*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.*
1137 W Mill Rd
Evansville, Indiana 47710
I run my own small business and Foncannon CPA Group has been a life saver. They continuously answer any questions I may have and advise me on how to save the most while filing for taxes. Rob is so kind and always explains things when I?m unsure how something works. Caitlin is very prompt and always goes above and beyond to help me when I ask her about something! (Which happens a lot haha) I cannot recommend Foncannon enough.
As a small business owner, we needed help with not only our taxes, but guidance on better bookkeeping to make it easier on us with expenses. We are more than pleased with his work, helping our business grow and the professionalism this company provides to their clients. I highly recommend Greg at Foncannon, he is personable, easy to understand, and is a key asset to our company.
So far so good, as a small business owner of a scaling business. I had fired, prior accountants and bookkeepers. Robs counsel has helped me go from one business to multiple. He's accessible, reasonably priced, and has helped me correct prior tax mistakes made from poor advice. Keep up the good work Rob, and the Foncannon Team!
We had a consolation with Greg this morning and were extremely satisfied and confident when leaving our appointment. Greg was helpful, thorough and explained everything to our satisfaction. We highly recommend Foncannon tax service.
I worked with Greg to sort through the multiple tax returns that I received in one year. Greg not only helped with my returns, but also found ways I'd never considered to save me money. He took a huge weight off of my shoulders!
I?ve had a horrible time with them. My former employer used them for our taxes. I?ve been trying to get my W-2?s for months and been getting the run around. It took me over a month to get a hold of a real person. Then when I did I was told there was only ONE person in the entire company who could get my W-2?s and she was on vacation. Waited a week called and called nothing. Went into the office at 2pm and was told again the ONE person who could get it was out of the office. Left my number was told I would g
We have used Foncannon Tax Services for years now. We have a small business and we use their services for all of our tax planning and payroll needs. This is a huge help for us. Taking this off our plate allows us to do what we do well.
We met with Greg this morning regarding a small business and was very happy after leaving. He was very thorough and we felt very confident after leaving
Greg Raben is honest, and a great help in all our financial needs. Great company, would always recommend!
Highly recommend. Prompt, accurate and highly professional with great customer service. Best in the business.
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.