*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.*
3056 El Camino Real
West Palm Beach, Florida 33409
Karim Tax is the best! I am a real estate agent and as a result, my returns are sometimes pretty complicated. They have done my taxes for the past 6 years and they have done a wonderful job each time. As long as they are around, I won?t be using anyone else.
Muneeb at Karim Tax is a straight shooter. I can count on him to give me honest advice. He works hard to find ways to save me money, but nothing sketchy. Best of all his communication is excellent and he's available year around to answer questions. On the rare occasion that I ask something he doesn't already know, he does his research and comes back to me shortly after with a solid answer. He's definitely invaluable to my business!
Provided great service! We first heard about Karim Tax through a friend of ours. To be honest, we were a little hesitant and worried at first since we live out of state, but Mr. Karim put all our worries aside. He provided exceptional service. He filed our taxes in a timely manner and kept us informed throughout the whole process.
By far one of the best experiences we have when it comes to doing our taxes every year. Muhammad is very knowledgeable and very communicative. He walks us through everything we need every year and makes the process rather quick and smooth. I HIGHLY recommend him for all your tax needs and much more!
I own a company Ecostar Energy Solution & Restoration Inc. Registered in Florida. Karim Tax provided an excellent services in Tax Preparation and other company related issues with IRS, federal & State Level. Very knowledgeable and helpful in all manners. Abid
Muhammad is the best! I have used Karim Tax for my personal and business taxes and I could not be more satisfied. Muhammad provides a smooth, efficient, and prompt process. I recommend Muhammad for all your tax needs!
Karim Tax provides an amazing and seamless experience. They were always readily available to address any concerns or questions. Definitely plan to utilize their services again in the near future.
I?ve used Karim Tax for the past 3 years and I gotta say, they?re the best!. Easy to get in touch with and quick to answer any questions I?ve had. Definitely recommend using them.
Karim Tax was fast, hassle free, and convenient. They reviewed my tax situation and helped me get my tax return done on time!
Muhammed was very quick with his response and did a great job with my tax return. He was able to get me larger refund. This is my first time using an account and I did not regret it. Thank Muhammed I really appreciate your help.
I?ve used Karim Tax the last two years through having multiple jobs and having a rental property. They?ve made it quick and painless on my end with an accurate return.
He came through when I really needed help. Other accountants said I would have to file an extension and wait at least a month, but he was able to get all of my paperwork filed for personal and business in a week. Will definitely be a returning customer!
Please look no further if you are looking for help with even the most complex tax scenarios. Karim Tax is the epitome of Professional, Accurate and Efficient Talent. My wife and I will not trust anyone else!
I've been working with Karim Tax for years. As a small business owner, I needed someone who understood my industry and was able to help me navigate my accounting with expertise.
Muneeb has been a great help two years in a row. Always quick and makes it easy for me to file any time. Reliable and most affordable service I have used.
Karim Tax was very helpful! We enjoyed their service and how easy they made everything.
KarimTax provides quick professional service, and was able to find me a tax exemption for the ACA fee!
Mohammed is the best! My family has trusted him the last few years and have been very happy! Would highly recommend!!
Amazing! I have worked with him for many years now and he is always so helpful and willing to answer any questions!
easy to work with quick and efficient, super helpful I would recommend this to anyone in need of a Tax guy
Responds to emails in timely fashion, great customer service, and taxes are done quickly.
Very efficient and knowledgeable. I am extremely pleased with his services.
Super helpful, informative and efficient! Thank 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.