*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.*
212 S Grove St Suite A
Hendersonville, North Carolina 28792
Our experience working with Dyer CPA provided outstanding results. The accounting knowledge, experience and discipline Tracy brought to our manufacturing operation during a key period of transition allowed us to maintain full financial reporting to our German parent company while searching for a new Controller. Tracy stepped in and adapted to our environment becoming a key team member quickly and provided a seamless transition in maintaining day to day accounting support while assisting us in the selectio
I greatly appreciate Tracy. I have been working with Tracy for 7 years. He is always responsive, thoughtful and is diligent in his work. I trust him completely and have full confidence he will look out for his client's intrest first. He continues to be my first recommendation to those needing accounting services.
We connected with Tracy Dyer through a recommendation from the Asheville accounting firm that does our audit work each year. What we needed was someone to parachute in and help us dig out from a large backlog of work created by my trying to do 2 jobs, both of which required a great amount of time and focus. Tracy's role was to help us prepare for our year end audit which included some difficult calculations for a couple of special year end entries. Tracy quickly learned the business processes behind the
Tracy has been our church's CPA for 4 years to date and has done an excellent job. He's also now the CPA for my HOA. I'm sure he'll do just as good a job in that role.
Tracy is a wonderful asset to us and we couldn?t be more grateful for him. His attention to detail and patience are a blessing to us and we can?t recommend him enough!
Dyer CPA has been doing the books for our church since we first formed and does an exceptional job. Very responsive and goes above/beyond with special needs when they come up. I highly recommend.
Really happy with my experience working with Tracy dyer , positive , friendly and great to work with very professional and would highly recommend them for Business and personal !
Tracy Dyer is simply the BEST!!!
Very happy I found Tracy , highly recommend them very helpful and professional .
Tracey is always responsive & helpful . We recommend his services.
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.