*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.*
2201 Boundary St # 207
Beaufort, South Carolina 29902
I have been a client of Kevin Cain for several years. I have always found him to be an honest and knowledgeable individual. He always seems to have my best interest at heart and always completes an accurate return on my behalf. He always asks the right probing questions to insure an accurate return is filed based on the latest and constantly changing tax laws. I consider Kevin and his staff more like family than a business associate. I highly recommend Kevin to anyone who is seeking a reliable, knowledg
We feel very fortunate to have found Cain and Associates. They have been most courteous and Professional. Kevin has been more that helpful in assisting us with some major tax issues. By far, my wife and I have been so impressed with the assistance we have been provided. We look forward to this continued service. AAA-1 !
We have been clients of Kevin Cain & Associates for well over 12 years and continued with his services even after we moved from Beaufort. Kevin has been wonderful to work with. He has given us wonderful advice and direction over the years and we truly appreciate the working relationship that we have! He and the entire staff is a pleasure to work with! Sue and John Hemcher
I can't say enough good things about Kevin's services but here are a few words which describe my experience over many years with his firm: professional, timely responses, practical advice, patient, always there when you need them. In summary, Kevin and his associates are a pleasure to work with.
Kevin Cain is an excellent CPA and very gifted in accounting. We have a complicated non-profit and he excels in explaining the finances to our board members and keeping our books in an excellent manner. I highly recommend Kevin Cain & Associates.
I highly recommend Mr Cain's services. He has been our CPA for 20+ years and has always been helpful and fair. Because of his expertise and professionalism, I have recently received significant payroll tax refunds and great advice for both my business planning and our personal financial planning.
I'm definitely not recommending this CPA. I was charged $958.50 for a simple tax return!! Mr Cain was very knowledgeable and did find a huge error in my favor on my previous years tax return, however the rest of my experience was less than pleasant. Most of my return was completed, with previous year taxes reviewed, within the hour initial visit. Everything charged from then on was ridiculous which is why I met with Mr. Cain for a second time to seek justification for the excess charges. This man literally
This is my first time hiring Kevin as my accountant and I must say the service and professionalism of him and his firm a top-notch. I highly recommend anyone to hire Kevin for their services
Kevin and his entire team of professionals takes great care to do a thorough and correct job for me as well explain what is happening for me. I am grateful to have him advising and working with me foe my accounting needs
Kevin is the CPA for the St. Helena Church Preservation Trust. He is always attentive to details and looking out for the best interest of the Trust.
Kevin did a great job in preparing my tax return and reviewing with the IRS after it was audited.
My husband and I have been a client for over 15 years. Kevin and his staff are very professional. Highly recommended.
Great owner, really looks out for the people.
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.