*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.*
925 Westchester Ave Suite 103
White Plains, New York 10604
We had the same accountant for ten years until he sold his family-run firm to a larger one. Everything changed after that - the service we got was terrible and we were anxious to find someone we could have a personal relationship with and trust. I?m in finance and have complicated compensation structures; my husband is self-employed and also has personal investments involving a high level of complexity. We interviewed a number of candidates in westchester and decided to go with Ed Heller and his team. We ar
I just began working with Heller & Filippone this year, and I'm so pleased to be advised by Ed Heller & his staff. In fact, I wish I had hired them years ago. They are highly professional, to the point, careful, and able to explain the complexity of record-keeping, tax filing and reporting in clear, simple terms. I give them an A++!
Ed Heller has been a wonderful asset to our company for 38 years. Excellent accounting services, tax filings and sage advice. Strongest of endorsement possible!
I?ve been a client of Heller and Filippone, LLP for both my business as well as personal tax and accounting needs for well over 10 years. They have constantly exceeded my expectations by providing the highest level of tax and accounting services available. Ed personally oversees my account and provides feedback and support throughout the year. Ed and staff have worked hard to create a true partnership based on service, support, and trust. A wonderful customer experience. I would highly recommend Heller and
I met Ed a few years ago when many of my clients needed an accountant in the middle of tax season, as the accountant we had been working with had a medical emergency. Ed took the time to meet with everyone and graciously saved the day. My clients were relieved then and have been very pleased with his on-going level of service. He?s thorough, detailed oriented, knowledgeable, and very responsive to all of our questions, and is a true pleasure to work with. I would highly recommend Ed Heller and his team
I have known Ed Heller for over 40 years, as a young man starting out my own business in the 80?s, Ed has been my accountant ever since :) , I?ve been happily married for 38 years so relationships are important to me and Ed has always exceeded my expectations to get the job done ! Thank you Ed and your team for always being available and never causing me an issue with my business taxes and with my own personal taxes to this day :)
I?ve been a client of Heller & Filippone for a number of years now and I can confidently say they are the best in the business. They are top notch with their tax preparation and advice. Ed & Carmine are very special because they are very knowledgeable about taxes and they also care about their clients. I?ve referred friends & family over the years and all were delighted & satisfied with their experience. If you are in the market for an accountant you can not go wrong by choosing Heller & Filippone.
I have worked with Ed and his team for over 25 years and they do an outstanding job with everything from tax planning, investment strategies/advice and retirement planning for both my business as well as personal tax/investment needs. I have always been impressed by their commitment to providing the very best service to their customers in terms of professionalism, knowledge, trustworthiness and responsiveness. I value Ed's friendship and appreciate his efforts to help me better protect income and make sma
I have worked with Carmine Filippone for the past several years and found him and his firm to be professional, efficient, accurate, educational, and responsive. Carmine is a very pleasant accountant and tax advisor, and has handled all our needs for personal and estate issues. Top marks and satisfaction.
Thanks to Ed, the transition from being recently widowed and moving forward has been remarkably seamless this year! I truly appreciate how easy it was communicating with Ed and gathering all the necessary paperwork needed to wrap up 2023. Ed is very thorough, not to leave any leaf unturned and I can't thank him enough!! Thanks to Ed, I can sleep much better at night!!
My experience with Heller & Filippone has been a very good one. They are knowledgeable reliable, and they care for their clients. I wouldn't trust my tax filing to anybody else.
I am so glad to have Heller & Filippone as our accountants. When asking for advice or questions that we have, they are always there for us. Tiffany always checks up on us, to see if we need anything.. There are never any surprises on April 15th. They are the first firm in the 42 years of being in business, that solves the problem before it become a problem. They are the BEST!
We have used this accounting firm for our personal taxes for many years. The entire staff is knowledgeable, friendly, and honest. We have always felt comfortable asking for advice and getting our questions answered in a non-threatening, calm and patient manner. I would highly recommend this firm to anyone who wants a reliable and trustworthy accountant.
I have worked with the team at Heller & Filippone for a number of years and have found them to be absolutely excellent. They have advised me on a number of successful strategies and taken good care of my firm's taxes - they are responsive, friendly and highly professional.
An incredibly professional Accounting firm! They are on attentive and very friendly. Our accounting partner is Tiffany and she is awesome!
For many years, Carmine Filippone, CPA has guided me through the maze of tax planning and preparation. It is a pleasure to work with Carmine and Eileen!
Excellent service. Professional. Web portal makes document transfer simple and safe. Would highly recommend.
Great company extremely responsive at all times.
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.