*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.*
354 Eisenhower Pkwy # 2775
Livingston, New Jersey 07039
Seth really helped me out after my husband unexpectedly died and I was left with handling the tax return without having oversight of what had previously been done. Seth took care of everything even though it was a very complicated financial landscape. Countless phone calls and emails assured that the return was filed correctly. I am very grateful and highly recommend Seth and his company. Very professional and caring.
Seth Kamens at Kamens and Associates is a pleasure to work with. His staff makes submitting information effortless and Seth provides me with sufficient background information on my filings to feel comfortable everything has been managed appropriately. It is a simple and streamlined process each year.
after decades of working with an antiquated tax preparer, I finally understood what a smart, highly knowledgeable and caring CPA could do for my business. Seth is always insightful, affable (even during tax season) and willing to give 100% of his attention to any question or issue I may have.
I've known and worked with Seth Kamens for about eight years. He always provides expert advice, and his integrity is unmatched. I couldn't recommend him more.
I just completed my 2024 tax returns with Kamens & Associates, and I'm very satisfied with their expertise and their service. I highly recommend Kamens & Associates and will keep using them!
Kamens & Associates is an excellent and detailed oriented group of CPA's and financial advisors. Responsive, creative, thoughtful and understanding. Highly recommend.
I?ve worked with Kamens & Associates for the past few years for my business accounting and they are top notch. Highly recommend them!
I've worked with Kamens and Associates personally and I've since recommended them to others. Professional and knowledgeable staff, accurate, and timely.
Seth and his team deliver smart, professional service with a no nonsense attitude. Exactly what I need in a CPA. Highly recommend.
I've been using Kamens and Associates for close to a decade. They are responsive and accurate and always available to answer a question
Seth always provides expert advice. His experience is deep.
Stay far away from this ?business? that shows every tell tale time of a scam. Been working with them for past 2years- when I ask for a receipt or report I am ignored or given blank documents. Invoices are issued with no dates or descriptors for services. They have a portal that you can submit payment to; however there is no way for you to view your current bill, past payments etc. I have been working with them since 2021 and have yet to receive any of my quarterly tax reports. After telling them how displea
Seth and his team are phenomenal. I've been in business a long time, and used several different providers over the years. I honestly didn't know what I was missing until I switched to Kamens. Highly recommend!
Seasoned professionals who treat each and every client like royalty.
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.