*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.*
3400 S Dixie Dr
Dayton, Ohio 45439
Kind person who answered the phone. Not sure if I will commit to doing business with this team, but the lady on the phone gave me an idea of tax prep initial new customer costs, and I appreciate her commitment to helping serve everyone's time properly, her company and mine. I wish Flagel Huber Flagel the best and will keep in mind for future.
I would highly recommend Natalie from Flagel Huber Flagel without hesitation. I have been a client of hers for about a year , and I have never been disappointed with her services. I really can?t say enough positive things about Natalie Sanders! She is so good at following up with us to ensure that we are never left in the dark. Her professionalism, accuracy, and sincere concern for our needs is indisputable. I contact their office for any reason, Natalie responds as soon as possible, usually within a few
The most valued benefits we?ve enjoyed in our time with Flagel-Huber-Flagel have been trust and reliability. They do quality work, are accessible and responsive. Not only are they knowledgeable about tax and audit issues, they have proven expertise in healthcare. They provide great customer service at all levels and are very professional, timely, detailed and efficient. Our accountant always listens to what our needs are and makes sensible and appropriate recommendations. We make few business decisions w
I have been client of FHF Dayton office for many years. I even kept my relationship to this office after moving from Ohio to Georgia. Mainly because of professional good reliable accurate and friendly service. Communication is also very easy. Very responsive. I would highly recommend FHF Dayton office and specially Joe Gordon, CPA.
I have been a client of FHF for many years. Jeff Woeste is the Partner that handles my tax preparation and advises management of my estate. I couldn't be happier. He is very responsive and accommodates my every need! I highly recommend this firm.
FHF has been a phenomenal partner on all things tax. FHF has been able to handle every tax-related aspect for my business - which is extremely relieving and valuable when I don't have the bandwidth or expertise. I recommend them without reservation.
We have been very pleased with the representative of Flagel Huber Flagel! Keven Hagstrom our accountant has been excellent. Our Family has been grateful to have such talented, professional and personable accounting services over many years.
Flagel Huber Flagel have been our professional accounting firm since 1954. We continue to use them because of the honesty and guidance they have given us through the years as we have grown, acquired another company and now through Covid. They know and care about our business
Chuck and the team at FHF are OUTSTANDING! I have an Single Owner S-Corp for the IT Consulting services I provide and my wife and I could not have tackled this last year without the help of Flagel Huber Flagel! You are missing out if not using the FHF team for your small business!
I've always had a wonderful experience dealing with my tax manager at FHF. She is always willing to answer my questions, both as an individual and as an area attorney with clients that encounter tax questions/issues. Would not hesitate to recommend.
FHF have consistently provided outstanding audit service for many years. They have maintained a constancy of staff which greatly enhances the efficiency for both the firm and the client. It is always pleasant to work with them each year.
This is a great CPA firm. They stay up to date on the latest tax law, communicate changes in an understandable way and work as a reliable partner to the benefit of their client's operation. Responses are timely and rates are competitive.
Catherine was very helpful in organizing our supporting documentation. The tax return was prepared in a timely manner. I think the best thing we can say is "See you next year"
The CPA staff at Flagel Huber Flagel is top notch. They are there to answer tough questions in an especially tough year. Special shout out to Kevin Hagstrom and Lou Homan.
Expert, attentative and quality service is the norm for our experience with Flagel Huber Flagel over the years, a valued member of our team.
I have trusted Joseph Gordon and FHF with my business taxes for many years. They have never failed to provide excellent service and are always responsive to my questions and concerns.
Joe Gordon has done an excellent job managing our business and personal tax returns for more than 20 years. Highly recommended.
Joe Gordan completed my Income taxes for me and, as usual, he was courteous, friendly, thorough and timely.
Jeff Woeste is hands down the best in Dayton - always quick with a concise and easy to understand response. Wouldn't trust my business with anyone else!
Chuck Craft and Tracee Frederick did a wonderful job helping me through my first year as a business owner!
Sean does a great job for us. Very professional and prompt!
Superb customer service. My staff is incredibly pleased with the accuracy and timeliness of payroll.
All staff were helpful and efficient.
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.