Kelly A. Rohrs, CPA

Kelly A. Rohrs, CPA

Reviews Summary

The overwhelming consensus is extremely positive, with most reviewers praising Kelly's professionalism, expertise, and efficiency in handling both personal and business taxes. Many highlight her ability to simplify complex processes, provide clear explanations, and offer valuable financial advice beyond just tax preparation. She's frequently described as responsive, detail-oriented, and proactive, with several noting how she transforms the typically stressful tax experience into a seamless, headache-free process. While one review mentioned an abrupt service termination, the vast majority strongly recommend her services, often emphasizing her exceptional communication skills and the trust she inspires in clients. Her team is also consistently praised for their professionalism and support.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
QuickBooks

Contact Information

Address

265 Sunrise Hwy Suite 1-546

Rockville Centre, New York 11570

Customer Reviews

Outstanding CPA for Commercial Cleaning Businesses Kelly has been an invaluable asset to my commercial cleaning company operating in both NJ and Texas. She was able to help navigate seamlessly when starting business in a different jurisdiction. She is highly knowledgeable in ensuring that our business stays on track financially and legally. Kelly and Amy are both proactive and pay attention to detail, always on top of everything and communicate often. They?re also just truly good people and a pleasure t

Kelly is an outstanding accountant who truly goes above and beyond. She is incredibly knowledgeable, detail-oriented, and always ensures everything is handled smoothly and efficiently. Working with her has given me so much peace of mind, knowing my finances are in expert hands. She takes the time to explain things clearly and is always available to answer questions. Her professionalism, reliability, and dedication make her an absolute asset to any business. If you're looking for an accountant you can trust,

Kelly is an absolute lifesaver! As a business owner, having an accountant who is not only knowledgeable but also genuinely cares about my success is invaluable. Kelly goes above and beyond to ensure everything is handled accurately and efficiently, making tax season and financial planning stress-free. She?s patient, detail-oriented, and always takes the time to explain things in a way that makes sense. If you're looking for an accountant who is professional, reliable, and truly exceptional at what she does,

I have been using Kelly for my Tax return and accounting support for the past 5 years. She makes the process simple and seamless, integrating modern conveniences with "old school" accounting support. She does an excellent job simplifying things for me (I am NOT a numbers girl) and explaining how to maximize my return. As a small business owner, it's important to me to trust my accountant and understand the decisions I am making financially, and Kelly brings all of that to the table. Thank you so much, K

Kelly and her team are absolute lifesavers. They handled both my personal and business taxes, which were far from simple and managed to pull me out of a massive hole with incredible speed and ease. From start to finish, the process was seamless. They?re pros at leveraging technology to make communication and document sharing both effortless and secure. Kelly is sharp, responsive, and genuinely fantastic to work with. Worth every penny and then some. Highly recommend. Thank you, Kelly et al!

We were introduced to Kelly Rohrs through our financial advisor. We found her to be very helpful, professional and attentive to our needs. We will certainly continue to use Kelly Rohrs, CPA in the future. Very satisfied customers, Barbara & Danny Palmeri

Kelly is an excellent CPA for both business and personal finances. She is very knowledgable and professional, and quick to respond to questions.

I found Kelly through my financial advisor and truly God sent! Kelly is thorough, professional and on top of her game. Beyond competent and knowledgeable tax accountant accompanied with an expert staff ! Kelly and team set the bar high in standards with customer service and all accounting services needs provided! ??

Kelly and her team have been a tremendous resource for both business and personal tax preparation and filing. Responsive. Professional. Practical advice at every step. I highly recommend Kelly and her team, particularly to business owners.

I have been filing my taxes with Kelly and her team and I cannot recommend her enough. She makes the process so seamless and I love how she even offers a video recap when it is done.

Kelly and her team are incredible to work with. They make everything easy and take the pain out of what is typically a very painful and annoying process. Can't recommend her and her team enough!!

If you?re looking for a super knowledgeable and awesome CPA, Kelly has been handling my personal and business returns for years. Even better, we stay connected throughout the year so no surprises at tax time. Highly recommend!

I worked with Kelly for several years and had consistently positive experiences until a recent and unexpected change. Almost five months into the year, I received a withdrawal letter ending all services?including bookkeeping, tax planning, and annual tax preparation?without any prior discussion or explanation. While I appreciated the refund issued for the five months of work not completed, the abrupt termination left me without bookkeeping or tax support for several months. Particularly when I had just tran

Kelly is the most incredible accountant. She has gone so far above and beyond to help our business. I can't express how wonderful of a support system Kelly has been to us personally in addition to straightening out our financials, which was a herculean effort. If you have the opportunity to work with Kelly, don't miss out! She is the best.

Once our company started working with Kelly, she took immediate action in correcting our quickbooks account and setting an action plan for moving forward. She also took the time to get to know us and our goals. Kelly has not only been a pleasure to work with, she's also provided a huge relief knowing we finally found the right tax strategist for us. We highly recommend Kelly and her team to anyone who needs a professional, talented, CPA. Thank you Kelly, we know we're in the best of hands!

I could not be happier working with Kelly and her team!! During a review and clean-up of prior years, Kelly not only corrected all of our bookkeeping but was able to file an amended tax return for a tax refund. More importantly, I know that we are in the best of hands going forward. Kelly is so knowledgeable, and keeps us so informed, it's been very empowering knowing she is in our corner!

I have been working with Kelly for several years now, and she never fails to be responsive, professional and educational! She makes my life easier and makes tax season efficient and seamless. Highly recommend her insights and knowledge to anyone who is looking to work with a trustworthy and reliable CPA.

Kelly and her team have been amazing to work with! I've worked with many different accounting firms over the past decade of running my business, and this is the first time that the process of getting my taxes filed hasn't left me boiling with rage. The document and info collection was streamlined, communication was prompt, and everything was filed well ahead of the deadline. I look forward to working with Kelly again on my taxes as well as other projects in the future.

Kelly is great at what she does. She has helped me with my personal and business tax returns and it was such a simple process. She also manages the books and finances of the office and I have full confidence in her and her team. I would definitely recommend Kelly if you?re looking for a simple headache free process and trustworthy person to help you!

I recently decided to switch from self-preparing my taxes using TurboTax to enlisting the expertise of Kelly Rohrs, CPA, and I couldn't be more pleased with my decision. As a CPA myself, I've always navigated my own tax complexities, but this year I opted for a change?and what a delightful experience it turned out to be! Kelly is a true tax season warrior, managing to navigate my time-consuming return with professionalism, precision, and insightful advice for future tax scenarios. The transition from doing

Kelly is amazing! Very professional and quick to respond to any questions or concerns. Thank you for everything!

Kelly is a gem. I had complicated tax issues this year, she made it easy and seamless. A wealth of knowledge. Both professional and warm, it felt like a friend looking out for me. Highly recommended! Joan

Kelly is by far the greatest, most proactive CPA I have ever had the pleasure of working with. She honestly feels like a business coach as well, and our business has grown steadily over the last few years with her by our side. So glad to have her on our team.

Kelly is a fantastic CPA. I have been working with her for a few years now and she has really taken a deep dive at my financials and helped me, as a business owner, feel more empowered and in control of the direction of both my business' and personal finances. She's an asset to any family, any business owner or any other person need tax planning and advice.

I?ve never been more confident with paying taxes in my life. Finding Kelly was purely a blessing. She has been outstanding in every way possible. She will always stay communicating with you as she gets the job done. She also is a wealth of knowledge for small business owners. 20/10 star review if I could. STRONGLY recommend if you want a power team!

Kelly runs an outstanding CPA practice. She is knowledgeable, professional and has wonderful people skills. I am proud to be a client of Kelly's, as well I value Kelly as a business resource. I endorse and recommend Kelly and her CPA practice to anyone who needs a talented tax professional.

I have used Kelly for the past two years for my taxes and it couldn?t have been easier and more efficient! She completely handled everything and it was so simple and headache free! Got my tax returns very quickly and more money than I ever had before!!! Definitely recommend!

Kelly Rohrs, CPA provides excellent and efficient services. Has completed my tax filing with speed and precision. Always available to answer questions regarding other accounting services. Very trustworthy and reliable!

Kelly is so smart, communicative, and efficient. She gives great advice as well. Filing taxes is so easy with her! Highly recommended!

I was introduced to Kelly by my financial advisor and I'm grateful for the recommendation. She has always been receptive and helpful whenever I have sought her guidance.

Very professional and extremely efficient. Highly recommend Kelly and her team.

Kelly helped me out with my personal and business making the process super easy! She's diligent, knowledgeable and great to work with. I would highly recommend Kelly A. Rohrs, CPA !

Kelly's great - works quickly, has patience with us when we are slow with documents, and is very professional.

Great communication, easy to work with. Highly recommend!

Kelly is the best and i cant recommend her enough.

So far the best accountant I dealt with, knowledgeable, smart, passionate about what she does, and works according to your schedule.

Very knowledgeable and helped my company work through a very tough time. Thanks!

Very organized and proactive which saves our business time and money. Glad we came on board.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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