*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.*
204 E Aztec
Gallup, New Mexico 87301
Jason is an outstanding CPA and a true professional. Whether it's tax preparation, monthly invoicing, or other financial services, Jason delivers personalized, high-quality support tailored to your specific needs. His expertise is matched by his approachable and courteous manner, making every interaction both efficient and pleasant. I highly recommend his services?thank you, Jason!
Jason understands our business and needs. He is friendly and professional. He stays on top things get done in timely manner.
Jason was amazingly helpful in dealing with my tax status! I will be a longterm customer and highly recommend him for you tax and bookkeeping services! Jim Smith
We have been incredibly grateful to Jason this year as he has gone above and beyond for our business. As a start up there has been so much that we needed to do to be in compliance, and Jason always made sure that we knew what would be needed and that we had the tools in place to be successful. We are very grateful for him and his team and will continue to recommend him to any small business!
I?ve known Mr Arsenault more than 10 years through my line of work as a jeweler and now as a CPA who takes care of our numbers and make sure we are in compliance with all the required documentations with the IRS where we don?t have to worry about late fees or just being late with numbers to them. I?m very confident I chose the right company and person to handle our 501c3 The Lyndon Foundation Court LYNDON TSOSIE, Founder and CEO
We just moved to New Mexico and needed help filing our taxes. This was the first time I have looked for an Accountant via the web. In the past I always relied on a referral. Jason was professional, prompt and very welcoming. I am truly grateful for his expertise and guidance. Highly recommend
Our experience with Jason has been exceptional. His professionalism, ability to break down complex matters for easy understanding, and genuine interest in our business set him apart. We're grateful to have him as our accountant and eagerly anticipate continued collaboration. Highly recommended!
Jason does an incredible job at communicating the tax process with you and is readily available with the help you need to answer any of your questions. Extremely professional and knowledgable. My family would definitely recommend, Mr. Arsenault for all your tax needs and services.
I used Jason for tax preparation services and would highly recommend him. His secure online portal is extremely convenient and he provides timely service with excellent communication. Definitely one of the top CPA experiences I've had!
The service was second to none! It was an ease and Mr. Arsenault saved us $$$ on our taxes and got us a refund . It is a great feeling knowing you have an honest professional working for you . Jason will be my CPA for life. EC physical therapist
Jason is a great accountant, and great guy. He does high quality work, answers any questions fully and understandably. He files on time. He advises honest ways to save money on taxes, the best! And he's friendly. I recommend him very highly.
Jason was very professional and provided speedy service which was very helpful with the situation I was in. I'm excited to continue my business relationship with Jason. His services added value to my business. Thank you
Professional, timely, and extremely knowledgeable. I trust him with both personal and business tax returns and appreciate his thoughtfulness in these matters.
Very Enjoyable dealing with Jason and his staff. Always very helpful. I appreciate you being our accountant.
Very knowledgeable, professional, and super easy to work with. A lifesaver for both personal and business needs!
Jason took the fear out of taxes this year!
Affordable, reasonable, accommodating Excellent service
Professional, fast, friendly and accurate.
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.