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610 W College St #136
Murfreesboro, Tennessee 37130
Excellent experience. After moving from out of state, we needed an accountant who would take the time to understand our complex financial situation?not just plug in generic numbers. Sam really took the time to dig into the details (including income from one job and two businesses) and guided us through the process. He also offered some incredibly valuable advice. Thanks to him, everything is finally crystal clear. We?ll definitely be back next year!
Having just moved to the area, I was concerned with finding the right professional to handle my taxes for 2024. My situation was fairly straightforward since I'm retired but I did sell a home last year and did not have the background to address the tax issues with the sale. Sam was terrific. I came to him fairly late in the season but my timing did not concern him whatsoever, not that I'm encouraging procrastination. Sam completed my return within two weeks in the heat of tax season with such grace and
I can?t recommend Sam enough! He did an amazing job handling my personal, business, and my wife?s tax filings with precision and efficiency. The entire process was smooth, and he made everything easy to understand. His attention to detail and expertise gave me complete confidence that everything was done correctly. I?m incredibly thankful for his help and will definitely be using his services again. If you?re looking for a knowledgeable and reliable CPA, Sam is the one to go to!
Sam and his team are amazing. They are wonderful. I met with him a few times before deciding to go with them. I am so glad we did. Sam was so wonderful! He made sure we had everything covered and we are so thankful for his help this tax year. He is covering our personal and all our businesses!
It?s not often you can say that you enjoyed dealing with tax stuff, but this year, we had a great experience - and we have Sam to thank! Our former CPA retired, so I tried my luck with the Googles and that?s how we ended up having such a quick, easy, painless tax time. I highly recommend Sam and his team - not just because they?re good at what they do, but they?re kind, the cost is more than fair, and they make it so easy! Sam, thank you- see you next year!
Sam handled our tax return this year and he was excellent. He made the process easy, answered all our questions in a timely manner and is very good at what he does. Would highly recommend him.
Sam is nothing but amazing! We have had our taxes done through Sam for the past two years and he has done nothing but keep us in the green! Sam is very personal and truly does care about helping people feel comfortable and stress free during a time that usually brings stress to people! Thank you Sam!
We've done our taxes with Khoury CPA for the past 2 years now. We've been extremely happy with the service both times. Both times we've dropped our information off with them and have heard back by the following week that our taxes are ready for review. Sam takes the time to walk you through your taxes, shows where all of the information came from, and checks with you the whole way that everything is correct. We couldn't ask for better service!
Mr. Khoury helped my wife and I so much. Our previous accountant abandoned us with no notice at the end of tax season last year without filling our taxes! He stepped in and helped us sort out our complicated tax situation. Where others might have taken advantage and charged an absorbent fee the price he charged was reasonable. Sam explained things thoroughly and gave us advice on how to make things go more smoothly this coming tax season. I look forward to working with him in the future. We're also explorin
Khoury has been extremely helpful with our growing business and helping us make sure we do everything right! They were very thorough and I am so thankful to have confidence to know my taxes are done correctly! If you want peace of mind I highly recommend getting your taxes done here!
Sam has been doing my taxes for the last two years now. Sam has been one of my biggest assets for my business and personal accounts. Sam was there for me when the state tax office messed up my business account and handled the issue immediately. I have recommended close family and friends to Sam. Sam is like family now and I wouldn't trust my accounts to anyone else. If you want the best return from your taxes and worry free filing then Sam is the man to see!
We enjoy working with Sam and his staff. They are knowledgeable, friendly and work quickly. We will continue to use him for all of our tax needs.
Sam has been an incredible asset to us throughout the years, and we can't recommend him highly enough! His dedication and attention to detail have been invaluable in managing both our personal and business finances. Sam genuinely cares about his clients, and it shows in the personalized service he provides. He takes the time to understand your unique needs and tailors his advice accordingly. Whether it's tax planning, financial guidance, or navigating complex business decisions, Sam approaches everything wi
Sam did an amazing job walking me through what I needed. He was knowledgeable enough to also know deductions I had missed and helped me make sure everything was filed correctly. Highly recommend!
It was the easiest process working with Sam and his team! Sam answered all of my questions and spent ample time ensuring I understood everything in my filing. I came to Khoury CPA at the height of tax season and was still treated like a priority. Thank you!
Sam Khoury did an excellent job with my taxes. He was professional, highly skilled, and friendly. Sam filed for me promptly. Working with him was a pleasure. I was extremely pleased with how he and his staff welcomed me as a new client and very happy with the quality of service I received. I had used the same accountant in Franklin for 25 years and was a bit anxious about changing to an accountant closer to me here in Murfreesboro. Sam put me at ease and even charged me $200 less than I paid last year to ha
So thankful for Sam! We were behind on a few tax returns and he patiently helped us through all of it to get us caught up to 2025. Highly recommend!
Most days, I'm reminded of just how much good customer service has become a lost art. Thankfully, that is not the case with Mr. Sam Khoury. I appreciate how he not only provided stellar service but also went above and beyond to educate me on how to better position my business. I highly recommend Khoury CPA! 03/16/2025 Update: I returned to Khoury CPA this year, and Mr. Sam did not disappoint! It is a blessing to connect with a financial professional who educates and encourages during every meeting.
Sam did our taxes for the first time this year and we were beyond happy with the experience. We dumped quite a lot on him dealing with a house sale, purchase and 3 states. He completed the returns very fast and explained the result to us in very simple terms. We will definitely be back next year! Highly recommend Sam. Great CPA and a great person.
We are so blessed to work with Sam. When we started our own business in 2022, we knew we'd need help with our personal and business taxes. Sam can highly recommended by a family friend, and we know why! He has been professional, timely and easy to work with. He has a humble, can-do attitude and works efficiently to make things happen. As busy parents and business owners, it's great to know we can count on Sam.
Working with Sam to file my taxes this year was a great experience. Very friendly and knowledgeable! Highly recommend!
Sam is the best! he is covering all my businesses and all my personal accounting needs. he was quick and made sure we understood all that was going on!
Sam was a wonderful resource during tax season for my family! He took the time to walk us through every question we had, and provided guidance with knowledge and professionalism for our future. I never felt rushed or like I was getting the ?run around? as I have felt with past financial businesses. We will absolutely be using his services again and recommend him to anyone who asks!
Mr. Sam is very Professional, he is always available for any questions you may have, he always takes the time to explain all our doubts. ?? recommend. Mario and Maribel.
Fully Satisfied. Excellent Accountant/CPA, Patient, Knowledgeable and Fair Price. Words cannot describe the wonderful experience I had with Sam Khoury. From the moment you enter his office he treats you like family. I always keep his card with me so I can recommend his firm to anyone needing an expert accountant.
Sam helped us so much with our taxes! he is wonderful and so very grateful for him!
Highly recommend Sam. We looked for a local CPA in the Middle Tennessee area for our taxes. From initial conversation to three years later and counting, Sam has completed our taxes on-time, he is knowledgeable, thorough, and he has become a trusted advisor. Sam is someone who makes himself available to have a friendly hello check in with just a call or a stop by at his office. It shows that he enjoys what he does. Excellent service, conscientious, and he demonstrates that he is looking for the best with his
Sam was very patient explaining our tax situation and helpful in getting everything filed correctly and promptly.
Absolutely thrilled with the service provided by Mr. Khoury! His expertise and attention to detail made navigating the complexities of taxes a breeze. Mr. Khoury is incredibly thorough, proactive, and saved me both time and money. His professionalism and responsiveness are top-notch, making the whole process stress-free. I highly recommend Mr. Khoury to anyone in need of exceptional tax services!
I have worked with Mr Khoury for the last two years. I found him and his staff to be very personable and a pleasure to work with. Mr Khoury is professional in his approach and does a very thorough job in a timely basis. I have no hesitation in recommending him.
What good things can I say about Khoury CPA? The options are endless! Sam Khoury is easily one of the friendliest people I have come across. He makes you feel more than welcome inside his practice, and no question goes unanswered. He is the epitome of humility and professionalism, all while maintaining a friendly and familiar work environment. I highly recommend Sam the folks at Khoury CPA for any and all tax services. Sam is the man!
Sam is very thorough and knowledgeable. He provided us with a lot of much needed information and answered all of our questions. Overall, we had a terrific experience with Sam. I highly recommend Sam & he is definitely our CPA from here on out.
Sam Khoury is hands down the best all-around CPA in Murfreesboro. Our previous tax preparer would not answer my calls, respond, or update us on the process. Sam immediately took control, handled our tax filing for our household and business. He is responsive, helpful, and very knowledgeable. THANK YOU!!!
Being new to the area, I needed a new CPA. Sam was very responsive via email upon my inquiries on top of being kind and professional. He also got my taxes done quite fast during the tax season crunch time. I am so thankful that I found him - these excellent reviews are 100% true! Thank you Sam for your expertise and outstanding service. I appreciate you...see you next year!
We had a wonderful experience with Khoury CPA! Sam was very professional, knowledgeable and kind. He patiently answered all of our questions and didn?t mind explaining things more than once:) We look forward to seeing him again next year!
I cannot speak highly enough of Khoury CPA! Mr. Khoury?s knowledge and dedication to his craft are unparalleled. Sam took the time to understand my unique financial situation and provided tailored advice that maximized my returns while ensuring compliance with all regulations. His professionalism, efficiency, and clear communication made the entire tax process seamless and stress-free. I am grateful for their expertise and would recommend Khoury CPA to anyone seeking tax services!
Sam is very knowledgeable and a great CPA. He took his time and throughly explained everything.
Sam is very professional and understanding of our needs, he is handling our bookkeeping for our business as well as personal & business taxes. He is very knowledgeable to ensure we are getting the most from our money as well as following all the laws. Not to mention he is always good for a very entertaining conversation!
Sam recently finished my 2023 IRS return involving two states. I could not be more pleased. He patiently explained complicated rulings and sought out all allowed adjustments to ensure my return is totally complaint and at the least cost. His small office is a little hard to find, but the very friendly person to person service is well worth the effort. I recommend at 5+ stars.
Sam and Ms. Patel were great in preparing my tax return. Excellent service and fairly priced. Sam really took the time to explain things to me. I will definitely be returning. Use their services with confidence.
Sam & his office staff were amazing through the entirety of working with them! Our books were quite a mess, but they were very patient and worked through all of it with us. Highly recommend!
Sam is absolutely fantastic! This was our first year working with him and we will definitely be returning. If you are looking for an honorable, professional, accessible tax professional that knows there stuff...Sam is it!
I went to Sam because he had excellent reviews from customers and I had a problem I didn?t know how to handle. After a series of major life changes I ended up owing back taxes. He reassured me from the first phone call, quickly set up an appointment, and spent sufficient time with me to go over everything we needed to do. I felt I was in good hands and I felt very reassured. He finished my taxes promptly and again spent plenty of time with me explaining the process. I am very grateful to him for being so k
Mr. Khoury has been our CPA for many years now and we are very lucky to have found him. He is always prepared to tackle even the most difficult situations. He is very professional and very efficient. He always goes above and beyond for his customers. He is such a friendly and honorable man. Thank you Mr. Khoury for all that you have done for us.
My wife and I discovered Sam through a friend's recommendation; we are first-time business owners and needed some guidance as well as help with tax filing. When we first met Sam we were pleased to discover that he is warm, engaging, responsive, and very professional. He put our minds at ease and we left feeling very thankful that we had found him to help us. Every interaction with him since then has reinforced this initial impression. I would highly recommend Sam to anyone!
Sam did an amazing job on both personal and business tax return
Sam Khoury is a fantastic CPA and a wonderful person in addition to being a great professional. Myself and my husband started a business this past year so we were treading in unfamiliar waters. Sam done an outstanding job of explaining everything about the outcome of our taxes in detail and we are looking forward to doing business with him for many years to come!
We were in need of a new accountant.Khoury Stepped in and completed our last year taxes within two weeks. He also had our Current taxes completed within one week. He was very professional and thorough. We cannot thank him enough for his services!
Mr. Sam is top notch. He has been servicing my wife and I for four years now. We are both self employed and he helps us understand the tax business in a clear and fun way so we can understand. He knows his stuff. He will help us find all the ways to write off any and all we can in a legal way. Another thing I like about Mr. Sam. Any time I call he answers with a smile on his face ready to serve me with any questions I may have. As far as I am concerned Mr. Sam will be our Tax Guy for Life. I highly recomm
I wanted to thank Sam Khoury for every thing he has done for myself and my family.We recently moved to Tennessee and we?re referred by our family.Sam truly went above and beyond in professionalism in a kind and caring way. Sam took care of all our tax preparation needs. I have worked with other CPA?s in the past and Sam is far above the rest. If you are in need of a CPA, Sam truly is the one for you.Thank you again from my family Maureen and Jean Gentile
My wife and I needed assistance preparing our taxes for the first time as residents of Tennessee and Sam and his office were a great help! We had our accountant back home who we retained for years and we were hoping to find a good CPA in our new home. Sam and his staff were professional and courteous. He answered all of our questions in a timely manner and made the whole process simple and painless. Sam was also accessible to us any time we had questions; Khoury CPA exceeded or expectations! We have found
Sam is the best thing that could have happened to our family. My fiance really needed someone understanding and non-judgmental for his situation and Sam was exactly that. He was incredibly kind and understanding, holding our hands the entire way. He was also meticulous about getting as much back as possible. We can't recommend him enough!
I've been having Sam do my taxes for a few years now. I first met him, when I opened a business. He is very professional, prompt and makes things easier for his clients. I no longer have the business, but Sam still does my taxes every year. I would recommend him for all your accounting needs.
I was nervous about working with a new CPA but this company came highly recommend by several people. Sam was very pleasant to work with and took the time to explain things to me. My taxes were completed timely and he was always patient to answer questions I had.
Sam Khoury helped us with our taxes in a very timely, efficient way for several years now. He is fast and knowledgable...and makes it very easy. Very professional and super responsive. Thank you for all you do to make a painful process, painless!
Sam is an amazing man! He is an awesome account! He has been great to work with! He takes care of my family and business. He has become family , loves God! Super trust worthy! Never felt better with Sam and how services. We highly recommend him !
My husband and I have had the pleasure of working with Khoury CPA PLLC for a couple of years now. Sam Khoury and his staff are always very prompt, professional, knowledgeable and most importantly very kind. No matter how many questions I have or whether I have last minute requests, Sam and his team are always quick to help and get the job done! I highly recommend Sam Khoury for any of your bookkeeping or tax needs. He truly is the best!
I have been with Sam for 5 years now. I cannot recommend him enough. He is always the consummate profession with top rate customer service. I would rate him a extremely knowledgeable in his field and work very hard for his clients. If you are looking for a friendly, professional, attentive CPA that will go above and beyond for his client look no further. Call Mr. Sam today!
Sam is not only a bookkeeper, but rather a very caring and helping individual. He goes out of his way to help his clients. He listens carefully to my tax needs and offers very valuable advice. He has been doing my taxes for the last 2 years and will never even think of going to another accountant. His strength is in his knowledge of tax laws and superior customer service. Once you meet him, you feel like you know him for a long time. I very highly recommend his service if anyone is looking for an honest and
My wife and I recently moved to TN and were looking for a reliable, responsive, and affordable CPA. We certainly found that in Sam. He responded almost immediately after I sent him an email, and he was a pleasure to meet when we went to his office to give him our info. He prepared our returns very quickly, responding to emails, asking & answering questions, and providing a secure space for uploads along the way. We wouldn't hesitate to use Sam again for tax preparation and highly recommend him.
Sam did a wonderful job with our taxes. He was given a mess and was extremely professional in fixing my husbands quickbooks mess. I felt so bad for him, but he had a great attitude, was thorough and kind. I have already told three friends about our experience and how wonderful Sam is. 10 out of 10 ??
Sam was a pleasure to work with! He answered all our questions made sure we were informed every step of the way, he is fast and accurate. Sam made it seem so easy when others in the past made it complicated. He is very professional and we would highly recommend him for all our accounting and tax needs.. Thank you Sam! We think you are the best!
Professional, Fast, Organized, Truly an incredible and Pleasant experience working with Mr. Khoury! 10/10
Exceptional CPA Services with a Welcoming Atmosphere I recently worked with a fantastic CPA at Khoury CPA PLLC and I must say, the receptionist up front was equally pleasant. Their service is top-notch, and I wholeheartedly recommend them. Our experience was fantastic, and we are impressed!
We?ve been with Sam for about four years. He always has time for me and answers every question. He has helped us tremendously with our personal taxes, and my business. I would HIGHLY recommend Sam! He is a true gentleman and the very best CPA.
Do not be deterred by the outward appearance of the building in which he is located! Sam Khoury is one of the most friendly and competent tax professionals I have ever utilized. His amazing memory of the specific details of my case amongst the many he services makes it feel like I am not just another customer. I would recommend him to anyone...just not everyone. I found him first!
Sam hands down is the best CPA in the Murfreesboro/Nashville area! His professionalism is second to none. My Business was looking for a CPA last year that was efficient and accurate and he exceeded expectations by a mile! This was my second year allowing his office to handle our taxes and I was just as satisfied as i was the first time.
I have been going to Sam for 6 years now and he is simply the best! For ease, convenience speed, and accuracy, Sam is your guy. He takes the time to explain and provide recommendations. Now all of my friends and family use Sam, very thankful for his kindness, efficiency, and his services!!
We recently moved from out of state and wanted to find someone local that we could trust for our tax and accounting needs here in middle Tennessee. We are so happy and thankful that we found Sam! Professional, honest, and offered a quick turnaround for a fair price. Happy to say we have a new accountant on our side! Thank you, Sam and team!
We have been using Sam?s tax service for a few years now and he has become not only our tax guy but a good friend. Sam is very professional and helps you with all of your tax needs and concerns. He definitely is our go-to guy for tax information. Sam will continue to be our tax guy for as long as we are here! We are very pleased!!! You won?t regret having him take of your tax needs!
Sam has been my accountant for over 4 years. His dedication and drive to help is beyond anything I can say. He is always ready to help no matter how big or small my questions are. He is just a phone call away. He is very professional and courteous and gives me the best most accurate advice. I highly recommend using his services you won?t be disappointed!!!!!
It's hard to find someone who is knowledgeable and also caring. I'm extremely happy I took my business to Sam. He not only worked very hard to file my paperwork on a timely manner, but also went above and beyond to solve my complex tax returns. He treated me and my family like we were his top priority every time we spoke to him. I would suggest to anyone that they take their business to Sam Khoury CPA.
My husband and I would like to highly recommend Sam Khoury. We had just moved to Tennessee and contracted Sam to do our taxes. Besides showing us incredible hospitality and welcoming us to Murfreesboro; Sam took the time to understand our needs, and was very thorough in completing our tax return. We are very pleased we met Sam both personally and professionally.
Sam is the best tax accountant I have every worked with. My husband and I have a sole proprietorship, and Sam worked hard to make sure we had our bases covered. He was very personal and attentive, and he asked questions that previous accountants overlooked. He also explained how we should handle things like tax write offs, etc. in the future. He is a great guy!
I have been using Sammy for the past 4 years, he is Wonderful CPA, but he?s also a outstanding man. He has a way of explaining (taxes) in a way that you will understand.. I will promise you that you will be extremely happy for any of the service that he provides. Thank you, Sammy for everything you?ve done for my family over the past 4 years and into the future, we really appreciate everything that you do!
We have been going to Sam for a few years now. We feel comfortable with Sam because he has always been detailed and efficient when doing our taxes. Very professional and knowledgeable.
I had move to Tennessee in 2018 and I was looking for a CPA in Murfreesboro area. I was looking for someone honest that I can trust, reliable, professional and with a reasonable price. I remember the moment I came into his office I felt welcome and that he had the knowledge that I was looking in a CPA. He easily understood what I expected and executed all the needs. Every since that day Sam Khoury has been taking care of me, my family and the rest of our relatives. I?m pleased with the service he provides a
Sam is the most thorough accountant/ tax professional that my husband and I have ever encountered. We were very unsure of what to expect for our first year of paying taxes as entrepreneurs. However, he walked us through every step and was very honest about all of our options. We?re so happy and pleased to have found such an honorable person to do our taxes for us and keep us on top of everything!
This was my first year since starting a new business and so I reached out to friends on social media for recommendations on a good CPA. Sam was recommended and so I reached out to him. From our first consultation, he was extremely helpful and I could tell he was very knowledgeable. I had recently created my LLC and he helped guide me through completing the process. Sam was very easy to work with and I will continue to do business with him and recommend him to everyone I know.
Recently new to the area, Sam made my family and I feel welcome. Beyond that, his level of care, professionalism, and integrity is the best I've worked with for tax services. I am in the real estate industry and Sam has just been a tremendous help. Thank you so much. Highly recommend. Adam
Mr. Sam Khoury is amazing! He greets you with a welcoming presence and respect. His work speaks for itself, he?s very precise and communicable. I highly recommend Mr. Khoury for your CPA needs. Thank you for being a trusted person.
Mr. Khoury was an absolute gem to work with. This was my first time needing a CPA for taxes. He came highly recommended and I can see why! Very thorough, timely, and gladly answered all of my questions.
I'm so happy that I met Sam. He is very smart and I trust his expertise. He is the best tax preparer that I've ever had. It is so comforting to know that an Accountant is handling my taxes. I can't see anyone else preparing my taxes except Sam!
I have to be honest, Sam's business is great! I highly recommend you have Khoury CPA handle anything you need. The service is top notch, the results we received were perfect! The thing that is really great, Sam is trustworthy and honest. Also, I love being able to ask any question and he knows the answer.
Sam provides an excellent quality of service in a professional manner without losing the personal touch! He is responsive to his clients questions and needs and the value of his experience and knowledge is remarkable. I highly recommend Sam for all your CPA needs, you will be happy with the results!
We have been using Sam Khoury for almost 3 years for our Auto Repair Business and Personal. He is great about explaining any questions we have. If you are looking for a CPA - we highly recommend Sam. He is Wonderful! Thanks for taking such great care of us!!!
I been a client of Mr. Khoury for a little over 2 years now. And I couldn't be more happier with the service, and integrity he has. As long as I'm in business, he will God willingly be my CPA
I found Sam several years ago and can?t explain how unbelievably happy I am for that! Not only is he a phenomenal CPA, but he?s also a phenomenal man. He will help and guide you in any and every way he possibly can. I promise you, you will be extremely happy for the service he provides. Thanks Sam for everything you?ve done for my family over the years. Can?t explain how much we truly appreciate you!
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.