*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.*
2929 E Commercial Blvd #501fort
Lauderdale-By-The-Sea, Florida 33308
I normally don?t take the time to write reviews but this is one case where I just have to share my wonderful experience. Anyone that has dealt with the IRS and letters you receive, know the tremendous amount of stress this causes. Your first thought is you have nothing and will lose everything including your family! Michael and his team were incredible and actually treat you like a human. No matter the type of issue you have, Fresh Start Tax is who you should consult with. The IRS has no feelings and is run
Had a truly horrible experience with them! We paid them up front, they said they would help us get some paperwork in line to reopen an audit, but they drug out the process so long that by the time the IRS responded they said they?d destroyed our records. After some correspondence, they completely stopped responding. Basically the only thing they did for us in 3 years is set up a payment plan, something we could have easily done on our own. Absolutely nothing was resolved and now we are behind on more recent
Please read to the end. First agent I was assigned told me it would be $299 for the retainer so they could start work on my case. I paid immediately, and supplied the agent with everything she asked for right away so she could get started. After looking at the financials I supplied her with, she told me she was sure that the IRS would either grant us a hardship exemption (basically stating that there was no way I could pay the debt) or accept an Offer In Compromise where I would be required to make a payme
Very professional!!! Staff is nice and really understand the IRS and Tax industry. They don't pressure you or make you feel uncomfortable. They even take the time to explain what is happening and what needs to be done. They truly understand their client's needs and make you feel less stressed. Give them a call for any of your IRS or Tax problems, no question they will be able to help you and you will feel so much better with your case in their hands
My tax situation was so out of control I was at a complete loss as to what to do! I?m so glad I choose Fresh Start Tax team....They are so professional and reassuring, gave them the information they requested, and told to go home and relax and not worry. I?m very pleased with the results and final outcome !, I received a letter from the IRS ,that my case was closed- and not collectible. Can?t ask for anything better...THANKS AGAIN-FRESH START TAX.
These guys don't mess around. IRS was trying to take everything I own and we're garnishing my paycheck. One call to fresh Start Tax and within a day, I had my paycheck back and the IRS was off my back.they even found a bunch of mistakes IRS made and instead of owing 80,000, I ended up getting a refund back. I don't know what I would have done without them
Fresh Start Tax has a tremendous and truly caring staff. They resolved my tax issues for an extraordinarily modest fee. The staff literally has hundreds of years of tax experience, and it shows in their work. I recommend them to all my friends and family.
Over the years, I have referred many clients to Mike Sullivan at Fresh Start Tax. Although my firm offers high level tax compliance and consulting services, IRS Practice & Procedure is a highly specialized service area that is best left to experts like Mike and his team - professionals that have the knowledge AND the experience to get their clients the best result(s) in the most efficient manner. Mike is a former Agent, Teacher, and Certified Instructor with the IRS, so he knows how to streamline the proc
very knowledgeable and friendly good people that give good advice
Helped get me through a very tough time.
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.