*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.*
9456 Jefferson Hwy
Baton Rouge, Louisiana 70809
This was my first year working with Greg and Ashton on my personal and small business taxes, and I?m so glad I found them. As a real estate agent, I needed someone who understood the details and could guide me through everything clearly. They were super responsive and professional?quick with emails and calls?and made the whole process easy and stress-free. I felt confident in their work from start to finish. If you're a small business owner or agent looking for a reliable CPA, I highly recommend them.
Mr. Greg and Ashton did a great job with my business and personal taxes. By them tracking my monthly expenses they were able to save me a lot of money because there were things I wasn?t writing off! I would highly recommend them.
Ashton and Greg Kennedy came highly recommended to me by a fellow agent, and I?m so glad I chose them as my business CPAs. Working in the real estate industry, I needed a team that understood my needs, and the Kennedys delivered. They quickly helped me set up my LLC and guided me on how to best structure my business. They?ve always been available to answer my questions, even the most mundane ones. At tax time, they truly showed their worth, providing tremendous help with my business taxes. I highly recommen
A colleague recommended Ashton and I?m thankful they did. He understands my real estate business and makes tax season stress-free. Always responsive and knowledgeable. I highly recommend him!
I highly recommend Ashton as your CPA. He?s super easy to get a hold of, knowledgeable, and friendly! I?ve already referred them to multiple people since they?re so friendly!
Greg Kennedy is exactly the type of CPA you want to have to help you navigate through the often confusing and ever changing tax and financial issues we all currently face. Greg is an expert in his field of knowledge and will happily answer any and all of your questions, thoroughly. Whether you need commercial or personal assistance, his prompt customer service, professionalism and honesty will let you know you are in the right hands. I personally highly recommend him to anyone looking for a great CPA.
I began using Greg Kennedy for my tax returns several years back. I rate Greg "top talent" in regard to customer service excellence, taking the appropriate amount of time to work with me, and in understanding my financial goals. I highly recommend Greg for investment advice, business ventures, 401k rollovers, mutual funds, annuities, identifying investment capital, life insurance instruments, and overall financial well-being. Greg is awesome to work with, and treats me with kindness and respect. I have come
Although I know Greg for less than a year, I found him very knowledgeable on taxes and financial planning. He is extremely pleasant to work with. Despite his rather busy schedule before tax deadline, he took time to understand my situation and filed taxes in time. He also offered valuable advice on tax planning for the future years considering my wife?s business and business properties. I highly recommend him.
Greg Kennedy has been my CPA for over 25 years. If i had to rate him on a scale from 1-10 he would be a 20 plus. I would not even think about using someone else. So I have told him he can never retire! He is always friendly, he listens to your needs, and advises accordingly. Greg has also helped me with my investments and he has not steered me wrong yet,
Greg is an outstanding CPA whose professionalism and affability make him the best around. He was so helpful to me with my taxes and took the time to explain everything in detail. On top of that, the service he provided went way above anything I've previously experienced, and I can't stress the great hands you'll be in with him as your CPA!
Mr. Kennedy is probably one of the best CPA?s in the state of Louisiana. I?ve been a client for over 20 years and I never looked back. Competence, professionalism, integrity and incredible values geared toward the client?s needs make the best description for the company and the individual. My family taxes and investments needs are met daily with Mr. Kennedy. Either you have business needs or individual needs, this is the place to go. I never fail to recommend Mr. Kennedy to people who ask for the simple rea
Greg Kennedy has been our CPA for more than 20 years. Over the years as our company has seen a steady growth, his knowledge and guidance has been a tremendous asset. Greg really takes the time to explain and is always just a phone call away. Dwayne Venable, Venable Terrazzo Company, Inc.
Greg did a poor job on our state taxes. After the flood of August 14th we employed him. We were reviewed by the State Income Tax division and apparently Greg didn't complete our taxes correctly. Additionally, he is very difficult to get in touch with and doesn't return calls promptly. I would not recommend him.
Very detail oriented and easy to work with! They do a great job educating people.
Greg is the genuine article. He goes way above and beyond any CPA I've met when it comes to ensuring that his clients are aware of all details regarding their personal and business taxes. Amazing guy and terrific CPA!
I've worked with Greg Kennedy for nearly 20 years, and he has always provided top-notch service and never missed a deadline. He has been an invaluable resource to my business operations. - Mike Dalrymple, Paragon Construction Group
Checked out Greg's website after searching for a local CPA and submitted an email request to reach out. Within minutes, Greg called and scheduled an appointment after answering all questions.
Greg Kennedy has been my CPA for about 7 years now and he has always provided professional and prompt service.
I recommend the Kennedy team for all accounting needs. Thorough & responsive
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.