*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.*
4740 Table Mesa Dr
Boulder, Colorado 80305
My relationship with this business dates back to the 1990's. My husband and I both have relied on the professional expertise and counsel for our individual business' needs, as well as our personal tax filings. Steve Henry is top notch in the field and has put together his team of well-qualified folk with the integrity and interpersonal skills that we have come to rely on. We have the peace of mind that we are in great hands. I highly recommend Henry Waters & Associates for business and/or personal accountin
Sadly, after great service for the first few years of working with them, they seem to have taken on too many new clients, and their service has deteriorated extensively. We struggled with rude receptionists, lack of clear concern for our unique situation or deadlines, accountants who were uninformed and hard to communicate with... and our taxes weren't done correctly. I am disappointed that we now have to find a new place that is more equipped and willing to offer personalized care and service. Hope you can
Steve, Jessica, Matt and the team are true professionals and a pleasure to work with. They've educated us on best practices and provided strong insights on our business and personal accounting -- saving us more time and money than we knew was possible with our former CPA. Their costs are very reasonable, yet they have a great work ethic and always go the extra mile. I've been with them a year but wish I would have found them sooner than I did.
I only needed their service for a previous year I was late filing. They said they don't do one-off e-filing and when I was about to ask if they suggested anyone else in town, they had already hung up on me. They should clarify on their website that they don't offer this basic service bc it's confusing when they say that they offer individual tax preparation.
My wife and I own a small business that has been steadily growing - now we're in the 6-12 employee range. We outgrew the solo-accountant we had been working with when we realized that our business needed a lot more like tax advice, business owner retirement savings advice, bookkeeping, inventory management and payroll etc. Henry Waters is sized right for us. They have a skilled team of people to help us with prompt replies to our questions and inquiries and an owner who is on top of everything that happens
Couldn't be happier - the entire team is professional, knowledgeable, easy to communicate with, and supportive - and Steve is simply wonderful. Highly recommended.
He handles our payroll and taxes for our small/medium businesses and does a great job.
Money well spent on having good knowledgeably people doing your taxes. Having the peace of mind that it is done right.
Worked with this business for the past four years and quite pleased with their thoroughness and honesty.
Great service and very nice people
Outstanding accountant. Highly recommend him.
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.