*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.*
265 Northdale Blvd NW
Minneapolis, Minnesota 55448
I have been with Kelling for the last two years for my business and personal accounting needs. They have been a godsend. From accounting to payroll to tax strategies with investments, they have provided top-notch support, guidance, and advice. Outside of their excellent knowledge and support, everyone at Kelling is wonderful to deal with and makes my accounting experience as painless as possible. I went through several accounting firms to find this level of service and support and I will be here for a long
I met David Kelling as our family searched to find an accountant qualified to do estate taxes. He has helped us navigate some complicated assets as well as provide correction of past errors and advice for future tax planning. He has been so helpful and patient with our many questions and has helped us understand the tax laws that impact us.
Dave and his team are responsive, knowledgeable and they make my life easier! I've struggled with other CPA firms (some are too big and impersonal - and some are too small) - but Kelling is just right. Small enough to know you, and large enough to serve you.
We have been going to Kelling CPA Ltd for 25+ years and enjoy working with David Kelling, Jayme and Co. They take care of our business and personal taxes, and make our lives easier! We appreciate their attention to detail, secure site, and friendly and helpful team!
Kelling and team are absolutely amazing! I had so many questions that I thought were complex or wasn't sure what to do. Kelling and team were patient with me, answered my questions, and even gave me advice on what I could do better or different to help with my return! I can't recommend them enough!
Kelling, Bocovich & Co., Ltd. has been a wonderful company to work with. We?ve been using their services for over three years now and are very pleased with their efficiency and competency. Jennifer, our accountant and has been great to work with, she explains things clearly and is very responsive to phone calls and emails. All interaction I?ve had with other staff at Kelling, Bocovich & Co., Ltd. has been just as pleasant.
I have used Kelling's accounting services for my company's and my personal tax work for over 20 years. They do excellent work for reasonable fees. They have save me thousands of dollars over the years by catching legitimate deductions and credits I would have missed if I did the work myself.
Navigating business and life can be overwhelming having Kelling Bocovich taking care of the accounting business and personal is the best business decision we have made. Always professional up to date with the latest rules and keeps us informed. We have always been confident that we were in good hands
As a small business owner I needed to find an accountant who has integrity and honesty. Someone I can trust. After 30 years of doing business with David and his staff, their skill-set is perfect for my business!
We've been with David Kelling and his company since 1994 and they have always been very professional, knowledgeable, timely, and courteous. They have handled both our business and personal accounting and we would highly recommend them for both.
Very thorough and accurate work done by this group for me over the years I have been with them. In my initial year working with them they saved me over $11k in mistakes by my previous firm. That was reason enough to use them as my tax advisor!
I have been using Kelling CPA Ltd for years and they have always done a great job for all of our accounting needs.
Amazing staff! They care about everything and are very helpful! A path was even shoveled to my car on a snowy day, can't beat the consideration and knowledge! LOVE THEM!
David and the staff continue to guide me and my business through all of the challenges that I run into on a day to day basis. Exceptionally responsive, detailed, and a general pleasure to work with.
Kelling Bockovich has done a wonderful job for our business accounting needs!
All of the people at Kelling Bocovich are always responsive and get me the information I need quickly.
Friendly, knowledgeable and helpful when it comes to taxes and accounting questions.
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.