*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.*
800 NY-146 Building 400 Suite 478
Clifton Park, New York 12065
Dylan has been an absolute pleasure to work with. We had very little knowledge about what comes with taxes and owning a business when we started in 2023. Finding and hiring Dylan was one of the greatest business decisions we've made! He is very informative and I know that things will always be done correctly and on time. Dylan handles our business and personal taxes and assists with accounting in QuickBooks when needed. We'll never use another CPA! Highly recommend!
This is our second year using Dylan Devino for our Taxes. We have found him to be professional, thorough, and very knowledgable. This has saved us a lot of money; not to mention aggravation! We are comforted by the fact that his exceptional knowledge helps ensure our compliance with all of the required tax laws. He has also helped make sure that my small business is compliant with NYS business regulations. Dylan is a great CPA.
My books/taxes are fairly complex as I am self employed, and Dylan handles them effortlessly! He also gives valuable suggestions and insights along the way that helps improve my situation. His attention to detail is impressive, and everything is done timely and extremely accurately. He's also just a very nice guy and pleasant to work with! I fully expect to be working with Dylan for many years to come.
Dylan has done exceptional work for me with my taxes over the last several years. He is knowledgeable, communicative, proactive, and expedites tasks in a very timely manner. Dylan is more than reasonably priced for his worth. Highly recommend!
If you?re reading this, you?re looking for a new CPA--which I found to be a surprisingly difficult task. I have a small business. So I interviewed several people before deciding to go with Dylan. I'm so happy with my choice. He?s incredibly thorough and prompt. Since we had a bad experience with our last CPA, I had a million questions. Dylan answered each one and even provided additional insights that were so helpful. What really stands out is how easy he is to work with. I had some paperwork show up aft
Dylan has been a pleasure to work with for tax prep. He has thorough and has taken all the time needed to completely understand my financial situation. Trust him!
Dylan is a fantastic person to work with and I highly recommend his services! He fit our return in even with late notice on our part (we were looking for a new CPA). His online portal is super simple and his communication is fantastic. He offered tips and help with my small business reporting. And, most importantly, helped my wife and I receive a larger return than we have seen in years! If you're looking for a CPA that has great communication, a seamless process, and gives you the best service for a reason
Dylan has been a pleasure to work with. He is very thorough and responsive and worked efficiently to complete our tax returns in a timely manner. Dylan explains things in a clear manner, responds with patience to our questions, and provides helpful suggestions and advice. We highly recommend Dylan to anyone seeking CPA services.
Dylan was amazing. After an inheritance, our financials were a mess and I knew there was absolutely no way I could do my own taxes anymore. I got reffered to Dylan in March and he met with me to go over everything and made sure to answer any questions I had. He researched and made sure that everything was accurate which was very much appreciated. 10 out of 10 would recommend!
Dylan is everything you could want in an accountant! He is accessible, explains things in a simple and understandable manner, and takes the time to get to know you and your specific situation. We found Dylan through a recommendation from our financial advisors, and he has gone above and beyond to help us with our personal taxes and my small business. We had a busy year with a lot of moving parts (got married, moved states, transferred my small business, cashed in bonds, came into money, etc) and Dylan navi
Dylan is an outstanding CPA. He is prompt, professional, and has been a pleasure to work with. I am starting a small business and his advice and explanations have been knowledgeable and thorough. Highly recommend for anyone seeking high quality CPA services.
I highly recommend Dylan. Not only did he prepare my personal and business taxes thoroughly, but he also gave great advice on maximizing my retirement savings and future tax savings. As a small business owner, working with Dylan has been a huge help and relief.
I recently moved to NYS to work as an Independent Contractor. I struggled to find a knowledgeable accountant who could help me with my tax returns. The search ended when I found Dylan. Not only was my tax return efficiently completed, but he also provided advice and recommendations to make my tax life easier moving forward. Thank you Dylan! See you next year!
Dylan does fantastic work! Always been happy having him do my taxes each year.
I've been utilizing Devino CPA for the accounting needs of my two companies and personal finances, and I couldn't be more pleased with their exceptional service. Dylan has consistently demonstrated profound expertise and professionalism in handling the financial matters of both my businesses. Moreover, their attention to detail and personalized approach in managing my personal finances have been outstanding. They go above and beyond to ensure accuracy and offer insightful guidance for optimizing my financ
This is my 2nd year using Devino CPAs for my taxes and I highly recommend them! Dylan has made the process such a breeze each year!
Dylan has been hugely helpful and knowledgeable with me as I build my small business momentum. He?s quick to respond, explains things clearly, and I like being able to schedule Zoom appts with him for accounting consultations. I highly recommend him to friends and other business owners who want an accountant who knows their stuff!
Dylan has been extremely helpful, professional, and thorough. He is extremely knowledgeable and has been a great financial advisor. He goes above and beyond to ensure my taxes and bookkeeping are done correctly, and in a timely manner. His help has freed up time that can now be spent on business at hand, and so I highly recommend using these services for your accounting, taxes, or financial needs. Dylan is by far the best accountant / cpa you will find.
I worked with Dylan this past tax season to file taxes for my small business. He was very easy to work with. Communication was excellent and price was fair. I look forward to many more years working with Dylan!
After countless years of bouncing around from different tax services trying to find the right fit the search is over! Dylan is by far the best man for your tax needs. He is extremely knowledgeable, efficient, detail oriented, professional, and provides great customer service. I highly recommend to anyone to use his services!
Dylan is a pleasure to work with! We have worked with him for many years and would highly recommend him to conduct your taxes or any other financial services you need. He is very responsive and speedy with his work!
Taxes and filing is painful and Dylan eased this burden. Not only was he efficient and easy to work with, he was able to amend our previous year's returns and get us some substantial money back. He is knowledgeable and conscientious. We are very happy we found him and look forward to using his services in the future.
Dylan is one of the best CPA?s I have used. Owning a small business and having a reliable CPA is so important and I couldn?t trust Dylan more! He?s extremely efficient and keeps me updated step by step. Taxes aren?t fun, but Dylan makes tax season a breeze.
In need of a CPA? Look no further. I HIGHLY RECOMMEND Dylan to take care of any of your business or personal financial needs! I gave Dylan a small challenge when I started up my business as well as taking care of my business/personal taxes and he knocked it out of the park. Top notch service through & through. I will continue to do business with him from here on out!
Mr. Devino has things that a few of my last CPA's desperately lacked-- Timeliness, Professionalism, and Attention to Detail. He works hard and he makes sure everything is done correctly, while following up with me during the filing processes. I cannot recommend him enough, he will take care of you and your needs and eliminate all the stress of doing it yourself. Thank you again, Dylan!
Dylan is awesome to work with! He will take the time to help explain things to help you better understand for future financial decisions. Highly recommend!
After years of looking for the right person to do my taxes, I finally stumbled upon Dylan. He offered by far the best tax service I have ever encountered, taking a great deal of care and effort to make sure I received the best service I could. He was extremely patient, friendly, and thoughtful and exercised all options to help get put me in the best financial position.
After looking around I was able to stumble upon Dylan and couldn't be happier I did. As someone who works an odd profession, I am always nervous my tax accountant won't handle things correctly, but with Dylan I had no fears, doubts, or concerns. Extremely personable, as well as professional, look no further if you need your taxes completed!
Dylan was extremely thorough in the preparation of my complex tax returns, I would highly recommend his services!!
As a new business owner, I had lots of questions, and Dylan had all the answers and then some. If you are starting out and need a long term accountant who can answer any question you can throw his way, look no further than Dylan!
I highly recommend Dylan! He is very professional and very easy to work with!
Very helpful and friendly customer service will continue to use Mr Devino in years to come
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.