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Jerod Ostermeier, CPA, CFP

Jerod Ostermeier, CPA, CFP

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with consistent praise for professionalism, efficiency, and deep expertise. Customers appreciate quick responses, thorough explanations, and year-round availability for financial advice. Many mention long-term trust, with some traveling hours or maintaining contact after relocating. The accountant is described as patient, honest, and invaluable for both personal and business needs. A single negative review cited rushed initial contact. Recurring themes include unmatched speed, clarity in communication, and proactive financial guidance that builds lasting loyalty.

About This Listing

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.*

Contact Information

Address

1615 S Ingram Mill Rd Building A

Springfield, Missouri 65804

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9-11:30AM,1-5PM
Tuesday 9-11:30AM,1-5PM
Wednesday 9-11:30AM,1-5PM
Thursday 9-11:30AM,1-5PM
Friday Closed
Saturday Closed

Customer Reviews

Grateful! Jerod has helped me tremendously with personal and business taxes over the last few years. He is always so approachable with questions, takes time to explain things especially for a new business owner learning alot about taxes and he's efficient. You get responses fast to emails/calls and he's quick getting your taxes done.

I have been using Jerod for my taxes for as long as I can remember. He makes the time for my questions and answers them in a way I can understand. He is by far the quickest person, in ANY business I've ever had to deal with, as far as answering emails and returning calls. Before tax season last year he relocated his office over 2 hours from where I live. That will not stop me. 2 hrs it is! I'd never trust my taxes to any other CPA. Jerod, you are the best of the best! I thank you for everything all these ye

Jerod is great! My wife and I use him every year for tax work. Always helpful and very quick to respond to questions. Even when it's not tax season he's always provides great insight to any financial questions we may have.

Jerod is the most professional accountant I have ever had with all my business ventures. He has always taken the time to answer any and all questions I have. And he replies to emails during off business hours! I can't recommend him enough whether its personal or business needs!

If you are looking for a pleasant experience from start to finish with your taxes Jerod Ostermeier is the professional to have. I have been a client of Jerods for the last twenty years, and during that time Jerod has provided me with service beyond what I expect. He is prompt, knowledgeable and always available to answer any questions. Jerod has not only prepared my taxes, but has also assisted me in all my financial planning, from setting up my business LLC, to offering financial advice. For all your f

Jerod has been with my family since 2010 after Cam and I married. He is awesome. Knowledgeable, down to earth, honest, and always helps us choose what will be best for our future. We appreciate his staff and how helpful they have been since we have become small business owners as well. They never make us feel alone in navigating the unfamiliar areas that are related to being a well rounded business.

Jerod has been preparing my taxes for several years now. He's always very thorough, has everything completed in a very timely manner, and has always been happy to answer any questions that I may have. I'd recommend him to anybody.

I see Jerod every year for my taxes and I am very pleased with how quick, efficient, and knowledgeable he is. He is thorough and explains every step. This year, I even had questions about retirement and investments and he took the time to write out options that best fit my financial situation and again, explained it very well. I recommend Jerod for all your financial needs!

My wife and I have been working with Jerod since we were married and I can't say enough great things about him. He is patient, available, punctual and a nice guy. Not to mention he gets thing done faster than any other CPA I've ever worked with. Highly recommended.

I?ve been having Jerod handle my taxes annually since I moved here 3 years ago and have been more than happy with his efficient and knowledgeable handling of my issues. He has also been conveniently available thru out the year to handle any questions I might have and offers expert advice to help guide me away from trouble. Thanks Jerod!

My Husband and I have used Jerod every year since around 2007 or 08. We are not your normal W-9 people b/c we have several business ventures. Honestly, we have lots of CPA's that are closer to us, but we would rather travel to Jerod and know we are taken care of. He has our trust.

We have used Jerod Ostermeier to prepare our taxes for several years. The first year he discovered something that had been missed by the previous tax preparer and saved us a lot of money. Jerod is very thorough, professional, and makes the dreaded tax filing time quick & easy! I would strongly urge anyone to use Jerod Ostermeier, CPA!

Jerod has done my taxes for my business and personal for years. He is the only one we feel comfortable with. Never had any mistakes or problem . I highly reccomend him to everyone.

Jerod has been our go to tax professional for years. He is extremely knowledgeable and quick to respond to all our needs. I wish I could give him more than 5 stars!

Superior service in every aspect. Consistently providing excellent financial advise and accounting. Knowledgeable, skilled and professional. For the past 8 years we have been very satisfied with the services provided. We will continue to do business with Jerod Ostermeier, CPA well into the future.

Jerod Ostermeier is intelligent and professional and has a caring spirit. He and his very qualified staff will always deliver only the best service. I highly recommend his services.

I called to see if I could inquire about being a new customer. The person I spoke to immediately wanted me to schedule an appointment and only had time to do so. I asked if I could go over some of the things I am looking for as I was not prepared to just set an appointment. He told me he did not have time to talk to me as he had to be somewhere at 11:30. I got to have a 2 minute conversation and did not get any questions answered. I was excited about finding a new account/financial advisor for my small busi

I have worked with Jerod for over 10 years, and would never go anywhere else. Professionalism, accuracy and customer service are always top notch! Much recommended!

Amazing!!! I have been using Ostermeier CPA for years now and they are truly the best. I moved to Florida and I still use them. I would NEVER use anyone else :)

The most honest firm I have ever dealt with. Mr. Ostermeier advised me of my options and I could not have been happier. Highly recommend.

Very fast and thorough getting my taxes done. I highly recommend for all your financial needs.

Jerod is very knowledgeable and helpful. Excellent financial advisor!

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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