*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.*
2061 Deer Park Ave
Deer Park, New York 11729
Joe Seimer has been our trusted accountant for years, and his professionalism and accuracy have consistently exceeded our expectations. His attention to detail and commitment to providing accurate financial guidance have been invaluable to our business. We highly recommend Joe for anyone seeking a reliable and knowledgeable accountant.
Joseph R Seimer CPA is a trustworthy account. He is always helpful and answers all questions in the nicest manner. We have trusted him with our tax returns for several years and are very pleased with his performance. I would recommend him to all my friends and family.
Joe has been doing my taxes for years. Very knowledgeable, timely, and honest. He has made himself available to answer various questions throughout the year. Has helped me to open and close businesses, navigate sales tax, real estate sales, and general day to day tax responsibilities. He explains everything so we are always in the know. Trust me, you?re in great hands when you have Joe do your yearly return!
Joe was recommended highly from the Lindenhurst Moms Facebook group. My accountant for many years passed away and I asked the group of someone knowledgeable. I met with Joe prior to him doing my taxes and we went over the past couple of years of returns. He went over a few items to change and I booked my appointment. He is very knowledgeable and pleasant to work with. I also highly recommend him!
I have been using Joe Seimer for many years now. I highly recommend him, very efficient and knowledgeable. Not only does he do a fantastic job preparing my taxes but he explains how to prepare for future years. I know he is looking out for our best interest.
Working with Joe is a delight! He never leaves you waiting - He is always available!!!! Professional, timely, reasonable fees. I offer my highest recommendation; Joseph R. Seimer is ?my tax guy!?
Best CPA ever. Extremely professional. Always helpful anytime we have any questions or need any documents. Such a caring and sweet person all around. I?ve dealt with many accountants in my time and he is the best. He handles my family?s accounts as well as our business accounts. Thank you, Joe!
We have been having Joe do our taxes for years. He is always friendly, efficient and very professional. We highly recommend him.
Joe helped me get my new business licensed but more than that he help me set the ground work for all the tasks involved with running my business. He was instrumental in setting me up with the tools I needed to succeed. Thanks Joe
Mr. Seimer has prepared my tax re turn for several years now. I have found him to be professional in preparing my return as well as a delight to converse with.He makes it easy to ask any questions you may have.
It has been a great experience working with Joe. He is helpful, knowledgeable and is always responsive to any questions I?ve had, no matter how small. Filing has never been so stress free.
Joe Seimer is incredibly knowledgeable, patient, and affordable. We couldn?t be happier with his services for our home and small businesses.
Joseph R. Seimer, CPA provides knowledgeable, professional and reasonable rates for tax, consulting and accounting services for both business and family. I highly recommend this service business.
Top notch professional CPA. Rave reviews from everyone.
Joe has been doing my taxes for about 4 years now and he's great, and his attitude is Phenomenal.
Joseph and his team are very helpful,professional and kind. If your looking for a honest accountant then look no further.
Been our CPA for many years now. Always a pleasure to work with. Straight shooter, comunicates all information.
I have always received extremely professional advice and prompt responses to any questions I may have
Knowledgeable, quick returns and does the best he can for you
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.