*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.*
6303 Waterford District Dr #400
Miami, Florida 33126
Frost Law was incredibly punctual and responsive upon my request for consultation. We spoke with Lauren Mata, and she is so knowledgeable, helpful, intelligent, and made us feel secure about the matter at hand. We felt like we could really trust her guidance. I would highly recommend their services based on my experience and we will be reaching out again as necessary!
Lauren is a very persistent attorney. She got me better results than I even expected . She?s helped me twice and done an excellent job.
I worked with the Maryland office of Frost and Associates to figure out some difficult tax issues that cropped up about two years ago. They were professional, quick, and worked on my behalf to lower the tax amount I owed. Every email was answered the same day, and queries turned into action quickly. I now use them for routine tax filings, and am glad I got to know members of their team like Alicia Curry in the Annapolis office who has worked with me over the past two years.I highly recommend their services
I have known Glen, and many of the attorneys in his office, in a professional capacity for many years now. I am comfortable referring family and friends to the firm because I know that the attorneys at Frost & Associates will always be courteous and attentive to their clients. F&A consistently turns out great and thorough work, and I will continue to recommend them to anyone who is in need of a great tax attorney.
I made some really serious financial mistakes and was in deep tax trouble. I owed a massive (incomprehensible) amount of money to the State and to the Federal government. I was so afraid; the government was so intimidating. The letters flooded in from the government showing the accrued amount of taxes I owed and it kept getting higher and higher until I knew it would be impossible to pay them off within my lifetime. I make very little money. I saw no way to be able to pay my debt! I had gone from tax man
Glen's team was able to help us through tedious and complex tax issues. Their authority, experience and connections were well worth the price for getting through this process. Highly recommend!
I found this firm to be very professional. I felt very comfortable with all their associates with an uncomfortable situation I was in. Everyone was quick with getting back with me if I had any questions or concerns. I highly recommend this firm.
Lauren Mata was a very professional and very good about walking me through the entire process. Would definitely use them again
Haven't used them yet and will update accordingly. So far the staff seems very friendly, excellent :)
Highly professional firm with great employees, Alicia was terrific in guiding us through some difficult times.
Lauren was always positive and provided prompt thoughtful advice..
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.