*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.*
120 N LaSalle St #2000
Chicago, Illinois 60602
Craig Greene and his firm have provided tremendous service to my practice. Craig and his firm have dealt with the most sophisticated issues and their reports have been powerful and very persuasive. Craig Greene is a tremendous expert witness. He has testified for me in several cases, including securities arbitration proceedings, and he was very persuasive.
I have had a professional relationship with Greene Forensic Accounting Services for over 20 years and highly respect the firm and its principals. Craig Greene is a highly skilled forensic accountant with significant experience to resolve highly complex financial fraud matters and provide expert testimony in court matters. Craig Greene is also an accomplished speaker and can provide valuable training to your organization, whether its private or public. If your searching for an expert in fraud examination and
I've had occasion to use the Greene Group twice in years past and have had nothing but exemplary service each time. The initial engagement was fraud detection within an organization. Craig's team promptly identified not only our suspicions but other irregularities leading to both a conviction and procedural changes going forward. Confident in their professionalism, we hired the group again to analyze revenue potential for a foreign project and again was very pleased with the thoroughness and promptness o
Craig Greene is one of the industry's premier Fraud Examiners. I retained Craig's firm while the CFO of a public company to investigate fraudulent purchases by an employee. Craig's work and presentation to law enforcement resulted in a successful prosecution and recovery of funds. Craig also taught fraud awareness training to our Executive team and our internal audit staff. I highly recommend him and his firm!
Craig Greene is one of the top forensic accountants in the Chicago area. He testified in a complex Chancery case where I was lead counsel and explained very complex cost accounting and fraud issues in a very clear and understable way. A number of courts have relied on and accepted his opinions. I strongly reccomend Craig as he is honest, highly ethical and is very knowledgable on accounting issues and in detecting fraud.
As a principal of a Nevada law firm whose attorneys have used Craig Greene's services on numerous occasions, I consider Craig to be a very talented forensic accountant with strong analytical abilities. He is an excellent expert witness, both in deposition and trial. I would highly recommend him.
Craig Greene and his team have ably assisted our firm on several complex matters involving potential fraud allegations. As a result of his excellent forensic accounting skills, all the cases concluded with positive outcomes.
I have had the pleasure of knowing Mr. Greene professionally for over 20 years and have relied on him to offer me expert guidance on numerous forensic accounting matters. His ability to diagnose a complex problem and fashion a reasonable solution has been instrumental in helping me successfully resolve a number of difficult and sensitive situations. His personal integrity and commitment to excellence are unmatched in the forensic accounting arena.
I have probably know Craig Greene for over 20 years and have so much respect for his abilites, skills and intelligence. Every referral I have made to Craig has responded with how happy they have been with his services. He is just the best.
I have known Craig Greene and his colleagues for several years and regularly refer clients. They provide big firm expertise through their boutique practice. They are very capable at tackling matters involving very complicated businesses.
Nordic Energy has worked with Green Forensic Accounting on a number of different projects and they have exceeded our expectations each time . I would highly recommend them to anyone looking for detailed professional work. Jim Deering CEO Nordic Energy
Craig Greene and Greene Forensic Accounting Solutions always exceed my expectations and go above and beyond. The team at GFAS are true experts (forensic accounting, internal auditing, litigation services, expert witnesses, etc.). I highly recommend them.
Craig is a true professional and does impeccable work! He and his team have done a great a job an a number of projects. Highly recommend!
Craig Greene can be relied upon to supply accurate, timely, and professional forensic accounting work. Litigators can trust his work.
We've known Craig for many years. Very professional and extremely knowledgeable. It's always a pleasure to team up and work together on cases!
Craig Greene and his team did an excellent job in their expert forensic work relative to litigation as to which we were successful.
The Firm assisted in a large fraud case we had and we also had Mr. Greene discuss various fraud issues with clients at a seminar which received positive responses.
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.