*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.*
777 Chestnut Ridge Rd Suite 208
Spring Valley, New York 10977
I recently had the pleasure of working with Joshua Kohan for my tax filing, and I couldn't be more satisfied with the service I received. Joshua is not only highly professional but also remarkably responsive, which made the entire process smooth and efficient. Dealing with him was a true pleasure, and I highly recommend his services to anyone in need of a reliable CPA.l
Joshua took his time to answer all my challenging questions regarding various tax laws and forming an LLC Company. A brilliant and highly professional CPA and an expert in this complex field. I highly recommend his CPA Services to anyone that is looking for qualitative accountant.
I?m using Joshua for my personal and business taxes for the past 5 years he?s always been savvy, patient & helpful! He always delivered the maximum refund and knows the ins and outs of the IRS tax system. I highly recommend his services for small business that want a responsive and savvy accountant.
I use Joshua Kohen for my CPA for my personal and business for the last 7 years. He is an excellent CPA, on-top of everything - He has everything on his mind, when to file everything. Finding for me the right people for the projects I need done, like payroll, bookkeeping, etc. He saved me a lot of money legally, using all the legal loopholes. I'm recommending Joshua Kohen for every person who looks for an expert and honest CPA.
Mr Kohen is kind, patient, and truly cares about you. I highly recommend using Mr. Kohen if you want an accountant who cares about your account.
Excellent choice of an accountant! I've been to others, and nothing compares! He knows his work very well, is very patient to answer all questions, is very thorough and possesses a great personality as the cherry on top! Highly recommend!!
Josh is a well spoken competent CPA. Joshua is a pleasure to work with. I recommend his services to anyone needing a professional CPA.
Joshua Kohen has made himself available each time I had a queation or concern and took the time to clarify and explain and follow up on all that needed to be done. It is always a pleasure to work with him!
We use the firm of JOSHUA KOHEN CPA for our tax & accounting needs. They are reliable and proactive. Joshua makes sure that our taxes are done right and on time.
Joahua that cares for his clients success, Makes himself available to answer clients concerns in a timely manner, and ensures that clients adhere properly to the tax law. i highly recommend him
It was a pleasure dealing with Joshua! knows his work well and pleasant to work with.
Superb service! very professional, yet personable! Highly recommended! No job is too big or too small! Very Very satisfied overall!
Excellent and prompt services. Would definitely recommend for others.
Very experienced and devoted accountant. It's a pleasure working with Joshua
Pleasant experience working with Joshua. Calm demeanor and eyes on the ball.
The best CPA that I found, it's a pleasure to work with you, Thank you.
Fast and professional, best accounting firm I've ever used.
Great & quick service. Very knowledgeable
Joshua is the most patient, informed cpa. Great experience.
If your looking for a CPA this is the place best experience ever clear and detailed Thanks so much 5 star
Amazing experience! Super quick turnaround and very knowledgeable!
Patient and reliable accountant with informative and efficient service! A pleasure to work with!
I had an amazing experience filling my business and my individual return!
Professional, Helpfully. In one word, it's worth it
Smooth, knowledgeable, and everything is done with a smile!
Outstanding service!
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.