*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.*
60 Dutch Hill Rd #11b
Orangeburg, New York 10962
My wife and I have been working with Gloria for 2 tax years now and it's been a pleasure. Gloria is very personable and willing to answer any and all questions that we have. She has deep knowledge of the tax system and is the best accountant that I've worked with. Looking foward to working with her in the future!
Gloria was incredible while helping me navigate a late return as well as dissolving an old business account of mine. She was professional, empathetic and made the entire process simple and stress free. I will be using her services again for certain in future endeavors and referring her at every opportunity. Thank you!!
My experience with this CPA firm was exceptional from start to finish. Right from the initial call with Gloria?s receptionist, I felt comfortable and well taken care of. Gloria was highly professional, knowledgeable, and always easy to reach. She promptly returned my calls and ensured the entire process was smooth and hassle-free. I?m so glad to have finally found someone who genuinely puts care into handling my taxes.
Gloria is an extraordinary resource.She provides the most conscientious-detailed attention to each and every personal concern. Gloria demonstrates professionalism, integrity and has a genuinely kind demeanor. She is a natural at efficiency and communication which reflect in the success or her career.
Gloria is the CPA you want in your corner if you ever have any IRS issues. She knows her stuff and her staff is so friendly and courteous. Gloria you got it!!
Gloria is wonderful at her job! I have been using Gloria for my taxes for the past 5 years and have always had a pleasant experience. She is friendly, professional, organized and extremely knowledgeable! My entire family has been working with Gloria for an extended period of time and we wouldn't consider working with anyone else due to the excellent service she provides.
Gloria is amazing! She takes time to explain everything in your tax returns while serving your best interests. She is very professional and did an amazing job for my tax return! Def work with her again!
If you?re looking for a knowledgeable, reliable, patient and very competent CPA Gloria Papasophocles is the person to call. She has been doing my wife?s and I taxes for several years . She also does the taxes for our kids.
Great off ice...great job. Those ladies are the best ever. I consider them my family and would not have it any other way. If you need top notch accountant..get to Gloria now !
Everything the positive reviews say is true. Gloria is extraordinarily patient, and treated us like family despite having just met us. We had to wait only a few minutes for our appointment and she offered us snacks, water, coffee, etc as if we were at home. She is a true professional and was able to explain every possible option we had and help us choose the best one. This was my first year as both a W-2 employee, and a 1099 worker so there were Definately things I was missing and not used to. Gloria real
I love working with Gloria. She?s patient, kind, smart, and offers guidance. She was highly recommended to us by a mutual friend. I would recommend Gloria to anyone looking for a tax professional. She knows her stuff.
Gloria is truly the best ! She is kind , patient, knowledgeable and trustworthy. I couldn?t recommend her more !
Gloria is the BEST! She is very very good and has all my business and personal accounts running with no issues or faults. She even found out an issue with my Corporation Licensing which she was able to fix and I knew nothing about. Gloria is such a nice person and a great CPA. Man I'm so glad I have her taking care of my accounts. Thanks Gloria
Gloria genuinely goes above and beyond for all your needs. For both business and personal needs she is certainly the person to go with. She is easy to talk to and treats you like family. I highly highly recommend her.
Gloria has been my accountant for the past 10 years. She is not only an excellent accountant, she is also a great person. Aside from doing my taxes, she has helped me with my personal issues as well. She puts my personal problems above everything else. I couldn't ask for any more than she has given me. I am so fortunate to have her as not only my accountant, but my friend as well. I would highly recommend Gloria to anyone who needed an accountant. She is that good.
Gloria is the most professional and knowledgeable CPA I ever worked with All my questions were answered better than my tax lawyer could I can highly recommend Gloria for your privat returns or for your business You will be in good hands
Gloria is not only extremely knowledgeable and detail oriented, she is compassionate and works with you. I have every confidence in her abilities to analyze the most complex situations and provide the best possible solutions. I highly recommend her!
I highly recommend Gloria for tax preparation and business services. She has helped me tremendously for over four years and was also an expert resource when I first started my small business. Gloria is kind, knowledgeable, professional and definitely an expert in tax preparation and being a liaison with the IRS. I have also recommended Gloria to my friends and family for these same reasons!
Top notch CPA in every way. Smart, hard working and personable with reasonable fees and has wonderful employees too. You can't find a better CPA office to work with. I have been very happy and in great hands with Gloria and her office since 2005 and looking forward to many more years.
Amazing. Gloria is very thorough and helpful. She takes the extra time to ensure we understand every detail.
Just finished up our taxes with Gloria. She is wonderful, efficient, friendly and knowledgeable. Gloria treats you like family and makes doing your taxes a breeze. ?She loves accounting so you don?t have to.?
I'm new Business owner and had a mess on my hands with taxes. I came to Gloria and her team about a year ago. They got me straightened right out and now my business is established and on track!!
Gloria really goes above and beyond for her accounting clients. Whether your business is big or small give Gloria a call!
Gloria is absolutely amazing, and super helpful with any questions I ever have. She is an amazing CPA I highly recommend! I completely trust she will take fantastic care of you!
Working with her was a fantastic experience. I highly recommend her.
Gloria is the best!!!!!! She treats everyone like family and prepares your tax returns as if it was her own. I Love her.
Very responsive. Extremely nice and patient with all the questions I ask, Which is a lot. And now I understand everything that I need to do. Really cares about her clients. Great people and highly recommend.
Gloria's firm is professional and of top notch quality. They know what They know and doesn't pretend to know more than what they do know.
The best tax preparation for a small business LLC. Gloria is fantastic to work with and eases my mind when preparing my taxes.
Gloria is awesome at explaining the process and is very communicative to her clients
Great initial consultation! Thank you!
The best CPA a person could ask for. Not just with my tax preperation but just an all around sweet person who always does her best to make time for you. HIGHLY RECOMMENDED!
Gloria is great. Very personalized service!
I have confidently recommended many friends, family and associates to Gloria for many years.
She the best in the business . I highly recommend .
Very kind and personable. Extremely knowledgeable!
Thanks Gloria!! Always a pleasure!!
Gloria is professional and cares for the needs of her clients.
Big Help with my business . Thank you
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.