*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.*
24 N Broadway
Watertown, South Dakota 57201
Kristie is by far the best out there! She is so knowledgeable and truly cares about her clients. She has gone out of her way multiple times to help me with my personal taxes as well as my business taxes. I highly recommend Integrity Accounting Allies for anyone who wants the peace of mind that things will get done correctly and quickly. Any time I ever have any questions Kristie will always get back to me super quickly, so I am never left hanging. I have nothing but good things to say about Kristie and her
I have been working with Kristie for about two years now, for accounting and taxes, and she has been such a valuable asset to our growing business. Not only is she (and her team) super on top of things, responsive and proactive, but she goes above and beyond to ensure that we're well taken care of. I am so grateful that we found her, and have recommended her to my fellow founders and small business owners. Trust me, you'll agree that Integrity Accounting is well worth your time and money.
This team is amazing. I can't believe the amount of time Kristie took to update me and educate me! If you are looking for a Tax Advisor for personal and business, this is your team! Thank you for making the tax process so nice and easy!
Kristie is the accountant you need and want to work with. In the span of a year, my husband and I bought two homes, moved states, changed jobs, and were self-employed to some extent. Not only was Kristie well-educated in all of these areas, she took time to explain the tax implications of all our life events in ways that made sense. Moreover, it was clear that she cared about investing in us as her clients. She helped us prepare for the upcoming financial year and taught us strategies to help lower our futu
I was looking for a new accountant this year and came across Kristie's name. I am so happy I did. She made the processes so easy and so easy to understand. I couldn't be happier with the service I received. Thanks again for everything!
I have loved working with Kristie! She makes everything easy and stress free! 10/10 would recommend Integrity Accounting!
Kristie and her team have been my lifeline during covid. They have given me guidance on how to weather the storm and I am happy to say my business survived with their help.
Excellent Service! Very responsive and knowledgeable of tax filing and incredibly reasonable in the costs associated with compiling everything for my filing. I plan to use Integrity Accounting for all my future filings!
The best experience with an accountant I?ve ever had. The team really helps me with my accounting and bookkeeping. They have gone above and beyond!
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.