*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.*
32616 3rd Ave
Black Diamond, Washington 98010
We met with Erik for the first time this week about an unfamiliar tax situation. Erik walked us through the whole process and gave us options and sound advice. He was extremely knowledgeable, accessible, and very kind. Highly recommend!
We are very happy with our tax prep experience! Erik is knowledgeable, took time to talk with us, answer all questions and was very efficient. We will definitely be working with him again with tax prep. Highly recommend!
Erik Humphrey was able to schedule time with me quickly and offered a tax service option that works for me. His ride along program is exactly what I needed for my business. I can do the majority of the bookkeeping myself with access to his team for guidance!
We had such a great experience! We were really stressed out about our taxes and reached out to them at the last minute. They were super accommodating and helped us big time! I highly recommend them?so professional and good at what they do!
Amazing and prompt service. Erik is not only tremendously knowledgeable and efficient, he took the time to make sure he fully understood the complexity of our problem and was able to provide clear solutions very quickly.
I had Erik prepare my sister's estate tax return and associated paperwork for the beneficiaries. Erik was able to get it done in a very timely fashion. I am also having him prepare my personal return. I have been using him for a few years now and do not see any reason not to continue doing so.
I find Erik and Sarah to be responsive, informative, helpful, instructive and just all-around nice people! Besides all that, they really know what they are doing! I am happy to have found a local accounting office where I can either email, call, or make an appointment for a face-to-face meeting.
Erik and his team cared about both my tax return and all the future decisions I might make that would affect my taxes. They are very personable and professional.
Great experience. Did our taxes for this year and noticed a discrepancy on our 2023 taxes. Filled an amendment and we should see a return on that. Very helpful, kind and considerate.
We are a small company, working on our QBO ourselves for the most part and had a complete mess. We were trying to file taxes and needed help ASAP. These guys have been awesome! They were understanding of our mess, went to work cleaning things up in our books so they are accurate. I chose to use their "ride along service" and I am learning things in our books now to better manage us. Sarah is a saint :), knows her stuff, and Erik is a master! Preferred over QBO bookkeepers anytime (you don't get the sam
I've had nothing but great customer service and communication from Erik at DMP Management in Black Diamond who has done my taxes now for 2 years. Their online platform makes it super easy to send my numbers and tax documents and I can work at my own pace. Taxes are completed quickly and any questions I have are handled immediatly. They also do online meetings. Great place to go for your tax and accounting needs!
As a single mother running my own business to provide for my little family, I am so incredibly thankful for Erik and his team at DMP Management and the Little Tax Boutique. They consistently go above and beyond to support my financial well-being and success. Are endlessly patient with my questions as I try to better understand my finances, and always make sure that I am at every advantage I can be come tax time. I know I can trust them to do a fantastic job atwhat they do, so that I can focus my strengths o
Erik is very knowledgeable and has great communication. Definitely recommend!
I like working with Erik, very attentive and helps me with keeping deadlines. He cares about taking care of his clients.
Eric makes the tax reporting process easy!
Eric is personable and knowledgeable. Easy to connect with and discuss any financial topics.
Friendliest, most SMART, driven & passionate accountants I ever did meet! Amazing fair prices whether it's personal taxes or for businesses. And awesome coffee & treats right next store!
Erik is incredible to work with and I can?t imagine ever going to someone else for tax advice
Very professional, thorough and helpful!
Make experience easy ,professional and empathetic.
Eric really knows his stuff and gave me a painless tax experience.
Great people always happy with service
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.