*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.*
6312 US-41 ALT #105
Pleasant View, Tennessee 37146
Another year another tax return, and another fantastic experience! I cannot say enough good things about Mr. Luppe and his entire staff. They are extremely timely, competent, and welcoming. Plus they literally save me days of stress and worry over my taxes and keep me on top of my quarterly tax responsibilities. I recommend this business to everyone I know.
We have been going to Frank Luppe for many years. He always does a great job on our taxes and keeps us updated on the latest and greatest tax information. He continually finds ways to improve his business to keep up with changes in technology. He is always pleasant, and always finds ways to save us money! And his fees are fair! I highly recommend him.
Very professional and super efficient. Also, very affordable. Frank prepared a financial statement for my TN state contractors license. He also did my taxes for my business. The staff coordinated each appointment and made it very easy to get in and get what I needed done. Highly recommend this business!
My daughter highly recommended Frank Luppe to prepare our taxes. We are so glad that she did. We had a meeting with him last year with a question about past taxes. He was very knowledgeable, professional and helpful. Mr. Luppe was unable to prepare our 2023 taxes, so we saw Bethany Montrose , a CPA in his office. She was also very helpful, knowledgeable and professional. We will definitely use Frank Luppe for all our future tax needs.
I am the owner of the Trauma & Therapy Center of TN., PLLC & I have been with Frank and his staff for several years (since I began my business 6 years ago) and all of them are fantastic! They are thorough in their work and readily available to take care of the needs of their customers. I always feel that my needs and the needs of my business matter to them and that?s very important to me and hard to find sometimes. They manage my payroll, bookkeeping, and taxes. I trust them and couldn?t have grown my bus
Have used Luppe CPA services for many years the gentleman and his staff are extreme professionals. Very highly recommended.
Very fortunate to have Mr. Frank Luppe in the community. He does a great job at a reasonable price. I highly recommend Frank if you need accounting services.
Frank's knowledge really saved us! He's thorough and efficient and was able to complete our needs in one visit. This is the man you need on your side. Potter is head of security and is a pro at his job! (Potter is a dachshund and the best boy!) We're definitely going to be returning clients.
Have been an H&R block person for 6 years. But I paid over $350 bucks last year for my return. Wanted a change. We asked around and Frank was recommended. The office is clean, and the staff was VERY helpful. Great atmosphere. Frank was asking us a bunch of questions concerning our taxes that I have never been asked before, come to find out I have probably missed out on some money the last 6 years with HR. He just made sure he was very thorough and got us all that we were entitled to. And he was only $200 b
We have been working with Frank and his team for a few years now and have always been very happy. He takes the time to explain anything we may have a question about. Would recommend him to anyone!
Staff is fantastic to work with. Communication is on point. I have a unique business, so it was important for me to find an accountant that had years and diverse experience.
They go the extra mile.
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.