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J.S CPA PLLC

J.S CPA PLLC

Reviews Summary

Consensus: The CPA receives consistently perfect ratings for exceptional service, responsiveness, and professionalism. Clients praise the efficient remote process, quick email responses, and clear communication that simplifies tax preparation. Many highlight long-term satisfaction, with years of reliable service for both personal and business needs. The CPA's expertise in navigating tax changes, providing financial advice, and handling non-traditional schedules is frequently noted. Clients strongly recommend the services for their thoroughness, technical proficiency, and ability to reduce stress during tax season.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

Box 1435

Yorktown Heights, NY 10598

Visit Website Call Now Get Directions

Customer Reviews

Great experience working with a CPA for the first time! Jason was always available and responsive (always less than 24 hours for an email reply). Everything from start to finish was done via email and he was able to accommodate my non-traditional work schedule. He answered all of the questions we had and gave us some comfort during this stressful tax season.

Jason has been preparing my taxes for the past 7 years and has made the process seamless. He is quick to respond, jumps on a call if needed and is kind in answering the same three questions I ask him every about my taxes. For those in need of a great financial advisor Jason is your go to CPA!

Jason is an outstanding CPA who is timely and thorough. We highly recommend him and his services if you need a tax/accounting and overall financial help.

JS CPA in Westchester, is great partner for my accounting needs. I switched between many accountants and service providers before, and have now been with Jason consistently for over 5 years. As a sole proprietor, needing a professional accountant to help with bookkeeping and tax returns is important. Having JS CPA advising me regarding filing, providing insight to my business, and personal finance has been a great advantage to staying on top of my business. Highly recommending and thankful!

Jason is outstanding! Fast, efficient, extremely competent. He is easy to work with. He also is technically proficient. Since the pandemic, he performed all services remotely. I strongly recommend his services.

After recently moving back to NYC - we searched for a CPA to help with our particular tax situation and came about J.S - he helped us to understand the recent tax changes and got us a refund we were not expecting. he also was quick to respond and provided valuable information with out matters. We are definitely going to be going with his services moving forward for all things tax related.

I have been using JSCPA for three years now and Jason is wonderful. He is professional, on top of things and responds very quickly to emails. I would recommend his services any day!

Jason is very professional and communicated throughout the whole process. Promptly responded to all my questions. I highly recommend his services.

JS CPA is the best. Very thorough, great communication throughout. Made a stressful chore like tax preparation easy, highly recommend.

Jason made it very easy for me to get all of my documents sent to him electronically. I highly recommend him for your tax services .

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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