*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.*
2000 PGA Blvd, Suite 4440 PMB 167
Palm Beach Gardens, FL 33408
Gold Accounting Tax is the best. We have been working with Alice and her team for over five years. Services are timely and the expertise is superior. Highly recommend this company
I just started Using Alice Gold Accounting, she made it so easy to get the forms to her and Alice took it from there. She is truly one of the most amazing and intelligent women I have met. Her Tax knowledge was amazing and whenever she asked me to get some answers for her or documentation, I was able to get everything done in no time. I will always be using her company and Alice FOREVER! She is so efficient and gives great advice.
I have worked with Alice for three consecutive years for tax preparation services. I have had my own business during this time and transitioned back to being a w-2 employee. Alice was knowledgeable on all different tax strategies and her level of service has been top notch, I highly recommend her for all of your tax preparation needs!
Alice was quick to answer and return my call when I needed to do prior year taxes. She is knowledgeable and professional. My taxes included an LLC filing, and this was done in a timely manner. Thank you Gold Accounting Tax
Professional service that delivers attentive, helpful, knowledgeable and friendly staff. The service I received from goldaccountingtax.com and advice given regards to my business accounting issues was First class. This company has outstanding services and very reasonable charges plus Amazing experience. Alice is always available and guides very well, very helpful and always there to facilitate. This company is really really good.
I am extremely disappointed with the service. The truth is that Alice can only provide regular tax annual submission. She wont help you strategize or plan to make your investment business successful during tax season. The most disappointing part is that once she cant help, she is not straight forward with you. She just stops responding and leaves you wondering why? I have decided to self teach myself on taxation and investment. I appreciated you gave me the push to self teach myself. The amount of optio
This is my second year of preparing my taxes with Alice; She is very dependable; knowledgeable and trustworthy. She is also patient and will work around your schedule to complete your tax preparation. Highly recommend Gold Accounting Tax.
The team at Gold Accounting Tax is not only professional but also incredibly responsive. It's refreshing to work with a firm that genuinely cares about its clients. Thank you Alice & team.
"I enjoyed working with Alice at Gold Accounting Tax, and the experience exceeded my expectations. Alice is incredibly knowledgeable and skilled in her field and friendly and approachable, making the tax filing process a breeze. She took the time to understand my financial situation and provided personalized recommendations that helped me optimize my tax returns. Her attention to detail and thoroughness in reviewing my documents gave me peace of mind, knowing that everything was in good hands. I appreciate
Alice has been my go-to person for taxes for a few years now. I recommend her highly.
Great service, professional and consistent communication throughout the processes
Promised returns done in 30 days she did 2 out of 15 and doesn't seem to know that you need to depreciate property. I need now to start over with another cpa. Waste of time.
Excellent services! Helped my two businesses out by crunching the numbers and keeping us on track for growth! Highly recommended!
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.