*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.*
18141 Dixie Hwy Suite 105
Homewood, Illinois 60430
My husband and I have been getting our taxes done through Katz Milanec for years now and I cannot recommend them enough. Everyone is always super helpful, polite and willing to help. They take the time to explain what forms are needed and why while also trying to give advice on how we can potentially fix future issues with taxes and refunds. Any problems with the state not getting a payment and they will help you take care of it which eases a lot of our anxiety over tax season.
Everyone I spoke with at Katz Milanrec have been very knowledgeable, kind, courteous. Though we are just getting to know each other, throughout their assessment process, I felt listened to, understood, and my needs to be ready for my board meeting were accommodated with a summary of options.
I had a great experience with Katz Milanec! They were able to get me in quickly to handle my late taxes, and they made the entire process stress-free. I never felt judged, which I really appreciated. My taxes were done quickly, and everyone in the office was super friendly and professional. I highly recommend Katz Milanec for all accounting needs!
I had the pleasure of working with Liz to prepare my taxes and I am so glad to have found her! As a small business owner, it?s important for me to get the most out of my hard earned money. She was very professional and helped me navigate through my expenses with ease. She is trustworthy, knowledgeable and efficient. I highly recommend Liz to everyone that is looking for these qualities in an accountant as well. I believe this will be a lifelong business relationship. Thank you for all of your help, Liz!
David stole thousands from me with no work ever done! I'd proceed with caution if you use his service. It makes me sick to think about and still bothers me that I got robbed out of thousands of dollars from this company with absolutely nothing to show for it. My wife and I were referred by a friend to David. We set up a meeting. We agreed to catch up our business taxes and catch up our book keeping from the previous year for $2000. We also agreed that Katz would handle our payroll weekly and filing and prof
Katz and Milanec were exceptional in handling our income taxes. Their deep understanding of IRS tax laws ensured a smooth and stress-free process. From start to finish, they made everything simple and efficient. Highly recommend their fantastic service!
Amazing folks who really care about their clients. I definitely recommend them. I have used them every year for 5 years and have compared what they get me in refunds to another service and the difference was over $2000 better.
I did not have a good experience filing my taxes with Katz Milanec. I was recommended by a relative to file my taxes with David Milanec. I turned all of my information into the office in Homewood, IL, on March 18, 2024. I wasn?t expecting the process to take five weeks. I called the office once a week to check on my tax return and was told the same information about other people being ahead of me. No one gave me a time frame, and no one from this office called me to update me about my tax return. On April 2
David has consistently done my taxes for years and helped me with navigating my business ventures as well as ensuring I have the maximum benefits available to me through ETHICAL standards and procedures. His team of accountants is nothing short of fair, timely, and thorough. I recommend David and the whole Katz-Milanec team to everyone who ever asks me about tax questions, and will again.
My tax bill was over 40k and I knew I had to get help!! I called David and Serenity and they not only reduced the amount I owed, but were able to get me a refund! They have literally helped me save thousands of dollars!!! I highly recommend them especially if you work in entertainment!
This is first time that we've used this firm, and David Milanec was very easy to deal with. My wife and I found him to be very professional and he answered all our questions. His fee was reasonable and comparable to our previous accountant's charge. We will be back next year.
I chose David and his staff because of their years of experience. They were great to work with. I highly recommend Katz Milanec!
I contacted David today for advice on a personal financial matter. I am blown away by how compassionate he was. He really listened to me and helped me sort things out. I will absolutely be dealing with him again! Highly recommended!
David and his entire staff are very knowledgeable, resourceful, and will spend time explaining tons of details and options not only about taxes, but business advisement as well. I will be doing business with him and his team for years to come. They are truly a blessing.
David Milanec was great to work with and the fees were reasonable. He helped me untangle the mess I had made trying to do it on my own. I highly recommend that anyone who needs tax advice contact this firm.
David and his team at Katz Milanec, Inc have been doing my taxes for years. They're always efficient and very thorough. On top of this, the owners strive for an ethical and sustainable business model. For the consumer, this means a much higher quality of work. No other accountant I've tried has been as good or thorough as the folks at Katz Milanec, Inc.
We heard about Katz Milanec by listening to WVON Radio. We have since being doing business with this company and very pleased with their service. We highly recommend this company and enjoy working with David Milanec,CPA. We also appreciate the personalized service from David and his staff.
The knowledge of tax code and other financial spheres is absolutely mind-boggling. David knows everything there is to know in this field and I HIGHLY recommend them! Helped me form an LLC and file for an EIN, which confused me to no end, but he walked me through the process and everything went through perfectly. Cannot recommend them enough.
I visited the agency yesterday ( develop a NPO) The staff from the adm to the actual consultant were extremely supportive. I will never go anywhere else. I also value their honesty
They know how to squeeze the maximum deductions and maximize your refund year after year! Make your appointment today and get your direct deposit tomorrow!
Great team! Very knowledgeable about small business solutions. They are always looking for ways to elevate my business to the next level. Looking forward to future work!
I had a meeting with Jeremy & David about doing my taxes and they were great they provided me with information that I didn't know about my current CPA never shared this information with me going forward I'm going with Katz Milanec for all of my taxes and bookkeeping if you're having problems with your taxes you should talk to Jeremy or David
My wife and I are happy to have gone with David and his team. They worked with us every step of the way and we look forward to continuing with their services.
The best in the business, saved me a LOT of trouble with my taxes and other business. Highly recommended!
David and Serenity have been friends for years, and helped find me Lawyers that could help my Canadian Spouse immigrate to the USA.
Couldn't help with what I needed and that's fine but was a huge help overall in the process of figuring out what may b the issue great customer service experience...wish I remembered his name sheesh I'm terrible cool guy very professional and helpful
The experiece was excellent. They were able to explain everything for me to understand more clearly and also told me things to help benefit me in the future.
Very professional and provided quality service.
Great company very helpful. Willing to work with you hand in foot. They are willing to travel, just a great group all around I?m glad I got to meet yall.
I am so happy that I found these professionals!! Extremely knowledgeable !!! They helped me make my money work for me! A phenomenal team with incredible values!!
I?ve had a great experience so far. It?s great to work with an accounting firm that will help us grow!
They helped me set up my payment plan with the IRS & they?re helping me get the most back on my refund, THANKS KATZ ????
David was great and will be getting all my tax business in the future. Highly recommended
David was such a help navigating taxes with a transfer of a home deed. Thanks David!
I highly recommend this company for all your tax needs. They helped me? give them a call!!!
Great service. They are thorough and very courteous.
Excellent accounting service!! Really helped with my back taxes and will be using them every year from now on.
These accountants are outstanding in knowledge and professionalism. They really saved my assets.
David is very helpful
David and staff do an amazing job with accounting services.
Not only here to take care of the numbers, they are also here to teach you along the way. Everyone is kind with your best interest in mind
Very friendly and knowledgeable.
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.