Jay Finn, CPA

Jay Finn, CPA

Reviews Summary

The reviews overwhelmingly praise the team's expertise, particularly in complex tax situations like 1031 exchanges, IRS negotiations, and foreign tax credits. Clients highlight their professionalism, responsiveness, and ability to resolve tax issues effectively, often saving significant amounts in penalties or owed taxes. Many appreciate ongoing advice and education about tax strategies. While most experiences are highly positive, a few mention concerns about overpromising or billing transparency. Long-term clients emphasize consistent quality across personal and business tax needs, with specific appreciation for handling audits, tax liens, and multi-state filings. The team is noted for clear communication and willingness to explain complex tax matters.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Years of Practice
CPA License

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.*

Features

Bookkeeping
Accounting
Payroll
Tax Preparation
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Years of Practice
CPA License

Contact Information

Address

11500 Northwest Fwy Ste 100

Houston, Texas 77092

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

We have been working for a few years now with Jay Finn - they are great to work with! We file personal and business taxes with them. Very responsive and very skilled! Highly recommend this team!

Upon our initial contact with Jay Finn's company our experience has been absolutely positive. Jay and his associates collected all our required information and forms and processed our taxes in a timely manner.

We had a great experience with Jay Finn, CPA. Jay and the staff are extraordinary! The process was very straightforward, and we are receiving a refund! Of course, everyone's situation will be different. I recommend you contact Jay Finn, CPA!

Initially, I was uncertain about how to navigate the process of reporting my international assets and wages. Fortunately, I was introduced to Jay and Yen from Jay Finn, CPA. Their extensive expertise in international tax law and professionalism were invaluable in guiding me through the process and ensuring full compliance with all applicable tax regulations. I am sincerely grateful for their assistance and look forward to relying on their exceptional services for my future tax reporting needs. Thank you ag

Mr. Finn saved my family a LOT of money. I will recommend him when discussing tax matters. We're so thankful to be able to use his services!!!!

I?ve had a great experience working with Jay and his team. They are knowledgeable, responsive, and always take the time to explain things clearly. Their expertise has made my tax and financial processes so much easier. Highly recommend!

Jay and Yen did a great job with helping me complete filings for multiple years. Communication was great, and very professional. I highly recommend their services.

The professionalism and experience from Jay and his team really come across in discussing the potential effects of the coming tax code changes.

I have been a client of jay finn for about a year they do okay, they answer all my questions by email, and meet with me often enough to ask if the service is working for me and so far it does. Have there been problems yes there have and jay?s team and myself worked it out. All the employees are easy to work with and they take care of my needs. I will continue to use them for my business and personal tax preparation.

Jay Finn CPA is very knowledgeable and responsive. We are happy with our services with them! Thoa is incredible and extremely knowledgeable in her field. Would highly recommend!

Jay & Yen were excellent. They listened to my tax situation and provided expert, clear and concise advise about how to approach my taxes. I will definitely be working with them in the future!

Jay Finn and his team (Yen & Thoa) are extremely professional, knowledgeable, and efficient! They were also extremely thorough and provided near-immediate response times with replies that helped our organization to better understand our books and tax situation. Their expert knowledge and understanding helped us to balance our books and saved us tens of thousands of dollars' worth of taxes with their recommendations. The experience was extremely positive and worthwhile. We definitely recommend to other s

I called in to ask about pricing and spoke to lorena she was very helpful and polite. Made me feel heard about any concerns i had.

I love Jay Finn CPA this is the second year that my husband and I have filed our taxes with them. I also used them as my business CPA they make sure that the business stays in compliance with the laws. They stay on top of the new laws put in place when it comes to filing, They are on top of the new laws of running your own business, and make sure to take care of everything that you need to so that you won?t be in trouble with the IRS in anyway. All of the staff is very knowledgeable in all areas. I would re

Jay Finn CPA and his staff are professional, responsive, and courteous. I appreciate that his team covers all types of tax services in one office. They are super responsive to the needs of clients and they do a fantastic job of staying in contact to resolve matters.

I recently had the pleasure of working with Jay Finn, CPA, to prepare my tax returns, and I must say, it was an outstanding experience! Their team is professional, knowledgeable, and efficient in every aspect of their work. I highly recommend Jay Finn, CPA, for all your tax preparation needs.

I've worked with Jay Finn and his associates for years with multiple partnerships, and they're always accurate and proactive. They perform tasks without me having to ask, and always inform me of legislation changes that my partners and I should be aware of. They're fast, professional, and you can rely on them to handle your accounting accurately. Highly recommended.

We have been working with Jay Finn, CPA, LLC for many years, we really appreciate and enjoy our relationship with this firm. They are always available for communication, have knowledgeable staff, and always available for our questions. The owner is easy to communicate with, and takes is time to understand our complex issues. We appreciate having a great CPA firm whom we can continually depend on.

First year client for Jay Finn. The communication has been fantastic, and they have a great team to help support my needs. I have been happy with their hard work and professionalism.

He is the most arrogant cpa I have encountered. He barely looked at my papers and said the fines were too little and charged me 2k for irs audit asking for 3k. Not only he did that he also mentioned he can waive everything but changed his words saying if you need guarantee, just take your business elsewhere. No professionalism found anywhere.

I've had a really nice experience working with Jay and his amazing staff! Everyone is so friendly, patient with my lack of tax/legal knowledge, and has done everything in my best interest. Not only have they helped progress my business in the legal system, but they've actually saved me lots of money! One of Jay's accountants even caught sneaky fraudulent charges in my bank account that would've gone completely unnoticed. These guys run a tight ship and are completely worth it. I'd HIGHLY recommend Jay Fin

Jay Finn CPA helped me with a tricky tax situation. I had K-1 income that might require filing a return in a state that I hadn't lived in for years. The pros at Jay Finn took care of everything. Highly recommended.

Jay A. Finn, CPA is really an excellent accountant company to work with. I started with company last year, from the first meeting which started with appointments, I found I am in a right place, they took care of my company very well, all the advises they give is really useful, they spend enough time for you to solve all your issues. With my previous accountant, I lost a lot of money in my taxes. Fortunately, Jay A. Finn CPA saved a lot of money. They are very knowledgeable, working with them you will have

Was experiencing issues with a prior CPA on my NOL carryback & unfortunately a year later I received a letter from the IRS saying the return was not filed right & needed corrections. I immediately reached out to Jay Finn & I instantly felt assured they would handle the situation. Ms. Yen was the lead CPA on my corrections & I was extremely impressed with her work. She was very transparent about the whole situation & educated me as well. Thanks so much Jay Finn & know you have a client for life !

In 2016 I received a letter from that IRS that I was being audited. I immediately contacted Jay who I had found through some online research. I was very impressed with his experience in dealing with IRS audits. When I spoke to him over the phone he had a genuine willingness to help and made me feel more comfortable about the process. In addition he was very straight forward and set my expectations appropriately. In the end Jay was able to save me a great deal of money in fines and penalties that outweighed

Jay and his team are great! I began working with them last year to handle my business taxes and they have been very helpful and informative throughout the process. Anytime I have a question they do not take long to get back to me. Will definitely continue using them!

I contacted Jay to assist me with reporting foreign assets for prior years and reviewing my current tax return, resulting from a recent change in personal circumstances. He was very knowledgeable on the steps that were required and provided me with an upfront estimate of costs. At all times he responded to my questions in a timely and helpful manner and was able to complete a complicated series of filings and calculations in time for the filing deadline. In reviewing my current return he was able to redu

Jay and his team have always been very informative and extremely helpful. They not only prepare the tax forms to avoid issues, but also provide ongoing education on how to adjust withholdings as income increases and careers advance. A great CPA team with IRS experience is invaluable. Highly recommend.

Jay and his team are knowledgeable, responsive, and thorough. You can count on them for all your business accounting needs from daily bookkeeping to complicated IRS tax prep to working with you to ensure you are optimizing your financial health of your company.

Overall, Jay was great to deal with. I was new to the Houston area and reached out to him in need of an expert. He agreed to meet with me right away and immediately started reviewing my tax documents. I'm confident in the results that Jay produced for me, successfully navigating PA State and Federal tax regulations regarding my home sale, my home purchase in TX, and my work relocation policies. Job well done!

Jay and his team helped us with State and Federal taxes and our LLC. They are very helpful, knowledgeable and patient. Thank you Jay and Team for making our TAX experience less stressful! Need IRS/TAX help look no further than Jay and Associates.

Great service and knowledgeable specially if assets overseas are being assessed. Thanks

Jay Finn, CPA provided great service. Especially Terry Pham our Client Tax Specialist who worked with us on our tax filling. She presented solutions that saved us several $ thousands in taxes. Terry was very attentive and delivered on her follow up to complete the process successfully. The front office staff were also very pleasant and professional in working with us. Great team effort for Finn CPA.

This is an update to my review of 3 years ago. Obviously I continue to be a very satisfied client, ever since 2016. As my tax needs have increased in complexity over the years, I can confidently attest that Jay, and the professionals who form his team, are thouroughly up to date in the ever chaging tax code and able to apply that knowledge to reduce taxes to their cleints. Thanks in particular to Yen and Jay! Foreign Assets and International Tax Liability, Tax Return Preparation and Advise, IRS Representa

Jay and his team helped me and my small business with State and Federal taxes and with money management. They are very knowledgeable and patient. Thank you Jay for making my small business experience less stressful. Need small business help look no further than Jay and Associates.

Lorena, Yen Dang, EA, MSA and Jay Finn, CPA are all kind, courteous, punctual, and highly intelligent.

I have been coming to Jay Finn, CPA for 2 years now. I came here once my wife started a small business and needed my taxes done right. Very helpful and answered all my questions. I believe in quality over quantity and at Jay Finn, CPA we have always gotten quality work on our taxes.

Jay Finn is detail oriented and honest. He helped me save money and keep up with the latest in tax requirements. I trust him and his team completely with all our business and personal taxes. I highly recommend his services.

Jay Finn, CPA and Extraordinary TEAM is the best in town and in the business! Their knowledge of IRS tax code exceeds expectations when you really need to save money for your family. I have used them in my personal and business taxes for years now. The advice you get as you go through the year for purchase do's and don't's, is worth the money you spend doing your taxes with them vs. the gains you save at the end of the year, because of tax code knowledge. This company has my Stamp of Approval!

We were at the end of our rope stressed, depressed, embarrassed and feeling helpless! We have been dealing with IRS for 10 yrs.We made the mistake of handling everything our self and every year we struggled to pay whatever they told us. We owed year after year after paying over 88,000 to IRS we still owe. A family member not knowing the details of our issue told me if you ever need a great CPA I have an awesome Guy .We didn't think anyone could help us at this point so I didn't call right away months later

It is much appreciated that Terry Pham did such a great job helping our family's tax return for a couple years. She demonstrated to us very good professional skills and knowledge. She was very patient and very friendly. I strongly recommend coming with Terry. She will provide excellent services for you guys.

I used Jay Finn to file my 2020 taxes and had a very positive experience. I typically file myself, but had a few complications last year that needed additional review/support. Jay Finn's team helped save >$6k compared to what I had estimated as our 2020 tax liability.

I contacted Jay Finn to get my company and personal taxes done for 2020. Daphne took a while to complete everything but her work was good. I contacted them recently only to learn that she was no longer with the company and was told Angie would be able to assist me. I went to the office to drop off paperwork and let her know I needed a profit and loss statement which she told me would take a few days. After not hearing back from her I contacted her and she let me know that she would need a few more days. I

They did my taxes online and made the progress simple and fast. Just faxed my documents and they progressed them. They are always knowledgeable about all your questions too. Electronic signatures and filing so I didn't have to go to their office helped save a lot of time too.

Jay and Terry is very very knowledgable, expert in the foreign tax matters. We needed help and straightway went to Jay and team and we are relieved that they took care of our tax related issues. It was extremely thorough and highly professional work. We are going to stay with Jay and team from now onwards.

This is my second tax year with Jay Finn. He and his staff are very responsive, thorough, professional and pleasant. I am so grateful to Jay for working hard for me and his willingness to share his knowledge of the tax laws and code. Thank you Jay for being on my side!

Jay is an excellent CPA. He is quick to reply, sets clear expectations and delivers. The IRS sent us a little note about a sum of money that they found in regard to a past return that we hadn't reported and sent us a bill. We sent everything to Jay, he explained what was missed, told us what he needed and it turned out that we actually only owed the IRS $35 instead of the almost $4,000 they proposed was due. This circumstance may not have been overly complicated, but we didn't have the time and we certa

Jay has provided us with a comprehensive solution to mitigate our tax concerns. We were in a "grey" area, where we couldn't deduct much of anything any longer, and made just too much in combined income to pay MORE than our fair share of income tax, with no relief or end in sight. Since we signed on with Jay, he works directly with the IRS on our behalf, to handle past year's returns. He was able to negotiate an arrangement we could not have made ourselves. Additionally, he helped us incorporate our business

A few year ago, I had a critical tax situation. I found Jay in the internet search and learned that he was an expert in handling this type of tax issues, so I paid him a visit. He walked me through the process on how the tax situation could be handled, but asked me for $15k and refused to answer any further questions I had. He scared me to hell, intimidating about how IRS could haunt me and all and forced me to pay aforementioned fee. He was my first tax consultant I visited for the tax issue, I could not o

I met Mr. JAY FINN, the owner and Mr. Jim who welcomed me warmly and so friendly. I was a first time client. I'm "over the moon" (for those younger that means I'm so excited and thrilled to have met the whole gang) with their expertise in finishing my rather complicated tax return. I would recommend this firm to anybody.

Jay Finn, CPA is a master of his work. His entire staff, including the Sugar Land office saved us $15K in taxes this year. After having a bad experience with another local CPA we decided to try Mr. Jay and we could not be happier. Not only did we communicate with Mr. Jay himself but we received calls and emails from multiple staff members in his offices right up until 10:30 PM on tax night. If that doesn't prove dedication I don't know what does. Everyone we talked to was friendly, engaging, patient and cl

Overall great experience, Jay and his staff are very helpful.

Jay A Finn was a lifesaver! I received a CP2000 from the IRS saying i owed 30,000 in back taxes that i know was a mistake. I was a firm believer in turbo tax and made a mistake in the process. His advise as an ex IRS was priceless. He has been friendly and direct when addressing my issue and has diligently helped me till the process was complete. Save yourself time and stress from doing you own taxes and talk to Jay Finn. Thank you

I came to Jay Finn?s tax ten with lots of tax problems. I?ve been dealing with Joe. He helped me lift a tax lien on my real estate so I could get out of tax debt. Then he helped me get my business books back in order and helped me form a couple LLCs. Then he helped me file my taxes. He got me on an IRS payment plan. Finally, he abated a huge penalty, more than $10,000 of tax debt just disappeared. That was awesome! These guys really know what they are doing. I?m trying to get my family to go here too. They?

After my last CPA took a corporate job, I researched and found Jay Finn and his firm. I have had them prepare my last two returns and will continue doing so. I like the combination of their casualness and professionalism. Everyone is very friendly. I have also paid for answers to two tax questions. I ended up discovering the answer to the first question. The second question was extremely more complicated and I received good information and knowledge to make a decision. Thank you Jay and Linda.

I called Jay Finn CPA about some new tax issues that I am going through that I have never had before and he advised me on what I would need to do at tax time. I wasn't sure if I needed to go in now to handle the issue and he advised on what would be best. Extremely helpful and his secretary Terry, was also very helpful and went above and beyond.

I would like to express my gratitude to Jay Finn LLC for processing and reporting the foreign bank accounts FBA compliance and Streamlined Processing Procedures. They not only put my mind at rest but exceeded my expectations with their experience and knowledge in this subject area. A special thank you to Terry Pham and Jay Finn for their efficiency in completing the filing and also for their professionalism and courteous manner. I would highly recommend them to anybody who suspects they may be in non-compl

My business partner decided to file an income tax extension for our last year's business tax returns. The only problem, he never told me so I filed my personal taxes without the final numbers. This led me to overpay the government so I needed to file an amendment to my returns to get some money back. I had never done this before and needless to say, I had no idea where to start. I called Jay to discuss the situation and he told me to send him copies of the returns along with the final numbers and he wou

Very disappointed in speaking with Linda very unprofessional and disappointing. Imagine seeking help and then not being called for the 11am appointment AFTER clarifying yesterday I needed the appointment to be virtual. On top of that Linda acted as if I was bothering her, very tacky then had the audacity to say they don?t file amendments for free. Duh stupid. I would never contact a CPA firm and expect anything for free moron. She made my entire experience horrible. I will just use another firm, wish I coul

I just moved to Houston and needed a new tax CPA and found Jay and his team. It was a great experience. They cleaned up my Quick Books file and completed my taxes. It was painless and done very professionally. He is my accountant from now on.

If you need expert advise on 1031 exchange, Joe and his team members are there to help you here. I have done a complex 1031 exchange by selling one property and buying three properties. One of the exchange firm didn't do things nicely but Joe nicely handled and submitted the Tax returns. I have been doing business for more than 15 years in Houston area but never met anyone with this much knowledge on 1031 exchange. Great team to work with! Good luck guys

Mr. Jay Finn has been fantastic in providing accurate & simple to understand advice in regards to my tax returns, including the somewhat tricky topic of foreign accounts. I would highly recommend his services to others.

Jay Finn, CPA helped me with foreign tax & SDOP. Jay and Terry guided us through this process from the very first day and they were always available for any questions we had. We also did our 2020 filing and we were so happy to look at the detailed, thorough and professional work.

I contacted Jay A Finn CPA because I had a few tax questions. The receptionist was very professional and provided great customer service. Mr. Jay Finn was able to help me by providing the information that I needed. I am highly satisfied with the service and If you need tax assistance, I highly recommend contacting Jay A Finn CPA.

Mr. Finn gave me excellent advice on handling a real estate transaction, regarding tax affects. It was a free consultation and he took the time to help us. Fantastic services and a very kind demeanor. Will use in the future and totally recommend!!

Just started with Jay over a tax problem and so far, so good. Having finished with Jay, I wouldn't rate him very high. He promises much more than he delivers. And, his taking additional payments from my credit card was very concerning though he did return the money when I caught him. Also, he was very upset with my reluctance to leave feedback before he had even started on my case.

Mr. Finn and team were extremely helpful. I came to them with multiple tax years to file. They broke each return down and made the process manageable and something I could understand. They are super responsive and worked quickly, even through covid-19 lock down, to make sure my questions were answered and that they got missing documents from the IRS. Mr. Finn is no nonsense!

Contacted Mr. Finn about some IRS problems that started and he immediately begun the process to get the problem fixed, and my return in my pocket. He was very professional and handled my business quickly. One month later and thirty thousand dollars not owed to the IRS later, I can say I'm impressed with everything.

I called them with concern over my taxes that were done by another CPA and they helped me over the phone in a very professional and friendly way. I wasn't expecting to get much help other than being told the price for the amended return, but this guy took his time to really sort things out for me. If I decide to use a CPA for next year's tax return, I will definitely be going to this guy. The customer service was outstanding.

Jay Allen Finn was a tremendous help to me. I didnt know how to even go about solving my problem and then I found him through a simple google search. Decided to call him up, set a meeting, and the rest was all him. He has done a great job handling my taxes for the past 4 years and continues to do my taxes even today. He knows his stuff.

UPDATE TO REVIEW (12/30) *After discovering the issue, Jay personally reached out and worked to make sure that my return was eventually processed. Jay and his team communicated that the person who had first helped was no longer employed and apologized for this mishap* Original *AVOID IF YOU VALUE TIMELINES OR COMMUNICATION!* I first reached out on Oct 7 and was promised that my individual (simple) taxes would be completed by the Oct 15th extension deadline. On Oct 13 someone called me and shared that the

Thank God we found this CPA and his team! Our income changed drastically and our taxes were so much that it would be a lifetime and we still would not be able to pay. Everything was piling up and we did not know what to do. Jay and his team saved us and from day one we received the best service and support. Thank you so much and I hope you can keep doing what you do for people like us!

He is the best! We have been using his services for the past 21 years. He helped with an IRS Audit. We were petrified. They wanted something in the amount of $10,000. He not only helped us in not having to pay that ridiculous amount back, he helped get us money back! He also helped my husband with an identity theft one year. We are so grateful!

I went here for an appointment and the receptionists were kind and friendly but I did not care for Jay Finn. He was not very kind or friendly. I didn't have a problem with the price but his attitude was not warm and I didn't feel comfortable using these services.

Jay and the team have helped me with all kinds of business and personal tax projects and have been a pleasure to work with. They always have time to talk me through any questions and, overall, everyone is always friendly and happy to help.

Jay is a balanced and dedicated CPA, after the flood I lost a great number of tax records and Jay was able to resolve my issues using all of his knowledge and dedicated work ethic to resolve my issue. 100% recommended and trusted.

My old accountant retired so I had to find a new accountant to do my taxes. There was a small miscommunication in my filing, but all was resolved in a timely manner. This firm is professional and knowledgeable. The other reviews here are accurate as well. I will be using them for my future accounting needs.

Jay A Finn can work out IRS problems, do routine tax returns and give tax and investment advise. They are a one stop shop for all your financial needs. Jay is a professional and is one of the best in the business.

I can't say enough about Mr Finn and his associates. I work overseas and had the same accountant for a while. When he was no longer able to do my taxes I hired a new accountant. Unfortunately she was not as familiar in foreign tax credit as I was led to believe. She prepared my 2014 and 2015 taxes. It was apparent to me during the 2015 preparation that I was not receiving the full potential of my foreign tax credit on my return. I looked for an accountant more versed in the foreign tax credit and came acr

I love everything about this firm! They really responded to every concern I had about my case. They actually took the time to teach and educated myself in the best way possible. I will always recommend this firm.

PLESE READ ENTIRE POST After three years of a stressful audit and our life being on hold, the IRS sent us multiple letters saying we owed them $26000. We are only in our mid 20's. My wife and I were scared, mentally exhausted and confused. We sent the IRS everything we had for the year in question . With me being a truck driver I could not focus all my energy on the IRS. So the IRS closed the audit and pretty much dis-allowed everything I had sent in . Three months later we decided to reach out for h

Jay called me within minutes of submitting my question through the website. He was very thorough with the information that he provided and showed incredible expertise. He was even kind enough not to charge me for my simple question because he has that much respect for his customers.

I recently spoke with Mr. Finn regarding a business transaction. I was unsure of any possible tax obligation I might incure and needed his help. Mr. Finn walked me through the transaction and was kind enough to lend me his expertise free of charge. He's who I come to for quality, detailed accounting.

Jay was so helpful in answering questions about PPP LOAN. He was so help I will be using him for all my accounting needs going forward. He even told me if I need assistance after hours to give him a call most people are not like that.

Jay helped me with my taxes. He's very knowledgeable and efficient. I'm a very satisfied customer. This is my third year. Would highly reccomend him to my friends and family.

Jay and his team are truly a five star team. They answered all of my questions no matter how many I asked. They definitely have a life long client, and I would recommend anybody reading this who isn?t a client to become one!

Jay was extremely helpful. He gave me a free consultation on my tax return and offered great advice. If you have any questions on your tax return, visit his office.

Jay, Joe and Angela are a joy to deal with. They have helped me organize my business and whenever I've needed anything they are always available to help me. I would not be able to keep my business in order without them. Love the entire staff in this office.

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.