*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.*
2501 Catherine St #1
York, Pennsylvania 17408
I've been working with Darrell (on payroll) for 6 months and the experience has been outstanding from day one. He is knowledgeable, reliable and incredibly detail-oriented. Darrell has gone above and beyond with clarity and professionalism. His guidance has brought peace of mind and allowed us to focus more on growing our business. I highly recommend to anyone looking for a trustworthy and skilled Accounting Firm.
Flickinger & Co. has proven to be an invaluable business partner. We engage their comprehensive CPA services, which include monthly consulting, weekly payroll processing, quarterly report filing, and annual tax return preparation for our three companies and personal tax returns. Their consistent timeliness, clear communication, and extensive expertise are highly valued. They also provide valuable resources and offer prompt responses to inquiries. We are exceptionally grateful to have found a trusted partner
We have consistently had a positive experience with this company until recently. However, my daughter was overcharged by Melanie, an accountant with Flickering & Co. My daughter and her husband had a tax question and were contacted by Melanie. She failed to inform them that there would be an additional charge for a simple question over the phone. My daughter questioned the validity of the additional fee, but the owner refused to respond via phone, email, or in person. Consequently, she was denied tax servic
Horrible place to get your taxes done. The owner refused to have a meeting with me regarding an additional charges TWO months after we paid for our taxes. Melanie was EXTREMELY disrespectful each time I spoke with her on the phone regarding this charge.
Dan and his team do an excellent job across the board. Technically competent and always on the lookout for ways to reduce our tax bill. Recommend them highly, especially if you're looking for a firm that doesn't get excited about just filling out the tax forms correctly.
I had always done my own taxes until I started a part time business. I knew I was not qualified to do this myself. I had known Melanie Kinney and I trusted her. She has made it so there is a part of my business that I don?t have to worry about. It has always been a friendly and professional experience.
We were searching for an new accountant to handle our Income taxes for our business and also personal. Everyone we have met with and have dealt with on the phone has been so wonderful, kind and most important helpful. Great experience from the start, highly recommend.
Great staff and extremely professional. Taxes were done in a week.
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.