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KKB&N Certified Public Accountants

KKB&N Certified Public Accountants

Reviews Summary

The reviews show a polarized consensus: Many long-term clients express frustration and disappointment (1-2 star ratings) due to sudden client dismissals, citing poor communication and lack of care. Others (5-star ratings) praise the firm's professionalism, expertise, and responsiveness, particularly highlighting specific staff members for their knowledge and service quality. Recent negative experiences center on abrupt service termination, while positive reviews emphasize reliability and personalized attention. The firm appears to maintain high standards for retained clients but faces criticism for handling departures insensitively.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

20 Grove St

Middletown, New York 10940

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 8AM-3PM
Sunday Closed

Customer Reviews

Had been going to KKB&N for over 20 years. In November of 2024 we received a letter stating they could no longer be of service to us. Explanation of why was, in my opinion, was weak, meanwhile we had an appointment in November to go over an estate account, in which we were going to find out what was the next step after the will was probated. Was left out to dry. We had been seeing Rachael and were very happy with her. Apparently they let people go. They did give us paperwork for estate that we had given the

I just received a notice from KKB&N, that after over 25 years of being a customer and because of labor shortages, they are purging some of their clients and are no longer able to do my taxes. They claimed that ?young people don?t want to be accounts?. This is the lamest excuse ever! Historically, they offered a 5-star service. Today I give them zero-stars! Now I am forced to find a reputable accounting group that is willing and able to do my taxes.

After 35 years of using this accounting firm, referring many new clients to them, I got a stock letter saying that they will no longer be my accountant. They cited staff shortages and young people no longer going into accounting as their reason. When I called to question them, they were very calous and uncaring of the position that they had put me in. Very uncaring firm! Stay away!

This was my first experience working with KKB&N. Lori Vreeland was my contact during my first consultation. She was able to look over my tax return ( Personal and Corp) prior to my second visit. Lori's corporate "hand Tailored " expertise was a point of reference... Lori's communication was to me very important due to past experiences.She went above and beyond to help explain any questions or issues in a very ethical and extremely conscientious manner. All of my questions were answered promptly and pro

I've had kkb&n doing my books and personal taxes for 3 years now, the staff is friendly and always helpful. My accountant KIM is hands down the best accountant I've ever had! Very organized, very knowledgeable and very good at her job. This company has high quality staff!

We are so happy with KKB & N, especially with Lori Vreeland. She is professional, knowledgeable and very good!! Excellent all around!

We have been with KKB&N for 20 years for our personal and business needs. We would highly recommend. They are reliable, extremely helpful and knowledgeable, professional but still very personable. Again we would highly recommend.

So pleased with my experience. Rachel is exactly the kind the of person I enjoy working with. Friendly, open, knowledgeable, respectful. Will certainly be using her and referring her in the future.

I have been working with Kurt from KKB&N and he is a true professional. If you are looking a CPA Firm and value honesty and transparency, KKB&N is the place to go!

We have had a great experience working with Kurt. He is professional and is always available to answer questions that arise. We would highly recommend this firm and Kurt.

A professional, knowledgeable and trustworthy company with a great staff. We have used this company for over 20 years. They have always been quick to respond to any questions/concerns, we couldn't be more pleased.

They just confirmed they are not taking on any new clients.

An amazing firm, with great people.

Very good customer serious service

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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