*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.*
234 2nd St
Crystal Lake, Illinois 60014
The name listed above is not my true name for multiple reasons. However, I recently had Jeff prepare my tax return and I couldn't be happier. I've used H&R Block for over 20 years, but I wasn't getting the customer service feeling anymore. Jeff is thorough and explains everything in detail. I also received my refund within 7 days. Thanks Jeff, see ya next year!
I was referred to Jeff for tax filing by another accountant who helped get my crypto situation straightened out. My experience with Jeff has been super. His response time is the fastest I?ve ever seen in any professional service I?ve used, well spoken on the phone, right to the point - albeit polite, and had answers to all of my questions. I?ve probably spoken with 6/7 cpas and accountants in the past 4 months and Jeff is hands down the best one I?ve encountered. Definitely will be a returning customer
Jeff is top notch!!! He is very knowledgeable and always answers my questions clearly and intelligently. He is also very friendly and personable to work with and cares about you as a client. Jeff is also very proficient in taxes pertaining to cryptocurrencies and digital assets, something most CPA's are not proficient in yet! I highly recommend working with Jeff and I have recommended him to many friends and colleagues!
I have been using the services of Jeff Humphrey as my tax accountant for 5 years. I have experienced careful and skillful services in dealing with several complicated tax matters. I have the highest faith in Jeff's competence and integrity and would highly recommend him.
I have been using this company to do my taxes for the last several years. Jeff is fast, friendly, and thorough. He makes sure that you get all of the credits and deductions that you are eligible for. They are also great for dealing with cryptocurrency reconciliation.
Jeff is a pleasure to work with. He is prompt, can handle complex crypto currency situations, and thorough. He makes tax filing easy; we've used him for several years and he always does a great job!
I found Humphrey CPA through another organization who handled taxes for individuals, especially with a crypto currency focus (if that is part of what you need). The organization ended up fouling up many taxes for people and they had to call Humphrey CPA to help them CORRECTLY and EFFICIENTLY finish the numerous taxes they could not get finished. After that, I never wanted to use another service! This company saved me. Very professional and Very responsive at a good rate. Mr. Humphrey answers any all ques
Jeff was able to help me on a last minutes notice. He was kind, efficient, courteous and most importantly, knowledgeable. I highly recommend his company.
If you?re needing a CPA Jeff is your guy. We we?re super impressed with how knowledgeable and efficient he was helping us on our return. He is as professional as they come. I?ll for sure be recommending him to friends and family.
I trust my taxes and business needs with Humphrey . Very responsive and professional!
Absolutely excellent experience working with Mr. Humphrey to update my taxes. He?s very prompt and communicative. 10/10 will work with him again!
I?ve worked with Jeffrey for several years on my taxes and he?s a delight! Professional and thorough while maintaining personal communication.
Great working with Jeff Humphrey on tax related matters. I would highly recommend!
Very professional, personal attention to detail
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.