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Duncan Financial Group

Duncan Financial Group

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, long-term client satisfaction, and comprehensive financial solutions. Customers praise knowledgeable staff, personalized attention, and cost savings across insurance, taxes, and investments. Many emphasize feeling like family with decades-long relationships. A few negative mentions cite fee disputes and political discussions. Recurring themes include quick response times, tailored solutions, and multi-service convenience under one roof. Teams (especially #3 and DFG1/4) receive frequent commendation for professionalism and expertise. Most reviewers strongly recommend Duncan Financial for all financial needs.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

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

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Contact Information

Address

311 Main St

Irwin, Pennsylvania 15642

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-4:30PM
Saturday Closed

Customer Reviews

Tyler Harkins was able to save me a bunch of money on car insurance and pretty much do most of it over email and a couple of phone calls. I really appreciate Duncan financial and will continue to use them in the future

Duncan Financial Group genuinely cares about client outcomes and providing the best possible service. They take an individualized approach to your financial needs and do what is best for each and every customer.

One man?s experience: The adviser seemed more interested in his personal politics than my retirement account. He felt the need to share. When I left the job my 401(k) with Duncan was with, I was told I had to close my account and? fees. I was told that I wasn't doing it fast enough so? fees. I pointed out they were the ones holding it up. They relented on those fees. My account was ?closed?. Fast Forward a year and a half, I get a letter. My balance is too low to pay their fees so they're closing my accou

I've been a client for over 30 years. I have my car and homeowners insurance, life insurance, and investments with Duncan Financial. I love having everything under one roof. Always treated me like family! I recommend all my friends and family to Duncan Financial!

I highly recommend Duncan for insurance, investments and tax preparation. I have been a customer for 40+ years and am highly satisfied with all of their services. It is always a pleasant and rewarding experience dealing with the owners and employees. DFG3

I had a fantastic experience with Duncan - particularly with Colton Hearn in financial planning. Very professional, service went above and beyond what I expected, and he broke things down in a way that made it very easy for me to understand. I will definitely be returning in the future for more services.

Duncan Financial has saved me hundreds of dollars and increased my coverage on all of my homeowner's insurance and my auto insurance. Excellent service and wonderful employees! Who doesn't love to get more and pay less!!!

I have worked with Duncan financial group for the past few years and I must say every experience with them has been made so simple & easy! This past year I have been in business for myself (I am an influencer on YouTube, hence the name next to my picture, lol) & I have got to say they were even more amazing this year! Bill Zurlo is whom I worked with this tax season & he was absolutely wonderful! He goes above & beyond for his clients & truly is amazing at his job! I highly recommend them for any of your ta

I trust Duncan Financial group with our companies Health Benefit and Liability Insurance management. Gabrielle Robbins, Brad Prentice and the team at Duncan are the best. They will effectively handle your business' needs with a personal touch. Thanks Duncan Financial! #DFG4

Came to Duncan Financial Group for my auto insurance and my renter's insurance. They were able to find me a quote that worked for me that offered the best coverage. Great people and excellent service!

My family has been DFG customers for about 30 years now; and we've never had a bad experience!! Such an amazing family; and they built such an amazing company over the years! (And it still seems to keep growing!) They always make you feel like you're part of the family in my opinion. Thank You; to all at DFG, for all that you do! You are greatly appreciated!

I started a business in 2018 and knew my team needed to extend beyond payroll. The entire DFG3 team, and specifically Megan, have been the partners I've needed to mitigate risk, maintain compliance and find cost effective insurance solutions. I'm not the subject matter expert for insurance, nor do I want to be. As the business grows, they grow with me. If you own a business then you understand the importance of such a relationship and I'm pleased to have found mine so early in the game. Thank you, Megan

Awesome insurance company to work with. They helped me straighten out my home owners insurance when my old company dropped my coverage with barely a notice. I moved my auto insurance as well because of the experience! DFG6

Duncan Financial Group and their team (DFG1) have been so easy to work with! Their response time is quick and they take the time to find the best solutions for each situation.

Duncan is a wonderful company and has fantastic employees. The employees take the time to fully understand your needs and concerns, then they provide the best solution.

Duncan Financial Group is a great company to work with for all of your financial needs. The employees are knowledgeable, helpful and friendly.

I have been a customer of Duncan Financial Group for over 25 years. Always receive excellent customer service and the best rates on my home & auto!

Duncan saved me hundreds of dollars and still increased my coverage amount on both my homeowner's insurance and my auto insurance. Excellent service and wonderful employees!

Fantastic experience with my taxes and excellent quoting options! I would recommend Duncan Financial Group to everyone for their insurance, Financial planning, and tax preparation services all day

The people who work here are more than willing to help you reach your financial goals. Whether it be a home and auto policy, life insurance or filing a tax return this company can really make it all work together.

Duncan Financial is the place to go for personal and commercial insurance needs, taxes/accounting and beyond. Their staff is knowledgeable and always eager to help!

Excellent customer service ! Any time i have a question, i receive a prompt and professional resolution to my situation. Always willing to "go the extra mile to help out" Definitely a 5 Star Review! #DFG4

The staff at Duncan were so helpful with finding solutions for any needs or questions I had. They take the time to make sure they can find solutions that fit anyone's needs or situations!

Duncan Financial Group was so fast, helpful and thoughtful with getting my tax return complete; I can't imagine myself going anywhere else! #DFG1

Duncan can handle everything from my personal insurance to my investments and taxes. Great service!

Great company and employees! Their team takes the time to review and understand your needs and provides excellent service! #DFG3

They were able to find the best rate for my renters insurance! They have a great environment and employees who know what they're doing!

Duncan Financial group has always answered my questions knowledgeably and quickly. Good group of people!

Great family owned company and great people! Everyone is attentive and understanding of your individual financial needs.

Amazing people, great services, and no worries what so ever. Highly recommend. dfg1

Great people and great services for both personal and business! Would highly recommend. Team 3

My financial adviser has been extremely helpful during the market volatility.

Wonderful customer service. Team 3 is great!

Had to file a complaint with the insurance commission to get a blood work bill paid..awful

Great company and great employees! Especially team #3!

2019 taxes were done quick and efficient.

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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