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Hellings CPA Group, LLC

Hellings CPA Group, LLC

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviews praise the accountant's professionalism, responsiveness, and expertise in handling taxes efficiently. Many appreciate the quick, thorough communication and user-friendly portal, which simplifies the process. Clients value the personal touch, trustworthiness, and ability to address complex tax matters with clarity. The service is described as stress-free, reliable, and worth recommending due to its timeliness, reasonable costs, and attentive support. Long-term clients emphasize continued satisfaction and confidence in the quality of work.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Non-profits
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Non-profits
QuickBooks

Contact Information

Address

311 N Sumneytown Pike

North Wales, Pennsylvania 19454

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-6PM
Tuesday 9:30AM-7PM
Wednesday 9:30AM-8PM
Thursday 9:30AM-7PM
Friday 9:30AM-6PM
Saturday Closed

Customer Reviews

We have used Monique for the last 3 years - and each year has been seamless. Monique is quick to reply, and sends very clear and user friendly instructions to help minimize the stress and time spent on our taxes. We would strongly recommend using Monique!

Several years ago, I found Monique Hellings on a google search. We needed a new accountant to do our yearly financial statements, 990, and the BCO-10 registration. She did an excellent job for us. Professional, personable, thorough, and timely. She responded to all my questions and met every deadline. We can be confident that our accounting is held to the highest standards and that we can trust her professionalism and knowledge. I refer my friends her way because I know they won't be disappointed.

Hellings CPA Group has been doing my taxes since their inception. Monique responses are quick, thorough, and address any questions I may have. I've moved to another state and continue to utilize their services because of the trust I have! I highly recommend Monique to address any of your accounting or tax concerns!!!!

We were looking to find an accountant who was experienced with more complicated tax matters and found Monique. She had great reviews through multiple sites and was always so friendly and helpful when speaking to both myself and my husband. She's honest, trustworthy and will help with anything you may need for your tax concerns. We are happy to have found someone who we trust and will continue to use for many years. Thank you so much Monique! :-)

Hellings CPA Group, LLC is a thorough and excellent establishment. I was genuinely impressed at Monique's attentiveness and efficiency. Monique was able to provide our complete Federal, State, and Local tax refund statements within 48 hours of us providing the necessary documents. The portal was easy to navigate and friendly to use. I appreciated the details that Monique provided whenever I had a question. Her quick and complete answers via email provided ease to my mind. I plan to continue using Hellings C

I would recommend anyone looking for accounting services to hire Hellings Group. Monique is professional, knowledgeable and responsive to any questions or concerns we may have come tax time. Monique helps us get the best returns possible each year in a timely manner and the costs are very reasonable. She is an absolute pleasure to work with.

Monique Hellings has been so very helpful to me every tax season! She responds quickly, personally and so nicely every time I need her. I would highly recommend her! Prompt, professional and reassuring service every time.

Very happy with our tax experience! Monique made it very easy to upload, answered all our many questions and even hopped on the phone over the weekend to help me figure out an online payment. Made a stressful time of the year very streamlined and easy.

2020 was the first time we used this business. Previous accounting office had lost their personal touch ... after more than 20 years. Still can see all the paperwork that we handed Monique ... she sorted all of this out ... kept in contact with us related to issues ... and did so in a very timely manner. Highly recommend her office.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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