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Edwards Ingram CPAs

Edwards Ingram CPAs

Reviews Summary

The overwhelming majority of reviews praise the firm for its professionalism, responsiveness, and expertise, with many clients highlighting long-term satisfaction and trust. Specific strengths include thorough tax planning, accuracy, and personalized service for both personal and business needs. A small minority express dissatisfaction, citing unmet expectations regarding refund amounts and service quality, but these are exceptions among predominantly 5-star ratings. Clients consistently recommend the firm for its reliability and knowledgeable team.

About This Listing

Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

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

Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

Contact Information

Address

2 Trap Falls Rd

Shelton, Connecticut 06484

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Very terrible experience with edwardingram and relentax. They promised a tax refund of $19k and they got me $2500 a far cry from the initial estimate. Do not waste your money with this people they took my $5500 and refused to give me a refund when they couldn't deliver. I'm in the process of taking them to court and reporting to the CPA board as well as CFPB.

It?s been a pleasure to work with Jef Cheney and his team. They are kind, professional and responsive. Being a small business owner it?s reassuring to know that my bookkeeping and accounting needs are handled well, and that tax issues are under control.

Jef Cheney always does a great job for us. He's reliable, professional and truly cares about his customers. He's been taking care of us for over 10 yrs and we will never go anywhere else.

Jeffrey M. Cheney, CPA, CFE Is a great guy, extra ordinary, works with you and listen you and won?t waist your time. Does great job on your personal and business taxes, Very professional, very knowledge, We are with his company for few years, he handles our companies personal and business tax return for me and my entire family and my friends and he charge very reasonable. Thank you Mr. Cheney for your outstanding service. Syed ????

Have worked with this team for over 10 years. They are the best - smart, responsive, accurate and a pleasure to work with in all regards. Our business has grow exponentially over the years and they have been with us every step of the way, ensuring that we are doing everything right from an accounting and tax perspective. Could never imagine working with anyone else!

Since joining with Edwards Ingram team, we've come into critical knowledge that our former CPAS were missing and not adept at for our business specialty. They've been professional and thorough in holding our hand through advanced tax planning snd concepts that will save us real dollars now and in the future as our business grows and evolved. High marks and highly recommend!

Jef has been our business accountant for years and has always had our best interest at the forefront. He is knowledgeable, easy to work with , and always does what?s best for us. Highly recommend!

The fine people at Edwards Ingram are knowledgeable and courteous and took good care while preparing my taxes. If you are looking for a professional CPA that you can trust, I highly recommend their accounting services.

Everyone at Edwards Ingram CPAs is very professional and easy to work with. They are available to help at the last minute and are quick to respond to any questions. Couldn?t get through tax filing without them!

Edwards Ingram is a very professional, responsive, and knowledgeable firm. I am very great full to have the opportunity to be one of there clients.

Jef Cheney is one of the most helpful responsive CPA?s I have ever worked with. So glad to be with this company.

Very satisfied no worry for me . I absolutely trust them very much , great job! I use them for years ... and I appreciated there efficacy

This is such an amazing accounting firm! Great service!

Detailed, thorough and they really know their stuff!

Have been a great help to me in improving my accounting!

If you want something done right they would be the first to call

Prompt, professional, and thorough. This is a great firm!

Professional, friendly and reliable tax services!

Extremely knowledgeable, professional and responsive.

Smart Professional and Helpful

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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