*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.*
6706 E Angus Dr
Scottsdale, Arizona 85251
Jason has been doing my taxes for ten years! I can count on him to process my 1099s or W2s or even both! I was a business owner in Arizona for 3 years as I did my own taxes before I met JD Jones & Company, who did them for six years. For my personal hair and nail business. I have never experienced any issues with receiving my refund! I have since moved to Florida and worked out of state in Colorado before the Pandemic! JD does my taxes to this day! I trust him with my information and he has always been rel
JD has been my CPA for taxes over the past few years and has always come through for me when I had questions and in getting my taxes prepared promptly. He communicates tax law changes and advises me on updating my accounting practices. I recommend him for anyone who with complex personal or business taxes.
JD has been my CPA for over 10 years, after I moved here from California. I interviewed several CPAs and picked JD. He knows his stuff! He is able to help me with my W2 income, my real estate holdings, my stock option trading, and my side hustles held in different legal entities. He is so good in fact, that, when I was traveling a lot internationally and my company paid for Deloitte to prepare my tax return that year, I still had him review it. Guess what? He found something that Deloitte, a Big 4 accountin
JD provides amazing service. He is great at communication and always there to answer questions. I started my own business a few years ago and got into real estate. My tax situation went from a simple W2 to a lot more complex. JD made everything so easy for me and I know I can always rely on him.
I was highly impressed by JD Jones LLC in-depth knowledge of federal tax laws and regulations. Very professional and the ability to provide clear and accurate guidance helped maximize deductions and credits. I totally recommending the federal tax expert JD JONES to others who may need assistance with tax matters. Thanks for the guidance and assistance J!
Great accountant, I recommend JD Highly , good customer service.
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.