*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.*
555 Winderley Pl
Maitland, Florida 32751
I have used KDK for nearly a decade, with multiple businesses. Bernie has always provided great advice, and is always responsive when we have questions. KDK has been an integral part of our success, allowing us to grow without the pitfalls and hurdles of accounting related growing pains. I highly recommend KDK for your personal and business tax preparation, and for financial and retirement planning.
Bernie & KDK have been an extreme pleasure to work with. I have never hired an accountant for anything and I?ve always done my own taxes until they became more complex this year. Bernie was very knowledgeable and able to walk me through it without making me feel more intimidated than I already was. He put my mind at ease and the process has been smooth. Every time I have a question, even if it is very simple, he answers it quickly and accurately. I?m looking forward to working with KDK and Bernie for years
The team over at KDK Accountancy has been a game changer for my businesses. Bernie and his team have been available to answer any questions I've had which has helped me learn more about business structuring and financial aspects of running a business. KDK takes care of not only my taxes, but also payroll which has given me piece of mind and hours back each month to focus on other elements of growing my business. I highly recommend them!
KDK Accounting has been helping me with taxes and financial planning for the past decade, and I couldn't be more pleased with their services. Bernie Keisel's helpfulness and attention to detail has saved me countless hours of work, and he has greatly helped me to plan for my financial future. In the Central Florida area, KDK's commitment to excellence is well-known and well-documented. Bernie is is without a doubt the best choice for knowledgable and friendly financial planning services.
I have been using KDK for many years now. Bernie and his staff offer prompt, professional services, and will always give an honest answer. Any questions that arise are always addressed in a timely fashion. Bernie has integrity and knowledge, important attributes when handling financial matters.
KDK Accounting has been amazing to work with. They are quick, thorough and beyond professional. The team can handle anything and quickly. I am a one man show and having KDK as a partner helps me navigate any and every tax situation. LOVE THEM!
Bernie and KDK as a whole have been a clutch part of my operation since 2018. Bernie helped us set up the corporation, handles our taxes, and KDK now runs the books for our organization, ensuring that our ?i?s? are dotted and ?t?s? are crossed. Professional, quick to respond, always available, patient and helpful to my myriad questions, I couldn?t be more happy and grateful for KDK and Bernie. I consider them part of the Crux Construction team.
Bernie Kiesel is amazing to work with. He has helped us with our taxes, investments and setting up my business. Bernie is thorough in all of his responses, proactive with problem solving and most importantly responsive.
Bernie has been helping me with my taxes for over ten years, and I have nothing but great things to say about him. He is very professional, diligent, specific, honest, and caring. I would recommend him to anyone who is in need of a CPA, whether it be for business or personal tax matters. Thank you, Bernie, for always being available to assist me with my tax matters!
Kdk is a great cpa firm for all our accounting needs..worked with them for over 10 years doing taxes for our companies..every year of taxes is smooth and easy and they are very responsive to our needs. Any questions or documents we need the associates respond within a few minutes and things always get taken care of in a timely manner. I highly reccomend kdk to any enterprenuers for tax preparation and book keeping you will be glad you did.
KDK has been great and has saved me a lot of money over the years. Great advise when needed and their tax team does a great job.
I have been using KDK Accounting services for the past 15 years, and it has been a professional, timely, and pleasant experience. I would recommend this company to any business owner.
Bernie is such a help when it comes to taxes and anything financial. I really trust him and his advice. Highly recommend.
Top-Notch company! Thorough, expedient and professional! 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.