*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.*
2 Austin Ct
Poughkeepsie, New York 12603
I've been going to Fred Timm for a couple of years. He's a great accountant and very personable. Laurie at the front is great. She's so helpful. Lisa is wonderful, too. It's so nice to see everyone working together cause even in the craziest times in an accounting office it's always great to go there cause everyone is pretty much laid back and welcomes you with a smile! I highly recommend Fred Timm, cpa!
Fred and his team, consisting of Laurie and Barbara, have been a phenomenal group of people who have assisted me both with my corporate and personal taxes. All three of them have taken the time to thoroughly research and answer any questions that I?ve had. As a new client, I highly recommend his company and will continue to utilize their services for many years to come!
As a first-time customer, I plan to use Fred Timm CPA for all my future accounting needs. I highly recommend Fred Timm CPA because he takes the time to walk you through the process in detail and helps you understand the best options available and the reasons behind them. I learned a lot during my experience. Laurie was also a great help.
Fred is amazing, fast, efficient and down to earth. Feels like working with an old friend. . Best accountant we've had in years for personal and our contracting business! Highly recommend!
Fred does a great job on my tax return every year, and he explains matters clearly and understandably. Fred and his office staff are thoroughgoing professionals and a pleasure to deal with.
Outstanding experience! Highly recommend having their office review and file your taxes. They take complicated situations and make the process easy. Not to mention refunds were somehow received faster than ever having done them ourselves before! We plan on being a client for life now.
First time doing my taxes where I felt so well informed. Fred explained everything and answered all my question. I didn?t feel rushed out the door. The staff were so helpful over the phone as well. So happy I did my taxes here and would highly recommend to anyone!
Fred makes tax filing more of a pleasure than a pain. Friendly office staff; someone always answers the phone; my questions are completely answered. I'm very pleased.
Taxes were late the two years my husband and I decided to work with him. Thought we would give the benefit of the doubt and was told both years our taxes would be filed on time and both years he filed them late. Would not recommend.
If your looking for quality, professional tax services and financial planning then your at the right place. From the minute you walk in the door you know you'll be well taken care of. I can't recommend Fred Timm and his staff enough, great communication, fast and a wealth of knowledge all with smile.
We have been going to have taxes done with Fred Timms,CPA for many years. We highly recommend him for not only taxes but for financial advice. He is very helpful and knowledgeable in giving us the correct tool and advices that we can benefit from each year. Fred is very professional, personable, cheerful , articulate and easy to understand because he takes the time to explain everything to us. We always enjoy his down to earth style and sense of humor during appointments. In addition, we his willingness to
We have been getting our taxes done with Fred for last couple years. Fred is an excellent CPA, very professional, very knowledgeable and we highly recommend him to anyone looking for professional tax services and financial planning. He takes the time to answer all your questions and makes you feel very comfortable.
Fred is by far the best accountant I have ever used. Easily a step above the rest when it comes to knowledge and professionalism. I highly recommend him to anyone for your personal or business tax returns.
Fred Timm, CPA, has been our trusted tax advisor for many years, and we couldn't be happier with his service. He consistently delivers excellent results, handling all of our taxes seamlessly and without any issues. Fred's expertise and professionalism make tax season stress-free for our family. Highly recommend!
I switched to Fred this year , in February, and was very impressed with the speed that Fred prepared my business and personal taxes. It's been a few years since my taxes have filed on time without getting an extension. I would recommend switching to Fred for your tax needs.
I've had Fred prepare my returns for the last five years for two businesses and my personal return. They are complex and detailed, and Fred does an incredible job managing and organizing the details for a very reasonable price. Highly recommended!
Fred is a CPA who delivers fast, accurate and professional services. I had a bad experience with other CPAs who wasted my time and money, but Fred helped me sort out my tax issues in a matter of weeks. He filed all my overdue returns, negotiated with the IRS and saved me from paying more taxes than I owed. Fred's fees were very reasonable and his work was impeccable.
Fred completed my federal and state tax forms from information I gave him ahead of my appointment, so he had everything was set for me when I came in. All was in order and I got a larger refund than I expected. I've been going to Fred since he joined the Papavero firm and highly recommend him to my colleagues (and never regret it!).
We?ve been using Fred for over a decade and he is an excellent CPA. Always up to date on current tax law and very thorough. His office staff is always pleasant and he turns the stress of taxes into a very easy pleasant experience!
Fred Timm is an outstanding CPA. I've utilized his services for nearly a decade. He's always available to answer questions and service my business. I highly recommend him and his firm.
?Choosing Fredd as my accountant was one of the best decisions I?ve made for my business. His depth of knowledge, clear communication, and proactive advice have helped me navigate complex financial matters with ease. I couldn?t be more satisfied with his services.? ?Fredd goes above and beyond to ensure his clients? financial success. His dedication, integrity, and commitment to excellence shine through in every interaction. If you?re looking for an accountant who truly cares about your financial well-being
My new accountant ! Had my taxes done by Fred. He was knowledgeable thorough and explained everything to me. I did not feel rushed. I would highly recommend him !
Fred Timm was highly efficient and proficient in doing my taxes. His knowledge and expertise is very impressive. I would highly recommend him as a tax advisor and financial consultant.
Fred is very helpful with my financial questions! I enjoy working with him.
Fred is the best. That?s why we?re with him for many years!
I was having trouble with College expenses while utilizing Turbo Tax. I used the LIVE help but Turbo tax wasn't able to figure out the issue. I reached out to Fred Timm who offer to assist over the phone. I preferred and in-person appointment which he accommodated the next day. He walked me through every step and even found additional deductions. Very possessional and personable. I'll be seeing him next year too.
Fred is a great CPA. He is knowledgeable and explains everything in detail so we know what every step means. We definitely recommend him for all your tax needs.
Fred has not only saved me from paying thousands of dollars in fraudulent taxes but, after I retired helped me find affordable healthcare.
My accountant of 35 years passed snd this year we were referred to Fred. I was more than pleased. Excellent! Explains everything, answers questions and just so friendly. I could not be more pleased
Good afternoon. I just wanted to take the time to truly thank you for all your help today, when I came in to see you and do my taxes. I have been doing my taxes with you for a couple years. I feel like all my questions and concerns are always discussed and addressed. I want to truly thank you for all you do for me and my family. You always treat us with such compassion and caring. I feel rest assured in having all my questions and concerns answered. God bless you all. Again many thanks to you and you
Fred is fast and very helpful. He answered all my excessive questions and had my taxes filed quick and easy! Highly suggest.
Great, Accurate and sensible . Fred easily translates the complex tax structure and navigates the waters with skill. I recommend him to my closest of friends . Vince Murray
FRED HAS BEEN OUR ACCOUNTANT FOR MANY YEARS AND HAS ALWAYS DONE US WELL AND HE IS FUN TO DEAL WITH.....!
Always a wonderful experience with Fred. My husband and I have been going to him for a few years now and he always takes time to explain everything to us. We walk away actually understanding our taxes.
Laurie is so kind, patient and professional! A lovely person! She helped me on short notice even though she was really busy! Thank You!
If you are looking for quality service with a wealth of knowledge, there is no one I would trust more than Mr Fred Timm of Fred Timm CPA. Loyalty is EVERYTHING!!
We have had nothing but wonderful experiences with Fred. He's friendly, knowledgeable and more than helpful and thorough!!!!
We love Fred! He is very knowledgeable and makes tax time enjoyable!
Fred is very communicative and did an awesome job! I highly recommend him!
Fred Timms does a great job with our tax filings! Highly recommended!
Fred is great and very knowledgeable
A true professional , takes time to explain process and has a very personable personality . I would recommend him Highly . Rich Insley
Very friendly and knowledgeable. Been a customer for years since the old building.
The very best professional services that took care of all my taxes.
Fred is amazing, he helped our non profit fundraiser.
Fred is amazing he always takes time to help me understand.
Always takes time to discuss our tax information. Very friendly and professional
Super helpful with my taxes! Thank you, Fred!
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.