Fram & Fram, CPAs

Fram & Fram, CPAs

Reviews Summary

The consensus from reviews highlights exceptional service, with clients praising the CPAs' professionalism, expertise, and attention to detail. Many appreciate the clear explanations, efficiency, and personalized care, making complex tax processes stress-free. Clients consistently mention high satisfaction with results, often noting significant returns or resolutions to prior issues. The firm is repeatedly recommended for both personal and business needs, with particular emphasis on trustworthiness, responsiveness, and fair pricing. Long-term clients express loyalty, citing years of reliable service. Overall, the reviews reflect a strong reputation for quality, dedication, and client-focused solutions.

About This Listing

Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
QuickBooks
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Local Tax Credits

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
QuickBooks
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

1955 W Hamlin Rd # 200

Rochester Hills, Michigan 48309

Hours

Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 9AM-5PM
Sunday 12-3PM

Customer Reviews

5 stars is truly not enough!!! I was fortunate enough to have found Shadi to assist me with my personal and sole proprietorship LLC taxes this year. The service provided was beyond exceptional and It is very clear that he cares as much about his clients as his own personal business. He is extremely knowledgeable, and their fees are extremely fair. Shadi took the time to give me all of my options, explain my taxes, and answer any questions that I had. Shadi will definitely be my accountant for now and I

I had a complex tax return and, with limited knowledge in this area, I was grateful for Shadi's ability to break everything down and guide me through the process. He displayed the highest level of professionalism, respect, and ethics in working with me as his client. I wholeheartedly recommend Shadi and his firm to anyone seeking a knowledgeable and genuinely caring expert. After working with several tax firms, I can confidently say that Fram & Fram has provided the best experience by far.

My daughter and I met with Shadi this evening to get our taxes done. The best way to explain why I asked for my paperwork back and made the decision to not have Shadi do my taxes is because he does not listen. After multiple attempts to explain a situation I am experiencing with the Department of Treasury, he did not understand what I was telling him. He proceeded to cut me off, talk over me, contradict himself and he became loud and aggressive when I told him he was not understanding or listening. He conti

Shandi Fram was great to work with consulting my small business. Quick to help, very well organized, and very willing to make time even during their busy season. Look forward to continuing to do business with Fram & Fram, CPAs.

Shadi is the best most loyal and kind CPA. He is super patient with me and calmly answers all my questions because I have no idea what i?m talking about. He?s extremely professional, polite, and has a great sense of humor. He does my book keeping for me and you can definitely tell he knows his stuff and is very educated! I?ve referred all my friends and family to him.

I give Shadi and his company 6 stars. I have never in my life met somebody like him. It was a pleasure to talk to him and see him work; he created instant trust. Professional, very organized, focused, friendly, very quick, a good listener and educator. He spent 2 hours on a Sunday afternoon to get to know me and go through my tax return. I was a new customer to him. Unbelievable ! 6 stars from me.

If you're looking for the best CPA in town, look no further than Fram & Fram, CPAs. From the moment you step into their office, you are greeted with professionalism, warmth, and a true sense of dedication to their craft. They take the time to understand your unique financial situation and offer tailored advice that is both insightful and actionable. Their attention to detail is second to none, and you can rest assured that every number and document is thoroughly reviewed. Whether it's tax preparation, fina

Fantastic tax services and excellent communication. I contacted Shadi via email late on a Friday afternoon and he called me almost immediately to discuss what I needed. Great overall experience.

10/10 experience. Not only did I get the most out of my return & biggest return I?ve ever gotten but they educate you while doing your return. Going in detail, answering all questions and making sure you understand and are 100% comfortable with whats going on. Highly recommend.

I was Highly Recommended to use Fram and Fram for tax services and this was one of the greatest Recommendations I have had in a while! Shadi Fram provides an excellent service for his clients-extremely attentive to answering all questions, great communication, very quick to get things turned around.Shadi Fram is highly skilled CPA and great person to work! I work with them several years and will definitely use Fram & Fram in the future!

Shadi Fram is a highly skilled CPA professional who combines technical expertise with excellent communication and problem-solving abilities. He is meticulous, trustworthy, and proactive, offering tailored financial advice while ensuring compliance with tax laws and regulations. Approachable and responsive, he simplifies complex financial matters, helping clients achieve their goals while safeguarding their interests with confidentiality and integrity. Highly recommended.

Shadi is incredibly helpful, professional, & thorough! My wife & I were unsure how to do our taxes for our first year as a married couple & as homeowners, but Shadi was quick to put our minds at ease, identify all the documents we needed, and get our taxes done quickly & effectively. We strongly recommend him for anyone looking for state or federal tax help!

When I found Fram & Fram I needed a great deal of help? And since day 1, Shadi has been kind, helpful and knowledgeable in my pursuit to properly file taxes. If you are in need of accounting services, look no further than Shadi at Fram & Fram! It is my best decision of 2024!

Shadi is incredibly smart, timely and attentive. We have been working with him for a couple of years now and are very satisfied with his work and dedication to our business. Highly recommend for any CPA needs, personal or commercial.

This is only the second review I?ve ever written. Most the time there just aren?t any businesses that ?really stand out.? In order to get 5 stars, you gotta be realllllly knocking it out the park. That said, this place is amazing. They keep you on track, they know your name and treat you like a person not a number. Their accessibility for you to ask questions is extraordinary . Their knowledge is wildly impressive. I?m a new small business owner. There are so, so many other places. I have to drive and hour

Great experience with Fram & Fram every year. Always open, honest, and on the ball with their guidance and work.

Talal, is are go to for all our tax preparation needs, he's very on top of all things tax related. Would recommend him to everyone!

Couldn?t be happier with the service over here with these folks! Shadi goes out of his way for each and every client. Since day 1 I?ve got nothing but support and help through all our tax preparation and paperwork, etc. A clear choice for me and anyone who needs some direction, a decision where you?ll thank yourself later.

I?m 27 years old and business owner and have been pretty clueless when it comes to taxes until I started working with Fram & Fram! Talal has been spectacular and takes his time to explain everything to me and makes sure I?m set up for success. 12/10 recommend using them for all your personal and business tax needs!

Shadi is very patient, helpful and knowledgeable about everything that is up to date. I would highly recommend him as your CPA for all of your tax proposes!

Shadi has done an amazing job for us. He?s a proactive communicator and a professional CPA. The best we?ve used.

My wife and I switched to Fram & Fram a few years ago and we can honestly say that was one of the best decisions we have ever made financially. Talal and Shadi are great to work with. Since we started working with Talal, that was the first time we ever received a return on our taxes! They are professional, fast, efficient, great value and always a pleasure to deal with. Everything you want from an accounting firm. If you looking for a change, I?d highly recommend working with them!

Talal answered all our questions, asked the right questions to make sure he had all the information, and was able to meet in person to file our taxes. We really enjoyed our meeting with him and are very confident in his services. We also like how efficient and smooth the whole process has been. Do not hesitate to use him for your taxes and accounting needs!

Great experience with F&F! Would recommend, A++ Shadi was extremely knowledgeable and communicative while helping us through the process. He helped us navigate some life changes and additional complexity (addition of a new business), and had an extensive knowledge of real estate tax requirements that proved invaluable in processing. Great team and honest group.

Talal Fram is the best! I have always done my taxes with turbo tax but a good friend recommended talal as he does great work. He helped me realized how important it is to have a trusted advisor on your side especially dealing with taxes and the IRS. I highly recommend Fram & Fram to anyone in the area.

Shadi takes care of you and will needed help with all tax related questions. I highly suggest anyone looking for a CPA, to choose shadi.

I was recommended to use Fram and Fram for tax services by a financial advisor, and this was one of the greatest recommendations I have had in a while! Talal provides an exceptional service for his clients ? extremely attentive to answering all questions with in-depth responses, great communication, and very quick to get things turned around. Talal made this process very smooth addressing all our needs - great person to work with and one of the best prices around town for tax services. I will definitely

I reached out to the Fram CPA a couple of days before the tax filing deadline. Shadi responded very promptly and worked with us very patiently. He made great recommendations and filed extension for us right away. Shadi is very knowledgeable about taxes and he is very thorough in requesting information and following up with it. He didn?t delay our taxes because of the extension either. We?re very pleased with the service and would recommend them to anyone.

Incredible professionalism in the work they do. Talal is knowledgeable, attentive, polite and genuinely cares about his clients and makes tax filing process simple and easy to understand. I surely will be recommending Fram & Fram to my friends and continue my business with them. You da best!

Talal Fram, CPA in Rochester, is truly exceptional. His expertise and attention to detail make him stand out in the field. Clients rave about his unparalleled financial insight and dedication to ensuring their success. His professionalism and in-depth knowledge make him a top choice for anyone seeking reliable accounting services in the Rochester area.

Highly recommend Fram & Fram for both personal and business financial needs. I have been working with Shadi for several years, and he always takes a seemingly complicated situation (for me!) and makes it easy to understand. They are very responsive, reasonable, and attentive. Always very grateful for their assistance.

This is our 3rd consecutive year having Talal Fram prepare our taxes. He is excellent! He is very knowledgeable, professional, organized , and communicative. He takes the stress out of doing taxes! We look forward to Talal preparing our taxes every year! I have and will continue to recommend Talal and the Fram and Fram firm to friends and family. They also had an excellent experience. I highly recommend the Fram and Fram firm.

I've really working with Fram & Fram for years now. Shadi and Talal are very knowledgeable and great to work with.

I had a great experience with Fram & Fram CPAs. I?ve consulted with quite a few accountants and Shadi is by far the best. I was referred to him by a friend who informed me that she knows many people who are very satisfied with his work. I sent him all of my documents and he immediately completed my tax return, only taking a few hours. I was able to e-sign the documents and payment was very easy/straightforward. After a few days, I realized I had forgotten to add an important item on my return. I informed Sh

I just left my yearly tax preparation meeting at the new office. Talal is incredibly professional and completely understands and responds to all of my needs. He makes a stressful time of year easy every time. I have been using this firm for at least 3 years and they have never disappointed! Thanks again for all of the hard work and understanding!

Treats you like a real friend and ensures you are comfortable along the way. Highly recommend Shadi and his brother.

Shadi Fram always makes my tax experience painless. I literally just bring in my stack of documents and he takes care of the rest. They?ve removed all the tedious guesswork and redundancy involved in clicking buttons on TurboTax. Very easy to reach, responsive year-round, and will never leave you at the door with your questions. I?ve been using them since they?ve opened and there?s nobody I would trust more to handle my sensitive financial information.

I highly recommend Fram & Fram for your tax and business needs! I have been working with the team at Fram & Fram for the last few months and they has been so helpful organizing everything for my business. They are very responsive and such great people to work with. The whole process seemed intimidating at first, but they simplify everything and provide advice that help your business run effectively and efficiently.

I am very pleased with my decision to use Fram & Fram, CPA?s this year! I connected with Talal 2 weeks shy of tax day, he fit me into his schedule within a matter of days, on a Friday evening, and filed my taxes immediately? He walked me through the whole process and addressed all of my questions/concerns. Talal was knowledgeable, professional, and efficient? Will definitely be using him in the years to come!

Awesome company!! it's not all about the money for them, they really care about you and your needs. I would definitely refer them to friends and family.

I used Fram & Fram, CPA?s for my 2021 tax returns. Let me tell you, I have been to a lot of CPA?s, and Talal by far has been the best. I usually just hand all my info over to a CPA and walk away, but it?s especially important for me to understand what?s going on because I now own my own business/am self employed. Talal not only explained everything thoroughly and helped me understand my tax return, he also set me up for success for 2022?s tax season! I highly recommend working with Fram & Fram, CPA?s. 10

I was recommended to use this firm from a friend, who said had had an excellent service and I am GLAD that I used them. I had a small issue with contacting the IRS and other CPA firms quoted me a large amount for a simple task. After speaking with Talal, he took care of the issue and didn?t charge me a single penny. His professionalism, integrity, and character speaks volumes to why he IS an asset that the community and his profession. I look forward to giving this firm plenty of business in the near future

I have been working with the Fram & Fram team for the last few months and they have been great! Extremely responsive and helpful which allows your business to continue to be efficient and fluid. I highly recommend Fram & Fram, CPAs especially to those who have been hesitant hiring a CPA like I was at first. They really helped walk me through the processes and made sure I was comfortable. I look forward to growing my business with them.

Talal has been absolutely excellent! He helped me out with my K1 & personal taxes. I felt comfortable the whole way through, he explained everything in detail and answered any questions that I had. I highly recommend their services!

Talal and the whole team here are punctual, responsive, thorough, and extremely welcoming. Happy and willing to go the extra mile for you during tax season, these guys will ensure that you get your max refund with no stone left unturned. If you want an affordable quality financial solution, look no further than Fram & Fram.

Talal didn?t file my already late taxes. I contacted him several times about this issue. He claimed that something was wrong with the program he was using. He said he would reimburse my late fees after I already paid it. I haven?t seen any reimbursement as of yet. He insisted that I had to put my ?already taxed? alimony on my returns. I showed Talah my filed Divorce Agreement that I do NOT have to claim it on my taxes since my ex-spouse has to file the alimony. Also, I showed him the government page stat

Heard great things about Fram & Fram CPA?s from a friend. I tried them out and worked with Talal for my taxes. He was very prompt, professional and efficient. Highly recommend!

I knew that my taxes were going to be a bit more complicated this year with a new career and a new home ownership to account for but Talal was able to handle my filing professionally and efficiently. I would highly recommend Fram & Fram for all of your personal or business filing needs!

I know nothing about taxes besides the fact that I have to file. I called Fram & Fram, and had an appointment the following day. Talal sat down with me, prepared my return, and explained it to me in a way that I could understand. I would recommend giving Fram & Fram a call if you have any tax needs. Great service, great experience, and I will be coming back once again next year!

Fram and Fram, CPA's are extremely professional and always is available for my tax questions. Shadi and Talal do an amazing job with their clients to make them feel important. I highly recommend them to anyone!!

Talal was extremely helpful and professional during my annual tax appointment. I was new to having a 1099 and a W2 and he eased the process and explained everything well. Would refer and go to him again!

Talal was awesome, professional, polite, knowledgeable, and really helped us feel at ease with filing our taxes. It was our first time filing with him and we will be back next year for sure. He made filing taxes very easy for us and answered all of our questions. Thank you again Talal!!!

Fram and Fram have been doing my taxes for the last 3 years and I love them. they are a very fast, efficient, and reliable company. I recommend them to all my friends once tax season comes up!

I had the pleasure of working with Shadi and felt so comfortable from the start! His explanations were very thorough and helped me get started on what I need to do in order to file for business taxes this coming year when I felt lost. Highly recommend their services! Thank you, Shadi!!

Talal Fram is best CPA you can get , He Does the Tax Document Processing with lightning ? Speed , Helps out all Question and very supportive..! He holds a great knowledge in all types of Tax filling ..! Specially Tax filling of International Students.! I Recommend to everyone & I will be his lifelong customer ..!! ??

Excellent firm and highly recommended! Professional, attentive, effective communication, and easy to work with. Talal was very helpful, knowledgeable, and helped me keep ease of mind while filing! I will continue to use their services to file my taxes!

We have been using this Firm for the last 3 years. We have been extremely happy. Always given information to be informed in order for our tax return to be in proper order for filing. This firm was a referral from our Financial Advisor, who is very subjective to who they refer. Please if you are looking for a great firm with great customer service, care about there clients as well as affordable. Call Fram & Fram CPA in Southfield, Mi. We use Talal Fram, but whoever you get you will not be dissatisfied. Kind

I was filing tax for the first time here and they were very helpful as they explained the whole process in a way that it was very easy to understand. Moreover the quality of work they did was wonderful. I have heard from my friends who filed tax from other companies and they made mistakes whereas I was very satisfied with the help and guidance they gave and filed taxes easily and rapidly.

Best CPA service I have ever used for my business. These guys are hungry and willing to work insane hours to get my business taken care. I have never had a CPA service that cares as much as these guys do. If you don't use Fram and Fram, you need to. These guys are the future and I will continue to send anybody I know to them. An unwarranted review, given at 5 stars, should tell you how pleased I am with this company.

Excellent service. Shadi has been extremely helpful and goes above and beyond.

I was referred to Talal by one of my friends and I?m so happy to have taken that referral! I?ve dealt with a confusing accountant in the past, and this experience with Talal was the complete opposite. He sent me a checklist of what I needed prior to my appointment and it made the whole process quick and efficient. He answered all of my questions and helped me resolve any tax issues lingering from the past. I definitely recommend seeing Talal or his brother. Awesome CPAs!

Been going here for 2 years. Very professional, Talal makes it easy to understand what's happening every step of the way. The quality of the work they do here is better than any other place I've used. I would highly recommend Fram & Fram to anybody and everybody. Thank you to Talal and the whole team!!

So glad to have found Talal a few years ago. He's been great every step of the way, and my wife & I always enjoy speaking and working with him. Highly Recommended!

A+ experience year after year for my taxes. Talal and Shadi are trustworthy, knowledgeable and extremely accessible. Very quick turnaround time, which is always appreciated. I would highly recommend!

I filed my taxes the lazy way, turbo tax. And a month later I get a letter from the IRS, I tried calling and calling and figuring it out on my own. My friend referred me to Talal, from his quick and easy experience. Within hours of me sending just a picture of the letter and 1 document, my problem was resolved and handled. Don?t make the mistake of using turbo tax when there are people as knowledgeable and willing to help as Talal was with me!

I have been struggling to find an accountant that would be best for my needs and I took a chance with Fram & Fram, CPA?s. I?m glad I did, because the last two years they have been successfully fulfilling my accounting and tax needs. It is always a very smooth process and they make a point to answer any questions you may have.

Shadi was very helpful and timely with all of my filings. Highly recommend

Excellent Accountants that take the extra time to explain and provide details regarding all aspects of taxes. Highly recommend!

I've been working with Talal for years and Fram & Fram is the best. Very timely and helps add value just outside of doing my returns. Would recommend to anyone

Definitely recommend Fram & Fram, CPA?s! I had an issue with not getting my IP pin mailed from IRS and it was a very complicated situation. Shadi Fram ensured the recovery of my pin and filed my taxes with no problem. Thank you!

This was my first year filing all by myself and I was super stressed out about it. Talal took the time time to hear my concerns and then explain everything to me! He was so kind and professional throughout the entire process. Recommending this firm to all of my family and friends.

Without question the best CPA I've ever used. Not only that, after dealing with Talal, a strange series of events began to occur. My dishes were done. My laundry was clean. My car had a full tank of gas. My lawn was cut. My golf game improved by 10 strokes. You may call all of this a coincidence, but I say it's too much to overlook. Thanks, Talal!

Finally found an amazing and responsive group of CPA's in Southfield. My past CPA was lacking during the pandemic with updates regarding PPP loans and various other grant/loan opportunities. Fram and Fram were very knowledgeable with everything the could help keep my business afloat. Highly recommend.

As great of an experience as taxes can be. Talal was very thorough and explained every step to my wife and I. Comfortable setting, quick and efficient will be returning for years to come.

I have been looking to find an accountant that would best understand what I personally needed and I found Equity Advising! They have done a superb job with my taxes and it was a very easy transition from my previous accountant! I highly recommend them, if you?re still unsure they have free consultations!

Talal was recommended by a friend and he was very helpful figuring out my taxes. Will definitely recommend him to family and friends and will be returning next year.

Fast, friendly, responsive, and professional! Highly recommended for business and personal needs. Undoubtedly better and easier that tax software. I'd highly recommend. Talal and team are attentive and do great work!

Nobody is more knowledgeable than Shadi Fram. He helped IMMENSELY with personal taxes as well as business matters. I would recommend Shadi without hesitation.

Fram & Fram is awesome! Highly recommend.

Had Talal help us with our taxes this year, and he was very knowledgeable, professional and got them done quickly. I will definitely be going back next year!

Fram & Fram, CPA's have made being a small business owner a breeze with their vast knowledge of tax code and all things accounting. They take the time to analyze each situation and provide the best solution for the client.

Easy and detailed description of all the documents required and you just need to mail the documents and you are all set! I love the service Fram & Fram CPA's gave. Highly recommended and I will see you in next tax season

I have been going to Talal and Shadi for my tax needs for several years and they are great! Very friendly, professional, and knowledgeable. I will be going to them for years to come. Thanks Talal and Shadi!

The CPAs at Fram & Fram helped me get my taxes filed last year and are already working with me planning for my tax filings for 2023. They are extremely helpful and make the tax process stress free

Would highly recommend this firm for any of your tax needs. I have been working with them for a couple of years now and I couldn't be more satisfied with their professionalism, knowledge, and timeliness. Great company and great people to work with.

Shadi was very professional and kind. I've been using him for 3 years now and plan to keep using him. Highly recommend.

Talal is the best!! Me and my family go to him for anything we need and he always takes great care of us! No doubt that he?ll be our go to guy for a long time!

Highly recommended. Great work. Talal helped me in filing the tax very smoothly. I will definitely recommend him for any of your tax related queries.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations