*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.*
64 Linden St
Rockville Centre, New York 11570
I've had the pleasure of working with Glenn for the past 15 years, and I couldn't be more impressed with his expertise and level of service. It's clear that he is extremely knowledgeable in all aspects of accounting and tax preparation. What really stands out to me is their ability to explain complex financial concepts in a way that's easy to understand. Beyond their expertise, Glenn is incredibly responsive and always available to address any questions or concerns I have?no matter how big or small. It's r
I was dissatisfied with my previous CPA and luckily found Glenn through a community email where multiple members spoke very highly of him. Working with Glenn has been absolutely fabulous and I have found him to be extremely responsive, communicative, and highly knowledgeable about trusts and estates. I plan on working with Glenn for many years!
Glenn has been our CPA for both our interior design business and personal financial/tax needs, and we couldn't be more satisfied. He's always available to answer questions and provides clear, easy-to-understand explanations for even the most complex financial matters. Glenn takes the time to understand our unique situation and offers personalized solutions. If you're looking for an accountant who is reliable, knowledgeable, and trustworthy, I highly recommend Glenn. He truly goes above and beyond!
Glenn is an extremely collaborative, proactive CPA. As a small business owner, it has been impossibly challenging to find a CPA that is proactive, communicative, and easy to work with, and we're so happy we've finally found Glenn. We couldn't recommend him more highly.
Glenn Cummins, CPA, became my accountant this year. I am beyond pleased. Mr Cummins is readily available for any questions; he is organized, efficient and my 2024 returns were completed by April 1. This also includes a LLC that needed a separate filing. I look forward to working with Glenn for many years to come. Outstanding CPA.
Glenn is very thorough and careful and a pleasure to work with. I recommend him highly for tax preparation and other accounting work.
I highly recommend Glenn for anyone seeking reliable financial guidance. He was incredibly professional and knowledgeable in helping my grandmother with a personal financial matter. Glenn took the time to explain things clearly, provided valuable insights, and was consultative throughout the whole process. Thanks, Glenn!
Glenn was recommended by some neighbors on a Facebook page and I couldn't be happier with the experience. He was very communicative, worked quickly and was patient with my questions and concerns and made me feel comfortable with him as our new accountant.
I've been looking for years for the RIGHT accountant who listens and works with me. FINALLY found the one and only Glenn! He's the best of the best!!!
Glenn is both a talented CPA and excellent service provider.
Love working with Glenn! He explains things very clearly, and is patient in explaining. Glad to have him as our CPA.
Excellent specialized accounting services. Glenn is extremely helpful, efficient and competent. I highly recommend his services!
Glenn is dependable, knowledgeable and kind. He was precise and punctual with my return. I am so glad to work with him.
Consultative, well organized and efficient tax preparation. Glenn was a pleasure to work with and i strongly recommend.
Pleasure to work with. Responsive and timely
Expediant, thorough and communicative!
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.