*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.*
1139 Eddystone Ln
Ponte Vedra Beach, Florida 32081
We have been a client of Mr Kevin Rhoad for several years now. He has always provided exceptional tax consultant services. His comprehensive tax information collection documents are always sent to us well in advance of filing time, and the tax returns have always been EFiled ahead of schedule. Kevin?s personal attention to detail in assisting us with estimated payments scheduling and associated payment mailers is much appreciated. We have already recommended his service to others in our community. Thank You
Although I was a client of a larger firm for over 20 years, Kevin was assigned to manage my account roughly 8 years ago. When he made the move out on his own, I decided to make the move with him. He's always been very responsive and available to answer questions. Highly recommend. CJ Butler
Mr. Kevin Rhoad, CPA, PA was recommended to us -- and he is a superb find! He is a very knowledge and detailed tax accountant, with our Federal and another state investment taxes. He handled our inputs very pleasantly and was always available for any questions we had. His form preparations were comprehensive and quickly done. He even found us savings we did not expect!!! -- He is most highly recommended!
I have been doing business with Kevin for over 15 years. Never a problem. He has saved me a lot of money over the years because of his knowledge of our tax system. I have no thoughts of changing and I recommend Kevin to all my friends and business associates. Do yourself a favor and try Kevin, you won't be sorry.
I have used Kevin as my accountant for several years and while I have lived in two different states, he has accurately depicted my financial activity seamlessly. His work has been on time and accurate. I am very pleased with the relationship.
I have worked with Kevin for 2 years and strongly recommend his services. He is knowledgable, thorough and an expert in his field. He has always responded promptly and has provided excellent service.
Kevin is a pleasure and an excellent accountant. He is professional, courteous and thorough. Very respectful, and always polite, respectful and pleasant. He is extremely knowledgeable and friendly. Very highly recommended
Kevin has been my personal and business accountant for over 10 years. He does an outstanding job with my taxes and does a great job explaining/handling complex tax matters with my business.
I have been using Kevin Rhoad as my accountant since 2008 for my rental business. He is a pleasure to work with and extremely knowledgeable where my business and personal accounting affairs are concerned.
Mr. Rhoad delivers a fantastic service at a fair price. He prepares business and personal tax returns on time and gives great tax planning advise.
Kevin is great! Very responsive to any emails and phone calls. Recommend him 100%.
I've been a client of Kevin's since 2017. He's knowledgeable, professional, and provides high level and responsive client support.
Kevin has been our CPA for ten years. He has always been professional, knowledgeable, and thorough.
Kevin has been doing our taxes for years and has always been prompt, thorough, and willing to answer questions!
Kevin Rhoad has prepared our taxes for over 10 years. He?s always been prompt to respond to questions and give advice. When we began our relationship, he even offered to review our past tax returns and discovered an error that increased our refund for a prior year. Kevin is not just a terrific CPA but also an extremely active volunteer in our community, and his professionalism has been evident in his positivity, the quality of his work, and his willingness to go the extra mile for us.
Kevin has done a great job for me for 10 years.
I had a brief phone consultation with Kevin. He was clear, to the point and very knowledgeable. Almost makes me wish I had a bigger problem. I will recommend this guy with 6 stars.
I recently had a consultation with Mr. Rhoad. As a first time business owner I have a lot of questions Mr. Rhoad was able to answer all of them and was very knowledgeable! Will be using him in the future for my business. Highly recommend.
Always on time and fairly priced.
Professional and efficient
High knowledge of tax laws, and always very helpful.
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.