*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.*
9839 W Cable Car St #121
Boise, Idaho 83709
Mason Homan of Idaho Tax & Accounting is one of the best CPAs in Idaho. He has provided outstanding business accounting and business / personal tax preparation for me and my business partners for the past several years, and I recommend him and his team without reservation.
Ben is an amazing CPA! I couldn't be happier with any CPA and I would definitely suggest anyone to use his services if they want timely, responsive, and high quality tax advice and filings. I hate taxes, money, paperwork, etc. I just hand him a pile of documents and I trust he will take care of everything. Stress and hassle free :)
Ben is awesome. I've been having him file my taxes for over 5 years now and I'm constantly impressed with his professionalism and how much time he takes to answer my questions. I will continue to use Ben and refer as many people as I know to him.
David Allen is by far the best accountant we have used. He does the taxes for all of our businesses and for us personally. He is always available to answer tax questions and to assist me with Quickbooks issues.
I had used another cpa for a number of years, but was given a recommendation from a friend to try Idaho tax & accounting... it has been a great decision. Ben is professional, friendly and knowledgeable.... I found the whole process effortless.
Best CPA I've ever used. They even found some write offs that my other accountant missed the previous year. They filed the amendment and got me the money from the previous year that I would have just let the government have... Nobody wants that... So everyone should use Idaho Tax & Accounting. I recommend them to all my friends and family.
My experience with Idaho Tax and Accounting has been fantastic. Ben is knowledgeable, and is always there to answer questions. I highly recommend this firm. Thank you guys for everything!
Ben is wonderful to work with!! He is prompt, knowledgeable, and makes me feel at ease leaving my finances in his hands. Already recommend them to multiple friends :)
I have worked with Ben Hartley for the past few years, he constantly keeps me in the loop with all the work he does and is very prompt about meeting deadlines. Could not recommend Idaho Tax and Accounting enough, thank you for all you do!
Jason is the best tax accountant in the world. He has been super flexible with me and also reminding me when things are due. Best in the business!
Ben did a great Job on my tax return this year. He seems very knowledgeable and gave detailed explanations to any questions I had.
I have worked with David Allen for years. He is competent, knowledgeable, professional and trustworthy. I've always been completely happy with his work!
I have worked with Ben for years now for both personal and business taxes. He is professional, knowledgable, and a pleasure to work with.
Great guys down there at idaho tax and accounting. This is my second year having David as my cap and takes excellent care of my taxes.
Ben was able to answer small questions I had. And it will make me use their services for any future work I need.
Jason is the best. Thank you.
Professional and friendly business.
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.