowledge. I look forward to conti

Doug is very friendly, professional and approachable. He takes the time to answer any and all questions and turned my tax filing around in a timely fashion. I also feel his rates are reasonable. I highly recommend him!

If you need an accountant that is available every step of the way for your business, then consider Doug Zandstra. The service he provides is invaluable and his knowledge is worth every thing spent to have your taxes submitted correctly. We also live in different states and the work he does is superb. I would highly recommend his services; you will not be disappointed.

We?re so glad we made the switch to Doug Zandstra! Over the past 3 years in LWR, we had to switch CPAs due to a simple but frustrating issue?lack of care. Doug is the first CPA who made us feel truly valued?not just another file on the desk. No more repeating ourselves, re-sending documents, or feeling like an afterthought because we weren?t the ?biggest? client. He?s a total gem: incredibly responsive, thorough, and impressively organized. If you own a business and want someone who genuinely has your back,

Doug Zandstra, CPA provided excellent service. Particularly impressive was the turnaround once I submitted my data. The firm has a well-oiled process and Doug clearly knows the accounting profession. I highly recommend doing business with this firm, either for personal, professional or both matters.

Our CPA whom we'd been with for years back in Michigan retired and we found Doug here in Lakewood Ranch. He was very thorough and did an excellent job. Very satisfied.

Doug and his team are fantastic. I searched and found him and his business via the internet. I recently started my own business and needed tax return help and advice. He uses a portal and tax templates so your part of the tax return can be done easily and on your schedule. Doug called me several times when I had specific questions and he gave me solid advice in a timely manner. Best of all - his services are affordable. Turnaround times are speedy. So happy to have a new tax and accounting business partner

We are new to the area and were looking for someone to help us with our tax prep. Doug Zandstra CPA was the highest rated tax preparer in the area and we are so happy to have found him. Doug uses a web based system to prepare your taxes and even has an app. We were a little apprehensive about not having a face to face meeting while having our taxes prepared but after filling out an in depth questionnaire and using the app to upload our documents (which was incredibly easy), we felt that we had made the r

After moving from North Carolina to Florida, while also transitioning from a W2 to a 1099, my wife and I were hesitant on how to best select an accountant. We chose Doug based on his high reviews, and it was 100% the correct decision. He was incredibly knowledgeable and responsive, helped us navigate the best way to keep the most of our income, and even on how save $$$ in fees by setting up an S-Corp for an even lower tax burden. I would HIGHLY recommend Doug.

Doug was great to work with. He responded quickly and took the time to understand my unusual situation. He then researched things, provided me the details, and answered all my follow up questions. I will definitely come back to Doug if needed in the future for questions or assistance with the estate/trust 1041 filings that I need to do.

I highly recommend Doug for your tax needs. This was my first year working with him and he was very responsive from the beginning and made the process very easy. He was also very patient with my questions for him throughout the process. I plan to use Doug for my tax and accounting needs form now on!

This was my first time filing taxes with Doug Zandstra. After starting a small business, I needed some professional tax advice and Doug was able to explain everything is a very reasonable and understandable way. Taxes were filed early and efficiently. 5-Star service! Thanks!

I located Doug on the internet and read all positive reviews. I was very pleased how professional and efficient he is with his clients. Doug took out the time to answer all my questions and explain his process. I was concerned that I will owe taxes and Doug found tax credits for me that I knew nothing about. I am very pleased with his service and would highly recommend him to handle your taxes!

Doug is awesome! Very affordable and quick turn around. He found tax credits that I didn't realize I qualified for as a renter. His correction to my 2017 tax return not only paid for his services (including my 2018 returns) but it put money in my pocket! His office is easy to find and parking is validated. Even better, Doug asked where I parked so I didn't have to remember to ask for the validation! I appreciate excellent customer service and Doug has that in spades. I am recommending him to everyone I know

A tax mistake prompted me to seek tax accounting advice in 2023. A friend recommended Doug. Doug "talked me off the ledge" and provided a game plan that culminated in him successfully filing my taxes with minimum damage to my finances. Doug was super responsive and efficient, and I would highly recommend him to anyone needing expert tax accounting services.

I found Doug?s team through online reviews and they were great through the whole process and patient with me getting all the documents in. I really like the video that he does which walks you through the filing as it breaks down all the numbers so you can understand what is being filed for you. Doug was also very responsive through the process, I highly recommend him and his team!

Doug and his team did an excellent job taking care of my tax preparation. I was late getting started for the tax year but he took great care and provided a level of detail that is unmatched in the industry. Highly recommended.

We have a very unique business in Grand Rapids Michigan as a film studio. We were searching for months for a person that was willing to take on our unique tax situation, and while there were multiple people interested in reviewing our company, none gave us the confidence that they would handle our business correctly. Doug was able to talk with us on how he could manage our taxes, and was even willing to do extensive research on the tax laws that are specific to our industry. Through the last three years, D

I had an extension for filing of my 2022 taxes. I was still procrastinating until I contacted Doug recently. In less than 24 hours of me submitting all the documents online, I had my return ready. Very efficient, knowledgeable and easy to communicate. He would clarify any questions and was open to a free virtual appointment if I felt I needed one. I recommend his services without any reservations.

Our tax situation was complicated this year and we turned to Doug for help. He was highly recommended by several colleagues and I can certainly attest as to why. He is professional, extremely knowledgeable and completed everything in half the estimated time. We are so happy we found Doug and will be using him for many years to come. Update for 2019: We used Doug again this year and can honestly say he is the best in town! He turned a complicated tax situation into a breeze by taking away all of our headach

Working with Doug has been excellent! I thought my taxes were going to be complicated and take forever to get done, but Doug made the entire process much less stressful than I could have imagined. He works extremely fast, communicates often and explains things in a way that?s easy to understand. I wanted the best CPA in the city when I moved to Grand Rapids, and I?m confident that I found him!

Doug was very helpful! This year I had the most complicated tax return I?ve ever had. I usually file taxes on my own, but Doug was so helpful and was able to get my biggest refund yet that I will definitely be returning next year! He made everything so simple, easy and fast and his pricing is extremely reasonable.

I have never had a professional file my taxes but after getting married my wife and I decided to have a local CPA review our taxes. After searching the internet, I came across Doug's reviews and decided to set up a meeting with him. Within the first 5 minutes of my visit with Doug, he was able to sort through and identify some areas of concern and also provide some great recommendations to fix these concerns. Doug took all the confusion of the tax process and broke it down to simple terms and made it eas

Once again Doug has done a great job and has made the tax process manageable. He is very good at what he does and has streamlined the process from the review to receiving the return. The timeline was efficient and completed in a short amount of time. I'm very glad I connected with Doug over 10 years ago and would recommend anyone needing tax assistance to give Doug a call.

I first hired Doug to help me set up my S Corp in 2009 and have had him do my personal and business taxes each year since. He's been by far the best business investment I've made. He's always helped me get the best possible outcome for both my business and personal taxes, and he makes the process fast, simple and painless. For a creative like me, that's invaluable! Plus, he's just plain fun to do business with. I couldn't recommend Doug more highly - well worth the investment for any small business owner.

When Doug still worked for a major firm in Grand Rapids, Mi. He was the lead in an embezzlement case that I hired his CPA firm for. I then hired him to be the CPA for our small chain of boutiques as he was so good at getting a conviction and repayment of our embezzlement. Doug worked for us and also did clients on the side. After selling our business 10 years ago we have still retained Doug as our CPA and have recommended him to a few people. He updates his vast knowledge every year and I would highly re

After not having such a great experience last year my wife and I decided to try Doug and his team for our tax needs this year. We were glad we did!! He made some very helpful recommendations that saved us a significant amount of money and was very communicative and efficient with the whole process. Highly recommend Doug and crew for tax needs!!

My first year with the practice. Everything was good. Return prepared in a timely manner and at a reasonable fee.

Excellent! Doug?s service and prompt attention is second to none. I filed my personal tax returns with his office, and his expertise and customer service was absolutely amazing. Thank you, looking forward to many years of working with your office.

Doug has done my Taxes for more than 15 years. I wouldn't go to anyone else! Quick, professional service with a well organized folder every year for my files. He always answers questions and emails throughout the year and his rates are very reasonable. Update: As always, Doug did a great job this year and I especially appreciate the organized folder I get back with copies of my returns, all my documents organized, and a summery of my refunds.

Doug was very attentive to my questions and concerns throughout this entire process. He really made working through business and personal tax issues seem so easy and stress free. He worked very hard to utilize his experience in guiding me and looking out for my best interests. I would highly recommend him.

I found out about Doug by reading his excellent google reviews. I usually do my taxes through an online program, but was very pleased at how easy it was to get my taxes done this year in person. Doug was very nice and knowledgeable. This was the largest return I've gotten in years. Highly recommend.

We met Doug at a trade show 10 years ago. It didn't take long talking to him to figure out we wanted him to take over the tax returns for our businesses and personal. We have been extremely happy with his services and the money he has saved us over high corporate prices. He is quick to call back and return emails with any questions that we have. Extremely happy client!

Doug was helpful in so many ways. I called him out of the blue and was in a panic about my current pay rate and tax information at a new job of mine and he told me to come in and talk to him and he'd help me through it the best he could. He was patient and understanding. I know nothing about numbers and taxes so to have someone so willing to help me was amazing. He was professional yet down to earth and very knowledgeable. He was kind and upbeat which helped ease my mind. All around, very positive and great

My wife, Deb, and I have relied on Doug for tax advice and preparation for many years now. We love his willingness to listen and suggest alternatives. He's knowledgeable, reliable, and just a down right good guy! Our latest meeting was to discuss our investments. It was good to have someone we trust look over our portfolio and give us options. We highly recommend Doug for just about anything financial.

After moving to Grand Rapids a few months ago, I dreaded the process of finding a new tax preparer for our complicated business returns. After reviewing our options, I chose Doug based on his numerous 5-star reviews. Doug went above and beyond. He is fast, friendly, and suggested changes that will greatly reduce our tax burden in the future. His services are also very reasonably priced - I cannot recommend him highly enough.

H&R block messed up my 2015 tax return and the amendment to correct it. Doug stepped in and turned around an accurate amendment in 2 days!! Thanks Doug for the excellent work, quickly. Update: I had Doug do my 2017 return as well as fix my previously reviewed issue from my old 2015 return. Doug was fast, excellent communication and thorough layout of what needs to happen going forward. I highly recommend using Doug for tax service. I have had nothing short of a favorable experience.

Doug is professional, approachable, thorough, and quick to respond to emails, calls, and appointments. He also has a fun sense of humor and makes doing your taxes much less of a chore. I have really enjoyed working with him and feel confident that I am getting my taxes done correctly, efficiently, and with extra care. I highly recommend his services.

I've always done my own taxes, but this year I decided it wasn't worth the stress. After my first phone call with Doug, I decided he'll be our tax preparer for all future returns. I felt a weight lifted just after one conversation. Our tax forms were thorough and completed quickly. He's gained a new regular!

Doug was able to navigate some complicated business and personal tax scenarios for me about 10 years ago and has been great ever since. He is pleasant to work with and completed the work in a timely fashion. Highly recommend for anyone?s tax needs

Doug has been doing my 1040 for the past 6 years. Doug has a wealth of knowledge and an understanding of the accounting field. He is great at what he does. I would recommend Doug Zandstra for any of your personal or business tax needs. Thanks again Doug for all the help over the years. It has been a pleasure to work with you. Keep up the good work.

I used Doug for my taxes the first time in 2015, he did a fantastic job keeping me in the loop as to what was going on and his turn around time was second to none. He is very professional but does a good job making sure you understand what is going on every step of the way. I would recommend him to anybody looking to get their taxes done or any other CPA related work. I will be going back this year for sure. P.S. I absolutely love his file cabinet system, make sure to ask about it.

Usually I do my own taxes but I ran into some confusion in 2018, so I had to file both years at once this year. I was worried I would make a mistake or get myself in more trouble so I asked Doug for help. He quickly handled everything and I barely lifted a finger. Thankfully; Doug has a secure file server and texting capabilities for his clients. I was also able to text Doug any time and I was happy to know my data was secure. I am an IT technician and I greatly appreciated this, I have a busy schedule and

Doug came highly recommended to me through my network of friends. I have been extremely happy with his services, availability, quick turn-around on requests, and his expertise. Doug has been very helpful over the last few years with my personal and business accounting needs. Thanks Doug!

Doug is very professional. He was able to navigate us through a complicated tax year than in the past without any problems. I would highly recommend working with Doug. He is a very knowledgeable business man with a down to earth personality that makes you feel confident and comfortable working with him.

I am currently working with Doug through some stuff. Doug can get you where you need to be. He is a very relaxed guy and really easy to talk with. Especially coming from someone who knows nothing about taxes. His prices are very reasonable. Especially for what he got me. Always answered my questions and got back to me faster then I expected.

I schedule an 'tax interview' to discuss filing options with Doug. I'm new to the GR area, and picked Doug based on reviews so though I'd leave one in kind. I've rated 4 stars since it was just a pre tax meeting and didn't use Doug to file. He was very candid and informative, and spent more time with me than what was allocated. I would recommend Doug based on our conversation and his lengthy experience in practice.

I have been working with Doug for 10 years and this CPA has never let me down. He is extremely professional, kind and caring. He has always got back to me in a timely manner and always has the answers I need. I have and would recommend Doug's firm knowing they will be in great hands.

Doug is professional, prompt and knowledgeable. He utilizes current technology to make the tax filing process seamless and stress-free. His office staff is attentive and friendly. I would highly recommend Doug for all your accounting needs.

Doug has been great with me. He calculated the 72(t) for my early retirement, refilled my 2020 returns, since I should not have completed them on my own, and was extremely fast with this year?s complicated return. Thanks Doug!

Had Doug do my taxes this year when it got a bit too complicated for me to do with TurboTax (a move, job switch, bought a house, etc...) and Doug handled it wonderfully. Great guy to work with, great staff, and finished everything quickly! 10/10 will go back next year, without a doubt.

After years of turbo-taxing, my wife and I turned to a local CPA. We had some very tricky complications to be navigated that were over our heads. Within the first 5 minutes of my first visit with Doug, he was able to sort out what would need to happen and guide us through the process. From that point forward, Doug made the process a zero-effort affair for us that exceeded our expectations. Working with Doug was convenient, expedient and enjoyable. These are adjectives that are so rarely associated with f

It was our first time using Doug for business tax returns this year and he was very helpful. He's smart, efficient, and quick at responding even at the busiest time of the year. I would recommend him to anyone who is looking for a reliable accountant that knows what he is doing.

My husband and I have been so pleased with our experience with Doug. We moved to Michigan in 2017 and were both dreading the process of having to move our businesses and filing tax returns in a new state. Doug made the process easy and seamless. Dare I say that I even look forward to tax season next year.

Doug is exceptional at what he does. He's been our personal and business tax accountant for 8 years and has continued to impress us with his efficiency, knowledge and guidance related to helping us file our taxes expertly while maximizing tax savings. We're so grateful for his excellent work on our behalf.

I found Doug on google when I needed my tax return done in an emergency. I received a notice that my taxes were not done properly, and I was going to have to pay an additional almost $10,000. Doug quickly found the error corrected it, and I paid zero extra out of pocket. He is very knowledgeable and an all around nice guy. I highly recommend and will have my returns done by him from here on out.

I could not be happier. The professionalism and quick turn around is fantastic. We have used multiple CPA office around the country and Doug is hands down the best. Thank you Doug!

Doug is just great. I've always run into issues filing my own taxes and for the last two years, with Doug, I haven't had to worry at all and he provides comprehensive documentation on what he does. Highly recommended!

Doug is great! Personable and very knowledgeable in personal and business tax. He was able to get my husband and I an additional $700 in our tax return, that we would have otherwise missed. I will only be going to Doug from now on for my taxes!

Doug was very easy to work with. Both Fed and out of state taxes were done with in hours of uploading all the information. Highly recommend!

I came to Doug with a mess of a tax situation going back 7 years and with poor records of my transactions. I was happy Doug took me on as a customer and could not be more pleased with the outcome. He took care of everything for me and with little work on my part. This was exactly what I needed because the task was extremely overwhelming for me. Dougs work was worth way more than his fees. I could not recommend this man any more! Thank you Doug!

Doug was amazing - very professional, very thorough, extremely fast responses, with an easy to follow on-line process; all competed, with e-file, in less than 1 week! Thanks so much, Doug - I would highly recommend as a personal CPA

I recently moved from the east coast to Michigan and finding the right CPA to complete my taxes was a top priority. Doug is personable, fantastic to work with, extremely efficient, and goes above and beyond for his clients. I highly recommend him!

Doug has done our business and personal taxes for several years, he is always helpful and available when we have questions about anything. I highly recommend Doug, when i started i knew absolutely nothing about quickbooks, 1099's and other company accounting issues and he has been more than helpful guiding me through and answering ALL of my annoying questions about it and help getting everything set up. Thanks Doug!!!

Doug has prepared our returns for the last two years after our previous tax preparer closed. He has been terrific to work with and very responsive. Returns are prepared quickly and thoughtfully to manage taxes. Doug also offers tax planning.

I recently became an Independent Contractor, and at the time my husband was still salaried. I felt like I was in over my head, so I reached out to Doug. He's the best! Made my husband and I feel at ease right away because he's just so knowledgeable. There were tons of tips he had for me, not only for that year I was filing, but also for book-keeping moving forward. He's always been readily available to us for questions, which I greatly appreciate. I definitely recommend Doug Zandstra.

Doug was extremely friendly and efficient. He answered all of our questions and was patient with us. I would highly recommend him. Doug is definitely a tax professional not just a tax preparer.

As for many people it has been a tough couple of years and I ended up with a complicated tax situation that I couldn't handle on my own. After doing some research over several days I decided to go with Doug because of all positives things I read. I am so glad I did! Fast, efficient, friendly, and so helpful! I can never thank him enough!

I've always done my taxes on my own however this past year I had a lot of financial changes. I went to Doug in search of help and he was extremely friendly and helpful, talking me through the entire process to make sure I understood not only the "what" but the "why" of everything. I highly recommend visiting Doug if you're ever in need of help, he and his staff are very friendly and accommodating.

Doug helped us plan year end 2022 tax strategies while also providing insight and confirmation on topics for 2023 such as Roth IRA conversion, health care financial planning, and filing 2022 taxes! It was a very productive, beneficial, and efficient start to a long-term business relationship!

Found Doug by Google search and he turned out to be excellent to work with. You must schedule an appointment to go over your tax documents and situation as a new client. Doug will then complete the appropriate tax forms, in my case Federal, State and Local. There's a secure sharefile site where you can upload documents to or view progress. I recommend Doug Zandstra's services.

This was our first time having our taxes prepared by Doug and we are very pleased with his service. Responds quickly to emails and phone calls. Very professional, reasonably priced and we will definitely be returning next year.

Mr. Zandstra CPA CFE EA prepared out 2022 tax report quickly and accurately and made it easy for us who are not that techy on the computer. He was courteous and explained everything to us being new Florida residents. He answered all our questions before and after preparing our report. We highly recommend Mr. Doug Zandstra for all your tax needs.

Out of all the CPA's I've worked with over the years, Doug was simply the best. He is incredibly knowledgeable and explains things so well. Doug's experience and high level of integrity have put him far above the rest. He has a customer for life. Thank you for everything, Doug. We are indebted.

I've used Doug to prepare my taxes and he has also helped me with various questions at other times. I found that he made it really easy for me, was very organized and helped me to be prepared throughout the year. I've recommended him already to friends and rate him highly.

Doug does a great job with our taxes and is very knowledgeable knowing the laws. He also provides very detailed summary report at the end of each year that is really helpful for us. Doug also provides great advice for building a business and general financial counsel.

Doug has prepared my personal and my business taxes for the last six years. He's always quick and efficient and gives me helpful advice throughout the year. I always enjoy working with him at tax season.

My husband and I used Doug Zandstra for the first time this year in 2016 and were very impressed with his professional services. He made the process very easy for us and handled it in a very timely manner. His prompt replies were very appreciated! I recommended him to my parents and they are using him this year as well. I highly recommend him to anyone as they will not be disappointed!

I strongly recommend Doug Zandstra to any individual or business needing expert tax preparation services. I can say quite firmly Doug's professionalism and tax knowledge are second to none. He definitely has the expertise to properly handle complicated tax returns.

I have been going to Doug since 2009, and we will never go anywhere else! He has helped me so much over the years, since becoming self-employed, and navigating me through the tax process. He is so kind, and always makes time for me, even during the busy season. He immediately responds to Hangout messages, phone calls, and emails, and i love that everything is saved online. THANKS DOUG!

Even though I do my own taxes with Turbo Tax, Doug was amazingly responsive with a complex problem I had with an investment that went bad. Even on April 11 he was quick to return my phone calls and address my problem. Service like this doesn't exist anymore! Just based on today's experience I'll be looking for my next opportunity to work with him.

An excellent experience from initial consultation through filing. Doug did a fine job of helping us understand our tax situation and make the best decisions. Thank you, Doug.

Doug Zandstra is the absolutely best CPA I have ever worked with, and I have worked with quite a few over my career - personally and professionally. I gladly give him my highest recommendation.

Doug has prepared our business tax returns for the past 10 years (at least). There are two things that make his service invaluable. One is that he "pokes" us a couple of time throughout the year to be sure we are collecting the items we will need at year end. Two, he has an easy to follow list of documents that we need to gather and provide him so that our return is accurate and thorough. I'm not an accountant, and don't wish to be. Doug speaks to me like a businessman and takes care of me like an acco

after having Doug do my taxes for two years in a row, i was initially surprised and quite happy with how easy and smooth things went. He's in a nice building right downtown, and seemed super knowledgeable about taxes. But then, after getting underpayment letters from the IRS, and just recently I tried to setup an appointment for the 2018 year he refused my appointment and said he wasnt taking on new clients! Im an existing client, not a new client. Since he was too "busy" to do my taxes this year, I am fo

Working with Doug was way faster and easier than trying to use tax software. He made the whole process painless, and he was so fast. Not only did he do my taxes, he found a mistake I had made last year meaning I'll get money back.

I google CPA near me and Doug Zandstra popped up first. All I needed was help with filling out a 518 form, Doug took time and helped me fill it out. He was helpful, funny and patient. I will call him to do all my taxes. He is very thorough. Thank you.

Doug was great! He made tax season very easy for me and my wife! He does things right, and he's quick to help if you have questions.

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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