*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.*
823 Russell St
Augusta, Georgia 30904
Bob Harkrider has done my returns for over 40 years. He has helped both me and my wife through several tax scenarios over these years and always done a GREAT job for us !
I have been associated with the firm for several years. Bob Harkrider, John Demyan and Chris Rodwell make their company a strong success in their customer service, handling of time sensitive matters and deadlines, not to mention extreme knowledge of tax laws and frequent changes. I have trusted my personal and multiple business accounts with them for years. The ladies working in the office are extremely helpful and pleasant to talk to both in person and on the telephone. I would never go anywhere else!
Chris Rodwell did an excellent job on my taxes. From the start he made me at ease during the estate process after my husband's passing. I was so relieved after meeting him and felt so confident in his ability. I highly recommend him.
Yesterday, my husband and I met John Demyan for the first time for help with our taxes. Both of us work full time jobs, but my husband also has a side business that necessitated assessment by a personal accountant. We got connected to John through a dear friend, and we're really glad we did. He was incredibly nice, very knowledgeable and insightful, and, I have to add, delightfully funny. I certainly didn't expect to enjoy a tax preparation appointment so much, but I really did, which was such a pleasan
Screwed us around for 2 years. Never got a successfully accepted transcript on any of the corporate returns he prepared. Refused to take phone calls. Was always on vacation and showed an extremely lack of interest in doing his job. Literally quit 9 days before a deadline. Treats you like an idiot instead of trying to educate his client. Horrible choice. Stay far far away. Overall inadequate in doing anything for a business.
John Demyan is the best! Our family has used him for years and he always is there to help me out. Which is quite often. He goes above and beyond and always makes sure we are on top of changes and what we need. He helps me run a business smoothly and effectively. Highly recommend!
Mr. Harkrider is excellent. My taxes are complex and he does a great job. I can recommend him without reservation
Highly recommend Bob Harkrider!
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.