*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.*
650 Ten Rod Rd suite 129D
North Kingstown, Rhode Island 02852
Raymond is a spectacular guy, though he was busy and not taking new clients he was able to accommodate me knowing this is my first time independent and filing my own taxes. He has been kind and guiding, I will be doing future business with him and be updating this review along the way!
Ray Pearson has been a great asset to our Family's financial planning. He goes well beyond the typical Accountant to help with strategic planning and consulting WITHOUT being asked. He's saved us not only our hard-earned dollars, but some real headaches by proactively advising us when he foresees an issue. He is a consummate professional and we are lucky to have his services.
Ray Pearson is an excellent accountant. I trust him with my finances implicitly. Ray carefully explains complicated tax rules to me with great care and patience. Ray returns calls promptly and is keeps everything extremely organized. I can't say enough good things about Ray. I am lucky to have him!
Ray Pearson has prepared and filed our taxes for several years. His professionalism and thoroughness have been key factors in our decision to return to his office every year. We have also recommended him to friends who have been equally satisfied with his services. Joe and Sheila Fournier
A trusted CPA with a deep understanding of financial and tax accounting. Highly recommended. I?ve worked with Ray for a number of years and am very happy with his work and professionalism. Always impressed with the fact that he is up to date with the latest tax laws and willing to put his clients interests as his highest priority.
I've worked with plenty of accountants between my personal, C Corp, S Corp, and variety of other business's needs spanning across a variety of states in the Northeast/New England region and internationally. Ray has exceeded expectations in every area so far compared to every other accountant/CPA/ABA/firm I've interacted with. Skilled, knowledgeable, and charges too little in my opinion to be honest. I think the best part about working with Ray goes beyond accounting though, he is compassionate and cares mor
I highly recommend Ray. He has been extremely helpful and knowledgeable not only with my taxes but with my finances and helping to make my company more profitable. He returns my calls/emails promptly and is very responsive to my company's needs.
Raymond delivered outstanding and exceptional service for our 2021 tax returns. A quick and smooth process. Very professional and highly recommended for anyone that's looking for an accountant for both personal and business.
Ray Pearson has handled all of my business accounting and finances since the very beginning when I was just 17 years old. I truly wouldn't use anyone else. He is and has always been right there to help and watch me grow my automotive business. -Brett Sampson, Sampson's Automotive LLC
Ray Pearson continues to provide me with prompt and personal service. I would highly recommend giving him a call, he has been great for my business finances.
Ray Pearson has been doing our taxes for the last several years. He has always completed our taxes in a timely manner. We are very satisfied .
Ray has the knowledge and experience I was looking for after losing my previous CPA of twenty years. Looking forward to working with Ray for many years to come. Thanks for your guidance over the past 3 years.
Raymond is absolutely the very best CPA you could ever found! He is completely dependable and trustworthy, and his work is thorough and meticulous. Highly highly recommended!
Ray, is very professional and prompt with returns. I have been using, Ford & Messere for years and have never had any problems. I would highly recommend Ray.
Great experience- 2 years in a row! Raymond is very professional and easy to work with- would recommend to anyone looking for a reliable tax professional.
Great service and taxes were done in a timely manner. Ray does a lot of double checking to make sure all is correct on the phone and in person with clients. Thanx!
We would just like to send a HUGE thank you to Raymond Pearson for his Service over the years .... His advise and expertise as a CPA have been so helpful to us for both the Business and Personally !
Ray does everything you ask promptly. He digs deeper when it?s necessary. He works with you on payments. He gives solid advice.
Ray Pearson is professional, timely, and accurate in his services for our church. We highly recommend him.
Ray provided wonderful, individualized service. He will will take the time to research to find appropriate solutions for issues. I highly recommend to anyone in the area!
Needed a little help with my taxes last year after I got married and things got complicated. Mr. Pearson did such a good job that I'm using him again this year!
Our family has been using Ray Pearson for several years now and have been 100% satisfied!!
He is easy to work with really knows his stuff and got right back to me when I had questions. Five stars all day.
Ray is great. He knows his stuff and takes the time to explain things.
Ray?s expertise makes it possible for me to focus on the parts of my business I?m good at!
Fast, concise, very knowledgeable. Answers our questions in a timely and accurate way. He's got my business!
Ray is knowledgable and personable, I highly recommend!
We had a Very good experience. Thanks for your help Ray.
Excellent forward thinking to prepare for no surprises with my 2018 return
Excellent service. Thank you!
5 stars, great example of a real pro!
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.