*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.*
3443 N Campbell Ave #115
Tucson, Arizona 85719
For more than 35 years I have experienced audits and auditors, all professional, here in Tucson. Of those, I have found Keegan Linscott & Associates the most helpful for making us a better organization overall. They take the time here to help us understand WHY we are on good financial footing and help us create policies and procedures to ensure that solid financial stance continues. Further, the audit team is available to aid us in dealing with the inevitable changes and nuances that appear in non-profit
I have been working with Michele Rife at Keegan, Lincoln & Associates for several years. Her services have been exemplary. She is knowledgeable, professional, accurate and incredibly responsive. Most of all, she is always willing to educate me and fix my mistakes. She makes my life as a small business owner so much easier. I trust her implicitly and highly recommend her services.
We have used Michele Rife at Keegan, Linscott & Associates for almost six years. Michele has kept our books up to date each month, and takes my calls and questions if necessary. We rely on her senior bookkeeping and Quick Books expertise to reconcile and oversee our books which gives us an extra layer of accuracy when it comes to tax season and year-end closing. I highly recommend Michele for bookkeeping services.
Keegan Linscott and associates have done are monthly bank reconciliation for years now and Michelle is very helpful when I have any questions. She is very knowledgeable and very efficent in her work. I would highly recommend.
Michelle Rife has long been an extremely responsive and helpful member of the KLA team; our association goes back prior to her placement at KLA, and I was pleased to continue working with her there.
If you're wondering if you should partner with KL&A, stop thinking about it and give them a call. Michele Rife is an amazing bookkeeper that is truly a master of her trade. She is timely, professional, thorough, and is quick to help with even the smallest details. I don't hesitate to recommend her at all and have done so many time. Man thanks to Michele for getting us set up and sustaining such a high level of performance from day one. You won't regret working with her. I wish I had chosen to work with her
Michele Rife is fantastic. We really enjoy working with her. She is always there to assist when we need help and really knows her stuff.
My experience working with Michele has been stellar. Not only is she an excellent accountant, she also understands the equipment rental business. Thanks Lance Evic Arizona Equipment
I've been with KLK for 18 years, Michelle R. has been very professional and timely with monthly and year end closings.
I have worked with Michele for several years and she is always polite, courteous and efficient in answering my questions.
Always professional and vey knowledgeable. I?ve utilized Carla Keegan?s accounting expertise for my small business. She was extremely helpful navigating tax issues, PPP Funding, investor issues and general accounting advice. I highly recommend Carla and her firm.
KLK offers an assortment of business services, provided by top-tier practitioners. They have the tools and resources to meet your business needs and provide the accessibility desired. Easily one of the best CPA firms in Southern Arizona.
I have had a lot of accounting firms in multiple States over my years as a small business owner and they are top notch. Excellent communication, extremely knowledgeable and very professional to work with. I highly recommend.
Unorganized. Unprofessional. Unfriendly. Tax Director charges $275 an hour for a consultation. No thanks. There are many accounting firms that give free consultations.
Excellent service! Five stars for sure!
Professional, timely with excellent staff.
Always great to deal with and very professional
Friendliest and smartest people!
Unorganized and overpriced.
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.