*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.*
35302 SE Center St Attn: Office 506
Snoqualmie, Washington 98065
We found Richard by a word-of-mouth recommendation and I am so glad we did! I had 5 returns to prepare and had two accountants "working" with me for 5 months. After connecting with Richard it became evident that I needed to switch to Gold Creek. He was able to take all the stress off my shoulders and prepare and file all of the returns in such an efficient, easy and fast manner. I wish I knew him months ago so I could have avoided the interaction with the other accountants all together. I highly recommend G
We highly recommend Richard at Gold Creek CPA! He was responsive, knowledgeable, and made the process of completing our taxes very smooth. We had special requests that he graciously handled. Our previous CPA that we valued for years recently retired which left us apprehensive about the next CPA meeting expectations. Richard surpassed the expectations. We lucked out with finding him from a referral and look forward to referring him to others.
Working with Richard was an amazing experience! I had a ridiculous time with H&R Block over the past couple years which led to an IRS audit. Richard knows what he's doing with complex tax returns and I have full confidence in him. I'm using him next year and many more to come hopefully!
I've done my own taxes forever, and had even been reluctant until recently to use services like TurboTax, because I don't like details being obscured to me. But our tax situation has gotten more complex, so I reached out to Richard for a specific analysis, based on a recommendation from another professional. Despite it being around the busy October tax deadline, he took on my project, and promptly gathered the appropriate documents and did the analysis. He was clear in his recommendations and reasoning,
In life one is always seeking perfection, the perfect cup of coffee, the best vacation spot, the most delicious dessert, and while much of this is relative to an individual's perspective, numbers are not. Numbers are unemotional, unwavering, they are the absolute truth, for something simply is or is not. When it comes to entrusting someone else with your personal and business taxes, all of your financial life and records, access to account numbers and more, you want someone that you not only trust but someo
We were referred to Richard because of his expertise and excellent customer service. We have been beyond pleased with the service level he provides us. He is very quick to respond to any questions we have and is always able to provide knowledgeable answers.His turn around time to complete any tasks he is working on for us has exceeded our expectations. As a new small business owner that means a lot.
We?d been searching for a local CPA for years. Never did we think we?d be lucky enough to find such a knowledgeable, professional, and friendly CPA. Richard addressed our many concerns and thoroughly answered our many questions. The best part is, when we emailed him, he actually responded quickly. If we didn?t understand something, he would take the time to advise and explain things to us until they made sense. Working with him was a delight and now we have one less thing to worry about! Thank you Richard!
Richard from Gold Creek CPA was very responsive, attentive, professional and polite through the entire process of my tax return preparation. He was tech savvy which made the process easy.
Loved working with Richard. He is extremely prompt in responses, thorough and had great recommendations for us. Highly recommend him!
Richard provided excellent services, communication, and was efficient.
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.