*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.*
10159 Wayzata Blvd Suite 100
Minnetonka, Minnesota 55305
Honestly, I could not ask for a better team of people to help with my business and personal tax filing and strategy. I have been working with Louis and he has been on point since the beginning. Great communication, timely, respectful, and sincere. Thank you to everyone at Graff, LTD. You guys are the best!
David has always done me right. Very personable. Very helpful. Great communication. Will never leave his services!
David Graff has an outstanding organization and is simply a great human. He is trustworthy and highly responsive. The entire organization's professionalism is unmatched, and they follows a set of values that truly sets them apart from the rest. If you're looking for a top-notch CPA, David Graff is the one to go to. Highly recommended!
I own two businesses and work with Louis. He has changed our lives for the better. Stress levels are much better after working with Graff Ltd. and Louis. The support team is fantastic. I cannot say enough positive things. Thank you Louis and team!!
As a professional who works closely with clients utilizing Graff, Ltd's services, I can confidently say they are a standout CPA firm. My clients consistently rave about their experience with Graff, Ltd, highlighting their exceptional courtesy, responsiveness, knowledge, and skill. Clients appreciate how Graff, Ltd's team goes above and beyond to ensure their needs are met promptly and with a high level of professionalism. They are always quick to respond to inquiries and concerns, making the accounting pro
I highly recommend Graff, Ltd for all your tax, finance and consulting needs. Best CPAs and business advisors in the business. They have helped us with personal returns and multiple company tax situations which in the end saved us alot of money. Highly recommend David and his superior team!
David is Very Responsive with a quick turnaround. He is very strategic and professional. I recommend using David for all your tax and accounting needs!
We love Graff, Ltd.! We use them for personal and business. They are so knowledgeable and extremely fast to respond, whether the inquiry be simple or difficult. The service is also very personable.
When I came to Bayerkohler and Graf my tax situation was extremely complex with multiple corporations and LLC?s and I was under a federal tax audit for a multitude of tax years. It was a very stressful time. Barb Bayerkohler took a huge load off my shoulders and helped guide me to a successful conclusion of my audit with a favorable outcome. Since then, B&G has kept us on track with monthly accounting services, consulting, and annual tax returns for our businesses. They are a huge asset to us. If you are lo
Down to earth, authentic and honest are what come to mind when working with Louis and David at Bayerkohler & Graff. My family business faced a family death and was not sure how to handle the accounting. Fortunately they were able to hold our hands and help us through the situation. The staff is patient as we move through all the details and willing to answer our calls without a new bill every time. Hands down the best firm we have ever worked with and will be long-term client. Thanks.
My wife and I have always done our taxes on TurboTax, we have never had problems. This year, with the combination of us getting married last year, my opening of a HSA, and the new tax legislation, I was concerned having to do it myself. We asked David from Bayerkohler & Graff to take care of us this year and I can honestly say it was one of the best financial decisions we have made. David was prompt, responsive, professional, and timely. Not to mention he got us a refund that was thousands of dollars mor
I met David Graff at a networking group back in 2014 when I launched Lake One. BkG has been a trusted partner ever since as I've grown my business. Aside from a great rapport, I always feel confident that I have solid tax accounting and planning in my corner. Always responsive, no matter the question, with all the hats I have to wear, knowing that this part of my business is in good hands gives me a great relief. I recommend BkG to anyone looking for accounting or tax advice whether for themselves or their
After 17 years we decided to check out other accounting firms and move our business. We found Bayerkohler & Graff. They made the transition so simple and do an amazing job with all of our accounting needs. Answering our many questions and taking the time to explain different ways of organizing our business. Would recommend them to any one looking for any type of accounting services.
When I came to Bayerkohler & Graff I was put in a bad position and needed someone to help correct what a previous accountant fumbled up. I was unfortunately under the wire for time as I did not want to have to file for an extension. I presented Bayerkohler & Graff with all of my information and not only did they fix everything in a matter of days in my QuickBooks, but they also helped me understand more about that software, filed my taxes for me and assured me that I was doing everything correct as a busine
I came to Bayerkohler & Graff about 5 years ago when our taxes became too complex to do ourselves. Since then and each year our taxes become even more complex, so we're grateful for all of Justin's professional help. He is very knowledgeable with the tax code; I have yet to stump him with my questions. He finds deductions and has ideas for savings that I wouldn't have though of. I highly recommend Justin at Bayerkohler & Graff.
I have been working with Louis L. now for over 2 years. What I like most is that he is more than just a "do your taxes" guy/company. He helps me with financial perspectives irrespective of business or personal. They are an awesome partner!
We have been using them for years for all of our businesses. We appreciate all the help throughout the tax year, simple billing and one time annual fees for service, extensive tax knowledge, and the ability to get a multitude of opinions from their staff and CPAs. We recommend them to all of our friends and family looking for a professional and accurate firm.
Fantastic firm! David was brilliant in suggesting I change my LLC to an sCorp to save me $10,000 in taxes, that 2 other firms never suggested! Very professional and care about their clients! Highly recommend!
I am a business owner who has worked with B and G for more than 20 years. They are the best and take all of the stress out of the process. I work with Justin Soles. He could not be better.
I highly recommend Graff, Ltd. The Graff team takes a genuine interest in learning your business in order to offer the best tax saving and growth opportunities.
If you want an accountant that goes above and beyond, answers all of your questions, and will bend over backwards to help you, look no further. I do all my taxes here and recommend you do, too!
I work with Louis and David. They have a proactive planning approach and are extremely responsive. Needless to say our business saved a ton on taxes!
Never a disappointment working with you guys I feel valued as a client & more than happy with the services provided. Overall A++
Louis is incredibly helpful, and knowledgeable. He is very responsive, and helps you understand things in simple terms. Would definitely recommend!
10 years taking my taxes to Justin Soles @ Bayerkohler & Graff. Fast, detailed, and exceptional service.
Louis is an invaluable person to work with and he helped break everything down for me in common English. Highly recommended!
This team provides top notch service and are experts at what they do. I will always recommend Bayerkohler & Graff!
Amazing service -amazing staff. Very knowledgeable and professional. I can rest easy knowing my taxes are in good hands!
Was very thorough yet personable and friendly. David made it very easy for us
Professional, courteous, and well-priced.
Best place ever. I recommen to everyone I know
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.