*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.*
3201 University Dr #100
Auburn Hills, Michigan 48326
The staff at John Sanchez are great. I appreciate the team. They are easy to reach and follow up quickly. They have software that can generate a transcript of meetings that you have.
John and his team (shout out to Lauren!) are always professional, knowledgeable, and helpful! They are always friendly and explain things in an easy to understand manner. We went through an audit with them and it was actually pretty painless. What more could you ask for?
We hired John as a fractional CFO and had an incredible experience. John is a very professional CPA and I would recommend his accounting services to anyone looking to improve their financials and understand their numbers at a much deeper level. He's professional, honest and definitely the "Go-To" accountant in Michigan !
John, Mike, and team are kind, patient, and thorough. John helped me open my business this past year and I appreciate how responsive and available he was year round. The team helped file our personal and business tax returns. The entire team was very responsive to my questions around tax time and we worked our way through some hiccups together. I appreciate the time and effort they all put in especially during their busiest time of year. Thank you!
I?ve gone through more accountants than I?d like to admit looking for someone who fit my needs. I am happy to say I have finally found what I have been looking for in this firm. John and his team are organized, timely, professional and thorough. They keep my books clean while still being creative and strategic. John keeps up on the latest tax laws and brings opportunities to the table to help us maximize the income we get to keep. I am very thankful for this whole team!!!!
I've been working with John A. Sanchez & Co. for nearly 2 decades. John and his team have helped me navigate my complex tax situation many years, earning my trust and strong advocacy. If you are looking for a firm that brings strong expertise, excellent customer service, and personalized attention, I highly recommend this team.
The John A Sanchez & Co team are great to work with. Erin helped me get all the required documents to the office and provided support. Mike provided excellent service with great communication. I give my highest recommendation to Sanchez & Co. Steve Q
I trust this message finds you in good health and high spirits. I wanted to take a moment to express my heartfelt gratitude for the invaluable support and guidance your CFO & Tax Advisory services have brought to our business. Your assistance has proven to be instrumental in helping us plan our financial endeavors, ensuring that we are well-prepared for tax obligations. As a business owner, I find this level of planning and insight to be of utmost importance. The initiation of a 401K plan for our company,
John and his Team was referred to me over 4 years ago.. They have a pleasure to work with. Mike has been the most detail person I have every work with. I highly recommend John and his TEAM..
John and his team have been an instrumental part of supporting the strategic growth and maintenance of my business over the last 4 years. His CFO services have elevated my understanding of our financials, both short- and long-term. Without him as a resource, I strongly believe I would be in a very different (ie: worse) place with my business. I can't imagine having navigated COVID without his input, and certainly would not want to navigate some of the financial challenges I've encountered in the last 1.5 y
John makes tax preparation easy and efficient. There is no wasted time or unnecessary meetings. He receives the information and is able to convert it to a tax return ready for filing. And he does this very quickly.
John Sanchez has been my CPA for many years now and does an excellent job! He is very helpful with my tax planning, preparing my returns (on time) and is always available for the many questions I have. I highly recommend John and his team without hesitation for your personal or business accounting needs.
They have been nothing short of amazing. They helped our business in our definite time of need. They were always happy to answer questions and concerns as many times needed so that we had clear and concise knowledge and understanding . I would recommend them to anyone who needs advisement or anything else with taxes, accounting and financial services. Thank you again Sanchez & Company for seeing us through some of our most trying times
John Sanchez came into our business at a very difficult time to do an analysis of our accounting prodecures. He was gracious and professional. He quickly won over the confidence of the staff, wrote a procedures manual for us and produced a valuable analysis of our accounting system and staff. I highly recommend his service.
John Sanchez and his team are the best in the business. I am always asking questions. He never hesitates to answer. I have learned so much about business from John. As an owner himself he understands what I can go through and is always reassuring. John is so easy to talk to I never feel like any question is too small.
John Sanchez and Company are truly World Class! They have taken a novice business owner such as myself and helped me navigate my way through to success. I HIGHLY recommend John as your Tax guy!!!????
John Sanchez and his team have supported our business for several years with accounting and tax serviced. The team is professional, competent and trustworthy. I would highly recommend John Sanchez and his company.
I highly recommend John Sanchez to help you with your small business. His team is responsive and very helpful in offering the best advice to handle your needs. When you need a CPA, John & his team is there to help you. Jason Chise, CEO & Founder of OTR Performance
I strongly recommend John and his team for any business owner that wants to get great insight into their financials and value far beyond simply preparing a tax return. They have definitely kept me from making some potentially costly mistakes.
John and his team are incredibly knowledgeable and helpful. They make tax season easy, no matter how complex your situation might be.
In our very first meeting, JAS and company were able to assess my situation, and direct me towards funds that I wasn?t aware were available. They aggressively helped me access those funds. Absolutely wonderful. AAA+. Highly, HIGHLY recommend.
John and his team of professionals will go far beyond the call of duty in all aspects relating to the services they offer. Highly recommend John A Sanchez & Company
John has done the accounting for several of my businesses. He is attentive and knowledgeable. Highest recommendation.
This CPA / Company markets themselves as fluent in bitcoin and virtual currencies. They do no actual accounting relating to capital gains with virtual currencies and instead rely on bitcoin.tax exports that you have to procure yourself. These are often calculated incorrectly resulting in significantly inflated taxes. To address the response, if you provided them a raw export from Bittrex, Coinbase Pro or kraken I honestly don't believe they wouldn't have a clue what to do with it.
We have experienced fast and accurate service. Also any questions or concerns are quickly resolved. A pleasure to do business with John Sanchez and associates.
John is a total Rock Star!!!! Amazing, Creative, and Skilled. Thank you for all your hard work this year!!
John and his team patiently taught me how to provide my accounting information so they can show me the big picture of my financial situation.
John and his staff are very professional and work very hard to make sure they answer all my questions as well as help implement strategies for growth of my company as well as help limit my tax liabilities.
We were very pleased with the dedication of Mr Sanchez and his team. They are experts at what they do.
Great company! I have used them for years for my personal/ business taxes.
Extremely up to date with the accounting, tax laws. Excellent communication. Highly recommended..
Highly recommend it. Can't beat having peace of mind.
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.