*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.*
245 Main St #200
Chester, New Jersey 07930
My spouse Cathe and I have been clients of Henderson & Neuberg for nearly 13 years now. We would like to express our sincere appreciation to Peter and Eileen for their better than stellar support this tax season. They have also helped us to build a guaranteed for a Lifetime Annuity retirement portfolio. They also take care of my sons? tax season needs, and are working with him to secure his financial future. To say Peter and Eileen are true professionals is an understatement; they treat you more like fam
I have been a client of Henderson & Neuberg, LLC for over 20 years. I can say with certainty that when you become a client of Henderson & Neuberg your financial needs will be met with the utmost care. Peter and Eileen are always willing and able to explain the intricacies of finance, making great suggestions while looking out for your best interests. They helped me set up my LLC almost 2 yrs. ago. They are always ready, willing, and able to assist you with any financial questions that you may have. You
Peter Neuberg has been our accountant for over 30 years! That alone speaks for itself. He handles my family's business, professional and personal financial needs- accounting, financial & retirement planning, business concerns, tax issues (including dealing with the IRS at times), estate planning, etc. He and everyone at Henderson & Neuberg are trusted advisors, have given sage advice, and have gone above and beyond in their services and efforts to help us. Their team has always been there for us. I have r
A number of years ago when I began to think of retirement, a friend of mine recommended Henderson & Neuberg for assistance. It was the best referral I ever got. Peter Neuberg and I met to discuss my needs during retirement. He set up 2 annuities that would pay for my wife & my lifetimes. These annuities have been doing very well. I STRONGLY recommend Peter if you plan to retire. You won't be disappointed.
My husband and I have worked with Peter Neuberg of Henderson and Neuberg for over 30 years. The firm is extremely conscientious in its continuing careful study of tax law and regulations. As a result their tax advice has always been valuable and effective in reducing our tax burden. Our family has also valued Henderson and Neuberg in their capacity as financial advisors. Over the years, Peter and his staff have worked diligently to make investment recommendations appropriate to our changing stages of li
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.