*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.*
800 S Lafayette St
Shelby, North Carolina 28150
I walked in, spoke with the receptionist, and explained what I needed. After hearing, she told me there would be a $500 upfront charge for specific service that I needed. I said ?okay?. She took my contact information to send me the intake forms and again told me there would be a $500 upfront charge?I?m guessing she thought I didn?t hear her the first time but I again said ?okay?. I?ve not received any information from this company. Maybe I looked like I didn?t have $500??? Who knows?. The other comme
I have been using Fedyshyn CPA for over 15 years. I have always been pleased with their efforts. Scott is a standup accountant and has always been extremely helpful all the way through. You can't go wrong with Fedyshyn Group.
The group at Fedyshyn are professional and very knowledgeable about your tax needs and super nice to work with. I highly recommend them. Michelle, Crystal, Scott, Gwen and Denise are top notch.
I have used Fedyshyn CPA Group for several years and have always been pleased with the prompt service and attention to detail in all of the work they do. I have absolutely no qualms about recommending them for all of your tax and accounting needs!
Fedyshyn group has done our taxes for several years. Always great to have trusted accountants. They staff always have smiling faces.
Great environment and pleasant employees. Would recommend!
Best & most helpful CPA group! Have been using them for many years & always completely satisfied, highly recommend this group!
Amazing CPA group! Have been coming here for 5 years and I'm very happy with our returns, highly recommend.
Professional and efficient! Fedyshyn CPA is who we have used for several years now. Highly recommend!
very poor service! they do not return phone calls! Scott fedyshyn did only part of what he said he would do. I wanted him to return my fee and said he would but he would redo my tax return so I wouldn't receive my refund. REALLY???
Great team to work with!! They are always helpful anytime I need anything.
Fedyshyn?s office is amazing. I have no reservation in recommending this practice.
Really nice ladies?..Can?t forget the boss man Scott
Awesome fast polite service.
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.