*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.*
752 N State St Suite 350
Westerville, Ohio 43082
We have had our taxes done here for the last few years and it's been absolutely flawless and painless. Mr Piamonte is very responsive, thorough and knowledgeable.
Mat provided fast, exceptional service. I've always had my taxes filed professionally, and F&M CPA has been the easiest, quickest team I've ever worked with. They have earned a repeat customer, and I look forward to working with them again next tax season!
I have had a great experience so the F & M. Mat has been great to work with and was able to squeeze me in as a client later into tax season and despite having a somewhat complicated situation this year involving establishment of an out of state business. Communication has been amazing and the user portal has been very convenient for uploading documents and exchanging information. Mat is extremely thorough and knowledgeable about complex tax situations and always had an answer for any of my questions. Not
Amazing! After a nightmare experience with our last accounting firm, we weren't sure what to expect. But working with Mat was such a great experience (well, as great as doing your taxes could possibly be). We couldn't have asked for anything better. He was always available to answer questions and was quick to respond for anything we needed during the process. We're so glad we finally found an accountant we can trust!
Mat Piamonte did a terrific job walking us through our relatively complicated taxes -- lots of 1099s and a special circumstance of my husband's book publication. Mat explained things clearly and thoroughly, and his communication was excellent. He responded to the few questions I had quickly. He went above and beyond to make sure we had the best tax outcome possible. His portal is easy to sign up for and use as well. I highly recommend taking any and all tax business to Mat Piamonte and F&M CPA!
Mat is amazing to work with and he is extremely knowledgeable. He is immensely attentive and responsive. I highly recommend F&M CPA to anyone needing accounting or tax services. The website technology is also a huge plus as it is very easy to exchange sensitive documents and messages at any time. 10/10 would employ him again!
My business partnership and my family had our first experience with F&M for the 2020 tax season. Mat's responsiveness, timeliness, and attention to detail was more than we could have asked for. I'd recommend their services to anyone and look forward to working with them now and in the future.
Mat operates like a NASCAR car driver in navigating the complex highways of the IRS tax code. We own a small business and can't imagine not having Mat on our side. He has been helping us for a few years now and also moved from Ohio to Texas but that did not hinder Mat in his excellent service. We are a happy customer and can vet that his work is top notch!
Thanks Mat for preparing our tax for 2019. Thank you for saving us from arguments and headaches. My husband worked in the military overseas and I worked as a freelancer, married half the year, landed in the US end of the year, so filing tax on our own is very very complicated! Mat presented documents to us in a professional and timely manner, do all the tax research pertaining to our weird situation, presented an election letter that even Turbotax didn't provide. Thanks Mat for your amazing service! We high
I had a great experience with this company! Mat went over and beyond to take care of our companies needs. If you?re looking for a tax professional don?t look any further. He is great, on point, and awesome. He definitely has our business and anybody that ask me about accounting/tax issues.
Mat Piamonte was a pleasure to work with. I have been dealing with tax troubles for years now and its put pressure on my financial well being as well as my family life. With Matts help I was able to resolve one of the biggest stress causers in my life. I saved over 75 thousand dollars with his help and I couldnt be more appreciative of what he did for me and my family. I would trust him with anything you have tax related and he is also a great person. Thank you so much Mat.
This my 3rd year with using F&M CPA, LLC (specifically Mat Piamonte) to help me with my personal and business taxes. Mat has done an amazing job and is very thorough. I would definitely recommend them and I will be using them next year.
GREAT Tax Professional! Matt Piamonte was responsive and extremely knowledgeable. He listened, he analyzed and worked hard to make sure I got the most deductions, and he was thorough. I HIGHLY RECOMMEND this tax professional!
I highly recommend Mat to anyone who wants modern accounting tools. Mat has a strong sense of ethics, excellent in emphasizing accuracy, and answered all my business accounting needs. I wish F&M CPA the best of luck.
I contacted F&M for advice related to e-commerce (Etsy, Ebay) sales tax, and Matt was incredibly helpful, breaking down the situation, and explaining what I needed to do going forward to meet the state tax requirements. If you have concerns related to online selling, side hustle taxes, etc., I highly recommend F&M
Mat did a great job handling our taxes! Very efficient and quick to respond, even over the weekend. Thank you for everything Mat!
Mat Piamonte at F&M CPA, LLC has been an invaluable resource to myself and my business for years! Whether I'm on top of things or I'm filing something at the last minute, Mat is there at a moment's notice with the needed direction and any general advice I may need! Thank you, Mat and F&M CPA, LLC!
We?ve worked with Mat and team for several years and have always been very pleased. Very responsive on all communications , thorough in preparing all forms and easy to work with. Would highly recommend! Jeff
Mat was a pleasure to work with, answered all of my questions and even helped my clean up some of my QuickBooks mistakes.
Mat did a great job with our taxes and answering questions!
Great service, no issues, very good communication throughout the process. Definitely would recommend.
Mat is an experienced CPA with first-class customer service!
Wry honest and personable. Will use them for all our tax needs from here on out.
Easy to communicate and willing to educated throughout the process.
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.