Gilbert & Stewart

Gilbert & Stewart

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Many praise the team's responsiveness, knowledge, and ability to maximize returns. Clients appreciate the personalized attention, clear communication, and stress-free tax processes. Several note long-term satisfaction, with specific mentions of improved outcomes compared to DIY or previous accountants. A rare negative review cites unresponsiveness to an initial inquiry. The consensus emphasizes trust, efficiency, and value, with frequent recommendations for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Financial Advisory

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

Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Financial Advisory

Contact Information

Address

190 W 800 N St #100

Provo, Utah 84601

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I cannot speak highly enough of this firm. Kurt has been doing our taxes for years and he is prompt, professional, and incredibly patient. The value they provide far outstrips their fees.

Best team around for accounting! I work closely with Ron and Misty and every time I reach out with a questions that are always quick to respond to get me an answer. I have worked with them for a few years now, they have always been patient while I prepared the information they needed. I have started using them for monthly payroll and they are very personable and easy to communicate with each pay period. They are awesome, thank you so much!

My husband and I own a commercial construction company. We hired Gilbert & Stewart to do our taxes when our company was brand new. We've been in business just over five years and we've had substantial growth. Gilbert & Stewart has done an incredible job navigating our growth, doing our quarterly taxes, and handling our personal taxes. Spencer Hintze has gone out of his way to answer any of our questions. Kim Williams has been great about helping with all of our quarterly taxes. Very happy with them an

Spencer at Gilbert & Stewart has been helping us with our taxes the past several years and we could not be more pleased! After many years of trying to figure it out on our own, and even having them done by another professional, working with Spencer has by far been the best decision. Through all the different financial stages of our lives; "poor" students, small business ownership, growing our family, buying and selling homes, he's been very knowledgeable and always helped us maximize our returns. He's a

Ron Stewart did a fantastic job filing my complicated tax situation (ESPP, RSU's, rentals, etc.) making it quick and easy for me. He found addition tax breaks that I could take advantage of and got me more money on my return than in years past. 11/10 recommend him for any CPA needs.

Spencer has been doing my taxes here at Gilbert & Stewart for 3 years now and I have been extremely pleased with the results that he has shown me. I am a small business owner and he made some suggestions on changes that we could make that would save me on my taxes and the difference has been amazing. My last accountant at a different firm never made any suggestions or recommendations on things that I could be doing to save money on taxes. I am very pleased with this firm and specifically Spencer. Thank

I used Gilbert and Stewart for the first time in 2022. Jason helped me through the entire process and he and the other CPAs were able to get me a larger refund than I could have hoped for in years past. They answered my questions, gave me great counsel, and kept me updated on each step of the process so I never had to worry about it. I highly recommend Gilbert and Stewart to anyone!

This was my first year with Gilbert and Stewart and I was very impressed with their responsiveness and effectiveness. I felt like I could rely on the staff that I worked with which was extremely important to me considering it was my taxes and tax return on the line. In all my interactions with accountants at Gilbert and Stewart I've found them to be professional, personable, reliable, and just overall good people to work with.

My experience with Gilbert & Stewart has been amazing! I worked with James and Kurt who were both extremely qualified and skilled at their job. I have complete trust in them that they will do the right thing and maximize my return simultaneously.

This was my first year with Gilbert and Stewart and I was very pleased with the results. I had interviewed three other CPA firms but picked Gilbert and Stewart because Ben Probst impressed me that he knew the business and would do a great job. He was thorough, complete and quick. I will return again next year.

Awesome experience! Kurt helped us set up our business as a S Corp and has filed for us for a couple years now. He's very knowledgable, professional, and responsive with any questions we may have. We've enjoyed working with Gilbert & Stewart, and plan to continue to work with them in the future.

Spencer is super great to work with. He really looks forward to meeting you every time and is super nice to be around. You can hold an awesome conversation while he works on your taxes and gets you back the most from your tax return. Highly recommend going here not just for Spencer but the rest of the staff that they do have, which is phenomenal!

I?ve worked with Gilbert & Stewart for over 4 years as they?ve prepared both my personal and business tax returns. They are exceptionally knowledgeable in tax law both here in Utah and intrend of Federal tax law and codes. I?ve worked directly with Spencer Hintze and would recommend him without any hesitation.

Gilbert and Stewart, specifically Spencer Hintze, has completed my taxes for the past 8 years. Being precise, efficient, and easy to work with, I trust them with this portion of my finances. Speaking novels, their integrity brings me back each year to place my livelihood in their hands!

CPA Spencer Hintzie was open, honest and willing to make sure I understood every step of the process for my business! I have recommended Gilbert and Stewart to all of my other friends and families that own small businesses or just for personal use!

Kurt Gilbert is a true pleasure to work with. He is the consummate professional - always helpful, available when needed (even in a pinch), adaptable, and patient. He is highly experienced and knowledgeable, and we have been very happy with the results he has achieved for us. I would recommend him and his firm without hesitation.

I have had Gilbert & Stewart take care of all of my accounting. And tax needs for over 10 years. They are very responsive and really know their stuff. Also they are not some stuff-shirt accountants, they are funny and a pleasure to work with.

Spencer is great at Gilbert and Stewart. We have been going to him for our taxes for a few years now. He always makes it so easy to get them done. I highly recommend this place.

Kurt was wonderful to work with! We had a questionable tax audit and with his help we resolved the issue, in our favor. He was patient and helped calm my anxiety about the situation. We will definitely be returning when needed.

My husband and I had an incredible experience using Gilbert & Stewart. Spencer, our CPA, was amazing to work with and made the process so quick and painless. I would HIGHLY recommend using Gilbert & Stewart.

These guys have been great to work with, very professional and I can count on them to get the job done. I used to do all of my own bookkeeping and payroll, and now I contract with them to do all of my bookkeeping, payroll, and taxes. Now when I go home from building the business I can actually be home. Thank you!

Kurt Gilbert was my accountant for 2019 taxes. I did turbotax the year before and man was that a mistake. I am a realtor and Kurt helped me a ton! Tax season went by so fast! I'm glad I used an accountant this year that we actually saved more money using an accountant than using turbotax. 5 stars all day long!

Gilbert and Stewart has prepared my taxes for almost 10 years. I am continually impressed with their service and would highly recommend them to anyone. Great company, great people.

I loved working with these folks. Kurt called us when our paperwork was unclear and was very helpful, proactive, and professional. Our taxes were done quickly and wonderfully! They've won our business long-term.

These guys are great! No nonsense, very upfront, reasonable fees, and overall great work. They've been helping with both our business and personal taxes for a while now, and we've been very pleased with their work. I highly recommend them!

We love this business! Kurt has helped us so much (especially fixing mistakes made by our previous accountant). If you're wondering which accounting firm to go to, this one is top-notch!

I've been in contact only via phone and email with those at Gilbert & Stewart, and each time it's a consistently expert experience. There's an air of naturally high customer service - they do enjoy their work - and communication is top notch. I appreciate doing business with this group!

I submitted the intake form on their site for a consultation. Despite the website saying that they would return my inquiry in 24 hours, they never responded. Unfortunately, I wouldn't trust an accountant with my business who either lacks the professionalism or attention to detail to return an inquiry for business on their site.

They?re awesome. Helped me a lot with my tax return. Really appreciated it. They?re a very responsible and trustable company.

Exceptional service. Very responsive and helpful, before and after the Tax return was submitted. I will use them again for sure and recommend them.

Hands down most helpful CPA around. I have used Gilbert and Stewart for 12 years now and couldnt be happier.

Great people. Helped me get way more back on my taxes than expected. Highly recommended!

They do a great job and their staff is amazing. I refer everyone to them.

Ron is knowledgeable and efficient and the staff are always friendly.

Spencer H. goes above and beyond. Can't ask for a better experience!

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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