*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.*
11325 Random Hills Rd #360
Fairfax, Virginia 22030
As a corporate attorney, over the past 20 years I have worked with hundreds of CPAs and tax professionals, and I can unequivocally state Rohit Kalra is the best of the best. Rohit expertly guided me through a series of tax issues spanning four years-- he assessed the situation, we discussed the options, and from there, Rohit implemented and executed a plan with precision. Clearly, Rohit recognizes the anxiety associated with interacting with the IRS. He not only provides expert advice and counsel, but Rohit
I?m overwhelmed by Rohit?s success in my case. He is an experienced negotiator with state agencies. In my case Georgia. Frankly, i was paralyzed by the fear of addressing my tax issues. I turned all of my information over to Rohit. He handled every issue with the state until my tax matter was resolved in my favor. Peace of mind, I haven?t had in years about this issue. Thank you from my heart Rohit.
After one meeting, Rohit understood our situation, let us know he has helped others like us, and gave us a clear outline of what he could do for us. He gave us confidence without shame, and he broke our solution down into digestible chunks, each chunk having its own up-front cost, as well as a clear sense of what he will do and what we needed to do. He was willing to move as quickly as we wanted and in some cases, he understood if we had to pause for a while. He resolved our issues with expertise, and we ar
Absolutely outstanding job. Extremely knowledgeable, dedicated, always concerned and willing to go the extra mile to get results- I could not have found a better tax team to work with. Kalra CPA actually saved my entire retirement investments from the IRS. I had fallen behind paying my Federal Taxes and the IRS took everything I had saved during my lifetime. I was deployed overseas at the time and resolution of tax issues was very challenging. After contacting the Kalra CPA team- they immediately got involv
Rohit in one word - Amazing! If you find yourself in a bad position with the IRS, I would strongly urge you to contact him immediately. Rohit has been my accountant for 8 years so when we had a family member who had an unbelievable tax issue - 6 years of back taxes with penalties and a tax bill of $70,000 plus, he was the person we turned to. We were completely overwhelmed with an aggressive auditor and never-ending requests from the IRS. One call to Rohit and our stress levels started to drop. With his exp
Kalra CPA & Associates has resolved 3 seperate year tax issues for me, all successful. Two were via the tax advocate and the other a tax appeal. I am extremely pleased and appreciative of their efforts.
Rohit has been my financial advisor for many years. He has maintained a wonderful relationship with me as an advisor and as a friend and confidant. His financial acumen, demeanor, and friendly nature have given me financial peace of mind for nearly a decade. I trust his wisdom completely. I highly recommend his services to any person looking for exceptional financial advice and guidance.
Consummate professional, bottom line. As a former green beret, I know and have total respect and appreciation working with subject matter experts (SME) in their chosen field. Rohit Kalra is one of these SME's. The IRS placed a levy on my wages setting off a chain reaction encompassing every aspect of my financial, as well as my personal life. I spent a few years overseas as a government contractor after I retired from the military. I did not file my federal and state income taxes for several years. My over
I hate to be long-winded, but I feel this has to be said... As a successful entrepreneur for over twenty years, I have always made every effort to hire the best tax advisors I could (often blue chip national or regional firms) and to follow their instructions carefully by filing the forms and paying the amounts they tell me to. Despite these efforts in recent years I was receiving larger and larger piles of letters from the IRS -- as many as two or three a week -- asserting I owed tens of thousands in tax
We were a brand new company and sought out Rohit's firm because they came highly recommended for new and small businesses. We chose his firm over all the other options because they were direct with services and plans; no upselling. They provided assistance with QuickBooks and established best practices in accounting and keeping financials clean, accurate and up-to-date. I love that I can track and look back and account for any expenditure and sale. It's really brought about a sense of peace of mind. Whe
A trusted advisor. Rohit is very responsive, honest, kind, and ethical. I am grateful to have him and the team at Kalra CPA & Associates as my CPA and tax advisors.
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.