*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.*
1950 Black Lake Blvd SW
Olympia, Washington 98512
John and his staff do an outstanding job. Very strong communication and easy to work with. We have moved to Colorado and they are able to do our state taxes as well as the Federal. I appreciate their professionalism and ability to get our taxes done quickly. They are excellent at walking us through what we need to do. Outstanding!
John R. Morton, CPA is the only service I will ever use to do my taxes! Everyone at the practice is professional, courteous, and (always) willing to answer questions that come up during the tax season. I have spoken to John throughout the year while making financial plans and he has always made sure I was equipped with the most up-to-date tax information. To everyone at the office, thank you for your service!
I would highly recommend John to anyone looking for an exceptional CPA! He and his office have done my taxes for multiple years and I can attest to the exceptional professionalism, responsiveness, and attention to detail throughout his business. Thank you for all you do, John!
Great group of people. I have a small business and they make my life so much simpler. Easy to understand directions and communication about what they need and how to provide it. Fast service. Highly recommend.
The Morton?s are the kindest family that my family has known for years. They are 100% on top of everything for all your tax/accounting needs (you rock John and Holly!) including all their staff Riley is incredible and has rapid kind response whether it be email or call, she?s absolutely lovely to the extreme. Brian is Awesome and handled our taxes with ease HES the man! You are all awesome Thank you
John and his entire team are incredibly efficient, friendly, and professional while prepping my family?s tax return every year. They?re also very responsive and knowledgeable, while quickly answering any questions that arise during the process. The team is also extremely flexible, handling everything in person, remotely, or a combination of the two, which has been valuable to me after moving so often. I would recommend them to anyone looking to get their taxes done, business or personal! Overall, a wonderf
Great to work with. Helpful. The only firm I trust to do my taxes. Great staff. Thank you all.
The folks at John Morton?s office stop at nothing to advocate for all their clients. Very pleasant experience everytime. Can?t thank them enough.
Thank you for a 3rd GREAT year doing my taxes Brian; and all your knowledge, experience and advice on the next year ahead. Kind Regards H. :))
We got Johns name from a good friend that highly recommended him. I was told he knows his tax stuff and its true. I can say we have been with him for a couple of years now and he has been awesome to work with! I knew within minutes after meeting him he was going to be our guy! I really like the friendly staff plus when I have a question they respond back in a timely manor :)
As you can see from most of the reviews.... 20+ years is the normal. I have been with John for Personal and Several business accounts for Taxes and Payroll for over 20 years. Jesse is very on top off all our needs.. easy to communicate with and pays great attention to detail. John and his staff go above and beyond to make sure you are getting the the best service. I highly recommend his business for services. I have never had one doubt that I am the best hands and will never have concerns with their experti
John Morton has been doing our taxes, personally and for both of our businesses for 20+ years. He is absolutely the best in his field. I highly recommend him to anyone who is looking for a CPA that is responsive, informed and is able to make the complicated tax code understandable.
John R Morton CPA is a great company to work with. Chelsea and John both respond quickly to questions and they have treated my business clients with complete professionalism. They have also taken great care of my own families personal tax needs. HIGHLY RECOMMENDED. Beccie Beck, Accurate Affordable Accounting, LLC
I have been working with John Morton CPA for 10yrs and followed him through 2 of his moves. He and his team are very professional, responsive and makes you feel that your needs are important to address promptly. This year they implemented an even more streamlined way of sending your documents to be processed. Very Satisfied Client!!!
John Morton and team are the best! Riley did a great job on my taxes with an outstanding attitude! I am thankful and super blessed to know them all!!! ??
I have used Morton accounting for years and couldn?t be happier. I don?t have a complicated return but love having the peace of mind knowing my taxes are done by a professional. John and his staff are always quick to return calls and answer any questions I have. I have referred many friends and family to him and will continue to do so!
John gave me solid advice on many aspects of my small business startup. He is very easy to talk to, professional, clear, and down-to-earth. It's apparent that he has ample knowledge and experience with financial planning and organization in addition to tax considerations. You will not be rushed or feel awkward for asking what you need to ask.
Mr. Morton and his incredible staff have been our CPA for 17 years now. John is such a professional and his knowledge is beyond reproach!! Highly recommend this team for your taxes.
John Morton and his team provide the most professional and courteous service one could ask for. They were a big help. I highly recommend working with John.
John Morton provides exemplary accounting services. He is professional, knowledgeable and an excellent communicator. John Morton Accounting is the premier accounting firm in the Olympia area.
John has been doing my business and personal accounting for over 5 years. His professionalism, honesty and integrity make it easy to come back year after year. If you are looking for a great CPA, call upon John to server your financial needs.
John and Jesse are great, both completely professional and take the time to understand unique/ complex financial situations. They have guided my family in financial situations to help navigate challenging tax situations in the seemingly ever changing and overly complicated tax field. Glad to consider them a part of our team! Thank you guys for all you do! Chris
John Morton has been our business CPA for over 20 years. His work is always completed on schedule and his level of detail is second to none. I highly recommend John Morton Accounting to anyone looking to step up their personal or business accounting platform.
If you are looking for the complete confidence in your company's finances John R Morton CPA is where you will find it. Not only does John and his firm ensure you are properly reporting to ALL agencies, they also look at your company as a whole to see where you can improve. Having John R Morton CPA in my corner is a MUST in my daily operations and at the very least you should have a consult to see how they can help you too.
Great bunch of folks.... Have been using them for my taxes almost 20 years now, never a problem. Easy to file (emailed everything), quick service, and very friendly office staff. Highly recommend to my friends and co-workers.
Engaging with JRMCPA is seamless. They promptly answer questions, offer clear explanations, and simplify complex financial concepts. Their dedication to educating and helping clients is truly impressive.
I'm a small business and get my questions and concerns answered promptly. Further, their recommendations have been spot on. When I've had times I've overlooked things they have helped me resolve them.
John and his team are incredible at what they do, Very thorough and incredibly professional fantastic experience and I look forward to having him work with me and my company going forward.
I?ve been working with John and company for over 5 years now, everyone is always so friendly and helpful. The answers or guidance I need are only a call or email away!
This office moved 3 weeks ago 11/5/ 18 and still has the same voice message 11/29 doesn't return phone call or emails. Non professional how do you do business like this. can't contact them for a irs matter that came up. Total flakes.
Holly is AWESOME! Got my taxes done in a heartbeat, after much procrastinating on my part. The bill was less than I expected, and the professional advice was appreciated. Thank you, thank you!
They make the process easy and stress-free! Professional, responsive, and highly recommended for financial peace of mind.
Very easy and comfortable to deal with in a stressful time. All of his personnel work towards doing the best for you. Absolutely no question I will return next year.
John has been doing our business accounting for about 3 years now. His office is professional and responsive.
John and his staff are professional, hard working and always have their clients as top priorities. Great people doing great work!
Office and staff are always friendly and professional. John is great to work with and very personable.Thanks for the help!
They are the best!! He and his team are awesome. Thank you very much for your help.
Great CPA services. Friendly, professional, timely. Highly recommend!
The team here is wonderful. Highly recommend!
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.