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Geist CPA

Geist CPA

Reviews Summary

Customers consistently praise the professionalism, knowledge, and responsiveness of Geist CPA, particularly highlighting clear communication, patience, and thoroughness in handling tax matters. Many appreciate the user-friendly process, timely reminders, and seamless digital experience. The service is described as efficient, transparent, and consultative, with reasonable pricing. Clients frequently mention relief from stress, confidence in accurate filings, and satisfaction with personalized advice. Repeated recommendations emphasize trust and reliability for both personal and business tax needs.

About This Listing

Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
Technology
Law Firms
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
Technology
Law Firms
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Contact Information

Address

9924 Kings Horse Way

Fishers, Indiana 46040

Visit Website Call Now Get Directions

Hours

Monday 9AM-3PM
Tuesday 9AM-3PM
Wednesday 9AM-3PM
Thursday 9AM-3PM
Friday 9AM-3PM
Saturday Closed
Sunday Closed

Customer Reviews

I had an excellent experience with Muz and Geist CPA firm when they handled my taxes this year. Muz did a fantastic job?he was quick to respond to all my questions, which made the process smooth and stress-free. The firm uses great technology that simplified working with documents, making everything efficient and user-friendly. Beyond just getting the job done, Muz was consultative in his approach, offering helpful insights and advice tailored to my situation. I highly recommend Muz and his team to anyone l

Geist CPA is a hidden gem! I found them on a whim last year when my CPA moved out of the state and I am so thankful that I did. They do a great job preparing tax returns and are more than happy to answer questions about how to track deductions and stay on track when filing with a 1099, W2 and more. I can't recommend them enough!

Can?t say enough great things about Muz. He?s done our taxes for a few years now and it has always been a seamless process. Very professional and does great work!

When there are things that you?re not sure about or you don?t understand and this CPA says ?I got you? he really means it. I?m in the financial services industry so it?s not my forte, but he makes things very easy and simple. I highly recommend this CPA and I?ve known many of them??????

Great overall tax preparation experience! Muzammil was very easy to work with and communicative. His prices are reasonable and he is very friendly. He explained things to us and made the whole process smooth. Also convenient to upload documents to the secure system and meet via zoom versus having to go into a tax prep business. Very pleased with the results of our return given we anticipated having to owe! Thank you to Geist CPA

Muzammil is through in his work and is very helpful. I reached out to him last minute for my tax filing, and he was able to accommodate me. His process is very easy, you upload your documents, he will review and connect with you if he needs more info, prepares the return and reviews with you to confirm and files the taxes. Price is also very reasonable..

Muzzamil is the perfect accountant for any business, small or large! Great customer service and very friendly. He answered all my calls and made sure I utilized as many deductions as possible to ensure a large tax return. Thanks again Geist CPA!

I have always filed my own taxes and this year I looked at them and realised they were too complicated. Muz was amazing - he was patient with my questions, answered them promptly, processed my tax return quickly, but most importantly he gave me some guiding wisdom for my taxes this year. I appreciate his knowledge and expertise!

Thank you Muzammil and team, this was my first time filing the returns in the US. I could not have asked for a better tax consultant, the whole experience was seamless and professional. Your wealth of knowledge, insight and advise was extremely helpful for me. Good luck and I look forward to working with you in the future as well.

This is a very competent and professional accountant. He has excellent communication skills which I found others in his profession lack. What I appreciate most about Geist CPA is how they make sure I do what I need to do with reminders and phone calls. VERY helpful. Thanks Geist CPA!

I have been using Geist CPA?s tax return filing services for the last 4 years and have had an excellent experience with filing my personal and business tax returns. Muzammil is very professional and knowledgeable when dealing with complex filing situations, and is very patient in answering all questions, always happy to walk through the entire process. I would highly recommend for anyone looking for tax return filing services!

Great working with Musk, I recommend his services. He listened to your tax situation, and help you get your taxes in order.

Muz is very knowledgeable and professional. He helped me get our business back on track. I would highly recommend him. He is very patient, and he is always available for questions. I am so happy I found Geist CPA.

I recently had my taxes prepared by the Geist CPA. And they took care of my taxes needs right away! Their services was fast and thorough! It was my first time but, I look forward to returning for all my tax purposes! Thank you and job well done!

Muz has been a life saver! After going through two terrible experiences with other CPAs prior to finding Geist CPA I finally have my business taxes in order. Muz has been patient and his communication and follow up is exceptional. I?m not worried anymore if things have been done right or done at all! Thank you, Muz!

Very quickly responded to what needed to be done. Filled my documents on the same day. Exactly what I was looking for in a timely manner and the price was reasonable. Very happy to do business with Muz. Thank you for your help

I want to say that this is the best kept secret in the area. I just moved to the area and had to have my returns finished with multiple states. It was no problem for Muz /Geist CPA. My taxes were completed timely, I was kept informed by the website and filed Electronically. This was by far my best choice. Thank you Muz and Geist CPA!

Excellent service, on time amazing performance. Thank you Muz for your hard work and great efforts!

Very professional and systematic approach in order to engage customers, very user friendly app for customers to upload their dox and streamlined, transparent process from start to end. Would highly recommend to family and friends for personal as well as business tax returns.

Very efficient, organized and knowledgeable. Available for help and questions. Friendly and responsive to your needs. Extremely pleased with my decision to use Geist CPA!

I highly recommend Geist CPA, they are very professional and most important they know what they?re doing. They were able to get my books on track. Muz thanks for going the extra mile for us.

Excellent Service and knowledge. So glad I made the change to Geist CPA!

The tax professional was friendly and knowledgeable. He explained everything in a clear way and made the experience very pleasant. Highly Recommended A+++

Muz is awesome! Knowledgeable. Understanding. Thorough. And answered all my questions.

Muzammil is very professional and does the job very well. He is great at communication and is on top of it.

Geist CPA is amazing!!! Great support and very informative. I am extremely pleased.

A very professional and organized process to engage customers, a very user-friendly app for customers and a simple, transparent process from beginning to end.

Best professional care. he knows his job. We are very satisfied by the whole process. Thank

Great place and good experience ??

Very professional customer service. Worked diligently on my filing and communicated well when needed.

Great service!!! We will keep coming back!

Responsive and very thorough.

Excellent service! Thanks....

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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