*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.*
1000 N West St suite 1200 building
Wilmington, Delaware 19801
BUYER BEWARE - If I could give Gary zero stars I would. I sought his advice on a multistate tax issue, and he 1. misrepresented what he would do to help, 2. framed it as if I had options (I did not), and 3. failed to sign my tax return as a paid preparer. After a series of phone calls and emails with Gary I sought a second opinion because I had lost confidence in his professional capabilities. I sent him a follow up message to address these issues, but it wasn't until I filed a complaint with the BBB that h
Gary is a great accountant, and a great person overall. I contracted his services to handle the federal and franchise taxes of my C-Corp in Delaware, with the added complication that I am not a US resident/citizen. For my purposes, he had the expertise of any large firm while maintaining the friendliness and responsiveness of his small practice. He was quick to respond to all my queries and took time to make sure that I fully understood what he was doing at each stage. I will be contracting Gary?s servic
Gary did an amazing job on my personal taxes. My taxes weren?t easy as I had a few issues that were over my head and I needed help from a professional accountant. He took care of my issues in a very expedient fashion and with an outcome that I was extremely pleased with. Great communication, and professional to work with. I give Gary my highest recommendation!
Gary is extremely helpful and responsive to common questions my business partner and I had about our LLC. Mr. Mehta was able to elaborate on our unique circumstances and easily come up with a solution. Best CPA out there!
Gary Mehta is a knowledgeble CPA, and I highly recommend reaching out for his guidance for those trying to figure out how fill out those confusing tax forms. He is not only professional and reliable, but most importantly he knows his field. Look forward to working with him again!
I would highly recommend Mr. Mehta to anyone looking for accounting advice. In 2018, after my husband died, I incorrectly filed my taxes. In 2020, after being alerted about my error with a steep bill from the IRS, I panicked. Mr. Mehta quickly responded to my call and put my fears to rest. He resolved the issue quickly and professionally. I can?t thank him enough.
Sent multiple inquiry emails about two weeks ago and received no reply. After searching, found multiple listings with this guy's name on google maps on different states, seems sketchy. Edit to reply to the response: You would have an idea if you checked your email, it's not a fraudulent review.
Outstanding service. Responsive and effective. Resolved an issue in days that took others months to address. Highly recommend.
Gary explained my situation and my alternatives very simply so i could make a decision which best suited me. Will definetely recommend to friends and family
Had a simple question regarding Employee Maximum Annual Salary for my stock corp. He answered my question in less than a minute. Great guy, very knowledgeable, highly recommend.
If you need evidence of how unprofessional this individual is, just take a look at how he responds to any negative feedback. Yikes ??
He couldn't legally help me but still gave me great advice for free! Thanks again Gary! Wish my luck.
Very quick and straight to business! Has a open ear for any questions.
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.