*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.*
10120 Valley Forge Cir Suite 120
King of Prussia, Pennsylvania 19406
Ryan, Mona and the Foresight team have greatly helped our small business, The Stove Shop in Phoenixville, PA. We are wonderfully satisfied with their efforts. While Foresight is not the cheapest option, you get what you pay for! They saved us both money and time. I highly recommend Ryan for his insightful knowledge, calm demeanor and supportive approach. He is much better than any other accountant I have encountered in the past. Thanks Foresight!
I was a VERY green small business owner back in 2015 with no idea about how to run a business and a repulsion for accounting. Ryan and his team at Foresight took me under their care and gave me first class treatment for a price I could afford in the early days. Here we are almost 5 years later, 3 offices and a team of 10!! And I couldn?t be happier with the personal care, patience and professionalism I get from Foresight. We love working with Brent and consider him and Ryan part of our tribe! I highly recom
It has been an absolute pleasure working with the team at Foresight. Ryan and Lori have been incredibly helpful in not only preparing my taxes, but also helping me understand my business finances. They are always more than willing to answer questions and give genuine advice. They always point me in the right direction, with my best interests in mind. They are absolutely essential in my business growth and I can't wait to continue working with them!
It's really hard to find a good firm that you can trust but I'm glad someone referred me to Foresight Business Solutions LLC. They help me with both my small business and personal taxes for 2 years now. I entered the small business world without any experience and head first but Victor was such a great help full of knowledge and guidance; because of him I was able to quickstart my Home care agency. They are responsive and they make your situation work. I also love how they work as a team so even if Victor i
Our business has been working with Ryan and his team at Foresight for more than 5 years and we could not be more pleased with how well he organizes, consults and cares for our account. The addition of our wonderful Accountant Rupa, who works hand in hand with us weekly, has been invaluable to our success. She is so knowledgeable, pays extreme attention to detail and has such a kind and caring personality. Working with Foresight is a great way for our small business to have the feeling of our own personal a
I have had Foresight Business Solutions as my tax and accounting company since the formation of my company in 2011. We are an international company with offices/factories in the USA and Africa. Foresight has been an integral part of my business and they have helped us achieve success in a tough environment. We now are in growth mode transitioning from start-up and Foresight has prepared us for each stage of our development. I am particularly impressed with Brent as he has fine-tuned our books to take us
I cannot say enough good things about Foresight Business Solutions. I am tough on my guys, and expect the highest level of work ethic and customer service and Victor/Ryan from Foresight have the same mentality. I am a contractor, not an accountant... any questions I have, they take the time to explain it. They are always available to help me understand the world of tax. I can't say enough good things about Victor and Foresight. Ill keep the referrals coming!!
In 2015 I started a small fitness business with no clue what I was doing. I hired an online accounting service to begin with. Just getting started, it was the easiest option at the time. But without any accounting experience and a year of underpaid taxes, I realized I needed more hands-on support. A friend referred me to Foresight. When I reached out, Ryan was very supportive and helped me fit his services to my budget. Since then, I have worked personally with Brent - who has been IMMENSELY helpful in ev
Great small business accounting and tax planning company. I recently worked with Greg on my 2010 and 2011 taxes that were a bit overdue. While trying to start a new business, taxes were the last thing I wanted to look at. But after quite a few emails and follow-up calls from Greg, I finally got all my business expenses organized and sent the information over to Foresight Business Solutions. Greg took all the information, prepared the tax forms asked a few questions and in a few days it was ready for me to
I was not planning on leaving a review but after seeing the two most recent reviews, I felt like I needed to. I worked with Foresight last year for my taxes and it was not worth it. I had to follow up 3 separate times for next steps and they didn't start my taxes until a month before the due date and multiple emails asking them about it. They then said I owed thousands and thousands of dollars and when I looked closer, I realized they never put in any of my deductions/expenses I had sent them. They also fil
I use Foresight Business Solutions for both my personal taxes and small business needs. Foresight is reliable, professional and accurate. For almost 13 years I have relied on their professional services and guidance. Ryan, Julie and Victor are amazing and trustworthy.
This company is absolutely terrible if you are a small business. My small landscaping company dealt with Chris at the Ardmore location for 15+ years before they switched to Foresight, where it all went downhill. We were given to another accountant, at the King of Prussia location, who basically forgot about us, we had to email and call over and over again before finally getting a response (well past the due date, so of course IRS late fees had to be paid by us). When they finally responded it was a quick "h
Foresight Business Solutions has provided us with solid professional accounting support during the acquisition of our new business and first 6 months of operations. Greg and Brent have been true partners that I can rely on to make sure my books are in order.
Working with Foresight has been *so* incredibly helpful! Ryan Correia and Lindsey Johansson have always been helpful, proactive and patient with me on everything from taxes to accounting; especially for the non-numbers focused creative. I couldn't recommend them or their team more highly!
Each year since 2010, owner Ryan Correia has prepared 9 tax returns for me, including out of state returns and returns dealing with real estate. Very complex job done very well. Found thousands of dollars of refunds missed by another accountant. Very flexible in his methods so that the work involved for me is minimized, e.g. he bought the version of Quicken I use so I can just give him my Quicken file instead of transferring data from Quicken to his Tax Organizer. He is also flexible in ways of communicat
I?ve been doing my taxes with foresight for many years. This year I had some different circumstances and I was uncertain how my taxes would turn out. The staff at foresight answered all of my questions through emails in a timely manner. I strongly recommend foresight for all tax purposes personal or business, they understand it all.
I used them for three years and, though the nature of my business has not changed, I saw the rates steadily increase each year as the quality of communication/insights declined. I got sticker shock when seeing the bill and wish they would have clearly communicated upfront about the added expenses. Plus, charging extra for basic software they need to do their job is just tacky. Any savings I get from using their services are not worth the price.
Expertise, Integrity, and Passion! Those are the traits that you need when it comes to the oversight of your accounting and financial needs. Those are the exact traits that Ryan and his team possess. FBS has always come through for me, especially at crunch time!
Gave Greg a shot for two years. Great, if you like no responses to acknowledgements for sending in tax documents and last minute filing, forcing late payments. I'll pass.
Great place to do business. They do my business taxes.
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.