*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.*
13 Westfield Ln
White Plains, New York 10605
In December 2014 I was researching for a reputable accountant, and came across Herman & Company. Upon reviewing their online testimonials, my husband and I decided to give it a shot. We contacted the office and set up an appointment for the following month. Paul was super welcoming, and asked us many questions regarding our careers, finances, and family. We left the office feeling confident we were in good hands. Fast forwarding, 8 years later, we still use their services. Everyone in the firm is knowledgea
Paul and his team have been doing my personal tax for the last few years, and I can't say enough good things about them. They are very knowledgeable about all tax issues and are also extremely responsive on any inquiries. They have made my tax process as painless as paying taxes can be. More importantly, Paul and his team have the upmost integrity and are genuinely good people. I would highly recommend Herman & Co. to anyone.
I have been a client of Herman & Co for over 25 years. Paul Herman has been incredibly helpful with preparing my tax returns every year. However the advise and guidance he can provide doesn't stop there. Paul is seemingly always available to answer questions and give pertinent advise on a variety of financial topics. I am a partner in a small business. Paul's advise and knowledge over the years has been invaluable. He is very honest, very organized, very current and has a terrific support staff that seeming
Herman and Co. has been my accountant for more than 25 years. Having Paul work for me for so many years has been a pleasure. He is an outstanding accountant who provides exemplary consultation, assistance, and tax preparation amongst many other accounting services. I highly recommend this group for any of your accounting needs.
Herman & Company CPA, PC is by far the best accounting firm serving New York City and the greater New York Area. Paul, Matt, and their associates are fantastic, always available to help, and they provide excellent service to their clients. I highly recommend Herman & Company for your accounting needs. In addition, they develop strong relationships with each and every client, which is extremely important! Once again, I highly recommend Herman & Company for all your accounting needs.
Paul Herman, C.P.A., is a five star accountant who has always provided not only excellent accounting services, but personalized advice and wise counsel in the many areas related to finances, taxes, income, expenses and the stress commonly associated earning a living in this day and age. He is sensitive, responsive, caring, well-trained, superbly knowledgeable and capable professional, whom I recommend without reservation. You will be glad you retained Paul Herman & Company.
Paul Herman is the best CPA we have ever worked with. He is proactive, responsive, and very knowledgeable. Friendly and reassuring, he keeps us calm during tax season. Highly recommend.
Paul Herman is an very experienced and talented CPA based in White Plains in Westchester NY. He has helped me with tax preparation, accounting services, bookkeeping for a number of years. He provides great service and is super responsive. I highly recommend Herman & Company, CPA's.
I dealt directly with Paul from the NY office who assisted me with some LLC matters; a friendly, very knowledgeable professional who I would definitely recommend to others. His tax prep fees are reasonable, and his demeanor definitely gives you the feeling that he's got a good handle on everything. Most importantly, he made time to be available for any questions I had. Many thanks!
I had a potential problem with the IRS and when I called Herman and Co., looking to speak with a CPA, I had a wonderful conversation about my situation with the owner, where he pointed me in the right direction. The reason I believe this merits praise is because I wasn't charged a dime for the conversation and he said I could call back if I had any more questions. Wonderfully professional and an excellent gentleman who helped put my mind at ease with a level headed view of the situation.
Great group to work with. It was easy to make an appointment, very accommodating. User friendly website with a client portal were you can access all your documents. Paul Herman and Tina Steinbeck are professional, honest and knowledgeable. I would definitely recommend anyone to them.
I have worked with Paul for 10+ years and I couldn't be more satisfied. IRS/NYS tax issues were resolved quickly and in my favor! Everyone with whom I've interacted is responsive, professional and imbued with good humor.
Thank you very much Paul. You and Barbara have not only grown with me and my career but you were there and walked me through the rebuild after Hurricane Sandy to make sure my decisions were the correct ones for the long term. Your team has always made themselves available for questions and I feel confident that whatever challenge I put before them they will get it done. You have become a household word, even my daughter scans receipts and tells me ?please add to the Paul Herman Spreadsheet?. Erika Jean
Detail oriented, but strategic CPA. Incredibly responsive. Saves me thousands. Thanks Paul!
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.