*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.*
1053 Robertson St
Fort Collins, Colorado 80524
I have worked with Jaime for both my business and personal taxes. She is always available for my questions and concerns. Last year I had an urgent need - someone had committed fraud and made an attempt to file unemployment under my SS #. I called Jaime and she was able to check my accts to make sure they were secure. She also help me set up an S Corp for my business. No concerns with Jaime's work ethic from me.
I have worked with Jaime since starting my company 7 years ago. She has helped me navigate my business growth and understand my finances/taxes in a way I never thought was possible. She also helps my mom with her business now too! She is always willing to work around my crazy traveling schedule for appointments and keeps me on track with my quarterly taxes even when I am on the road. If you are looking to work with someone who is knowledgable and personable look no further - Jaime is your gal!
Jaime and her team are professional, thorough, detail oriented, have great communication and are pleasant to work with. We feel very fortunate to have found her after some bad other experiences. We have 2 returns to be done each year: one for an LLC and one for our personal taxes. I looked around and Jaime's rates are well within the normal range of what CPAs charge for tax prep. Yes, her rates are higher than what I have paid the past 2 years, but you get what you pay for. In 2018 and 2019, we tried
Not sure what Bruiser is talking about. I have always been able to get an appointment with Jaime and she responds quickly to emails and calls. She is amazingly knowledgeable and efficient. Don't know what I'd do without her help!
Jaime is a great accountant and super nice!
Nice lady and quality tax returns. Would be 4-5 stars except for a few things: Response time: Had some Intermittent issues with response time, sometimes needing multiple contacts getting a response but generally a decent experience. Value - was 50-60% more than I?ve paid from prior accountants for similar services (personal and llc) had been 450-500 jumped to 600-800 under Heveron. Professionalism: Ended up getting dumped as a customer after asking for a tax return copy that was not password protected. T
I hired Jaime to help with my business and personal taxes. She did an excellent job. Thank you Jaime, will be back next year!
Jaime has prepared our taxes for many years and is prompt, accurate, and thorough. I highly recommend Jaime Heveron.
Jaime has always been attentive and accurate. Easy to work with.
Rarely in the office and unable to speak with. Seems nice enough but no time for clients.
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.