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38 13775 S Ste 310
Draper, Utah 84020
There were so many things that resonated with me using incite tax! They are extremely fast and communicative and they were always prompt in getting back to me and gave me thorough explanations when answering my questions! I loved the feedback and explanation after my taxes were done and I ended up owing money to the IRS! I feel better set up for next time so that I hopefully don't end up owing again! My taxes have already been filed and the team is still readily answering any questions I have! It feels good
Working with Incite Tax & Accounting is FANTASTIC! They provide easy to understand detailed explanations to questions and are quick to respond. I've worked with them for 2 tax seasons and it's been wonderful! The CPA I work with has asked clarifying questions so we would would receive the best refund (business & personal) possible, while being ethical. Throughout the year they provide information pertinent to my business and personal taxes so I always know what to anticipate. I highly recommend them!
I had an outstanding experience with Incite Tax! The entire process was smooth, hassle-free, and completely stress-free. Their team is incredibly knowledgeable, professional, and efficient, ensuring every detail was handled with precision. They took the time to answer all my questions and made sure I maximized my returns. I highly recommend Incite Tax Services to anyone looking for reliable, top-notch tax preparation. Their expertise and customer service are truly unmatched! Thank you for making tax seaso
If I could give Incite Tax -5 stars, I would. My husband and I were referred to incite tax after we opened an LLC with Prime Corporate Services. We paid an enrollment fee of $2,890 AND are charged an additional $99.95 every month for tax services that we haven?t received. We have called and emailed our tax representative as well as their admin team on NUMEROUS occasions with no success. We had our tax documents uploaded in February with confirmation that all documents were received then. We had spoken with
As a new business owner and travel therapist, I found INCITE Tax to be overpriced for the value provided. I started my first LLC in the middle of the year, and most of my W2 income is tax-free, so the high cost didn?t align with the minimal return I received?nor did the level of support justify the price, especially for someone needing more individualized guidance with limited funds to pay for the more premium subscription they offer. I also had issues with their subscription model: I was never notified abo
Incite Tax offers a library of educational materials so you can become better educated about managing your finances and preparing for tax season. Their team of professionals work closely with me to obtain all the information they need for my business and personal taxes to maximize returns while complying with all tax laws. They are true professionals who stay up on the latest changes and apply these changes for your benefit. Their affordable monthly payment plan eliminates the pain of a large annual bill.
Incite Tax is great! I?ve been working with them for two tax seasons so far and will continue. They take care of my personal, state and business taxes. Easy to prepare, gather and submit all needed documents online on your laptop or phone. Responsive and knowledgeable about deadlines, deductions, policies and procedures!! Highly recommended!!
I cannot recommend Incite Tax & Accounting enough! Their team truly understands the needs of small business owners and individuals, and they go above and beyond to help you achieve financial freedom. From day one, they made me feel like a priority, guiding me through proactive tax strategies and ensuring that I save more money than I ever thought possible. The level of expertise and care they provide is unmatched. I?ve been able to reduce my tax burden significantly, all thanks to their thorough knowledge
The staff at Incite Tax Services is always friendly, courteous, and patient. They take the time to explain everything in a way that's easy to understand. I've never felt rushed or pressured when working with them. They take a genuine interest in my financial well-being and provide personalized service. They have a wonderful team that truly cares about their clients. They're responsive, empathetic, and always willing to lend a helping hand."
I had an amazing experience working with Incite Tax & Accounting for my business tax filing. As a first-time business owner navigating tax season, I knew the process could be a bit overwhelming, but Ivy made the entire process incredibly smooth and stress-free. She was super helpful, patient, and thorough, answering all of my questions and walking me through every step. I gathered the necessary paperwork and reports, and their team provided insightful suggestions for improvement to keep my financials in gr
Used Incite for years, but felt like my peers and I overpaid for services significantly, nearly 3k a year (300% industry average) for thousands of dollars worth of errors I had to discover, unexpected penalties, nickel-and-diming for basic forms, and playing catch-up each year. Their communication was prompt, but the accountants have too many clients to care about your money or remember what was said on previous calls/emails. The idea that Incite dislikes the IRS and want you to keep as much $ as you can is
I have been working with Incite for 2 years now and I can say that it is worth the money! I HIGHLY recommend Brett, our CPA! He is knowledgeable and thorough in answering my questions (I mean, A LOT of questions). Since we have ventured into businesses, our tax situation has gotten more complicated but Brett and his team have made it less stressful for us! I am grateful.
My tax specialist was knowledgable about my complicated tax situation - navigating how to combine a new LLC business venture, a W-2 income stream, as well as another 1099-Misc contract income. She even reviewed my last years taxes for free just to ensure I had submitted my best possible return prior to enrolling with their services. I highly recommend Incite and a special shout out to Ivy for be so easy to work with and patient with all my "how to" questions.
Incite Tax is an efficient way to get your personal or business taxes done right. They are professional, affordable, and they communicated with me at every stage of the process. Best part is they got me a great tax return. Great experience, I will definitely be using them again.
I just came up on one year of working with Incite Tax and I couldn't be happier. They provide educational resources that you can easily view/read on your own schedule, helpful email reminders, and are easily available for a quick email or call as needed. Working with them has saved me the stress of having to worry and manage all the components for my taxes, while also starting a business and navigating a busy life. While they've completely taken the lead on things that need to be done, I also enjoy all of
If I could give zero stars, I would. Incite Tax & Accounting has been one of the most frustrating and disappointing companies I've ever dealt with. I highly recommend checking their BBB (Better Business Bureau) page before doing business with them?something I regret not doing sooner. You'll see exactly what I?m talking about: one-star reviews across the board, and for good reason. This experience has been nothing short of a nightmare. After dealing with a completely unhelpful and unresponsive representativ
As a customer that pays them monthly, I cannot get through their phone system to a live person. I can email people and get a reply eventually but not in a timely manner. Often times the phone bank just drops you, one time it rang through to an individual working at a gym, most times it just lets you sit on hold and then you have to leave a message and wait for a call back that comes eventually. If you want an impersonal, big corporate experience you can get it cheaper elsewhere. This company seems to be all
Zach has been wonderful in working my tax for me. He's quick to reply on my email tax questions and I really appreciate it. Also, he would give scenarios regarding my two children that are 18 years and older still living with us and are currently attending college. Looking to find out if there's any tax breaks. Overall, he been so helpful.
Working with Incite Tax has been absolutely wonderful! The entire team really cares about the work they do, and the results they get are a true testament of that dedication. We have been working with Incite for a couple years now and are grateful to continue working with them going forward.
Very pleased with the service from Allen and the Incite team this year. I was looking for a place to handle both my personal and business preparation and ensure I was making the most of my deductions and allowable expenses. Very honest and easy to understand communication as well. Made me feel well-assured I was in good hands.
Ecstatic that Incite was recommended to us. They are always willing to answer questions and not just during tax season but year round. They take time to help you understand. They have your best interest at heart. They also have a number of educational videos on their website and YouTube. A lot was taken off our minds this tax season and we will continue using them.
As of now, I am putting this as 1 and would do zero if possible. Before signing up I was told as I was about to pay for the service, I would be able to 1) write this off as a business Expense. 2) with that and everything else I purchased, would result in an estimated return between 10 - 12k. I filed everything with the spreadsheet system thing with trying to understand the filing process with no help whatsoever. Because you have to fill in their spread sheet nothing is explained to you with everything. It'
Incite Tax & Accounting is a fantastic team to work with. We've been using them for years for personal taxes and small business taxes. They've supported us navigating some complex tax situation, and have always been informative, professional, and kind. Due to the complexity of our tax situation, we tried out several different companies but were never satisfied until we started working with Incite. We've been working with them multiple years now, and the process continues to become more and more successful.
Personal Taxes still aren't done, they aren't addressing that, the only email response I have received was that I am on an old plan and they need to "Update my pricing" Meanwhile they are holding my personal taxed hostage and costing me more money by making my taxes late. Non-responsive and not helpful, the only feedback that has been valuable was a spreadsheet I received. If I could rate 0 I would. DO NOT USE INCITE!
I started the process with Incite Tax over a month ago and filled out the onboarding form as well. However, I have yet to receive much communication and was left in the dark for basically the entire month. For the amount we're paying as customers, there needs to be better communication and follow ups so filings can be made in a timely manner. There has been no help offered from Incite's side after email to their admin and sales teams.
Kimberley Cummins has been great in helping with my taxes for the past couple of years. She always communicates status, issues, questions and provides any comments along the way that help out. She does great and thorough work, with fast turn around times. Always a pleasure! Thank you Kim!
I want to give a shout out to Kimberley Cummins at Incite Tax. There was a misunderstanding with whom was responsible for submitting my CA State 568 Form for my 2021 and 2022 tax filing years and Kimberley promptly assisted me in getting the matter resolved. Thank you Kimberley for your assistance in remediating this matter so quickly with everything else you had going on.
My overall experience with Incite Tax & Accounting was great. My taxes were done quickly & efficiently. This was the first filing with Incite, so there was a bit of a learning process with using the portal on my part. Next year should be even quicker!
Incite Tax has helped us elevate our business growth and took away the stress that tax season used to bring. Working with the team at Incite has allowed us to grow our business by setting specific allocations - and working with a book keeper to set allocations, budgets, and projections. Working with the tax team has made tax season a "breeze". We have a partner in our business and that is important. I can work on growing the business while taxes are being SAVED FOR! Rachelle and the team stay responsive
This was my first year using Incite Tax and wow am I glad that I did! I had a great experience with Tim Marvin (Tax Expert). He was a rockstar, working hard to accomplish an amazing amount of tax savings for me! I would highly recommend using Tim Marvin at Incite Tax if you want to have a stress free time during tax season and save big!
I entertained this service after a sales pitch offered by Prime Corporate Services, which I used for my business structure formation. Between the initial ?non-refundable one time fee? and the monthly payments for 2 consecutive years, I?ve realized that I was definitely overpaying for the services (or lack of) I get in return. The aspect that got me interested was their self-claim to be business owners AND tax professionals committed to maximize my tax deductions and credits based on my individual situation
This is my second year with Incite Tax and my amazing tax professional Sapphire Miranda. I am so grateful for all of her support and guidance, which allows me to focus in on the day to day operations of my business. She is always quick to answer my many questions and help break things down for me when they are over my head. Her team is also very knowledgeable, helpful and kind. Entrepreneurship can be overwhelming at times, I am very grateful to have Sapphire and Incite Tax in my corner.
They make it stress free and easy on me. Once you provide the basic information , incite does a great job without you having to offer advice ( possible deductions, programs, etc.) or worry if that might miss something. They know their business. Easy going experience,
I was dealing with postpartum depression/anxiety in 2024 and couldn't even stay on top of filing my taxes on time. Thankfully, Incite Tax filed an extension for me, and when I finally contacted them mid-year, I was blessed with Ivy. She not only made this process go seamlessly, she was so kind and gracious, and answered my questions in a timely manner. I honestly don't know what I would've done without her and the whole team. As the new tax season comes around the corner, I am so relieved that I have fou
Incite Tax is the best accounting firm that I had ever had the pleasure of working with. They make everything easy, fast and efficient, not confusing. If I did have a question, they got back to me with my answer ASAP. I highly recommend Incite Tax to everyone. Thank you Incite Tax for the continued excellent service!
This company is certainly not worth the amount of money that I have paid for them to do my taxes. The worst thing about them is that they do not communicate at all. Any time I need information on what is going on I am the one who has to call. I have been calling for the past 2 months now to confirm that they have all the necessary documents to file mine and my wifes taxes. Every time I call they tell me that they need something else from me, only to find that they already have it. Now we are 3 weeks pa
Extremely Disappointing Experience ? Do Not Recommend! I cannot stress enough how frustrating and unprofessional my experience has been with this CPA firm. They have completely ghosted us after taking our money month after month. We?ve reached out multiple times with questions and concerns, but they?ve failed to respond on every occasion. It?s incredibly disappointing to pay for a service that you can?t even get in touch with. Their lack of communication and customer service is unacceptable. If you're co
This is the first year that I have used Incite Tax. I'm fortunate to be working with Ivy throughout this entire process. From the moment we started with them in the middle of last year, she has promptly answered all my questions regarding taxes and our businesses. When tax season arrived, the process to get all our information and submit it was really simple. Because Ivy helped us prepare well, the process was simple. Even when there was a technical issue for our docusigns to be completed, she reached o
Highly Recommend Prime Corporate Services! Prime Corporate Services has been an absolute game-changer for my business! From the start, their team was professional, knowledgeable, and incredibly supportive in helping me structure my business the right way. They made the entire process seamless and stress-free, ensuring I had everything in place to protect and grow my company. Having them to take care of all my business structure has allow me to have more time to do what I love the most, be a mom and invest
Nothing short of AMAZING! I wanted an accountant who could educate me on the "why" of taxes so as a business owner I could make better decisions. Incite provided so much information I could not possibly absorb it all in one year. Sapphire was always available to walk me through my decisions, Shawn had my bookkeeping nailed, and for the first time in 7 years I am receiving a REFUND! The Profit First system coupled with a team that knows what they are doing has literally changed my life. If you are frust
Pleasant experience working with Incite Tax. I've always done my own taxes through Turbo Tax in the past and dreaded tax season, putting it off until the last minute or when the wife would ask about when I would start doing the taxes. This was a wonderful change and I feel we got more back on our returns than ever before.
Stellar service with a very friendly and supportive staff. I am certainly thankful for the handholding which took the yearly tension of filing taxes down to a minimum. Also, the follow-through (plenty of timely reminders) was reassuring for anyone with a very busy schedule or someone who tends to leave the less savory tasks for last.
After submitting my documents (a task made easy by the website), Incite Tax was able to do their magic and get me a nice refund. No worries, no stress, and no hassle, just confidence in the abilities of a great company.
I paid Incite Tax Service $64.95 per month for all of 2023 and they completed my taxes but never filed my state or federal taxes and they never told me they didn't file them. Then in 2025 I started getting letters from the IRS about my failure to file. See the attached Docusign photo showing the completed taxes and our signature. This was the last I ever heard from Thomas Cantrell or anyone else at Incite Tax. Now they won't respond to my inquiries.
Awesome service! Saved me a ton of time and stress, not to mention money by getting me a great return! I've used other CPA's before and they were so bad I couldn't believe it, I almost had to redo my own taxes that year. These guys were the exact opposite. Super responsive, friendly, and on top of things. This team is awesome!
I had to get multiple years of tax returns accomplished at the same time. Suddenly, a situation arose that required the timeline to be dramatically shortened. After I communicated as much to Incite, (particularly my tax preparer Ashby) they were very helpful. I felt like I was bugging them with constant need for updates, but they assured me that I was not a problem. Thank you guys so much. I appreciate you.
Thanks to their expertise, the tax filings were completed successfully without any issues. I really appreciate their attention to detail and clear communication throughout. Highly recommend them to any business owner looking for reliable and trustworthy tax support!
My taxes are done! Incite takes the weight off my shoulders, and that makes me very happy! I?ve been with Incite for two years now, and they make the whole process easy. I have never had an issue with not getting a response from them when I had a question. My experience has been POSITIVE!??
Incite is phenomenal! They are so organized and structured in collecting documents, communicate well, and are extremely knowledgeable. Every question and concern was addressed in a timely manner and education was provided when it came to the best course of action for our specific situation. They made doing our taxes a breeze and provided peace of mind. Thank you, Incite!
First year working with this company. So far I have been extremely pleased with the communication and timely service. I have had a positive experience with everyone. They have been very helpful and proffessional. Rachel Zeigler answered all of my questions quickly and put my mind at ease.
Incite Tax is an excellent tax team that assists individuals and businesses with their taxes and other tax-related matters. They prioritize their clients? protection and ensure their needs are met. I highly recommend them.
It was a pleasure working with Ivy. We had a call on a Sunday morning to review our taxes and she was incredible. A ray of sunshine coming through the phone. Not only was Ivy extremely helpful and patient, she also helped us understand our return and get the most of our deductions. Thank you Ivy :)
Despite paying thousands of dollars for their services (plus a reoccurring monthly fee), I can seldom get any form of communication from anyone. I talked to a woman today who "overlooked my email" I sent 6 days ago about where we are with our taxes and if they are even filed. I submitted all necessary documents significantly earlier than April 15th to have my personal and business taxes filed. I still cannot tell if they're filed. They'll submit an extension for you on your behalf (supposedly) but I'm not s
Incite Tax has an extremely professional team. Over my time working with them, communication has always been quick and thorough, not to mention the work they do on the filing, as well. I intend to keep working with Incite Tax for the foreseeable future.
Kimberly Cummins & the team helped me save over $43,000 in taxable income and got me a significant refund. Truly a great Asset to have this team in your business. Super clear instructions, professional, and gave me great advice for next year. 5 STAR ?? TEAM ??
We have used incite for two tax seasons and it has been amazing. Especially last year when they found mistakes on previous years taxes and helped get us a huge return. So grateful for the team and all of their tax expertise!
Kimberley Cummins is absolutely incredible, thorough, efficient, and incredibly knowledgeable! She made the entire process seamless, ensuring every detail was accounted for with precision. Her expertise and dedication gave me complete confidence in my filings. She went above and beyond to maximize my returns and minimize stress. Hands down, the best tax?advisor?ever!
Incite takes you through their process with video, emails, a FB group and great people trying to make the process of filing a breeze. Once they had my documents it was only two days and I was ready to file. Great service, highly recommended.
Incite Tax And Accounting exceeded my expectations filing my personal and business Federal and State Taxes. The entire organization is a class act. I highly recommend Scott Briggs, Senior Tax Analyst, who managed the majority of my needs. A true professional, Scott demonstrated exceptional business acumen and patience in answering my questions, My overall experience with Incite Tax And Accounting was outstanding. Check out their services if you desire top notch service .
Not stellar. Like, they get the job done but...so can a local tax guy for $400 rather than thousands and thousands. I'm still a customer because I'm sorta trapped into it paying a huge fee up front. EDIT: the company replied to this review but didn?t address the concern at all lol? That method is called Artful Dodging: answering the wrong question the right way. Guys I know you?re aware, it?s just a matter of fixing it from the inside. No amount of bad yelp reviews can help you. This one right here? It?s
DO NOT USE THESE PEOPLE! They do not communicate, they do not file at correct times, they save you NOTHING and they rack up penalties for you like CRAZY. If I could go back I would have fired them a long time ago. My Response to their response: I did reach out, no one got back to me. Called the IRS and took care of the abatement on my own (didn't cover all penalties) after getting no response from you. Was not the only time I didn't get a response either, far from it. When you bought Tax Sentry you sure wen
Lack of communication and poor service. I was told I'm on an "old plan" and that they now need to "update my pricing." Unfortunately, they've been neither helpful nor responsive throughout this process. We originally connected with them through Prime Corporate Services, and the experience has been thoroughly disappointing. This is not how a professional business should operate. Important to note: When I signed on with Prime Corporate Services, I was explicitly told that my tax service fee would never incr
I got to work with Santosh Shanthilal (Incite Tax) for my taxes in 2024. It was easy to communicate with her. I was refunded 14.5K for the first time in my life in USA. During the year, I had couple questions to understand tax implications and she answered me every time quickly and on point. I highly recommend to work with them.
Incite Tax - A Huge Disappointment Where do I even begin? This company is an absolute letdown. They?ll take money from your account without your consent, and good luck ever getting it back. They don?t respond to emails, calls, or texts, leaving you to waste endless time trying to fix their mistakes. I have requested to terminate working with them and they on purpose ignored my and withdrew another payment from my account My 2023 taxes? They weren?t done until *November 2024*! Why? So they could keep char
Communication with accountants who filed our tax return for 2023 was very poor. It was like pulling teeth to get a response whether is was a phone call or an email. And when I did receive a response it was rarely from the same person, so that felt confusing. I sent an email in December to cancel our services for 2025 and never received a confirmation. Called in January to follow up. At that point I was told that my request was processed. It's good business to respond to clients as it gives them confidence t
Absolutely awful service, do not have usable phone service, emails go unanswered or they are answered by negligent people who do not read or do not comprehend the emails.Not sure whose contact to those customers that posted glowing reviews have as my family?s experience has been hell for the past 2 years. I thought perhaps service would improve this year, since last year we were transferred from Tax Sentry, when Incite took over them, but it has been all for nought ? I cannot even submit the paperwork an
As a new business owner that had never filed a business tax return, they made the process painless. The step by step guidance was thoroughly appreciated and made life easier. They were truly invaluable.
What a horrible experience. Not only was the communication non existent with my tax preparer but they messed up my state income taxes! It was like pulling teeth trying to work with these people. I was told there was a ?hiccup? with two of my state taxes whatever that means. After paying thousands to have them do my taxes I?m beyond furious. I would reconsider this company before having them touch your taxes.
Our taxes are as simple as they come, sent them all our info, non communicative - can't get a call back. MISERABLE customer service. Can't see how they are still in business. Not sure how they have a 4+ star rating unless all their employees are filling out reviews or they are buying them. Would not recommend at all.
I had the pleasure of working with Kimberly and Marcel for my 2024 tax preparation, and I couldn't be more satisfied with the service I received. Both kept me informed throughout the process, until it was done. Thanks so much for your service.
Highly recommend Incite Tax! They are very professional. Incite Tax and their team completed my taxes with a short turn around time. They were able to help me in my situation and answer any questions that I had. I would highly recommend using Incite Tax. I plan on using them from now on. If you are looking for top-tier service, look no further, you'll find it here.
I don't know if I my wife and I just slipped through the cracks of finding and getting good service from these guys, but the lack of communication and miscommunication from them has absolutely driven me nuts. We got everything to them in January and it took them 2 months to even file everything. And now it is March 21st and today is the last day that we can file our taxes and I don't even think that they have been filed. I really regret going with prime corporate services and Insite tax
I have used Incite Tax to file my personal and business taxes for two years now. The process is simple and my tax returns are completed in a timely manner. I would highly recommend Incite Tax!!! ??????
Incite is professional, informative accessable, personable, and timely. Starting a new company or for any tax needs I would definitely recommend Incite Tax & Accounting. Thank you Incite.
They do not assist with any personal help, and will not call you to update you on what you should do in your business. You will only get very general advice that is sent to everyone, and if you want to do anything to learn more or be at on informational event, they want more money. When they do taxes, I feel that it is lower every year and they say it's because you are over a bracket, or expenses weren't enough. It just doesn't make sense and I can't help but feel things are being missed. Every year seems l
Hi! Just wanted to take the time to leave a review for Incite Tax & Accounting, specifically on their Tax Pro Rachel Salvador. I am a new client and as I learn the ropes of how Incite works and fits into my tax protocol , naturally, I have lots of questions and concerns. In this process Rachel has gone above and beyond to provide me with the information I am seeking. She has gone to the extent of fitting in a phone call with me very last minute during the busyness of the holidays and end of year. Rachel h
Their app does not work, their website doesn?t work. We uploaded all our documents in early February now it?s May and they have not done our tax yet. they don?t communicate with you. When you call them they don?t answer or they give you excuse to why they don?t call back or why they have not fail your tax. They don?t let you communicate with your personal tax person. It?s absolutely ridiculous. Honestly we don?t know what to do.
Kimberly was excellent and did proper die diligence in preparing my return. Invite has done a great job on my taxes for 5 year straight
My experience with Incite Tax has been increadibly frustrating. It started when they purchased BP Tax Pros. BP Tax had a standard monthly fee that covered my business tax and the 2 partners personal tax filings. First we were never informed that Incite aquired BP Tax, we finally get connected with the new management. Incite told us several times that they would honer the price that was established with BP. After several months of inaction we are told that the monthly fee does not reflect the (self proclaime
This is my first time using Incite and I couldn't be happer with the process. The staff and my personal advisor made the process extremely simple and straightforward. I look forward to seeing what they can do for me in my 2025 return.
Incite Tax is THE BEST tax service you will find. They do a very thorough review of your taxes. Highly recommended for business and/or personal tax issues and filings. My returns were filed quickly and accurately.
Im a paying client and these guys are impossible to get ahold of. Been trying to get ahold of them for about a week now. Left messages, sent emails, no response. Absolutely horrendous service so far. I?d be happy to change the review if someone reaches out to me to get this resolved. If you are reading this review, I have still been ignored. Unbelievable considering I just paid over $3600.
Incite is awesome - quick, professional, and helpful. I enjoy working with them and look forward to future tax seasons with them, because it will be way less stressful than when I did it by myself.
Really have enjoyed my experience with Incite. They help me out a lot and are easy to work with. They do what they say they are going to do. Provide good customer service.
I couldn't be happier with the amount of communication as to the state of my return- no guess work as to its progress making life less stressful when it comes to the IRS. Just wanted to say a big thank you to the admin team for quickly answering my questions and /or referring me to the right person and to Jordan Beus for his good work and his assistant Brooke who almost answered my question before I finished typing it!
The best accounting services I'll ever find for personal and business. They really check all the boxes and work darn hard. They have been like a friend, confidant, and counsel all while doing a very important job. Thank you.
Incite did a great job on our personal and business taxes. Courtney was very responsive, and they make it easy to upload everything they need.
Coridale Jackson is the best contact at Incite. He answers my questions concisely and completely. When I'm confused about anything, he backs up and takes me down the path of understanding arriving at the answer on target. I always walk away from my sessions with him much more knowledgeable and more independent. Also, he has a great sense of humor and seems genuinely happy. This makes my time with him relaxing and easy. Coridale is an asset to Incite and to my 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.