*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.*
7900 E Union Ave # 1100
Denver, Colorado 80237
John Morse is thorough CPA who taught us many things we did not know about our personal tax return. His calm manner and attention to detail made us feel at ease about having him in charge of our taxes. I run my own business and can't stand the finance part of the job; and he's always available for questions which I always have when it comes to filing. He was recommended to us and we would recommend him to anyone else who needs an excellent advisor.
Working with John Morse was the best decision I've made in years. He was knowledgeable, confident, courteous, available at all times to answer my questions, regardless of the time of day. I appreciate the way he explained everything in terms I understood. I always dread getting my taxes filed, and I am actually looking forward to next April, knowing I have the best accountant in my corner.
John is knowledgeable, responsive and takes the time to explain things thoroughly. He has really helped to make our payroll process, monthly accounting and tax preparation efficient which allows us to have more time to focus on our business! We would (and do) recommend John to anyone we know who needs a great accountant!
This was my first year having John prepare my taxes and also the first year that I would be filing for my small business. Navigating through tax preparation has never been my cup of tea. John made the whole process simple and we were able to get everything filed rather quickly. His level of service is impeccable and I really appreciated the fact that after we filed he gave me suggestions for the current year and made himself available throughout the year if I had any questions. I would highly recommend John
John Morse has been my CPA since 2012. He is an excellent communicator and answers all of my questions within hours of me sending an e-mail or calling him. This year I threw a lot at him with a new marriage and a small in-home business. All of these new ventures added a lot of complications to my normally tame tax return but John handled them with ease. John goes above and beyond the normal CPA. What I like about John is that he takes the time to get to know his clients. I know he cares, and this says a l
John has been an excellent accountant, taking multiple years of complex taxes and helping us navigate our returns. He's been available throughout the year to answer questions and guide our decisions. We highly recommend him.
John is a trooper! My tax situation was hideous when I came to him. He eased me into the bigger picture and helped me discover new strategies to resolve some formidable tax issues. Let me stress two points about John. First, expect strong communication. He will lay out options with insights and strategies, and explain how you can proceed to maximize time and resources. This process was conducted throught secure channels so that my spouse and I were informed during every step. And second, this man will dig t
We went to John Morse for help, as our taxes had become very complicated for the first time. For many years, I did our own taxes, using commercial computer software. Going to John Morse was the smartest decision we made. My estimate was that we would OWE roughly $4,000, but John knew so much more than the commercial software did! We ended up with a REFUND of nearly $2000, thanks to his expertise. I strongly recommend John Morse for tax services. The best there is.
John has been an invaluable resource and advisor. He has proven to me that not all accounting practices are created equal. He and his team go above and beyond in helping clients plan, prepare and adapt. Additionally, his counsel and support on issues related to regulatory agency filings, banking, structuring, etc., has helped me navigate countless hurdles in growing a small business. I would recommend their services to anyone seeking to stay ahead of the curve.
Sen. John Morse has been an invaluable resource for our growing business. Many accountants are content to confine themselves to debits and credits, but Morse has consistently gone above and beyond to provide actionable, real-time financial analysis that has helped us to scale our revenues. I?m not sure what we would do without him.
John went over a lot of options with us and helped us narrow down how we should approach our financial future. Extremely knowledgeable, straightforward, and honest. I feel like we've been missing out not using him for the past 10 years. Highly, highly recommend.
John is an excellent CPA! He is very professional and very easy to work with. I had a rather complicated year tax wise and John was able to explain everything very clearly and made what seemed like an overwhelming task, very easy for me. Thanks John!
John is an Excellent CPA!!! He took the time to learn about my personal situation and took all of the headache out of filing my 2015 taxes! I'll be back for 2016, 17, 18....
The Honorable John Morse has been readily available, and offers great advice and expertise. We have recommended him to family and friends!
John provides a level of service and understanding that far surpasses anything I've ever experienced in the accounting arena. I recommend him with total confidence and comfort.
John and Anne have been great to work with. They are the best team! I would highly recommend them.
Started as an accountant, and quickly became a friend of the family. He's the real deal.
John has been a good tax advisor for me and my family.
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.