*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.*
601 N Park Rd
Wyomissing, Pennsylvania 19610
Working with Integra continues to be a great experience. Their staff is amazing and I have been able to rely on them for business accounting, payroll, tax prep and filing (business and personal) ? they have certainly earned my trust. I have, and will continue to recommend them to anyone in need of accounting services!
In the 8 years that I?ve been running my business I never imagined that a firm could be so helpful. Bob has taught me aspects of the tax code that pertain to my life. Sherry has done a wonderful job of working with me to keep my bookkeeping in perfect shape. Working with Integra gives me peace of mind knowing that this company will make sure that I am prepared for whatever?s coming. I would review 6 out of 5 stars if that was possible.
I've been working with Kristen and Stephanie from Integra for a while now, and they have been great when it comes to handling the accounting for my small roofing business. From payroll to taxes, they've always made sure everything is handled smoothly and efficiently. What I appreciate most is that even as their business continues to grow, they never make us feel like just another client?they truly care about our success and take the time to understand our needs. Kristen and Stephanie are always responsive,
We can't say enough great things about working with Integra, specifically Kristen & Stephanie! As a small business, we need someone who understands the complexities of running a business while also making sure our finances are in order?and Integra has been exceptional in every way. They are always thorough, detail-oriented, and quick to respond to any questions we may have. They make tax season a breeze, ensuring we're maximizing deductions and staying compliant with all regulations. They also provide valu
Integra Business Solutions has been an indispensable ally for our business for nearly 15 years. They are always responsive and prove to be experts for all of our accounting questions and concerns every time we reach out to them.
We highly recommend Integra Business Solutions. They provide great service, handling our financial statements, payroll, and tax filings. Kristen and Stephanie are knowledgeable and responsive, offering valuable insights to improve our business. Integra has been a crucial partner for our success!
I am a small business owner and was referred to Integra by my SCORE mentor. I can't say enough about the helpful advise and direction given to me by Bob. Starting a new business is hard enough but, trying to understand all the accounting and tax rules is impossible. Bob can help you get started on the right foot.
We have been using Integra Business Solutions for taxes and accounting for many years in both a business and personal standpoint. Bob and his team have always assisted us with any questions or concerns we may have in a timely fashion.
I just started using Integra a few months ago and I am blown away by the level of service I have received for my business. Bob and his team are incredible!! I knew I was at a point that I needed some help with my books and record keeping, and Integra has definitely filled those needs. They have handled everything with ease and professionalism that I no longer have to worry about taxes or proper accounting again. I would HIGHLY recommend Integra for your business needs.
Integra Business Solutions has provided our firm with accounting and payroll services for several years and they are phenomenal. The service that Bob, Sherry, and Stephanie provide to us is timely and professional. We know and trust that they have our best interest at heart and we can run our business knowing that they are handling our accounting and payroll function with ease. Their team imports bank statements, categorizes transactions, and prepares our financial and tax statements. We always refer our bu
Reliable, Knowledgeable, prompt. Highly recommended for business and personal accounting/tax services. Been with Integra since I started my business over ten years ago.
I?ve used Integra Business Solutions for over a decade for both personal and business services. They are thorough, prompt, and professional, and offer many services. Additionally, they keep clients informed of any tax-related updates that may impact them. I feel relaxed and confident that my payroll and tax needs are fulfilled, and I look forward to continuing to use them for many years to come!
This team is amazing. Working with Kristen has been such a pleasure. Not only is she an expert, but she also shares her knowledge by taking the complex and simplifying the information so that you can understand your finances. She is patient, clear in her communication, and committed to your success. A big thank you to Kristen and her team!
Bob and the team at Integra were amazing. Years of stress around taxes now seem silly thanks to the efficient and safe work of Integra. They have a customer for life in my family, and I would highly recommend them for anyone in need of tax services.
Integra Business Solutions is amazing. They are extremely professional, kind, and work hard for our business. We are so thankful for their cost effective services and are deeply satisfied with Bob & his team. They have helped our small business blossom!
I have been using Integra for at least 25 years. They are professional in every way. Their communication is excellent. Everyone is friendly and helpful. Their pricing is very reasonable. I couldn?t be happier!
I have been working with Bob Shaner and his staff at Integra for 20+ years. They have always provided prompt, friendly and reliable support for my small business. They are truly a part of our business team that I can rely on.
We have teamed with Integra for 15+ years for both accounting and payroll and their service has always been excellent.
I have been with Bob and Integra for years now. What a great job they do with my accounting, taxes, payroll, you name it. Honest, competent and reliable - what else can you ask for with an accounting firm.
The accountant at Integra was thorough help me understand what I needed to do and made sure I had vouchers to pay the taxes that were necessary for me to pay. Great people to work with and talk things over with!
Wonderful experience at Integra Business Solutions! I know they have my best interest at heart and want to see my small business succeed! Highly recommend!
Zero customer service, literally and I am not even an actual customer. Unbelievable. Called to ask if the company is accepting new clients and the answer was "only if you were referred by another client." I said, that is strange and ask why that is. The lady said it is sbecause they're just so busy. That's a poor way of doing business and treating other prospective clients. A simple no would have been more ethical and respected rather than prioritizing word of mouth over businesses searching for new service
Best advantage w Amazon is returns w no questions asked.
Sharon is our contact for us and she is always prompt and courteous in answering any questions we may have. Highly recommend.
They have great service. I appreciate everything they've done for our business. I would highly recommend.
Used Bob & Kurt for years. Thanks for the great job!
Long-time client. Excellent Accountants, honest and thorough.
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.