Horrigan & Company CPA's, P.C.

Horrigan & Company CPA's, P.C.

Reviews Summary

The reviews overwhelmingly praise the CPA services, highlighting exceptional professionalism, expertise, and responsiveness. Clients appreciate the thorough, clear explanations of complex tax and business matters, often noting significant financial benefits. Many emphasize the hassle-free, electronic process and personalized attention, with several mentioning relief from stress due to reliable guidance. QuickBooks support and business planning are also frequently commended. A single negative review cites unmet expectations on pricing and timeliness, but the vast majority express strong satisfaction and recommend the services highly.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Real Estate
Professional Services
Manufacturing
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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Real Estate
Professional Services
Manufacturing
QuickBooks

Contact Information

Address

3330 Preston Ridge Rd #330

Alpharetta, Georgia 30005

Hours

Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed
Sunday Closed

Customer Reviews

I had approached George to help me file my personal tax returns as well as help to start my business. I liked the way he provided professional stress-free services all along the process of opening a business. With his knowledge and experience he guided me all the way through the process of opening a business according to my requirements. I also had specific timeline to file my personal taxes. George was able to file my personal taxes according to my timeline and I was very much satisfied with his work. I h

George has been an invaluable asset to my businesses and personal finances. He helped me navigate complex business filings for both of my companies with precision and clarity. Beyond that, George provided a very strategic tax plan for both my personal and business taxes. His depth of knowledge, attention to detail, and genuine care for my long-term success set him apart. He takes the time to explain complicated tax laws in a way everyone can understand. I highly recommend George to anyone looking for a tru

After searching to find a good CPA for small business tax filing/planning, I came across Horrigan & Company. Spoke to George and decided to go with them. George was very detail oriented, explained how the whole process works and filed in a timely manner. I would definitely recommend.

You couldn't ask for anyone better to work with. George was extremely knowledgeable, thorough, and patient when it came to answering all of our questions. My business partner and I were so excited when we left his office that we immediately started referring him to our friends and family. The service you get at Horrigan & Company is simply unmatched. We're looking forward to continuing to do business with him in the future.

I really appreciated the team. This CPA group very knowledgeable, efficient and professional. I have a very complex tax filing. Multiple states, business plus personal. Lots of moving prices. They were able to have thing line up in order quickly with out a hitch. Appreciate all their help and support. This is not including the great financial advice they offer. Thank you

I highly recommend George Horrigan, CPA! As new clients, George and his team have impressed us with his prompt and outstanding service, helping navigate both corporate and personal tax preparation.They have spent additional time and been available to explain processes clearly, offering thoughtful and professional advice, and advising us on how to solve complex tax issues. Their patience, professionalism and dedication to their clients' success have been truly impressive. Our experience in working with Geo

I cannot recommend Horrigan & Company CPA highly enough! From the moment I walked into the office, I felt welcomed and valued as a client. George took the time to understand my unique financial situation and provided personalized guidance that made a significant difference in my financial planning. The expertise and professionalism displayed by George are unmatched. He answered all my questions thoroughly and made the often daunting tax process feel manageable. I appreciate the timely communication and the

Finding George Horrigan and his staff has been a game-changer for RobotLAB Growth Partners. His expertise and guidance have been invaluable as I?ve navigated the complexities of starting and scaling my business. I highly recommend him to any entrepreneur looking for a knowledgeable and reliable CPA.

George Horrigan is smart, detailed oriented and professional. I have multiple companies and complex issues that he handled in a timely manner. A savvy CPA and advisor worth every penny!

My husband and I were very impressed with George Horrigan! George was very knowledgeable about tax issues with respect to starting a new consulting business, and taxes relating to estate matters. He asked good pointed questions of us so he would know how to assist us, and summarized our options for us - with examples - so we could understand our best way forward for our particular tax situation. We are glad we found him to assist us with tax preparation AND tax savings! Highly recommend!

Very happy with George as my accountant so far. He has helped me navigate both my personal and multiple business returns including tax strategy saving me a fair amount of money. Would recommend to others.

I am pleased with the services provided by George and his team. He has expertly set up my business using QuickBooks, ensuring that all financial aspects are organized and easy to manage. His attention to detail and thorough understanding of QuickBooks have made a significant difference in the efficiency of my business operations. From the initial setup to ongoing support, he has been responsive and knowledgeable. He took the time to understand my specific business needs and tailored the QuickBooks setup ac

I have had the pleasure of working with George this year to prepare and educate myself on my business. He was very kind and informative on how to manage my accounts. I am looking forward to our second meeting.

I came across George last tax season while looking for a CPA who also does planning especially for real estate. So far, my experience with George and his team has been great. They did my taxes and have been working with me on the planning side. I look forward to building a trustworthy relationship with them for years to come.

Bob Martinez was our account manager and he did a great job helping us work out Quickbooks concerns and helping us resolve issues within our bookkeeping. Bob was incredibly insightful when discussing better ways to develop our system and how best to utilize Quickbooks.

George was phenomenal. A true expert in tax planning and preparation, George was able to help us navigate several tax questions we had and provide advice to inform some big decisions that we were making in our planning. If you have any questions or tax issues, scheduling a meeting with Horrigan & Company will definitely be well worth your time.

George has been very responsive and great to work with since we found him on Google. Horrigan & Company not only help us with the normal CPA tasks they also have a great wealth of knowledge in Quickbooks and tax planning as well. Would highly recommend!

Definitely worth the visit. We tried several other accounting firms, but they were not what I was looking for. However, with Horrigan & Co CPA?s you can tell from the beginning that they know what they are doing. We have been happy with their services thus far and are continuing to utilize their knowledge and experience.?

We have used Horrigan and Company to set up our business accounting for Custom Outdoor Kitchen Solutions as well as start tax planning for personal and business taxes. George is really good to work with and his support organization for QuickBooks is very knowledgeable. We are looking forward to our continued relationship.

I have had the pleasure of working closely with George over the past several months to address our company's tax planning needs. From our initial consultation, George demonstrated a profound understanding of both the intricacies of tax law and the unique requirements of our business. He took the time to meticulously assess our financial situation and develop a comprehensive tax strategy tailored to our specific needs. He had the highest level of professionalism and expertise - And one aspect that truly st

We met with CPA professional, George Horrigan recently to discuss our accounting needs for a new LLC for our short term rental. George was very professional and provided my husband and I with information on our new tax situation so that we could be prepared through out the year and have the tools we would need to have them prepare our tax returns for the next tax year. He answered all my questions that I had for the session. We are looking forward to utilizing Horrigan & Co for our upcoming tax season.

George and his team have been fantastic! I have multiple companies that I run. When I first met with the team, they were very confident they could organize my books and not only save me money with my tax liabilities, but plan and strategize my financials to save headaches on the backend. I highly recommend this firm for personal and business tax planning and preparation.

I found George Horrigan to be thorough and precise with my personal tax preparation. We met initially to review my tax data and ensure the required tax records and verifications were present. After the tax returns were prepared, we met to review the returns for accuracy. My tax returns were complex and George took the time to explain them in detail. I am pleased with his services.

After deciding to start a new business, I needed to find a good local accountant. I am so glad I found Horrigan & Company CPA's. They are organized and their approach is very focused; they have been a great help!

Am pleased to have found George Horrigan, as CPA to help with my personal taxes. The first interaction was great. He was professional, thorough, and highly knowledgeable. Looking forward to smooth service.

I have been so impressed with George and his team. I have been in an abusive relationship with a previous CPA, and "dated" others and have been constantly let down by other CPAs lack of communication. It has been a breath of fresh air working with George. After leaving a voicemail with his office, he reached back out to me same day (DURING TAX SEASON!) to consult with me as a new client. During the first conversation he instilled confidence that he understood my situation, and had a plan to get me to wh

George Horrigan is an amazing accountant / business planner. He took the time to explain every aspect of a small business with the different values, benefits, pitfalls, and tax ramifications. George went beyond his core business model to get more personal and help me think through the future of my business. I highly recommend Horrigan and Company; it is worth the $.

We?re very excited to have found George and Horrigan & Company! We?ve been looking for a CPA for years and always have come up short. We had our initial tax planning meeting with George, and feel much more comfortable about the upcoming tax season! In addition, we are looking to start a small business and happy that we?ve found a one stop shop with George. We would highly recommend him for your tax needs!

I'm a new client of George Horrigan and his practice, but my interactions with him (emails, calls, in-person meetings) have all surpassed my expectations thus far. He is prompt, professional, patient, thorough, highly knowledgeable and experienced in the tax realm. He took the time to answer all my questions and ensured I understood how our business structure is taxed compared to other structures.

George and his team did an excellent job with my taxes. He was incredibly thorough and ensured that I understood all the numbers involved. I'd say he was personable, professional and detail oriented. Highly recommend.

Oh Gosh! I can't write enough negative about this company and the owner Mr. Horrigan himself. He got all those high reviews because he plays with all those honest negative reviewers. Don?t fall far his high ratings. He is the most disrespectful and word twisting person I have ever had to deal with. I have saved all his email communications. Here is the story. I went to Horrigan company to file my business tax return in early 2017 and he suggested me that I have to be a C corporation in order for me to estab

We are very pleased with George Horrigan and his team and would recommend their services to anyone looking for a CPA / Tax preparer. They are very prompt and do an excellent job. Everything is done electronically and a very hassle free experience. George Horrigan and his team are very quick to respond to questions.

I engaged Horrigan & Company two years ago for my business and personal taxes and have never regretted my choice. George and team have done a great job and I am confident in their quality and expertise. They are always responsive and available and I would highly recommend them.

I started my LLC a couple of years ago and now that my business has been ramping up I found myself very much in need of both Quickbooks help and tax planning. I found George and his team and I am so glad I did! They're super responsive and they explain things clearly. Rebecca has been a huge help in cleaning up my QB. I've already learned a lot from George and working with him is going to save me SIGNIFICANTLY next year. I just wish I had found him in January of 2023 rather than 2024 :)

I was weighed down and stressed prior to our meeting, as my business needs have matured and become somewhat complex. George Horrigan was able to answer all my questions, talk through 'what if' scenarios and provide great direction. His ability to break down concepts into practical tidbits for the busy entrepreneur is amazing. I'm very confident on the path forward! Looking forward to continuing work with Horrigan and Co. He just lifted a huge weight off my shoulders!

Horrigan & Company CPAs helped our family with the 2023 tax return. Our case involved employment-based nonimmigrant status, which the company handled professionally and in full compliance with US tax regulations. We were guided through an informed process, and the company was able to meet all our questions and requests.

George was phenomenal as he took his time to help us with our tax planning needs - answered all our questions and walked us through the areas of greatest interest and concern. The office was conveniently located with plenty of parking and there was no wait time upon arrival.

George Horrigan was instrumental in providing us with a comprehensive understanding of tax planning for retirement. His extensive knowledge and expertise made the process of planning much more manageable for us.

All I can say is WOW! My wife and I are both in tech and I even have a degree in Finance, but spending time with George discussing tax strategy as well as small business guidance was like getting a mini MBA. He was extremely experienced in both tax and business planning and we are thrilled to have found him. Much more than just a CPA.

Our taxes for 2022 was somewhat complex. When I reviewed the first draft of our returns that were prepared by the CPA that we had used for years, it was obvious that they were riddled with errors. Our returns were due on October 16, 2023 and we were only 2+ weeks from the deadline. I found Horrigan & Company through an internet search. After our first meeting, we knew that we'd made the right choice. George understood the issues and and made us feel confident that the deadline could be met. Bottom lin

Horrigan and company are an excellent company to partner with in starting a new business. More than just a CPA they are a business partner with expertice in incorporation, tax planning and business scaling. Highly recommend partnering with them as a first step in starting your new company.

George Horrigan is a great asset to anyone he and his firm are working with. He has been a great CPA for my companies and for myself as well for over 20 years. His efforts and insight has not only been beneficial financially but also an education for me in decision making and planning for growth. I highly recommend him and his team for your company or personal tax planning. (Very knowledgeable and professional)

George was a pleasure to work with. Not only did he do a great job with our tax return, but he followed up with ideas for tax sheltering. This is something I have searched for with other CPAs and George is the only one to fulfill this promise. I would recommend George to any friends and family in search of a CPA!

I highly recommend George R. Horrigan CPA, CGMA, CDP, CVA, PFS, CFP? Horrigan & Company CPA?s - A Full Service CPA Firm. This firm truly live up to the trademark ?Home of Insightful Accounting?. I have spent years working with lawyers, accountants and tax professionals who have cost me literally millions of dollars in tax fees and services. After two meetings and no less than 7 hours we were able to formulate a simple plan to appropriately manage my taxes and expenses for only $245 an hour. We may not be th

I am new to owning my own business and Horrigan & Company CPA's, P.C. walked me through my best options to receive the best tax incentives. George is very patient and explained everything in detail. I walked away confident and with a plan of action. I would definitely recommend them to others.

Horrigan & company have helped us with our Tax and planning needs since 2007. They are very easy to work with, their staff is very pleasant and very helpfully from beginning to end, they make it very smooth every step of the way even though some of the topics are complex, George has played a big role in helping us accomplish and clarify our goals and Visions for our business. Every member of the firm is very knowledgeable and ready to help at any time.

George and his well qualified staff are a full service CPA firm! From general accounting services to Quickbooks training to business tax strategies and tax planning to financial planning and consulting! Unlike many CPA types, George is a people person and he is a pleasure to work with and makes even complicated financial or tax matters understandable and even fun!

George and his team surpassed my expectations and I couldnt be happier. Tax filing and tax planning has never been easier or more cost effective for my business. This was my first year using Horrigan but I look forward to working with them going forward!

I highly recommend Horrigan & Company. They helped sort out several complex tax issues for my small business and ended up reducing my tax liability by thousands of dollars. Their expertise in tax filing, tax planning, and Quickbooks is unparalleled. I am so glad I found them!

In looking for a new accounting firm. I found it! George Horrigan and his staff are the friendliest Patient and most knowledgeable group I have ever dealt with.. my only regret is I didn't find them 20 years ago.

George is thorough and does a great job explaining and breaking numbers and terms down. As a small business owner he offered information to me which had not been previously explained and helped me to understand how my business operates and best ways to take advantage of my business structure. I wish I had found him sooner.

My wife and I met with George today fir the first time, and I can not overstate how helpful and knowledgable he was. He took his time to understand our situation and make sure he was taking the correct steps to best help us. We so appreciate your help George and look forward to working with you in the future.

George and Stephanie did a great job helping us clean out our QuickBook business account. George is a great tax and financial advisor. He helped us to save a lot of money last year and this year. We are very pleased with his services and recommend him to anyone who needs accounting help.

Mr Horrigan is very knowledgeable and very concise. He did an amazing job of taking certain technical aspects of the accounting field and presenting it so that any lay person can easily understand .My wife and I were very pleased with our initial meeting and look forward to using he and his firm for all our tax needs.

We have been using George and his firm for many years now to do our corporate and personal tax returns. But more than that, we switched to George because we needed a Quickbooks consultant and a CPA who could provide training for my staff as well as real business and personal finance advice. George's experience in these areas has proven invaluable. His staff is also friendly, knowledgeable and willing to help.

I just had my second meeting with Horrigan & Company to discuss tax planning for our business, and we have been very pleased with their services. We have finally found the accountant that we can see ourselves working with long term, after having gone through 3 accountants before that. In our two sessions, I received onsite Quickbooks training and met to discuss tax planning. I can honestly say that I left their office both times feeling so comfortable and at peace knowing that we finally have a solid busine

I just recently started working with George and his team and so far I?ve had a great experience. Very friendly, non-intimidating staff and environment as well as very helpful and informative guidance. I feel very prepared after doing their quickbooks training.

I've been using George and his team to take care of my Corporate and Personal taxes along with managing my Quickbooks for the past couple years now. They have always been very professional and knowledgeable with any questions or situations I've encountered . Would definitely recommend Horrigan & Company for any of your Quickbook or tax needs.

Earlier this year I needed a new accounting service to help me with my new business. I've been working with George and his team since October. In addition to all the traditional accounting services (tax returns, etc), George has been a big help with more general business formation issues (incorporation procedures, handling sales tax, etc). He already saved me $5000 this year by switching my business from a C corp to an S corp. And their deep knowledge of Quickbooks has been a plus too. I sat down with them

After doing turbo tax for years we searched for a CPA and so thankful we found George. Incredibly helpful and knowledgeable. We had multiple jobs, multiple states, multiple tax forms, bonuses, commission, and he handled all of it. Would absolutely recommend him to anyone!

I am a small business owner. My company operates three(3) full service unisex salon franchise called Fantastic Sams Cut & Color. George has been instrumental to maintain my books, advised me with company structure and recapitalization. He is well educated and highly professional. It is easy to work with him and experienced with all tax matters. He is not cheap but it's worth his service. I focus on my business and his company takes care of my financial matters. I highly recommend George's CPA service to any

I am very pleased to have found this CPA. They are trustworthy and on top of things, which frees me up to focus on my business. They have handled our business and personal taxes and we are eager to utilize their financial planning services this coming year.

Long overdue review?for my 2022 return. I changed CPA for my 2023 return to make sure I could give an accurate review. If there were minus 5 stars I?d put that. Yes there is always some bad reviews however as for my review it?s justified. 1. Call in to tell my situation and tell them I need my return complete asap due to personal reasons. Then I ask for a quote. The manager George Horrigan, himself tells me $3-400. He tells me that they will complete my return once I fill out the online portfolio. He was

We have been trusting Horrigan and Company with our business and personal taxes for years and are very happy with their services. Our tax returns are always done right and on time. It was great that George really got to know our unique business needs and patiently walked us through each step which is helpful for someone like me who has no clue when it come to complicated paperwork. I love the Quickbooks training they offer too. It really makes it easy and painless to keep up with my business book keeping. A

I have been working with George Horrigan since 2017 for my personal and my Company Tax returns plus Tax advice. George has been very helpful with all the questions that i post to him. I have been in business since 2015, moving to Horrigan & Company CPA's is one of best decisions that I have made. Thank you George for all your help thus far.

George Horrigan is not only a great CPA, I consider him a partner in my incorporated small business (Red Wing Shoes of North Ga). His guidance has been invaluable. I highly recommend George Horrigan and his firm!

My wife and I were needing someone who understood our tax needs. And George and his team were absolutely fantastic. They are so pleasant to work with and very timely. I highly recommend!!!!

I recently switched to Horrigan & Company CPA's and I couldn't be more happier with my decision. They helped me get my bookkeeping on track and fixed all the issues my previous CPA's created. I highly recommend them to anyone looking for a honest and personal CPA who genuinely cares about helping you!

We are so happy we found George! We are excited to have found someone who handles tax preparation/planning, as well as business planning. Excellent experience from the start, very knowledgeable, and kind.

Horrigan & Company is a great CPA for a new business owner. George and Stephanie are good at explaining things when its all new to you. George also has insights on how to run a company in his "Structure of Success" meetings. Thanks for all the help, guys!

I was in need of CPA services. I reached out to several companies however, I was not able to get a response from any of them. Then I found Horrigan & Company CPAs. George Horrigan called me personally and set up an appointment for the same week. He provided much needed guidance. I continue to work with this company today with great results. I absolutely recommend it to anyone in need of CPA services.

George from Horrigan CPA is really helpful in filing my taxes and tax planning advice for my personal and company. Timely help from him and his associates helped me resolve issues quickly.

We have been with Horrigan & Company since 2014. They provide us with both accounting using Quickbooks online and Tax. Their client management is best described as peace-of-mind when it comes to monthly financial statements and not missing regulatory or tax deadlines. They also manage our payroll, plus all filing and compliance reporting. They are always responsive to our daily questions and even tender great strategic business advise when ask.

George is very knowledgeable about starting a new business. He was attentive to every detail and is an expert in all nuances to starting a business. He put my mind at ease and helped me every step of the way.

What a great experience meeting George this week. Very knowledgeable and helpful. We adjusted our business tax strategy by addressing some potential pitfalls. Only regret is that I wish I would have found him sooner.

I have been working with Horrigan and Company since 2015 for personal and S-Corporation taxes. George is knowledgable, professional and goes the extra mile to answer your questions. His QuickBooks expertise is also very helpful.

All I can say is that I wish we had found and worked with George a long time ago. Our young online business is in much better hands now than ever before. For those with young businesses, I highly recommend you work with a quality CPA like George and his team.

I had a wonderful and incredible learning experience with Horrigan & Company. I was tutored by Ginger and she is a great teacher. I am now great with the use of Quickbooks desktop. Thanks a lot to Horrigan & Company CPA.

The customer service is fantastic! They are very experienced and took them time to explain everything to me and educate me along the way.

George and his staff have been a pleasure to work with. They helped me navigate a stressful situation into a manageable one. Him and his team were able to manage and negotiate my un-filed back taxes and even get me a refund. I could not be happier with their commitment to service and my bottom line. Thank you.

I am so happy that I found this company. I desperately needed assistance with Quickbooks for the new business I started. The help I received on my initial visit was incredible and I look forward to working with Ozzie and all of George's team with my business and personal taxes all year round. .

George has been extremely diligent and thorough addressing all of our tax questions and concerns. He explains everything in a thorough respectful manner.

Loved working with George. He was responsive, helpful, and knowledgeable. I came in with a pretty complex tax situation and he broke it down and made a stressful situation much better.

Horrigan & Company was an excellent choice for our tax work with many last minute complex issues. Very knowledgeable with attention to detail. Very professional.

My wife and I hired Mr. Horrigan as our Fiancial planner to help advise us out of an investment slump. Our prior Brokers never heped us get ahead in the long run, and always seemed to have their company?s interests ahead of ours. We dedided that hiring an independent Fee based Certified Financil Planner would be worth a try. He helped steer us in the right direction and get us on a secure financial footing again. Just the advise he gave me about setting up a different type self employed retirement plan paid

George is a very knowledgeable CPA that takes the time to explain the situation and options, so you have a clear understanding how you would like to proceed. I look forward to continue using his services.

Met with George regarding tax issues for my elderly parents. George was very knowledgeable and explained each detail. Highly recommend!

Working with George and his team has been an absolute pleasure. From the outset, their commitment to clear and timely communication has been outstanding.

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations