*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.*
4480 NW 18th Ave
Fort Lauderdale, Florida 33309
Brandon is a true professional?meticulous, reliable, and incredibly easy to work with. He takes the stress out of tax season and ensures everything is handled flawlessly every time.
I actually have zero stress around tax season as a small business owner thanks to Everglades accounting. Brandon provides information in a way that?s easy to understand and creates a seamless interaction. His outstanding customer service and years of experience takes the anxiety out of filing. Look forward to working with him year after year to take care of all of our accounting needs.
I recently had the pleasure of working with Everglades accounting for my U.S. tax filings and cannot recommend them highly enough. Their depth of knowledge and attention to detail made the entire process smooth and stress-free. Everglades accounting was not only professional and efficient but also took the time to explain complex tax concepts in an understandable way, ensuring I was fully informed about my tax situation. Their dedication to securing the best possible outcome for me was evident throughout ou
Brandon has been handling my taxes for the past 3 years. He is extremely knowledgeable and efficient. Whenever I have a question he is available by cell or email and answers back consistently and immediately. He now handles the taxes for my fiance, and our small business as well. HIGHLY recommend reaching out to him. It will be worth your time.
Brandon from Everglades Accounting did an exceptional job helping me with my taxes! He is professional, patient, and knowledgeable; he really dedicates the time to make sure that everything is in your best interest. Highly recommend!
Brandon is great! Proffesional, timely and knowledgeable. I am happy to have found Everglades Accounting and Brandon.
Brandon is so knowledgeable and takes time to come to our home to explain and educate us. We have and will continue to recommend him.
Detail-oriented work. Prompt communication. Meticulous involvement. Individualized planning. Everything you want in an accounting firm.
Extremely professional. Work was done in a timely manner. Mr. Neff explained everything to me before taxes were filed.
Fast, efficient, knowledgeable and accurate. I?ve been using them for several years now and have never dealt with anything but great service. Highly recommended.
Professional and efficient!
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.