*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.*
14769 California St # 4
Omaha, Nebraska 68154
I've done my personal taxes for years living in another state. When my wife and I moved to Omaha we decided to get some help. I didn't know how to file for property tax reduction and other items. I did my taxes on TurboTax myself and then gave them to Infinity CPA Group. They saved me about $1,500. The cost of tax services is going up everywhere, but Infinity Group may still be the best bargain in the tax business. I recommend them 100%.
Mara did an excellent job on my taxes. She was professional, efficient, and explained everything in a way I could understand when I had questions. I appreciated how easy she made the whole experience! Thanks for reading my Google review.
Working with Infinity CPA group has been by far the best tax preparation experience I have had here in Omaha. I have worked with Ashley McGuire for the last couple of years and she has been wonderful. For any questions I had she would get back to me right away and was always so personable and looked into helping me out with receiving the best refunds and credits- that I didn?t even know about! For this last year?s tax return, I worked with Mara Golden who was also outstanding . She is super friendly, organi
We went through Infinity CPA Group this year for our taxes. They were fantastic! They were very fast and professional. Our taxes were back to us within 2 days!
Getting my taxes done at Infinity CPA Group was an absolute breeze! Kate and Leo were incredibly responsive throughout the entire process. From the moment I reached out with questions to the final submission of my taxes, their professionalism and attention to detail were evident. They made sure to address all my concerns and were patient in explaining every step of the process. I highly recommend Infinity CPA Group to anyone seeking efficient and reliable tax services. Thank you, Kate and Leo, for your outs
We've used Infinity CPA for the past 2 years for our business and personal taxes. The entire team is wonderful. Leo gives great advice on how to make smart decisions regarding taxes and operations. The entire team is a joy. They make taxes easy and fun. Thanks Leo, Helen and Jodi!!! Looking forward to next year!
Infinity is the best team! Highly knowledgeable and thorough with all of our financial needs. Our accountant gives us the best advice so we can make the smartest decisions for our financial future. Would recommend Infinity CPA Group to anyone.
My wife and I have had the extreme pleasure of using Christi Olsen of Infiniti CPA group prepare our income taxes for the last two years and highly recommend this team to all. The words extreme pleasure and taxes usually don?t go together, but Infinity CPA Group makes the experience painless and enjoyable and here?s why. 1) The process was extremely efficient 2) The the charges are reasonable 3) The staff very professional and friendly 4) Simple advice to decrease our tax liabilities 5) Tax planning to pin
For over 15 years, we?ve been working with Leo Panzer at Infinity CPA Group for our business?s accounting and financial needs. The team is incredibly professional and knowledgeable with a keen sense of attention to detail. Leo Panzer has been a great sounding board to help grow our business in the right way. He has been a trusted adviser in all aspects from business to personal growth. Because of this partnership, the trust level has allowed him to be a credible source for our business. For this reason, we
I've been working with Ashley McGuire at Infinity for years for all my personal needs and she's been amazing! About 2 years ago I started a business and now she's helping out with all my tax needs for the business. She's knowledgable, patient, and always very responsive! I would highly recommend this firm for any of your tax or accounting needs.
I have known Leo Panzer all my life. He handles my elderly mother's affairs with compassion and she considers him her thrid son. He has guided me through building, running, and then selling a successful small business. My siblings go to him. Our welfare is always in the front of his mind. Kate has stepped in more recently, and has been a huge asset to my Office Manager. Infinity has always felt like home.
It was a first time I got my taxes done at Infinity CPA Group. My previous accountant didn?t spend time on my tax returns and he missed couple items. Infinity team asked me to provide all the needed information for 2019 tax returns and also prepare Amended Returns to claim great refunds. Definitely come back.
As a small business owner, I rely on Christi Olsen to help me understand our tax needs. She is so amazing to work with and makes things simple for me. Taxes are not my strength, and Christi knows that, so she and her assistant Ashley are in control of my QuickBooks and monitoring all of my finances throughout the year. It's a no brainer for anyone who needs tax advice to work with Infinity CPA!
I started a small business about 8 years ago and I felt like a fish out of water. Ashley really helped to guide me through the process and continues to keep me up to date and on top of everything! She is always aware of new opportunities and makes sure that I have all the information needed ASAP! I would highly recommend Ashley for all your CPA needs!!!!
Infinity is an excellent resource for help on taxes and financial advising. Leo and the rest of the team are a wealth of knowledge and great to work with. Whether it is for personal needs, or a large operating business, I would recommend them to anyone for their tax and financial needs!
Purchased a business that was using this group for about $500 per month, after sever messages were not returned and emails not replied to I finally reached Ashley and was told her and Christy would get me a quote for services that day. I Let her know I am a QBO user and will be doing much more of my own entries than the former owner making it easier for Infinity. a few hours later I got a quote back by email for nearly $30k per year, I replied and question why such high fees nearly 4 times more than the pre
The best team! Leo and his team handled our business and personal taxes. It was a total joy! THANK YOU LEO, HELEN and JODI! We'll see you next year. Amazing communication and a clear strategy for getting things done quickly, efficiently and professionally.
We have been using Ashley for all of our tax needs. She has always gone above and beyond to help keep us on the right track. When taking over a small business things can be daunting but she is always there to help us in any way possible! We highly recommend her!!!!
Christi Olsen is the best. Not only for her 25+ years of experience as a CPA but she is as personal as it comes. She truly knows the tax law inside and out and looks after your every need
I visited Infinity with my mom because she was in need of a new CPA. We sat down with Christi and she was wonderful. My mom has used her for the last two tax seasons and has been very happy with them.
I appreciate how much time and effort Infinity CPA Group, LLC put into my tax return. Overall, I?m satisfied with my returns and will use them again next year.
I would highly recommend Infinity CPA Group to my friends and family, the staff is very professional, they were prompt when answering my numerous questions and provided great details with their responses. When I walked in the office I was warmly greeted and instantly knew I was going to be taken care of.
Christi does a great job and I really appreciate everything that she does for 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.