*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.*
3 W Rd
Hampstead, New Hampshire 03841
Notice all good reviews are before 2024, before new ownership of the company. The new ownership is completely incompetent. Other reviews since new ownership are accurate and only 1 star. Very difficult, unresponsive and made mistakes. They filed for a 6 month extension in March and then didn't answer emails or phone calls for 5 months. I finally got my return less than a month before due in October. I found a few mistakes and again, they were very unresponsive to resolve them and never answered me on some m
Not very communicative. I was referred by a coworker who has been a long time client, color me unimpressed. I knew my return would be late, but dropped it off in early April. I was contacted by Matt on April 15th the last day to file an extension about information needed to process my return. I called the next day and was informed they were closed. I tried the following day and was told he left for 2 weeks vacation and did not leave any note as to what kind of information was requested from me in order to p
I have been a client here for twelve years. I have never run into any problems until now. My tax paperwork was received at their office on March 6. I always sent my tax paperwork the first week in March. I then find out they cannot guarantee it will get done by April 15. I was told the cut off was March 4. I was disappointed but there was nothing I could have done. I was not aware of the March 4th cut off time. In the future it might be nice to let your returning clients know a head of time. It took them s
Jonathan is the ultimate tax professional. He takes a sincere interest in seeing you get the best tax outcome. Jonathan's rates are reasonable for the level of tax expertise he brings to the table. I have been using Jonathan for several years and will use him again this year as well. I've worked with many CPAs over the years both personally and professionally for my business needs and Jonathan is by far the best. He is very organized and always communicates with me regarding my tax return or any tax changes
This was my first time having someone complete my taxes. I had some unique charitable contributions this year that needs some research, so I thought a professional would be my best option. I found the experience to be very straight forward and easy. I'm very confident in Jonathan's ability to answer my questions and complete my taxes with the most favorable outcome possible. The process took less time than I thought it would so I should be receiving my refund sooner than expected. I would definitely u
Jonathan is extremely knowledgeable, professional, and a pleasure to work with. We waited until the last minute to do our taxes and friends recommended going to Jonathan. It was the best decision we made. We were worried about some new changes in our taxes this year and he knew exactly what to do and put any stress or worries we had to rest. We will continue to use Jonathan every year. Would give more stars if I could. Highly Recommend!
We recently started a new business and been searching for a CPA. We met with Jonathan and we really felt very confident putting our small business in his hands. Jonathan is very professional, knowledgeable and easy to talk too. We look forward to a great working relationship!
Jonathan is OUTSTANDING, he was extremely careful and responsive to every question I had. He completed my return quickly and professionally. I highly recommend his services for all of your tax and accounting needs
I have been using Jon to do my personal taxes for several years now. I appreciate the prompt, professional, and courteous service I receive from Jon each year. He seems to have a well-grounded knowledge of the tax code which helps him produce accurate returns each year. I am glad I have found an honest accountant whom I can trust. Thanks Jon!
After My Accountant passed away my wife and I were left looking for another CPA. We contacted John and started the process. He was very knowledgeable and helped us get and excellent return. I would recommend him to anyone that needed tax work done. 5 stars! Kim and Teddy
Jonathan is great to work with. He is knowledgable, hard working and very responsive. If anyone is looking for a good CPA, you will be hard pressed to find better customer service at a reasonable price.
I have been using Jonathan as our CPA for the last 4 years. He is very knowledgeable, quick and easy to work with. His timings are flexible (meets nights and weekends). He is by far the best CPA I have worked with in the last 17 years.
Jonathan was super responsive, attentive, and knowledgeable! Good prices, friendly service. He got me in for an appointment fast and had my returns done within a week. Can?t say enough good things!
As a small business owner, I have been very pleased with the professional service I receive from Jon. He has been taking care of our accounting needs for the past year and I am confident were are in good hands. He has always responded to all our needs, we are glad we found an accountant that we can trust. Wayne Webster W. E. Webster Corporation
Excellent service from JAG CPA. Jonathan Giegerich has handled my personal and small business taxes for a few years now and I'm very pleased with his quick turnaround and guidance tailored specifically for my business. Very professional, affordable, and highly recommended.
Daniel Gold's Review is 100% spot on. These guys take your money and you will not hear from them, and your taxes will not be handled as instructed...
Jonathan is smart and competent and he did a fantastic job on our business and personal taxes.
Jonathan did a great job with my taxes. I would recommend his services to anybody.
Really helpful and easy to work with. He was happy to explain things and answer all of our questions. On top of it, he is a really nice guy.
Jon was extremely helpful through entire process. Very personable and attentive. Will be going back for years!!
Professional, accommodating, and very knowledgeable. Would highly recommend his services.
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.