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Jeffrey Baer & Associates

Jeffrey Baer & Associates

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with consistent praise for professionalism, accuracy, and efficiency. Customers appreciate the friendly, knowledgeable staff, quick responses, and clear explanations of tax matters. Many note long-term satisfaction, emphasizing reliability and a seamless process. A single negative review mentions limited availability for extensions. The consensus is highly favorable, with frequent mentions of going "the extra mile" and strong recommendations for both personal and business tax needs.

About This Listing

Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

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

Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

Contact Information

Address

501 Peterson Rd Ste 100

Libertyville, Illinois 60048

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-3PM
Tuesday 9AM-3PM
Wednesday 9AM-3PM
Thursday 9AM-3PM
Friday Closed
Saturday Closed

Customer Reviews

Highly recommend Jeff Baer and Associates! Dropped off our taxes in late February and he prepared the tax returns within a few days. I really appreciate the quick email responses from Jeff and his team, and the office staff was extremely friendly. Great experience and we plan on returning year after year.

I just used Jeff Baer & Associates for my 2021 tax return preparation and I couldn't be happier. Jeff and his staff are welcoming, knowledgeable and efficient. It was a seamless process! I sent my parents to him as well and they had a great experience too. Looking forward to a long relationship with Jeff's firm. Thanks!!

Jeff is preparing my tax, every year in the last 5 years. They always sent me a reminder letter on my address. Their tax service is fast, reliable and helpful. The process is easy, effective and their customers service precious and friendly. They care for their clients ?always going the extra mile? if i could I would put 10 stars. Thank you guys!!!

Jeff and his team are so friendly and helpful. He answered my inquiries right away, made time to see me and answer my questions. He made me feel super comfortable in regards to my taxes and how to go about doing them as someone who is newly self employed. He is very professional and so kind. I highly recommend this business, especially if you get anxious about new/unknown things regarding taxes/business.

Jeff has a great personality and an eye for detail. He handles business bookkeeping with such professionalism that I go to him for my personal tax preparation also. He is friendly and always advises clients with expert advice from years of being in the industry. I highly recommend his services.

Incredibly reasonable and always finishes taxes in a timely manner. He is great at explaining the ins and outs of the new tax laws as his staff is also very kind.

Have used Jeff for years with great satisfaction. He is always on time and very accurate. If there?s ever an error, it?s corrected immediately

Called to see if they had availability to help with my extension. Jeffrey did not have great business skills in telling me they wouldn't be able to do it.

I've been going to them for years, and they do a great job.

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.

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