*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.*
1305 Remington Rd # A
Schaumburg, Illinois 60173
I moved my Goddard Childcare School's business and personal accountancy management to Infinity Tax Solutions during 2021. This is the best financial decision I made. Apexa Patel, the owner of the company, is highly professional, accurate, and helpful with client centric attitude. She has saved my business thousands of dollars by meticulous planning and highly professional advice. I recommend her without any reservations. I am a delighted and thankful customer.
I can?t say enough about Apexa, and how much she has helped me . I have worked with Apexa for years starting with my personal taxes, and now she is a crucial part of my business taxes too. She is thorough and really cares about getting you the most out of your refund and so accurate with her job. I would highly recommend her tax services to any and everyone looking for a true tax professional.
Infinity tax solution - Extremely professional, super responsive and helpful! Would definitely recommend for services Infinity tax solution providing. I've been working with Apexa(owner) for years and she has always been super timely, SME, and just an overall pleasure to work with. I will be using her for my small business bookkeeping also as soon as I get that up and running as well. If you are looking for a trustworthy and reliable tax preparer, Everyday Business and Tax Solutions Infinity tax solution
After years of overpaying at HR Block I finally found a better solution for my tax filing. I worked with Apexa and she has been wonderful. Apexa is very knowledgeable, professional, organized, friendly, understanding, helpful and responsive. I am extremely satisfied with the service provided and will be coming back. I have recommended Apexa, Infinity Tax Solutions to many friends and family members already. Thank you for your exceptional service.
Apexa did a great job. Whenever I call or email her it always gets a response from her. She is very knowledgeable and understands what good service means. Furthermore, the prices seem to be very reasonable.I?d highly recommend Apexa at infinity tax solutions. Thanks!
She has all those important Traits Every Accountants must have: Excellent organization, time management skills, Attention to detail, Focus on the client, Creativity, Great communication skills, Collaboration and Flexibility. what I like about Apexa patel as an CPA is she have strong listening skill, what the client expecting to get done and the way she put the suggestion that's I like the most. I would definitely recommend Infinity Tax Solutions as an CPA.
My experience with Apexa was great. She took care of everything quickly for both my husband and I. Apexa is very knowledgeable and well-versed in what you require. I would definitely recommend Infinity Tax Solutions.
Tax filling season is usually very hectic, I remember going to the filling and staying there for hours. This year chose to work with Apexa and I appreciate how she went about the filling, all the necessary documents were prepare before I got that and I just had to sign. She was friendly, professional, and made sure that everything was taken care of. Thank you Apexa
I?d highly recommend CPA Apexa Patel at Infinity Tax Solutions. She is very professional, and easy to work with. She is very quick in communication and answers all your tax related questions.
Will always recommend Infinity Finance Solutions as a one stop for all financing needs
This lady is very professional and helpful , I would recommend her to any one that need take help , also she is very Reasonable. Her price is excellent . She even offer to help me with my 2019 taxes that I was having some issues with. If anyone needs taxes done I would recommend her . I give her a 10 rating
Excellent Service. Great Team. Returns were filed with complete Satisfaction. They help you in all possible ways to maximize your Refunds. Most Accurate and Prompt Service. Highly Recommended.
This is the best CPA I have ever worked with. She was very knowledgeable, efficient and well priced. I highly recommend Apexa Patel, CPA, MBA.
She is very reliable and is very prompt with her responses. Definitely recommended to anyone who is troublin from the tax process.
Very fast and through . Very friendly experience! Very responsive, polite and efficient service from the very beginning. & She gave BEST Advice. Very glad I have chosen INFINITY TAX SOLUTIONS. I would gladly recommend! Thanks for everything INFINITY TAX SOLUTIONS.
I?ve been to many accountant for my tax filing but infinity tax solution is the best. Very professional and provide good guidance on tax filing.
Infinity Solution is filling my tax from past 3 years and experience is seamless. I highly recommend working with them
The business is really responsive to silliest of tax questions. They know what they are doing and could be trusted with your taxes.
Prompt service, clear communication Had pleasure working with team!!
Very supportive and helpful!!! Great consultant to do Taxes with !!!!
Excellent and extremely professional!!!
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.