*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.*
615 Cape Coral Pkwy W #202
Cape Coral, Florida 33914
Thank you to the Diana and the whole team at Firpta Solutions, for helping my client and myself to get everything done so fast. We were able to close on the property on time. They were understanding on the time frame we had. They communicated the process and answered all my clients questions. THEY ARE WORTH THE MONEY!! Thank you again for being AWESOME. Respectfully, Daniel Cortes, Realtor.
After many years of disappointing experiences and questionable accounting practices in the Ft Myers area I found Ron. WHAT A BLESSING. #1 in Knowledge & Experience. I can?t recommend Ron St.Clair and his accounting team enough. He is the first truly honest and law-abiding professional I?ve worked with in this field?someone who not only understands the complexities of personal, business, and corporate tax, but handles each with clarity, integrity, and precision. His guidance through income tax preparation h
I found FIRPTA 101 Zoom class on-line and initially scheduled a class. I encountered a scheduling conflict and contacted Rosalie St Clair, Education Director, for assistance. She was able to quickly reschedule the class and provided confirmation. Thank you, Rosalie, for your quick and courteous response, and solution to my problem.
We are a Swedish/Austrian couple, living in Sweden, who sold our condo in Lauderdale By The Sea in early 2024. At that time we had been recommended "Firpta Solutions Inc" by our realtor, Ms Elka Kamel to do the entire tax handling from our Closing in early 2024 to our 2024 US Tax Returns in 2025. A great recommendation it turned out to be since the ladies at Firpta have done a wonderful job from our preliminary Tax Withholding until our final Tax Return by mid 2025. Along the process we could always email
After waiting for another FIRPTA company for over 2 years, Firpta Solutions got the Job done.. Great staff, excellent communication What an experience I will use their services again!
I used the services of Firpta Solutions Inc. to recover taxes from the sale of my home from the IRS. They helped me set up my TIN number and submitted the tax return on my behalf. I only have good things to say about Firpta Solutions company, and specifically about the account manager Daiana Torres Nicola. She stayed in touch with me throughout the whole process, and the refund check came sooner than expected. I highly recommend this company to potential clients.
They are my go to company when any Firpta issue pops up during a sale. Samantha and Vanna are wonderful. I recommend them to every client who needs help with Firpta.
I give Firpta Solutions a 5star rating. From the introduction to the process of filing for a TIN number up to the tax refund, I was assisted by professionals who, not only were very knowledgeable but were also very patient and helpful every step of the way. As a foreigner not living in the US, filing for TIN and then the tax return are daunting. Thanks to Firpta, this process was smooth and straightforward. I would recommend Firpta Solutions to any foreigner who need to do the processing of their tax proc
I have been working with Firpta Solutions for several years now. This company provides an excellent service to any foreign client. Everybody working at this business is professional , always available to answer questions, has attention to detail, is very knowledgeable and the customer service is always amazing. I am working with foreign clients on a day to day basis, and it is very important to me to be able to recommend a Firpta company that I am able to trust and recommend. If you are looking for a Firpta
My clients and I had the pleasure of being guided through the FIRPTA process by Julie Meyers. Julie?s calm, steady demeanor made the everything much more enjoyable. I. Ant imagine dealing with the situation without Julie and FIRPTA Solutions! Using their services will be the best decision you can make! Kevin Smallbeck Re/MAX Equity Group realtors. Portland Oregon
Many years ago, Firpta Solutions Inc did an excellent job for us when we bought our house. Now we sold it and they did a good job again. Very competent and friendly staff.
Rosalie presented FIRPTA Basics to my escrow employees via Zoom. Her class was very informative, interactive and she explained the topic very clearly and concisely. We all appreciate her time and knowledge!
I recently completed the FIRPTA 101 class, and it was an incredibly informative experience. As someone who wanted to deepen their understanding of the Foreign Investment in Real Property Tax Act (FIRPTA), this course exceeded my expectations. The instructor, Rosalie St Clair, did an excellent job breaking down complex concepts into manageable, easy-to-understand segments. The material was well-organized, with a clear progression from the basics to more advanced topics. I particularly appreciated the practi
The team at FIRPTA Solutions takes the complications out of ITIN and FIRPTA because they handle every aspect from start to finish. They are my go-to as an agent when working with foreign customers.
I have worked with FIRPTA Solutions for two of my foreign clients so far. They are always quick to respond to questions, and it is also beneficial that they have German-speaking employees. I definitely recommend them!
????? We had a seamless experience with Marie May at FIRPTA Solutions. Their expertise in FIRPTA compliance made the process incredibly smooth. From start to finish, their team was professional, knowledgeable, and attentive to all our needs. I highly recommend their services to anyone navigating FIRPTA regulations. Thank you for your outstanding assistance Marie!
By far superior to everyone else I had dealings with. Very competent and professional. Thank you
Very professional , fast response to emails and phone calls. The staff are knowledgeable and easy to understand , I would highly recommend them to anyone.
Experts in the field! Excellent customer service, knowledge and fast action for anything that has to do with individuals or entities facing a FIRPTA scenario. So glad that I can count with Firpta Solutions as part or our team to provide superb service to our clients.
Courteous, efficient and reasonably priced services!!! Would recommend to others in the future!
Would highly recommend FIRPTA Solutions ,we recently sold our Florida property and they helped us out in filling in the correct forms required to apply for our withholding tax. The whole process was seamless and easy. Each step along the way was explained fully. Thank you, job well done!
I owned 2 properties in two different states. Both title companies had entered incorrect information for the FIRPTA forms to be sent to the IRS. I waited a year and nothing happened due to their lack of knowledge about FIRPTA. Then I reached out to FIRPTA Solutions and the experts there helped me with every step; they showed me where the mistakes were made; they worked with me step-by-step; and most importantly were absolutely patient with my numerous requests. This is a very professional business with g
FIRPTA is an excellent company. They provided me with a very professional, personalized and excellent service. If I need to use FIRPTA again in the future I would do so without thinking twice. I recommend FIRPTA without the slightest doubt.
We have been working with FIRPTA solutions for many, many years and are extremely pleased with their services. They give our international clients peace of mind when it comes to closings and play an important role in the transaction. We absolutely love the whole team . It?s definitely a plus that they speak a variety of languages. Nadja Brunner Broker Associate , Century 21 Sunbelt Inc.
We had a wonderful meeting with Daiana and Julie. They explained the FIRPTA process with ease and made it it very understandable. I would highly recommend their service when selling a foreign property.
I took the "FIRPTA 101 - Understanding FIRPTA" course with Rosalie St Clair M.Ed. on September 12, 2024. This was a very well presented and informative course. I learned so much more on the subject that I thought I would. I highly recommend it.
We would like to express our appreciation of the excellent work that FIRPTA Cape Coral have done on our behalf. We are non resident foreign nationals and Holly Holmes and her team resolved all the problems that arose with the IRS in obtaining our capital gains refund. We could not have done this without their expert knowledge and advice. We are especially grateful to Holly for leading on this matter and being so accessible and helpful to us. We highly recommend FIRPTA Cape Coral Many thanks. Martin & Christ
Holly Holmes was exceptional during the process of selling our Florida vacation home. As a Canadian she explained every step that we needed to take and was always available to answer our questions. Although the process with the IRS is long, Holly kept us updated. Without her help we would not have been successful in receiving our funds. Job well done!
Just want to thank the team at FIRPTA Solutions for making it so easy to navigate through all the rules of selling a property in the USA when you are Canadian. Our experience with your group has been top of the line and I will strongly recommend your services to all owners who need to go through the process. Thank you again for you great services.
Melba is fantastic. She took the time to explain and moved the process along quickly. Very pleased with the service ??
My name is Fabio D. I live in W.P.B. Fl. Hello :) I want to thank Daiana for her excellent professionalism, dedication and speed in my FIRPTA process. For us foreigners who live in the USA and need help from a great professional, in the FIRPTA process look for Daiana so that she can help you in your process. If you need it, with all sincerity, look for Daiana and team. Efficiency and speed, and I can tell you from the bottom of my heart, first of all I thank Jehovah God and second of all to her who helped m
Firpta Solutions provides a excellent service that provides home buyers (and their attorneys/agents/etc) comfort proceeding with a purchase when an otherwise daunting IRS withholding concern arises. Their ability to pull together a same day transaction when a withholding issue was discovered mere hours before Closing is extremely impressive. Their customer care makes them true standouts. Thank you Samantha and Holly
We are Canadian citizens and recently sold our property in Florida. We were referred to Firpta Solutions by our real estate agent. Patti Vanerstrom looked after all processes of the 15% withholding tax which is required by the IRS. She was friendly and very knowledgeable. We are confident our US income tax return will be handled in a professional manner. Thank you Patti for all your help and attention.
Nothing but good things to say about FIRPTA Solutions. The service, professionalism and speed that they were able to expedite everything was amazing. As a Canadian who needed to sell my property in Florida, I was unsure of all the rules, laws and requirements that I need to know before and after selling my home in Florida but Julie at FIRPTA Solutions took care of everything for me and I was able to relax in knowing that everything was being done properly. The costs were very reasonable for all the work tha
Working with Firpta was amazing. They did all the heavy lifting and made the process so simple and easy. Great friendly staff. They are highly recommended
We have recently sold our property in Cape Coral, Florida and have had the pleasure of dealing with FIRPTA Solutions. Being Canadians selling a U.S. property seemed overwhelming at the time, but our real estate broker recommended FIRPTA and the process has been painless and very efficient. We are so thankful to Alex and her team at FIRPTA Solutions and highly recommend them to all our fellow Canadians!
We would like to highly recommend the services of the FIRPTA Solutions Inc. team. They made our land selling process very easy although we were not in the US at the time of the sales. Thank you for your support and all your help, especially Samantha, Julie and Alex.
Patti Vanderstrom of FIRPTA Solutions was highly recommended to us by a Title Company. We were an Irish couple selling our Florida vacation home. Our first interaction with IRS to obtain an ITIN proved to be too difficult of a process. We spoke to Patti and set up an appointment. She explained in clear and concise terms the process of obtaining an ITIN and the subsequent claim to IRS for refund of Withholding Tax. We provided all the necessary documentation and she took over, keeping us updated all the time
Cigdem was super helpful and knowledgeable. As a title agent, I know I can count on Cigdem and FIRPTA Solutions to accurately answer any of my questions. I will be sure to refer my clients to them moving forward as I know they will be well-assisted.
I sincerely thank the Firpta company and its collaborators for their help and support in my Federal refund procedures for the years 2022 and 2023. Living in France, this procedures looked me hard a little but with Firpta, everything appearedme more simple. Thank them very much.
With the minimum engagement from my side, FIRPTA solutions handled professionally the whole process from having an ITIN with IRS till receiving the FIRPTA refund. I would like to thank the friendly team of FIRPTA solutions for the great work done and i recommend their service definitely. Julie, Samantha and Alex, thank you.
As Canadian first time home owners in Florida we were uncertain of the tax repercussions when we decided to sell our Fort Myers house. We were recommended to FIRPTA Solutions by our Realtor Zachary Staruch of the Pelican Team. I met with Samantha shortly after we had a firm offer on our property, Samantha was very knowledgeable and explained the entire process to me, she also explained the percentage government hold back and what funds we could expect and the timeframe we'd receive a refund cheque. My wif
I am a Canadian who is selling our winter home in Florida. I was referred to FIRPTA Solutions Inc by my realtor. I was very happy with their service. I had no idea how to deal with the IRS but the staff explained their process and benefits completely. It was well worth the fees to avoid the automatic deduction of 15% from to total sale price and then have to wait to get it back months later. Many thanks to everyone I dealt with at FIRPT Solutions. Virgina U.
We decided to put our Naples home on the market, whilst looking on from across the pond. The home went under offer very quickly and we were unsure of the resulting tax repercussion. Fortunately FIRPTA Solutions were recommended to us by Entitled LLC in Fort Myers. I communicated with Julie (Fort Myers( who explained to us the entire process from start to finish. She worked her socks off to complete all the necessary paperwork by the time the property closed/settlement. I would definitely use FIRPTA Solution
It was a pleasure using FIRPTA Solutions. It was a simple and reasonably priced solution in addressing the FIRPTA portion of selling our home as foreign residents. Patti took the time in explaining the process and answered any questions we had. She exceeded all of our expectations...Rob - Ottawa.
FIRPTA Solutions certainly has taken a load of worry off our minds. We sold our condo in Florida and as Canadian snowbirds we didn't know how to proceed with clawing back the withholding taxes. We checked with lawyers and accountants for an understanding of what was involved and we could hear the meter ticking on their open-ended fees. FIRPTA provided a fixed-price estimate, they have been on top of every detail and their contract explained the process so well in terms of timing, their services and what th
Would highly recommend Firpta Solutions Inc. Very professional. They did all the work with the IRS when we sold a property with regards to the withholding tax. Thank you
I cannot say enough wonderful things about Julie Leapold, and FIRPTA Solutions. She is friendly, engaging and extremely knowledgeable. I am the Marketing and Sale Director for 6 large Title Companies. I wanted to offer my realtors additional education about FIRPTA, and our Underwriters provided glowing reviews about Julie and her team! I was blown away by Julie She kept our realtors engaged and provided the information they needed to know. She took challenging information and explained it so the realtors
Fantastic service!! Needed help incredibly quickly due to a house sale and a relocation out of the country causing extra tax implications and Firpta and Megan stepped in and helped brilliantly. Very efficient service, easy to work with and incredibly responsive. I already have my tax decision back from the IRS and the funds released and in my account. Thanks!!
FIRPTA Solutions has been a great partner. They have worked with us on some very complicated FIRPTA issues and did an outstanding job. They respond immediately, are extremely knowledgeable, and take customer service to a whole new level. Thank you Julie!
I have over 15 years experience in the customer service industry, dealing with the high end customers .I know about quality service. I'm not done with my process however, I'm exceptionally happy with the impeccable, professional, courteous, prompt, efficient and very detailed service I've received so far. You were highly recommended and you did not disappoint. Thank you Julie and your team for your exceptional service. Excellent choice for foreign buyers.
It's been an absolute pleasure to work with FIRPTA solutions, from receiving the case to taking me through the finishline, Meghan, Holly and Yuri showed what a 5star level of service looks like. They are professional, responsive and very cooperative in the whole process which made my life much easier. Moreover, their is highly reasonable compared to other service companies. Strongly recommend!
As UK ?Snowbirds? selling our home after 21 years we highly recommend FIRPTA Solutions. Samantha in the Cape Coral office was excellent in assessing our financial needs and advising us. She is knowledgeable, professional and focused, particularly in relation to the IRS requirements. The integration of communication between FIRPTA, our realtor Marc Senecal at REMAX and Title Group of Fort Myers combined to make the sale of our house stress free for us. Many thanks to all.
I have been delighted with the services provided by Firpta. The organisation is not cheap - but as the saying goes, you get what you pay for! They have been fast, efficient and friendly. They have communicated clearly at each stage through the various steps of the process I have needed to undertake. I would not hesitate to use them again or to recommend their services to others. Richard Falk
We expected to pay a 15% withholding tax to the IRS and wait up to 18 months to get it back. Our title company recommended Patti Vanerstrom of FIRPTA Solutions to prepare the documentation including a Withholding Tax Certificate allowing us to get our held funds from the IRS in about 90 days. Highly recommend this company
I sold three US properties during the last two two months. FURPTA solutions assisted me with all US withholding IRS tax related issues. Thank you to Samantha and Patti for providing a stellar service. Without your professional knowhow and knowledge I would have been lost to this topic. Tour after service follow-up is also much appreciated!
As a foreigner with US property I found Firpta Solutions Inc did a fantastic job in ensuring my tax returns were processed rapidly and professionally. The electronic paperless signatory process ensures you can deliver all the documents required easily from the comfort of your couch !
I would highly recommend Firpta Solutions Inc. as they are very professional, knowledgeable, attentive and extremely supportive. Julie, Patti and Samantha were amazing but this firm goes beyond that. Anyone who answers the phone is willing to assist if possible. You get undivided attention from all staff even on their busiest of days.
FIRPTA Solutions is my way to go for foreigner transaction files and Title Company errors. They helped me with 2 client files that had improper withholding on a multi member LLC. The service was fast and very effective. I am thankful for professionals who share the same services or similar services we can count on and do not have to worry about losing our clients, it's the opposite, with their help and expertise I was able to turn these temp clients into monthly clients. Thank you Julie and FIRPTA Solutions
You came very highly recommend. From the first call, till the IRS filing, I could not have had a better experience! Everyone I dealt with were professional and very helpful. Communication is instant and informative. An excellent choice for foreign buyers. Thank you all for everything G. Robertson Ontario, Canada ????
As a Canadian navigating a real estate transaction in Florida I felt quite lost - I was so relieved to find Firpta Solutions, they made what had become stressful and confusing much more "doable". I highly recommend this company - friendly, prompt, professional. Thank you to Firpta!
We have been very satisfied with our experience with FIRPTA Solutions to this point. We are looking forward to working with them throughout the process and are eager to update this review when all is completed.
Excellent service and solutions. I recommend this company with no doubt
I was having problems getting paperwork together for an ITIN so I contacted FIRPTA and Megan responded very quickly . She was so helpful and understanding and I felt at ease with her immediately. She explained everything to me through every stage . I cannot praise her enough !
Samatha and Alex helped me and dad go through the arduous process with the IRS even though when my dad was not in the U.S.. They have demonstrated real professionalism and provided us with sterling services. All the instructions were clear, and they were patient all the way through. I highly recommend to hire this company when you need to go through FIRPTA. They ARE the solutions to FIRPTA. Minghao and Lei Jin
I would like to thank FRIPTA SOLUTIONS for the support and help they provided me to get back my withholding amount, especially Megan Johnson. she knows all the ins and outs, she is very professional, very responsive and very honest. Megan provided me a remarkable services and advises and everything she said about the process was 100% correct. I highly recommend hiring Megan without any hesitation. Thank you FRIPTA SOLUTIONS team.
Holly and Meghan were simply on top of all aspects of the not so friendly FIRPTA process. They informed us of all steps and options from the beginning, they were extremely responsive to all our requests and communications, and true gems to deal with. No doubt whatsoever, you will not enjoy FIRPTA, but you will be delighted by the service rendered by FIRPTA Solutions.
Thank you so much for the great team Julie, Megan and especially Samantha who explained and guided me throughout the process of selling my property and getting an application for withholding Certificate. I am extremely pleased with the work that they all have done for me and i will absolutly recommend them to everybody especially foreign persons like myself.
I want to specially thank Patti Vanerstrom who has taken up my paper work for FIRPTA refund and did her job very efficiently and smoothly and without any doubt for all my future real estate sale works I will come to her and FIRPTA Solutions. Thank You all the staff of FIRPTA Solutions. Dr.Satish Menon
Being a Canadian, I had no idea what was involved in selling property in the U.S. Firpta Solutions were professional in answering my questions and responded VERY quickly to my emails and phone calls. I would certainly use their services again should I need them.
From first contact to defining the process, escuting on my behalf, this was just too simple for me and my wife. Excellent execution, flawless in all aspects. The filing and the return was done professionally, and the refund from IRS was surprisingly fast. Thanks all especially Holly Holmes.
I can only recommend it! Thank you so much for your help !
They are so professional.They responded all my questions right away. They prepared the documents and forms perfectly.Iwill recommend them to all my friends. Thanks again.
Over a year after they did my FIRPTA papers I found that in the Form sent back after all , is missing the Withholding`s tax Payer ID . That is not the Issue , the respond is that I can do my Claim of the retention trough another Form . I wished I was told this in advance when They charge me the 500 usd and if I agree to do my tax report they would charge me 1500 usd more this year. I understand the Buyer is not obliged to give their number , but be aware if you don?t have that number is impossible to file t
Although we are not completely through our process, I just wanted to say Patti and Samantha have been very courteous and very professional. We are happy we chose FIRPTA Solutions to work with.
I am very pleased if the service I have received from Firpta solutions. I am UK resident. After selling house in USA I faced all IRS bureaucracy. The company prepared all the documents, necessary tax numbers. Everything done in professional way. Thank you.
They did an amazing job! They helped me in issuing a withholding certificate, getting ITIN and filing my tax return. They are very friendly and professional. I highly recommend working with them!
Firpta Solutions Inc. was highly recommend to us and Samantha exceeded the expectations with her guidance, professionalism, and knowledge. Thank you helping us on every single step of the process.
Good services, excellent follow up! Highly proffessional and excellent patience! Your team ensured clarity and very customer friendly!
Holly Holmes went above and beyond for me when my own lawyers would not. Fantastic company, fantastic employees, very professional. I already referred this firm to my friends in the real estate business
This firm was recommended to me by our closing agent. I have been very happy with the whole process so far. Everyone I have dealt with is, professional, courteous, polite and knowledgeable. I would strongly recommend them.
Excellent experience with the Firpta team. Very professional, Knowledgeable, Highly responsive and Capable. Happy to recommend.
Hi Alex , I was pleased with everything FIRPTA did to represent my interest . Of course I can?t comment on entire process until all filings and paper work is settled with treasury. I?m sure if it is at same level as so far , I will be very pleased . Thank you for all the work so far .
Thank you for your professionalism in handling the sale of my condo in Northern Michigan! Neither a closed border with Canada nor a pandemic interfered with your ability to assist me in closing the transaction on time and without a hitch. Special thank you to Yuri Perez!
Vanna at the Coral Springs office is the best! She is very responsive and very available. I will always recommend this company to my foreign national clients who are buying and selling real estate!
It was a real pleasure to deal with all the personnel at FIRPTA. They all were professional & efficient. I highly recommend them in dealing with foreign tax issues in real estate.
Really helpful professional and organised . We are from the UK and needed help with the tax implications from selling our house , Megan was great so helpful would definitely use Firpta solutions again
Very efficient and corteous staff. Yuri Perez did a wonderful job helping us as foreigners with US tax questions and procedures. I can highly recommend their services.
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.