*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.*
140 Lakeside Ave # 100
Seattle, Washington 98122
I HIGHLY recommend this firm. Kelly is incredibly knowledgeable about taxes, genuinely loves his work, and I learn tons of new things that save me money every time I talk with him. If I could give six stars I would.
Kelly is great! Friendly, personable and most importantly, knowledgeable. He answered all of my tax questions pertaining to my small business and confirmed I was setup and doing things properly, so I don't have to worry about the Uncle Sam knocking on my door. Highly Recommend!
Kelly Haas was amazing. We were really anxious about filing our taxes and he made the process feel easy and non stressful. He really went all out with the amount of support we received throughout the entire process. I would recommend him highly.
I had a great experience working with Kelly! He was not only highly knowledgeable but also incredibly responsive and efficient. He was very nice and took the time to explain each step of the process clearly, making everything easy to understand. If you're looking for a CPA who is helpful, fast, and approachable, I highly recommend Kelly!
I had the pleasure of working with Kelly Haas on my (way too complicated for me) taxes this year. Kelly was really generous with his time, answered all of my questions, and gave me advice on how to proceed to simplify my taxes for this coming year. He did a thorough job on the documentation and filing, and even referred me to a great financial planner. I'll be working with Kelly from now and, and highly recommend him and his company.
Kelly is great, he had accommodated my last min request for tax filing, and literally completed the filing within a day to meet the deadline. Communication was easy, same was uploading documents - we did everything online. Pricing is reasonable too. I'd highly recommend Kelly Haas.
I can't even express how grateful I am for Kelly. He is a very knowledgeable CPA who saved us thousands of dollars on our taxes. He was so friendly and cared about our financial situation. I highly recommend his services!!
I?ve been working with Kelly Haas as my CPA, and he?s been fantastic. Kelly is not just great at what he does?he?s always there when I need him, communicating clearly and making sure I understand every detail. He?s super detail-oriented and has gone the extra mile more than once to make sure things are done right.
Kelly went above and beyond for us in terms of planning, going through all of our business financials, and making sure that we did not leave any money on the table this year when it comes to taxes. We have a handful of businesses, which are all super diverse in structure, and Kelly made our lives so much easier this year by seeing the big picture, and executing the details on time. He's a great communicator!
Kelly took on a tax filing on somewhat last minute for me and my partner. He was extremely helpful and made the process really straightforward and easy to understand. We can 10/10 recommend our experience with Kelly Haas!
Working with Kelly has been a great experience. He is extremely helpful and well versed in everything tax related. If you are not working with him, you are missing out.
Kelly has been managing my returns for the past couple of years and I would definitely recommend his services. He is available for questions and returns calls quickly, extremely professional, and has done a great job for me and my business. Looking forward to working with him again this year.
I switched accountants this year after meeting Kelly and being impressed by his energy for accounting and also his vast knowledge and continuing education in the field. I am SO GLAD that I made the switch! My past accountant was old, non-communicative, and honestly lazy and difficult. Kelly is the complete opposite, being proactive in helping me not only with my accounting but ideas for financial planning as well. He defintely knows his profession well, and saved me quite a bit of money in both of my bu
I highly recommend Kelly Haas for anyone seeking exceptional accounting services. Their attention to detail and expertise have been invaluable to me and my business. They are always responsive, thorough, and proactive in addressing any financial concerns. With their guidance, I have felt confident in navigating complex tax matters and maximizing financial efficiency. Look no further for a trustworthy and attentive CPA!
Kelly was excellent in helping me manage my taxes. I had many questions along the way, but he was very knowledgeable and was able to answer them clearly. Great to work with, would definitely recommend him to others.
My husband and I needed our 2023 taxes done. They are extra complicated this year because I am starting a home business. I had a ton of questions as this is all new to me. Kelly was great to work with. He took the time to answer all of my questions on the phone or via email. He is knowledgable about personal and business taxes. Will absolutely be using him again!
Kelly is amazing. He will make sure your taxes are done in time that he has committed to and he knows what he?s doing. Just sit back and relax if Kelly is your CPA. Know that you?re with the best. Highly recommend!
Kelly has gone above and beyond for our tax needs. He is dependable, incredibly detailed and always quick to respond to any of our (many) questions. He knows how to navigate all accounting platforms and options to the fullest detail and is eager to assist and explain everything in terms even the most novice person can understand. He?s approachable and friendly, honestly we couldn?t be more pleased with our experience. We will absolutely be using Kelly again and recommend you do as well!
Kelly has provided the exact the type of tax service me and my wife needed. He is super responsive, reassuring and his attention to detail is at a high level. He's professionalism has made tax filing a less stressful event. High would highly recommend Kelly for his services.
We were so lucky to find Kelly available this tax season. He was there to help us with all of our questions and assist us with completing our tax return in a timely manner! I cannot recommend him enough for anyone looking for tax strategies and suggestions, tax filing, and any of your questions! Taxes can be a daunting task annually but not with Kelly there to help you out along the way.
When my CPA of 20 years retired I was not looking forward to finding someone new. I was set in my ways and being an old dog, I didn?t want to learn new tricks, but Kelly is such a treasure! He was perfectly happy doing things the way that I was used to doing them, and he made me feel like he had all the time in the world to listen to me and had no other client but me to take care of. I am completely happy now, and look forward to having Kelly take care of me for the rest of my life!
Kelly has been able to save me and my business thousands of dollars through things my last accountant completely overlooked. This alone deserves 5 stars. Besides that, he got our returns done in a timely fashion, even though we submitted documents fairly late. Thank you.
Kelly Haas provided me with an excellent consultation. He listened carefully to my concerns and was very knowledgeable. His honesty and integrity were assuring. Kelly provided me with additional information that went above and beyond the expectations of our consultation. I highly recommend Kelly. He is a competent professional.
Kelly Haas went over and beyond for us after we found ourselves in an audit. He reviewed all our tax info and helped us with every step. His knowledge and expertise was invaluable. I highly recommend his services.
Kelly is a great accountant. He was very fast to respond, gave detailed answers that were easy to understand, and helped identify several tax credits I could use. Looking forward to working with him again!
Kelly is a pleasure to work with. He is very knowledgable and dedicated and is always willing to go the extra mile for his clients. I recommend him and his firm 100%
Kelly is great to work with. We had been looking for someone in our area as our current CPA is retiring. He has gone out of his way to help my parents. Thank you!
Mr. Kelly Haas is delighted to work with. He is very skillful and is very patient to answer every question of mine. He also works collaboratively with my financial advisors to help with my retirement planning. Thank you Kelly!
Kelly has always done an amazing job. He is fast and efficient. 10/10 will continue to use him in following years.
Hass CPAs was very responsive to my tax questions and demonstrated a solid understanding of tax law. Kelly took the time to ask questions to clearly understand my situation and to help me to understand the relevant tax rules to assist me in planning for the coming year. He followed up with an email summary revisiting the main points of our discussion. I would highly recommend him for tax consulting and plan to have him prepare my taxes in the future.
Kelly is excellent. My taxes are complicated and Kelly put on a master class to my other CPA. I wish I found him earlier. He is saving me a lot of money. Count yourself lucky if Kelly is your CPA.
Kelly was a pleasure to work with. Most friction free experience that I have ever had with my taxes. He explained everything very clearly and left me confident that no rock was unturned.
I have had a great experience. My initial phone call I was able to lay out exactly what I wanted and where I was going with my tax situation, and he was able to guide me the right direction and do my return in a manner that addressed all of my ductions. one thing I do like about him as that you can call him for a 2 to 3 minute conversation, which, in my opinion is much more valuable than 2 to 3 days of email thread. My particular tax situation is a little bit more intricate than normal, being a real estate,
Kelly Haas is a wealth of information. If you are a real estate investor looking for tax saving advantages please give Kelly a call he will guid you through the process and will undoubtedly save you some money.
Kelly has been helping me since I started my new business. He helped me organize all my finances, set up payroll accounts, and he?s the guy I send out to any of my clients that need a CPA!
Kelly is a hard working individual, he will get stuff done on time. He was also very patient and easy to communicate with.
Kelly was great! His transparency, knowledge, and speed were amazing. Also, helped with complex tax issue.
Absolutely the best!!!! Amazing CPA. I was so confused what to do and he was so calm and understanding from the first phone call! He referred us by name and explained everything thoroughly. Thank you Kelly, we?re very impressed we found you here!
Very knowledgeable about all things taxes both personally and for my small business. Made the entire process easy and painless. Handled all of my business's needs. 5 stars will definitely work with them again!
Kelly is very knowledgeable and makes complicated issues easy to understand. Will definitely be working with him in the future!
Kelly has done a fantastic job for me and has been a sharp, responsive and knowledgeable CPA
We were very happy with our tax preparation services done by Kelly Haas CPA.
Handled my business and personal taxes quickly and efficiently. Very knowledgeable and professional. Highly recommend.
Kelly was a huge help and I couldn't recommend his services enough!
Knowledgeable and responsive. Kelly, thanks for all your help.
Amazing accountant, he actually answers the phone every time you call, he is very knowledgeable and personable .
Dedicated cpa, looking forward to working with him in the future.
amazing got back to me fast answer everything i needed
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.