*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.*
375 E Horsetooth Rd Suite 2-202
Fort Collins, Colorado 80525
My business has been thriving ever since I partnered with Key2 Accounting. Accountability, transparency and great communication make this a match made in heaven. Ive jumped from 3 different accounting/bookkeeping firms prior to working with Key2 and I cant say much more than, ?I love working with Nichole and Melissa!?
I have used Melissa for the past ten years for both my personal and business taxes and could not be more satisfied with the results. Melissa and her team are friendly, knowledgeable, responsive and compassionate. Their attention to detail gives me comfort of knowing my tax returns are being handled efficiently and properly. Melissa Clary and Key2 Accounting continually exceed my expectations and I, without reservation, recommend them for your accounting needs!
I started using Melissa and Key2 Accounting this year for my personal and small business taxes. I live in Denver, but all the accountants here were very slow to respond, wanted very high fees, and just didn't have the type of relationship I was looking for with a CPA. Melissa finished all of the taxes in a very timely manner and was VERY detailed in everything. She is quick to answer questions and explain things in detail when requested. She even discovered several things that my previous CPA missed. Her fe
Key2 Accounting has been doing business and personal tax returns and consulting for many years with my business and does a great job working with us! They are very professional and knowledgeable regarding tax law changes and strategy. If you are a business owner needing a new CPA or just starting out I highly recommend that you contact the team a Key2 Accounting!
Melissa at Key 2 accounting took care of all of my newbie business tax preparation questions, she was quite knowledgeable and thorough. There were many tax breaks we received because of her knowledge of business operations. I would definitely recommend her to any business owners out there and my friends.
Nichole and the Key2 team have been so incredibly helpful with all of our small business accounting needs. Nichole is always very responsive to any questions we may have and always one step ahead of any accounting tasks that arise. It's comforting having such a great team covering the accounting needs for our business.
This was the first time I had a company do my tax preparations for my personal business, Melissa was kind and very thorough even when I was nit picking each and every chance I had. She was able to see many tax breaks that I hadn't seen with my spending on my home office and work related expenses. If you are looking for a business CPA, Key2 accounting is the place to go.
I could not be more pleased with Key2 Accounting! My husband and I own a small business and are infinitely grateful that Myriah and the rest of the team have been there for us every step of the way. It is such a comfort to know that ALL of our accounting (and payroll) needs are looked after.
Have nothing but good things to say about the service and the staff at Key 2 and Payroll Vault. They are professional, timely, and have great knowledge. They have done accounting, payroll and taxes. for me ,both personal and business. I would highly consider them for all your personal and business taxes,accounting and payroll needs. Chris Peters
When it comes to business tax preparation services, I trust Melissa and the Key2 Accounting team to get it done. They never miss anything, and they get the job done quickly and efficiently every time.
Using Key 2 Accounting for our business has been the best decision we?ve made! Myriah and Kathryn have always been very professional and attentive to our needs. Very knowledgeable - THANKS!!
We have been in business for 25 years. We can depend on Melissa and her staff for accuracy and diligence and taking a genuine interest in our operations. Questions are answered quickly. We feel fortunate to have Melissa and her staff as part of our team.
Key2 Accounting is Awesome!!! They are always there when you need them, help you understand what is going on and what you need to do.
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.