*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.*
10126 Cedar St
Longmont, Colorado 80504
My wife started her new business last year. We were a bit lost and sought the help of a CPA and luckily we found Jeanne who came to our rescue. Jeanne was instrumental in ensuring that we obtained the correct licenses and filled out the right paperwork. She handles payroll, monthly and quarterly taxes, and unemployment insurance. Jeanne communicates well and for a reasonable price my wife is able to work her business while leaving taxes and payroll to Jeanne. She also handled my wife?s end of year business
Jeanne is great and very responsive to anything we may need. She runs our payroll and does our taxes for us. We appreciate her and her knowledge!
I am thrilled to share my fantastic experience as a new client with accountant Jeanne Adams, CPA, PC. From the moment I engaged her services, Jeanne's professionalism, outstanding communication skills, and educational approach have truly made my introduction to tax matters seamless. Navigating personal and small business taxes can be daunting, especially for someone new to the process. Jeanne's commitment to educating her clients played a pivotal role in making me feel comfortable and informed every step o
So unprofessional and unorganized. Do not recommend. Decided to go to someone else the moment she texted me someone else?s personal information as she somehow thought it was their number instead of mine. Gave me wrong information about what I could/couldn?t write off. I wasn?t going to write a review and just leave it as going to someone else. But she decided to write Me a nasty message on Nextdoor the day after taxes were due.
She's been great with my taxes for my family and for my small business. She's very prompt with email and ensures I am on top of any paperwork I need for the IRS. I personally like to try and do as much of the upfront work in organizing my documents and monitoring my business expenses. Jeanne is very flexible in helping me get the right information to her without having to charge me extra for certain things I can do myself. It really alleviates a lot of stress I had around filling taxes and payroll knowing
I asked Jeanne to help with my deceased mother?s taxes. My 1200.00 quote continued to increase. When I asked for clarification and understanding I got none just more communication that did not add any clarity to the issue. This was then followed by an email stating she was withdrawing from doing my taxes and assured me there is more to be done. Professionalism lacking, follow up and follow through lacking and now after the $1400 she did get I don?t even know what I have, but a threat that there is more. The
Jeanne is professional, smart, and affective as she processes my State and Federal tax returns each year. She works quickly and understands all the changes to the tax laws with ease. I highly recommend Jeanne Adams CPA PC for your accounting needs.
Another tax season and we are happy to know that Jeanne will again be assisting us with our tax preparation and filing. I can hardly believe it has been 4 years since my original post below. Even though our tax preparation situation has somewhat simplified since then she still provides her great professional service in preparing our annual individual returns. I appreciate the secure document handling system that she has instituted and her responsiveness. I highly recommend her for any of your business o
Jeanne has been doing our taxes for over 4 years now. She is extremely knowledgable, always prompt to respond and right on schedule. We highly recommend her to prospective clients!
Jeanne has been doing our taxes for over 10 years. This year I needed to update my QuickBooks but was having a problem. Jeanne guided me through via emails and made the transformation easier for me. Don't know what we'd do without her expertise.
2023 is the first year I've worked with Jeanne and she has been a great help in amending my 2020 & 2021 tax returns after the previous company did them so poorly. I look forward to working with Jeanne for many years, she really knows her stuff and guides you through the process and provides advice for the year to come.
Jeanne has been fantastic to work with, period. She is current with the ever changes tax codes/regulations - She is detailed in her work - easy to work with and has made good suggestions for my business. She responds quickly to questions I may have regarding quarterly filings, LLC and deduction questions and so on, and has given mean good advice I have come to trust. I don't write many reviews but I felt compelled to write one for Jeanne and her business. I'm happy I found a talented CPA who I trust with m
The tax service that Jeanne Adams has provided to us has been invaluable. Her experience and her attention to detail have served us well. We're delighted to be her recurring client.
We have been using Jeanne as our CPA for our businesses and our personal taxes for about 10 years now. She is not only very knowledgeable but is very well organized. I can always call her when I have a question and she always answers her phone or gets back to me asap. I feel very comfortable with Jeanne and feel very confident in her expertise. I would highly recommend her as a CPA. Thank you, Jeanne!
Jeanne Adams is an expert tax prep professional. Undaunted by an international business sale (different currency and language) she safely saved my sanity. And continues to serve as my rock navigating current tax environments. I highly recommend.
Jeanne has been my tax account for the past 14 years and always does an outstanding job. I have a disabled son and rely on her completely and with the utmost confidence to file my returns correctly. Her prices are very fair and I can depend on her even if I delay my inputs until the last moment. I recommend Jeanne to everyone.
Jeanne has been my accountant for 15 years. I began with her when she 1st opened her office in Colorado. I have moved throughout the years and still use her services. She is very proficient with multi-State returns. With a partnership tax return, she is very knowledgeable including the final dissolution of the partnership. Jeanne always provides exceptional service and guidance. She is quick to respond and communicates at a level that is above and beyond! I highly recommend Jeanne. Joe Morrone
Jeanne is a great CPA! I run the daily operations at our company, Jeanne is always available for any accounting and tax questions I have in regards to our operations! She is a great and punctual on all paperwork and tax documents that need to be filed! During COVID she was available and eager to help me file for all the PPP and grants/SBA loans! She really streamlines all our accounting issues! Very professional, very fast, and extremely helpful! Definitely recommend
When my husband started up his own business over 12 years ago, he found Jeanne to help him with all the ins and outs of preparing his taxes with all the new requirements he needed to follow. He was so impressed with her competence and accuracy that he decided it was definitely worth it to continue to have her do our personal taxes year after year, even after he closed his business. I, too, appreciate how knowledgeable she is no matter what new things happen to us each year or how complicated our taxes seem
I have been using Jeanne Burns, CPA, PC services for several years now (after my previous CPA retired) and I could not be more satisfied. Jeanne is professional, well organized and extremely knowledgeable when it comes to tax regulations. She handles our personal household taxes as well as our business taxes for our LLC. Jeanne is well versed in every aspect of investments, deductions, 529C plans, 1099 filings and so much more. I highly recommend her tax services.
Jeanne is extraordinarily knowledgeable and organized. Her attention to detail is beyond compare. Jeanne has organized her practice to allow us to securely share documents. She is timely and professional with a keen eye for missing/incomplete documentation. We love Jeanne - she truly simplified or accounting tasks.
Jeanne Burns has done my taxes for the past 8 years. She does excellent work...she's very thorough, organized and provides great customer service at a reasonable cost. Whenever I've had questions, even outside of tax season, she has been prompt in returning my calls. I would highly recommend her.
Jeanne is great to work with and very knowledgeable. Her understanding of taxes and how to plan has been a great relief to me and my business. Thanks for all you great help!
I started a business and Jeanne has helped me with the process of getting all the tax issues taken care of. She has walked me through setting up my quick book and has been very patient with me in this process. She is very knowledgeable about taxes and accounting. i am great full for all her help.
Over the last 10 years Jeanne has helped file several difficult tax returns including an international business (working in both pesos and dollars) and an international real estate sale. This in addition to general working life transitioning to lovely retired life. I appreciate her exactness, extensive tax knowledge, and her timeliness.
Sad to report, but I've had a terrible experience interacting with Jeanne. My issue pertains to asking her for pricing for tax preparation. I contacted Jeanne over the phone in February to request a estimate for tax preparation. During our call she stated she could not give an estimate over the phone, but that we would need to setup a meeting for her to review my tax documents and then she could give me an estimate. I complied to get pricing and so we setup a meeting. I followed up after our meeting reque
We started a business last year and were looking for a local tax person to help us file and make sure we were doing the books correctly. I really wasn't, so Jeannie spent the time and helped me learn how to use Quickbooks and put everything in the right way. She is very personable and easy to work with, so I'll definitely be using her again next year.
Jeanne is incredible to work with and has paramount in supporting our family's personal taxes, as well as my for my business. She brings expertise and is super responsive and just a delight to work with.
I have been using Jeanne's firm for over 10 years and I believe I have received the best accounting advise I could ask for. She is dedicated to knowing the latest nuances of her trade and her work speaks for itself. You will be well served when you use her service.
Unfortunately, my experience during an 'introductory visit' with CPA Jeanne Adams was not accurately educational or professionally conducted in my opinion, especially for someone like myself, whose taxes are a bit more complicated than a simple 1040EZ filing. It seemed as if Jeanne was already "assuming" when I walked in the door to her home office, that I had made my choice about whom I was going to hire as my tax accountant for TY2017? I will shoulder some responsibility for not probing more definitivel
We have been using Jeanne Burns as our CPA for almost 10 years now and couldn't be happier. She is very organized, professional and knowledgeable with tax codes and regulations. I highly recommend her for your tax services.
I?m not even sure where to start with this business and its very poor customer service. First, I want to say I find it highly unprofessional you?re putting my personal business out there on the web. I will be contacting a lawyer to speak with them about the ramifications from you doing so. Second, you never contacted me when you made the decision to no longer work with us. You act like we?re not allowed to amend or change anything with our taxes if we made a mistake or misspoke. You stated our taxes woul
Jeanne has been my accountant for two years doing my personal taxes, two businesses and payroll. Very pleased with every aspect! Highly recommended.
If I could give zero stars, I would. Multiple mistakes made, you?d expect a CPA to be through and she was not. After filing for a second time that year to fix what had not been done the first time, she charged me for the service only to find out months later that the IRS would not provide a refund because of missing information on a form. When emailed about it, she said call the IRS, I can?t do anything about it. How about provide good service.
If you are looking for a CPA look no further. Jeanne is incredibly thorough , responsive, and honest. She knows her stuff and makes what is often a stressful process easier for all. Again, if looking for a CPA she is the one.
I own a towing company and have been through quite a few different accountants, but none have been as easy and through as Jeanne! All work is filed in a timely manner and with ease!
I'm an independent contractor and Jeanne has been doing my taxes for years. She answers all my questions and is terrific to work with.
I highly recommend Jeanne Burns, CPA, She is very knowledgable, thorough, and has very reasonable rates. She has been doing my taxes for years.
Withdrew from completing our taxes - two days before the tax deadline - via email with no explanation.
Jeanne is one of the most thorough knowledgeable and reliable tax accountants out there! Highly recommend!!
I did not appreciate her very poor communication skills, I won?t go farther other than that. I received contradictory information from her as to her availability and she admitted so muc.
Was rude when called to ask a question, cut me off and hung up on me
This lady knows her stuff!
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.