*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.*
Memorial Plaza
Pleasantville, New York 10570
John was extremely helpful and responsive! He worked with me through all of my questions and is extremely knowledgeable. Will return next year!
Seamless tax experience. Thankful for John for making what can be a very stressful experience and easy one for my partner and I!
The experience was efficient and streamlined. They utilize a virtual portal for you to upload your documents as they prepare to file your taxes. John worked very closely with me (even days before the tax day deadline) to answer all my questions and ensure my taxes were filed correctly. Will definitely be working with them in the future for all my tax related issues!
This year was the most complicated tax season my family and I had gone through (4 W-2s with various withholding, 1099-NEC income, etc.) and it was a huge relief to finally have a solid accountant. They have a great online system for uploading forms?I never had to do anything twice and it was just a matter of getting them the information.
I have used Hudson Forensic Solutions, LLC for the past 2 years for my tax returns and I have been extremely pleased with the professionalism and timely responsiveness of this company. I received an immediate response when I had questions about this year?s refund being delayed and all aspects of my tax return were thoroughly explained to me. I highly recommend this company.
As a relatively new client of Hudson Forensic Solutions, I was impressed by how quickly & professionally my taxes were prepared. It was such a positive experience. I am extremely satisfied with their customer service.
John was super responsive and knowledgeable, he made my return very easy. 10/10 Would recommend them!
Our experience with John was excellent. I would highly recommend this firm. We found the price affordable and the service outstanding.
HFS was remarkable in their forensic evaluation that I have engaged them for further valuation services. I am very happy to work with this firm. Top-notch service.
Great service, very professional. Easy to submit necessary documents. Responsive to questions.
I'm a tough customer and John's the best. Great with forensics and continuing the books/taxes. I highly recommend.
We couldn't be more satisfied with this company's support for our small company and personal accounting needs. Very responsive, professional and a pleasure to work with.
Best tax experience we've had hands down.
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.