*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.*
819 Woodmere Dr
Lafayette, Indiana 47905
Very efficient and to the point. Quick to respond to any inquiries. Tax prep was completed on time (even for our business)! A+ experience working with every person we've interacted with at this firm, including front desk all the way to Tressa herself.
Heath CPA & Associates have given us personally and for our business exceptional service. We count on their efficiency and thoroughness. This firm has been a blessing to us! Thank you, Tressa and her team!
Amazing service from Heath CPA and Associates. Helped set up my small business and always there to answer questions. Efficient, thorough and professional. Have used them for small business and individual taxes.
Great service, excellent communication, and Tressa & her team make things simple. 100% recommend. Switched over a few years ago from using a corporate tax service and haven?t looked back.
I couldn?t recommend Tressa and her team enough. They were professional, attentive, and helpful through the whole process. They made a very complicated tax situation a breeze and we?ll never use anyone else.
Heath CPA is the best, always accurate, efficient,professional, friendly, with great communication . Thank you Tressa, you make tax season so much better.
Thorough, quick, and helpful service! Heath CPA & Associates makes the tax process so easy, which is something I didn't even know was possible! Whether you are. running a business or just an individual, I cannot recommend them enough for your tax needs!
Highly recommend Heath CPA & Associates - they are quick, efficient, and ask questions when needed. Also have a hub to easily organize all documents that can be retrieved year over year so you don't have to keep a huge paper trail. I am able to file my taxes each year in a quick turnaround. I recommend to all of my friends and colleagues.
Tressa Heath CPA has helped us for a few years now with our personal taxes, which were initially quite complicated after our move from another State. She is very knowledgeable, handles the task at hand very quickly and very professionally, she is responsive, an excellent communicator always willing to help and a pleasure to talk to. Her team works very smoothly with Tressa. Heath & Associates are highly recommended!
You know how you dread doing personal taxes once a year ???? Well, if you reach out to Tressa at Heath CPA and Assiciates , your tax problems are no more . Her and the staff are great , very personal and so prompt in completing your taxes . I am a business owner with multiple locations and let me tell you , I never have to worry about my taxes not getting done in a timely manner and they make the process so easy for me . TAX DAY - no more worries . Thanks Tressa !!!!!!!!!
Normally I handle my own returns as they are pretty simple. This year, I was new to getting services and couldn't have been more excited to work the Tressa and her team. They were amazing! Super responsive and timely in their work. Called personally to check in as needed. Answered any and all questions I had with ease. Very knowledgeable and just really great to work with overall. They made taxes easy and stress free for us this year and provided great recommendation for future years to ease our burd
They make my tax life so incredibly easy both for my business and personal taxes. Tressa ensures the best ways to be sure you dont miss anything and get the most credits possible, while all being done efficiently and effectively!
This is my first year using Heath CPA and associates. They made my transition to a new tax preparer pain and worry free. Service was prompt, professional, and customer centric. I look forward to having my taxes done by Heath in the future. Thank you Teresa and your team.
Heath CPA & Associates is wonderful. We wouldn't go anywhere else. Everyone is so helpful, focused on service and excellent work. Use this CPA group. You won't be sorry. We use them every year now and it lowers concerns and frustrations during tax time.
Heath CPA has been doing our personal and business taxes for several years. We have never been dissatisfied with their service or their knowledge of the over-complicated tax system. Tressa's drive to help an entrepreneur succeed is unequaled in any professional I have dealt with over the last 10 years of running our business. Never has anyone been as dedicated to our well being outside our family as she is. Another poster mentioned "tough love." I agree. You may sometimes not like what you hear, but in the
I have had my taxes completed with Heath CPA over the last two years and I have been consistently impressed with their work. Tressa and the entire group at Heath CPA are highly efficient, knowledgeable, reliable, and always reachable with any questions or concerns. Tressa explains every step of the process, from what documents need to be submitted to what to expect once the return is filed. Additionally, and perhaps most importantly, the group at Heath CPA organize their business such that all documents, si
Tressa and her team are top notch at what they do for our community. She is always extremely timely in completing our personal and small business taxes and always brings up points that we normally would not even be aware of. We feel more educated about our finances every time we meet with her. I cannot thank her enough for the support and direction she provided me when I started my small business almost two years ago. She is the best at what she does by far. Highly, highly recommend Tressa and her team!
I am so happy that I met Tressa, Christina, and everyone else that is associated with Heath CPA and decided to have them do my taxes for both my family and my business. Not only do they make the process simple and painless (other than writing the check to the IRS, of course), but they have offered me such valuable advise regarding my business and how to lower my tax liability. Because of a few small changes in my organizational structure, my tax liability in 2014 was almost $5000 lower than in 2013. I can't
Heath CPA surpassed my expectations!! Our new business launched about 6 months ago. Embarking upon a new business journey, I wasn't at all sure what tax-time would look like for us. What I did know is that I wasn't willing to chance a thing and Tressa came highly recommended by local friends. Can I just tell you that Tressa went above and beyond to make sure that all of our financials were accounted for and that we were in a great position to start 2016. She was prompt, thorough, kind, professional and per
We expanded our small business a few years ago. Tressa has been very responsive to any questions we have. We had used QuickBooks before coming to Heath CPA. I hate QuickBooks, but Tressa helps us get through it, extremely knowledgeable. We highly recommend Heath CPA.
I cannot say enough good things about Heath CPA- they handle our individual and non profits tax business so efficiently and professionally. They are extremely prompt and their communication is excellent!
I have used Heath CPA and Associates for several years, both business and personal. Tressa and her team are wonderful to work with. I highly encourage anyone or any company looking for a professional, dependable, and extremely knowledgeable CPA to contact Tressa and her team.
Wonderful, just wonderful. As a business owner, time is my most important asset, and I would simply over look those all so important tax dates and numbers. Tressa and her team keep up with my busy schedule and keep me safe. Tressa was one of the first business contacts I made three years ago when I started and with out her guidance, quickbooks help, and some light financial advice I am not sure if I would be in business today.
Tressa and her team are great at what they do. They save me a ton of money in taxes and they are ON IT. Very fast turn around and affordable! Highly Recommend!
I've been going here for years. The service is impeccable. Each year they continue to find ways to improve their business with the client and community in mind. They are current and knowledgeable about the current tax codes. Any questions or concerns you may have with your taxes, they are there for you. For example, with all the recent changes in the tax code , I was a bit confused. I sent an email to Tressa expressing my concerns, she personally reached out to me. Explained the new laws and helped me
I have had Heath CPA do my taxes for the last 4 years. With a business, out of state and out of country income, multiple income streams and even a shoe box full of receipts once, the people at Heath CPA have always done fantastic work for me. Several times I have had to file my taxes from other countries, and they have always been willing to work with me, and deal with my poor access to communications and internet. Can't say enough positive things about Tressa and her staff.
Tressa not only filed our small business taxes but our personal taxes. She is fun, engaging, interested in our success. She also know her stuff. She has been available throughout the year for consultation. I have loved having her as part of my business development
Tressa Heath the owner is great to work with. She did our personal taxes last year and the process was painless and worth the expense for someone to do our taxes. I highly recommend her.
Tressa and team have been very attentive to the many details regarding our tax preparation, and have provided wise advice. The service and responsiveness is always outstanding.
We've been working with Christina for 2 years now and I always appreciate the detail she provides in her work. Always quick to respond, she's available to answer questions, she works with us in understanding our tax obligations and does an excellent job in preparing them. Top notch service!
This is our 3rd year with Heath CPA. They are always quick to respond with any questions and also very efficient at getting our taxes done. This past year with unique circumstances, Heath CPA provided excellent explanations with all the different loans. Great Company.
Our small business has truly benefited from the expert handling of our yearly taxes by Tressa and her staff. They have advised and always nicely tolerated my ignorance through many tax seasons. We appreciate Heath CPA way more than we could express and look forward to the years ahead when we phase out of small business and into retirement. Thanks so much, you ARE rockstars! JLMetzger Ent. Inc.
We have been using Tressa and her team for business and personal accounting needs for a while now and they never disappoint! Always quick to answer any questions or help with tough issues. They work hard, they work fast, and always provide top notch services. Call them today!
Tressa met with us and gave us immediate advice about what steps we should take to prepare for the best outcome. She couldn't have made the steps we needed to do any easier and walked us through step by step. I couldn't have done what could have been a daunting task very understandable. She gave us very quick feedback and reassured I was filling out everything correctly. We feel so much better about going forward and look forward to working with her in the years to come. She's very approachable and very hel
I know the owner personally, and I can say, I trust her 100% with my taxes and what she is doing. Once I had all my documents and uploaded them, my taxes were completed within a week. It was fast service, and I was very impressed. I highly recommend their business! Thanks for everything.
Heath has been super helpful with my small business especially since I knew very little about setting up a small business. Over the past 2 years they have helped me navigate the small business world and what that means for me financially. I recently moved across the country and Christina was super helpful in finding out what paper work I needed. Even when I think something was missed the first pass, especially with moving, she made sure to go the extra mile to help me on the back end as we figured it out. I
Heath CPA has been our organization's CPA for several years and does great work. Our questions are always answered quickly and we haven't had any issues since transitioning our accounting. Would highly recommend using Heath for your CPA needs.
Having just completed my first year in business (with no actual business experience - 2nd career, late in life) Tressa's advice, guidance, and patience has helped me immensely! I can't say enough positive remarks about how her professionalism and educational approach to customer interaction has helped me through this year! I would have to say that her approach to customer service is above what I expected and certainly focused on helping the customer achieve their goals. Another year completed and I have
Tressa and her team are very friendly, professional, and efficient. They are open and happy to provide their best suggestions to client. They respond to questions always in a timely manner. We used her service for two years and saved us lots of time and money.
Another great experience in having our taxes complete by Heath CPA. We have several complications with our filing and these were all accommodated without delay. Great results at a reasonable price.
Top-notch CPA firm! Tressa and her crew are professional, responsive, and timely. I use Heath CPA for my personal taxes as well as three businesses, never disappointed.
So I just started my own business, so our taxes got more complicated. We went with Heath CPA as they were recommended to us for doing business related taxes. They were very helpful and patient getting us through the process.
I wish I could have been more loved as a new client to Heath CPA a few years ago. I had great interactions with the owner. For my actual taxes, I worked with an associate who did not communicate with me while preparing my personal and business tax returns over several weeks with multiple check-ins on my part. April 14th, I finally received a huge bill and was talked down to when I asked questions about my bill. Rough experience but I learned from it.
As a new client to Heath CPA & Associates I was very impressed with the efficiency on how everything was handled. Along with all questions I had being addressed, the turnaround time on the tax filing was excellent.
Heath is super responsive, and with my many complicated tax issues it is so helpful to be able to call in anytime for help. Their processes are efficient and digital so getting things done is a snap. Very family and entrepreneur friendly!
Christina is an excellent CPA. Her professionalism in the trade as well as expertise in Quickbooks is par excellence! Christina has helped me find loopholes and other shelters in my business which help me keep more $$$ in my pocket and less in the IRS's. Great work!
I?m very pleased with their work. They are professional CPAs: efficient, logical, organized, and very nice and patient answering my questions, clarifying my confusions. They made my life much easier! Definitely recommend if you are looking for someone to help with your business.
If you are looking for a CPA, look no further. Tressa is the amazing and her attention to detail makes her one of the best in her field. She is looking out for the best interest of the client. I would recommend Tressa and her crew to anyone!
I cannot say enough great things about Tressa and her team. Pleasant to work with, great attention to detail, responsive and clearly value the client relationship. No need to look any further.
The service of the dedicated staff is second to none. We are treated with respect and our personal and business finances have always been completed in a professional and timely manner. I highly recommend Heath CPA & Associates!
She did everything we needed, she was very professional, and thorough. When an accountant at time is hard to find and trust, I found one with Tressa and her team. Look forward to a long lasting relationship
The CPAs in this group provide substantial help for the small business owners. They know what you need and complete it in a timely manner.
Spot on with their knowledge of accounting and procedures to help run a small business. Money saving tips, marketing tips, and a plethora of information to plug into. So glad to have these folks on my team when I started my company three years ago. Couldn't have done it without them!
We love Heath CPA & Associates for the excellent skills and service they provide. If we ever have questions they are quick to answer and keep us on track! Great work!
Tressa and her staff do an outstanding job of meeting our accounting needs.
Tressa and her team are awesome. Prompt follow up to questions. Doesn't waste any time and gets right to the answer . She understands the mind set of a small business owner
Great expertise and customer sevice. Tressa and Christina have saved me a ton of money and have helped shape the financial plan for my business. Thanks ladies!
I admire this team for making the accounting business fun...taxes tolerable...and creating clarity out of chaos for small business owners who don't love numbers as much as they do. Way to go Tressa Heath, Christina, and Elizabeth. You've created a very special business.
The team over at Heath CPA did an excellent job for myself and my new business. Looking forward to a long relationship with them.
Heath CPA is great! They always get things done in a timely manner! They are very helpful (explaining to people that don't have a clue like me)!
Tressa and her team do an amazing job! In addition to being knowledgeable, they are quick to respond, friendly, and do an amazing job communicating throughout the year!
A trusted accountant with great customer service!! makes things easy for any business owner and they know there stuff!! Super Helpful with any small question. have already recommended them to many!
Heath CPA is fantastic: professional, fast, and with clear communication. Highly recommended.
Tressa and her team are top notch! They are very knowledgeable and I am glad I have someone I can trust to ensure everything is done properly!
Always willing to help even when my tax questions are silly! So easy to work with, great customer service and worth every penny, cause i'm sure I've saved from paying more in Taxes!
Most awesome and best CPA firm in th world! My lovely wife and I have been using them for years and you should too.
Seriously the best CPA firm. Professional, fast, and reasonable. No need to look any further for your next CPA; you will not be disappointed.
I'm a fan... hard working bunch and not over-priced. Also, they administer tough love when needed. As an entrepreneur, this is valuable feedback for me that I can't get anywhere else.
Our second year with Heath CPA. Taxes were again prepared in record time! Thank you Heath CPA!
Heath CPA is an amazing friend to the small business owner and to the community. You cannot go wrong with this fabulous team!
Tressa and her team knocked it out of the park! They filed my taxes efficiently with no problems at all. I cannot thank them enough!
I have worked with Heath CPA for a couple of years now and I would not go anywhere else. They are great communicators and diligent in their work!
If I could give this place 1 million stars I would. I am very picky about who I deal with, and I have to say Tressa and her staff are the best at what they do in the industry. Period.
Smart, hard-working, every employee friendly and working for your personal accounting goals, available for questions year-round and quick to answer. Experienced, professional, impressive!
Heath CPA is great to work with and always on top of things. Highly recommend!
They have done my taxes for several years now. They make it so easy! I wouldn't trust anyone else for this job!!! Thanks, Tressa and staff!!!!
Highly recommended for first time business owners! We have been working with them for the past 9 months and there service is outstanding!
Tressa and team are very diligent and responsive and always get the job done in time and with the highest level of professionalism!
Heath is very quick and dependable. They answer any questions you have. I would recommend them for accounting and taxes.
Tressa is great to work with, quick to respond to emails and questions, and does a great job.
MTC gives Heath CPA & Associates "5"Star's!!!! Personal touch and efficient!
Get your taxes done fast and easily! The ladies are hardworking, intelligent and easy to work with. I'll be back!
Highly recommend Heath CPA! The team is very professional, kind, and knowledgable.
This was my first experience using an accounting firm to do my taxes. They did a fantastic job!
Fantastic job by the Heath CPA team. Would definitely recommend to anyone!
Very helpful for us. They responded quickly to questions and helped give us needed clarity on some complex issues.
Tressa was very quick to prepare our taxes and very helpful!!
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.