*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.*
20 Broadhollow Rd Suite 3012
Melville, New York 11747
We?ve been working with Herman since he started his accounting firm, and it?s been a great experience. He is extremely knowledgeable and has a knack for tackling complex accounting and tax issues with precision. His thoroughness and reliability make him a trusted partner, and we always appreciate his attention to detail. Highly recommend his services!
Hernan Ortiz is a very knowledgeable accountant profesional who helped my company with accurate information and services during a difficult time. I will always be thankful for all his guidance and professionalism.
When it comes to general accounting or taxes, Herman Ortiz is first class. Always responsive, professional, and knowledgeable. Would recommend to anyone in need of this service
When it comes to accounting and CPA services you want someone that is responsive and knowledgeable. Herman P Ortiz CPA is a go to in the business industry. His background is extensive and his advice sound. I have called him on too many occasions to count for advice and he didn?t even charge me. He has also helped countless other business owners navigate tax issues, and everyone has been pleased with him. Thank you Herman for being a professional and most importantly a great human.
My wife and I used Herman to prepare our tax returns. We were very satisfied with his services. Herman is very professional and knowledgeable. It was a pleasure to work with him.
As a result of the 2008 financial crisis my restaurant and two residential properties were put into foreclosure. The accounting team at Herman P Ortiz CPA PC with their accounting, tax and advisory skills were able to save my two residential properties from foreclosure. They worked with the banks and attorneys and got us approved with Government?s Home Affordable Mortgage Program. They also assisted the bankruptcy attorney with preparing the monthly operating reports, financial statements and tax returns
Ive been with Mr. Ortiz for several years. I go to him due to my heavy crypto trading and prefer to have a CPA incase a need arrises. They communicate and handle additional requests i have effectively. Their response time is quick and i will keep returning every year.
There?s no one better to trust with your taxes ? fast ,reliable , thorough and most of all trustworthy genuine people who make you feel like family the moment you get in there office ? Best in Long Island.. highly recommended
My firm has been using Herman Ortiz, CPA accounting services for the past several years and is truly satisfied. Herman and his brother Anthony are true professionals and their dedication to service my firm is second to none. Herman always facilitate his clients needs. If you are in the market for any accounting services, I truly recommend Herman P. Ortiz CPA.
I have been getting my taxes done by Mr. Ortiz for years. I have always had a great experience, everything is always filled quickly and accurately. He is also very helpful and professional. I would highly recommend using him for all of your accounting needs!
Herman is extremely professional, responsive and informative! He continues to be of great help for my business and its financial needs. He applied and secured for my business money through the PPP loan. Very Knowledgeable and highly recommended!
Herman and Ortiz CPA have been my accountant for my business for 3 years now. They've done an excellent job, are readily available whenever I have questions and offer advice and solutions to benefit myself and business, that I otherwise wouldn't know. Happy to have them as my accounting team!
I own my own small law firm. With Herman and Anthony's help, my business has been growing every year since I have hired them. They are responsive, efficient, and give me solutions tailored to my needs.
Not since Archimedes himself have I encountered a man who knows how to work numbers quite like Mr. Herman P Ortiz. Mr. Ortiz's services and vast knowledge of the extensive US tax codes & laws were a huge help when starting my business in 2014 and would not have been able to get started without him. He also is fluent in Spanish and although I do not speak any Spanish myself, I sometimes have him read me my Quickbooks statements En Espanol because he has a beautiful voice. Highly recommended. Greg Fischma
No hesitation in Recommending HPO for accounting and tax services. I own a small business and the professionals within this company are experts in all matters of planning, strategy and consulting of business finance and accounting. Customer service and communication better and faster than any other company I?ve used.
WOW. It's so great to speak with an accountant who has stellar customer service skills, explains accounting terminology/ restrictions in an easy-to-understand way, and tries very hard to understand my business and personal concerns. As an entrepreneur and mother of two young children, time is hard to come by - Otiz CPAs are communicative, efficient, trust-worthy, smart, and savvy - exactly what I want from my accounting firm. I highly recommend Ortiz CPA for both professional and personal matters.
I am an Attorney who both uses (personally) and has worked with Mr. Ortiz for years. Mr. Ortiz has proven to be a professional, dedicated, and intelligent Public Accountant. I would recommend Mr. Ortiz?s services to anyone, or any business looking for Tax and/or Accounting help/advice.
Very pleased with my experience here with Herman and Anthony over the past couple of years. I would highly recommend them for any accounting needs and services. Extremely knowledgeable and informative backed with solid communication, and very transparent. I?m glad i found them!
The best firm I?ve been to. Prompt services. In addition to always responding back to my calls and texts in a timely fashion they were also great guys to work with. I would recommend them to anyone and everyone
During this whole pandemic I was having trouble with so many financial business papers. A friend gave me Herman?s number and I couldn?t of been happier. He was so professional, responsive and took the time to really help me. I can?t say enough good things. I look forward to switching CPAs and working with him in the future .
Anthony and Paolo were very informative, efficient and courteous. I got my Federal taxes in 8 business days!! That has to be some kind of record!!! Thanks guys!
The accountants here are responsive and are knowledgeable when it comes to real estate tax law and real estate accounting
Excellent service, helped me estimate my quarterly taxes on time.
In the arcane and constantly changing world of tax, Herman and his team do a phenomenal job of making all information easy to understand.
Provides timely tax and financial advice
Herman is very thorough with the paper. Makes any process super simple! Highly advise!!
Thanks you for getting our complex tax returns completed correctly and timely
People are very professional here and works are done very fast. Really love the efficiency!
Great experience with this firm, definitely recommend!
Helpful and professional.
(Translated by Google) Seriously, the professionalism of this team is great. Herman has stood out for his effort and tenacity...I only have words of gratitude for him. (Original) En serio la profesionalida de este equipo es genial Herman a destacado por su esfuerzo y tenacidad...Solo tengo palabras de agradecimiento para el
(Translated by Google) I am very happy with the service and professionalism of Herman and his team. They helped me with the taxes, they explained everything to me and with personalized attention I did the taxes in the best way possible. (Original) Estoy muy contento con el servicio y profesionalismo de Herman y su equipo. Me ayudaron con los taxes, me explicaron todo y con la atenci?n personalizada hice los taxes de la mejor manera posible.
(Translated by Google) I, Gilberto Mendoza, believe that Mr. Herman is a very responsible accountant and provides excellent service in auditing and tax preparation. (Original) Yo Gilberto Mendoza que el Sr Herman es un contador muy responsable y da muy buen servicio con respecto en auditoria y preparacion de taxes
(Translated by Google) The best comprehensive solution in accounting processes for our International company in New York, thank you very much and Excellent work. (Original) La mejor soluci?n integral en procesos contables para nuestra compa??a Internacional en New York muchas gracias y Excelente trabajo.
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.