*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.*
1613 Main St #4
Onalaska, Wisconsin 54650
I couldn't recommend the Angie Jones team more! They take the time to make sure each client feels like an individual and not just another number. You'll always be greeted with a smile and given top notch service. They're the way to go for all accounting needs.
I highly recommend Angie to anyone looking for a small business tax professional, no matter how small the business (like mine). I am just getting started with a new business and Angie has been very responsive and supportive answering any question I may have. It is way less daunting starting this journey knowing I have Angie?s help!
Angie and her staff are simply fabulous. Angie is so very knowledgeable, accommodating, approachable and helpful. She takes the time to explain things in simple, easy to understand terms and I trust that she is always guiding me, and my small business, in the right direction financially. I feel so secure knowing she's at the helm of my financial ship! I recommend her without question to all my family and friends!
Angie and her staff are the best thing that has happened to my business. As a business owner, my weakest link was keeping up with my booking. Angie is incredibly approachable, kind, and she has done everything in her power to make sure I am staying on track. For the first time in the life of my business I am in control and understand my financials. And when I don't understand something Angie meets with me and explains it in a way that I understand. Her company offers free classes through the year to brush
Angie is fantastic! I heard of her through word of mouth and went with my gut when I was told how great she was with explaining everything! Being a new small business owner, I really needed someone who would help me that I trust. Meeting Angie for the first time (after had interviewed with many other companies) there was no second thought that she would be a perfect fit. I recommend Angie and always praise her when someone is looking for an accountant. I would give EWH a 10 star rating because 5 truly isn't
Angie at EWH is amazing! She's thoughtful, responsive, and thorough with our taxes. We would recommend her to any individual or small business!
Angie is the absolute BEST! Not only does she take the time to prepare you on how to get ready for tax season, she makes filing taxes a breeze. I used to dread tax season, but Angie makes it so easy and stress-free. Angie?s administrative assistant Becky is so sweet and makes going into the office very enjoyable! I highly recommend Angie to everyone!!
Angie, Gretchen and team have been awesome! I switched to them from a different accountant to get things organized. I was impressed by their communication, organization, patience and courtesy helping me get everything in order.
I have been working with Angie for about a year and a half now. I am so lucky that I found her! She is an integral part of my business, and works very hard to make sure that the books, and all reporting is set up properly. If I ever have a question, she is extremely attentive and will explain it so that I can understand. She has gone above and beyond for myself, and my business to make sure that we succeed!
Angie and the team are wonderful! She is detail oriented and understands the needs of her clients. They all have a quick response time for any question or concern. I would recommend EWH for any small business. Her dedication and true knowledge continues to be an asset to our business!
Angie and her team have done an amazing job for my company. We just switched to her and she has tremendously helped, they give us constant updates and make sure we always know where our numbers are at and how things are going. I highly recommend them.
I can?t say enough about EWH and Angie Jones. We are a family run business, Angie is part of the family and the team. She?s always looking for ways to help us be more efficient. We would be lost without Angie and the EWH!
Angie and her team have been a great partner throughout this process is organizing my new business. Partnering with EWH has taken a huge burden off my entrepreneurial shoulders which brings me enormous relief. In the words of Ashley Alderson ?Do what you do best and hire out the rest!? As entrepreneurs we wear many hats and we need to realize when it?s time to hire someone to manage certain things in our business and my business?s accounting was one. I just didn?t feel the most comfortable wearing that hat
I have been working with Angie at EWH Accounting since 2014. She is very knowledgeable, attentive, and responsive. She understand small business and has been essential in the success of my business by providing on-time, monthly financial reports. Thanks Angie and the rest of the team at EWH!
Angie and her team are exactly what any small business needs. They have helped me tremendously and are always willing to go the extra mile. Angie has a way of explaining everything so it?s easy to understand and has given great suggestions on how to improve the financial health of my business.
Although we really only get in touch during tax season with Angie, we are very happy with her consistent quick response and reliability. We feel spoiled by her and her team! :)
Angie and her team are SERIOUSLY life savers! She will always answer my questions perfectly and in great detail. I love that she is helping me learn and gain confidence in my business journey. I wait with anticipation for my report every month. Thanks for all you do ??
EWH, Angie and her team have been very helpful through the many years of working with them. They have helped my companies save money on taxes and helped with navigating through all the crazy Covid paperwork. I appreciate all the long hours and hard work they put in. I receive many emails and notifications from them days, nights and weekends. I would highly recommend them to any size business.
I asked a friend (CFP) to give me a recommendation for a new tax accountant in WI. His previous dealings with Angie made her the obvious choice to him. He could not have been more correct in his judgment. It isn't often in today's world where a business exceeds expectations which is exactly what happened. EVERYTHING about EWH is professional, honest, prompt etc. etc. When was the last time you received your return packet 10 days before the deadline ?? In my case, never. I was concerned that the tit
Angie and the staff have been great to work the last 4 years. I can always count on them taking care of my office payroll and business taxes. They keep me updated on new tax laws and always return my calls in a timely manner.
Angie Jones and her staff at EWH Onalaska are amazing! Every one always goes above and beyond helping us out and keeping up on everything that keeps changing for all us small business owners .
We love EWH and Angie. She makes everything so easy to understand, she gets right back to us when we have questions, and she always has the answers. Thank you Angie!!
Angie Jones and the staff are always friendly, responsive and knowledgeable. A vital part of my business for accounting, tax and payroll. Highly recommend!
Angie and her staff are very responsive and knowledgeable. It's been a pleasure working with EWH and I would highly recommend them to any small business!
Would highly recommend this place to anyone. I?ve recently started a business and Angie has been great to work with!
Angie and her team are wonderful to work with. Very knowledgeable!
Went to a Mastery Class, was a great day! They know what they are talking about. Recommend them for any classes they offer.
Amazing to work with! Highly recommend Angie.
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.