*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.*
25 Braintree Hill Park #200
Braintree, Massachusetts 02184
If there were ten stars I would give F5 Accounting a 10. My association with their tax service began in the mid 1980s. I was the Executive Director of a small non-profit organization that turned to F5 to handle our taxes After a couple of years of excellent service I was so impressed with the company I engaged them to handle my personal finances. And now at 82 years of age I am still feeling secure when I turn my taxes over to F5 at the beginning of each year. I believe that is around 37 years of outstan
My experience working with Dolores for over 15 years has been very positive. Easy to talk with, prompt with her responses and always gets my taxes done on time without any issues. She has helped with my personal taxes as well as with my small business. Highly recommend her!
I have been very happy to use F5 Accounting?s service for the past 9 years. They are knowledgeable, well-organized, and very efficient, helping me prepare tax returns with ease. (Even in one year that required 3 state returns in addition to federal!) I?ll continue to rely on them this year?and their staff is phenomenal.
F5 Accounting as provided stellar services to prepare my personal and business tax returns for several years. They've careful, highly communicative, expedient, economical, and have helped us through a few difficult situations of our own making. I'll continue to rely upon their expertise, and I've recommended their services to other acquaintances.
I have had the good fortune to have been able to use the services of F5 Accounting, Dolores Ricci-Norcott specifically, for my small business and personal accounting needs for years. She has provided a concerned, timely and trustworthy processing of all of my accounting requirements. She is a pleasure to work with and leaves me with a level of confidence that her work is professional, complete and accurate.
I have been with Dolores for about 15 yrs. now and before that my mom ( passed on ) was with her for many yrs. Trustworthy! Punctual ! Early warning ( ??) Great work ethic! Converses well with me! Very professional ( but not to stuffy ??). Absolutely recommend! Especially in this day and age where trust is a huge factor! Ty Dolores! Signed Frank!
I have known Dolores Ricci-Norcott for decades, and F5 Accounting has been doing my taxes for many years. She is knowledgeable, competent, and reliable, and it is always easy to schedule time with her and her staff. My taxes have always been done well and on time. As an ordained Minister, I know clergy taxes can be complicated, but she has always been able to handle the specific requirements. I have referred many colleagues and non-profit organizations to her for special assistance. I cannot image going
It always helps to have a good financial mind and tax preparer helping your company keep it's books in order. F5 Accounting has been helping streamline my Xero bookkeeping efforts for multiple companies for years now and I can highly recommend Delores Ricci-Norcott as a trusted advisor in this regard. You can too, give her a call.
I run a nonprofit and our taxes always need a little extra work and understanding. F5 always rocks it so that I don't have to worry about taxes each year. We're located in California and F5 is so good we use them even though they're on the other side of the country.
I?ve been working with F5 Accounting for over a year now. I can?t say enough great things about them. They?ve made my business accounting and organizing so much easier and accurate. Their knowledge continues to impress me and they have saved me over 6 figures on my yearly taxes. If you?re looking for a great accounting firm check out F5 Accounting! Thanks!
F5 has been our accountants for several years. As a small non-profit, we rely more than most on outside professional help. The F5 team goes the extra mile to repair our reports, guide and instruct us and coax us into newer and better methods. An excellent resource.
Dolores (and now Dan) have been doing our personal taxes for approximately 25 years now. They've always been professional, accurate, timely, helpful and friendly. We've never ever thought about making a change.
Dolores has been reliable, thorough, quick, and worth every penny. I have used them to do my taxes for years, and I would happily recommend them to everyone!
Dolores has been doing my tax returns for 30 years. Even when I moved to New Mexico and now to North Carolina, I have stayed with her. She is topnotch. Recommend her highly.
F5 has been doing my taxes for 7 years now and they are the most thorough and professional accountants I have dealt with. They respond to any question I have quickly and in a way that someone not familiar with finance can understand. I would recommend F5 to any individual or business looking for a great accountant.
Dolores has taken care of my taxes for over a decade. She?s always patient and kind along with an excellent tax accountant. I highly recommend her.
F5 Accounting has been fantastic to work with. Everything they told us when we signed up they have done. They are quick to respond to questions and have guided us well. I highly recommend their services.
F5 Accounting has provided our family with reliable tax services for several years. They team is knowledgable, responsive, and insightful.
From a one person shop to a full blown consulting firm, the team at F5 Accounting have been responsive, precise and professional always. I recommend them a thousand times over!
Dolores and Dan have helped streamline my monthly close process, cutting down on my stress and giving me more time with my family. They're super knowledgeable with taxes and accounting best practices.
I have been a longtime customer of F5 accounting and their service has been nothing short of stellar. They are professional, timely and very responsive. I would highly recommend them to anyone in need of accounting services (both business and personal).
Dolores is amazing and takes care of our every need. She is available for any question and completes everything right on time.
our taxes are complicated, and have many moving parts. they always are patient and prompt. i would recommend F5 Accounting to anyone, hands down!
I?ve been a customer for close to ten years and I wouldn?t dream of using anyone else. The F5 accounting team are knowledgeable, experienced, and honest trustworthy people who fight hard to get you every dollar that you deserve.
WE HAVE ONLY GOOD THINGS TO SAY ABOUT F5 ACCOUNTING. VERY KNOWLEDGEABLE. GREAT RESPONSE WHEN FAST SERVICE IS NEEDED. OVER ALL CUSTOMER SERVICE IS SECOND TO NONE.
I have been using F5 Accounting for many years. Their service has always been timely, accurate, and very fair.
Great team! Love working with them. They're organized, professional, knowledgeable, and easy to work with.
Dolores has always been a pleasure and a professional to work with.
Very easy communication, excellent accuracy, warm, timely -- great firm!
Have always got a very good service and response from Dolores at F5
Efficient handling of taxes through both my simpler & more complex years
Everything you would need is taken care of and without any worries! Quick and easy!
Great accountant, painless way to get my taxes filed every year
MY experience has been consistently excellent.
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.