*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.*
296 Winter St
Hyannis, Massachusetts 02601
If a good CPA earns you more than they'll cost, then get a great CPA. Unfortunately, conversations about accounting and financial planning aren't much more engaging than a visit to the dentist, but that's definitely not the case if you are working with Mark... He has a ton of charisma. He obviously loves his work. He keeps you engaged and knows how to take care of you. Of course, he has the experience and expertise, but it makes a huge difference when someone is so passionate about what they do... Yo
Mark and his knowledgable staff are good at what they do! I have been a client for 7+ years and find the office to be responsive, professional, and easy to work with. Mark was particularly helpful answering my questions and offering advice concerning my mom?s estate. At a difficult time it was comforting to know I was receiving advice from someone who had my best interest in mind. Would highly recommend Gianno and Freda for all your accounting and investment needs.
I am an independent consultant to CPA firms and have been advising Mark Gianno for the past couple of years. I have watched as his team has improved dramatically and Mark has become an inspiring leader. Mark is a brilliant, experienced CPA who has deep concern and caring for his clients. As a seasoned entrepreneur he gives awesome advice to his many business clients and makes sure they follow through. If you have complex tax or accounting issues, this is the place you want to be. My recommendation is w
2014 was a difficult year for us. A cascade of fiscal wrong moves had left us on the brink, rushing to secure what remained of a once-healthy business. Our lawyer referred us to Gianno & Freda Financial Services. Mark Gianno smiled, shot us a knowing look and calmly proceeded to lay out a plan. In the process what Mark really did was peel us off the ceiling of our worst money fears. We went to dinner, always a good idea, and discovered the commonalities which have grown into friendship both in and out of th
Mark and his entire team are always pleasant and engaging. They are always willing to help and answer any questions about my business or personal tax situations. I highly recommend them!
Mark and the team do a great job! I highly recommend this firm for tax preparation and financial advice. You will not be disappointed.
Everyone is very friendly and knowledgeable I can call anytime with questions and have them answer me also the staff will explain things I don?t know.Mark is the owner and has been doing my personal and business taxes for over ten years and I e never had a complaint trust me this the Accounting Firm you want to use.
Mark Gianno CPA, CFP and his office staff provide excellent Income Tax preparation services and investment consultation. My wife and I have been clients for over 10 years.
Mark and all members of his Gianno/ Freda team are outstanding. The quality of work is necessarily top-notch. Both he and his associates and all the staff are super responsive, knowledgeable and just really great people. I look forward to our next meeting, post-tax season. 5 stars across the board - without question.
I have worked with Mark Gianno and staff during tax season for the past five years. They have always been professional and thorough with my filings, which is important since I have a rather complicated tax return. Mark is extremely knowledgable with local tax laws and new developments in the world of tax planning. I know they will do an excellent job with very little hassle on my part so I continue to return to him every year, and highly recommend Gianno & Freda to anyone new to the area or looking for a re
Worst business and complete scam, a huge waste of time and money. They promise to take care of the issue on an agreed upon price, then they charge you way more for the work without ever solving the problem! It gets worse though, Mark will keep sending you bills for services you did not agree to! I went to his office to address this and I made it clear to not to render any services without my expressed permission and then charge me for something I didn?t ask for. He promised not to do that anymore and we sho
I've had an amazing experience with the whole team. Courteous, promp and professional. Recommend highly.
I have met with Mark Gianni and am happy to be working with him. He is professional, clear in explanation, and a straight shooter. I was in need of someone to help learn how to set up the finances of my new business and ensure stability while helping me learn what I'm doing. Mark has done and I expect will continue to do so for me.
If you're looking for a professional tax service for your business, where they answer the phone (themselves not an answering service) and your questions quickly and thoughtfully, then Gianno & Freda is for you. I've never had my taxes done so promptly in 9 years of doing business. It's clear they are focused on getting you the best possible outcome on your taxes by looking beyond just the current year and by understanding your business. They have been very pleasant to work with and now I look forward to hav
Stay away, while Mark's professionalism doesn't concern me, his personal issues will no longer allow me to be his client. There's no business ethic, gets angry, hanged up the phone, charging you for every minute of phone call, etc. VERY DISAPOINTING, but my business will go somewhere else.
Mark and his team are so easy to work with. They are interested in YOU and you get their full attention room. Seamless experience.
Marc Gianno is so knowledgeable and personable! His staff is responsive and friendly. I recommend Gianno and Freda without reserve.
Great help with establishing my new business
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.