*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.*
110 Arnold Rd
Coventry, Rhode Island 02816
I was referred to Judy and heard great things. Unfortunately, I reached out to her several times and didn't hear back. I would recommend seeking another accountant.
Judy has been my accountant for close to 10 years. She does the taxes for my business and for my family. I meet with her regularly during the year to make sure I am doing things correctly and am often calling throughout the year with various requests based on what is happening with my business. She and her staff are always responsive and provide excellent follow up when I am the one who drops the ball, which I really appreciate. She has provided excellent advice as my business has grown and I attribute
Judy has been my accountant for my small business since the day I opened the doors (12 years ago) and I could not have done it without her. She is very patient, gives great advice, and is my very trusted adviser. Best of all, she has a great personality and is a lot of fun to work with. How many people can say that about their accountants?!
Judy is the best accountant I have ever worked with. I have referred many clients to her and have always had positive feedback. Her and her staff provide terrific customer service. Furthermore, she is very smart ! If you hire her, you will not be disappointed.
I have used Judith Hetherman for the last few years both personally and for business after I had "issues" with my previous accountant. Judith has been EXTREMELY helpful in getting me through an IRS audit. She has been with me every step of the way and made the audit go seamlessly. I highly recommend using her firm if you are in search of an excellent accountant!
I have had Judy do my corporate and personal income taxes for the past 5+ years. Judy is always available to answer any questions I may have no matter what time of year - even in late March. Judy will also proactively contact me if there is some pending legislation or other matter that I should be aware of. I have recommended Judy Hetherman to others and have received nothing but thanks in return.
Judy is by far the best CPA I've ever worked with. She's responsive and truly does care about her clients. She asks the right questions and really does her best with her guidance.
I have been going Judy to for my personal taxes for a while. She has always taken the time to sit down and go through everything with us. I have since started my own company and Judy and her staff have helped walk me through things i need to do. I cant thank them enough.
I started a small business back in 2004 and This company has been with us through thick and thin. This is a company you can put your complete trust in and makes themselves available at the drop of a hat. They are very skilled and knowledgeable in all aspects of their business. They also keep up on the ever changing rules and regulations. In short this is a company you can safely and confidently add to your professional team.
This is the 4th or 5th year I have used Judith Hetherman & Co, to prepare my taxes. They have always been fast and professional. The receptionist has always been friendly and efficient I highly recommend recommed their servics
There isn't anything I can say that everyone else has already stated, 8 yrs of service and by far the best.
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.