*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.*
6927 MO-17
Houston, Missouri 65483
Erica is highly professional and very UpToDate with current tax issues. She was quick but very competent. She was able to explain everything to us in a manner we could understand. We will NEVER do our own taxes as long as Erica is doing taxes!!!
As a small business owner, Erica is one of our biggest assets. She has guided us through annual filings and periods of growth with her extensive knowledge and service. Erica takes the time to know you and your business. We just couldn't recommend her enough!
We have worked with Kessler Accounting with business and personal taxes for ourselves and other family members for years and we couldn't recommend Erica and her staff enough! Easy to work with, professional and friendly.
Kessler Accounting has taken care of our personal and multiple business affairs for nearly 10 years and has done a fantastic job! I highly recommend her. ??
Kessler Accounting is always helpful and professional. We have been a customer for many many years!!
Extremely helpful with any questions I had! Got back with me fast! Excellent experience! Thank you!
She is very sufficient, appropriate, and does what is best for her customers
I highly recommend not using Kessler Accounting. A mistake was made in our taxes that she took responsibility for that resulted in us owing more than $24,000 dollars. We immediately wrote a check for $19,000 when we got the IRS bill and talked with Erica. It was an honest oversight and she was quickly on the phone with the IRS. She paid us $900 for interest and the fight began with the IRS over a $4300 penalty. I asked her what happens if the IRS doesn't forgive this oversight and her response was, " Y
Fast affordable and very professional they even found where my previous tax person missed $1100 from last year
I am so happy that I found Erica!! She does an excellent job and is always the courteous professional. We are so happy that we finally found someone that understands our concerns and treats us with respect!
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.