*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.*
42-40 Bell Blvd # 501
Bayside, New York 11361
Jonathan has been doing our taxes for over 17 years. He?s honest and thoroughly cares about his clients. He has handled out investments and taxes , we don?t make a move without consulting him first. Tiffany and Jonathan are wonderful team and are always there when you need guidance. We truly appreciate them.
I have been a client of Jonathan's for close to 20 years. His professionalism and knowledge is top notch. The level of attentiveness to detail and all the latest tax issues, leaves you comforted to know you're in good hands. Tiffany is his "right hand", together they make the perfect team.
I can?t say enough good things about Jon and his practice. He?s always on top of the latest tax laws and is a source of expert knowledge for me over the course of the last 15 years. I?ve thrown the most complex confusing and tangled financial situations at him, and he handles it like it?s easy, gets it perfectly right and ultimately does the best for my family regarding taxes. Jon will take the time to speak 1:1 with me if I have questions. During tax season and through the year. His office is also great, k
Jonathan and Tiffany are great and so easy to deal with. Their online client portal is easy to use and super efficient. I have recommended friends to them. Their service is superb and Jonathan is always willing to answer questions.
JK Group Tax & Accounting Inc. has given me and my family prompted, professional and courteous service in both tax preparation and financial planning for many years. This company well deserves a five-star rating cause they treat you like a five-star client!
I?ve been with JK Group Tax and Accounting for over 14 years. Jonathan and Tiffany are not only professionals but the are responsive and friendly. My family has had our share of hiccups in the past and our issues, questions and concerns were always handled with the upmost care. Jonathan is prompt to inform us of any and all tax laws additions or updates. I never worry if my taxes have been filed inaccurately. I highly recommend JK Group Tax and Accounting for your financial needs.
Top professionals, superior personal customer service. I?ve been using JK Tax for over 20 years. Extremely knowledgeable, always on top of changes to the tax laws and how they may affect clients. Streamlined website and client portal, simplifying the tax reporting process.
Jonathan and Tiffany are amazing. They are really quick with answering any questions. My taxes were done quickly. Will recommend to family and friends
Jon is professional, knowledgeable and always accessible to client questions - before, during and after tax season. His office is very well run and I highly recommend JK Group Tax and Accounting Inc.
I?ve been using JK Group for 18 years and and have referred numerous friends and family members, all of whom have been pleased and rave about the services provided to them. Give them a try, you?ll be happy you did.
I have used JK Group for my annual tax returns for almost two decades now. I highly recommend them.
Absolutely the best tax service. I have used JK for over 30 years with complete satisfaction.
On the website it says it offers businesses consultations and when we went to the office the lady working there very rudely said they offer no such services so they should really remove that from their website
Calls me to tell me not to send him private tax information through email then clicks on me and doesn't provide me with any help to my problem. Thanks for nothing. Would give 0 Stars if I could.
They are reliable Professionals and did an excellent job.
Prompt and friendly service. Explain everything thoroughly and answers all questions. Also cost effective!
I highly recommend them he is great and did a great job on my taxes.
Excellent service. The Customer Portal makes filing easy.
Very informative and extremely responsive. I am one happy customer.
The office is very responsive to any questions I had about my return.
Very professional and personnel service.
Professional, prepared and knowledgeable
Jonathan is the best!!!
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.