*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.*
10001 Lake Forest Blvd Ste 505
New Orleans, Louisiana 70127
My experience with Cloreece at Knight CPA Services has been nothing short of amazing. Knowledgeable about anything finance related and dedication to clients are must haves in this field of work. Down to earth, professional, reliable, versatile, hard working and hospitable. These are just a few of the words I would use to describe the team at Knight CPA Services. Give Cloreece a call or schedule an in person consultation. The only person I trust in finance.
Our company works with Knight CPA, who is very knowledgeable about business financials. Always available to answer questions and put our concerns and needs as top priority. Cloreece is an expect when it comes to taxes, money management, and more. We trust the firm, and will continue working with Knight CPA services.
Cloreece was very professional and knowledgeable about everything that was asked. She is helping me to get my finances in order and I am truly grateful. Great experience I will be recommending Knights CPA to any and every person I know who needs help with there taxes or financial planning.
Sometimes you just need someone to take some of the weight off of your shoulders! I had my business idea and the creativity. C Knight CPA services had the knowledge, professionalism and resources that far exceeded my expectations. If you are starting a business, here's a word of advice; stick to what you know and allow CKnight CPA services to handle the rest. She is down to earth and makes sure you have a thorough understanding of how things work!
If you?re looking for a honest, reliable, and trustworthy CPA, Knight CPA Services is the firm to call. Very professional and dependable! I have use them for my personal and business finances and will continue to use their services. They are also great with financial budgeting!
CPA has guided me as I am a new business owner. They have assisted me with decreasing my past tax debt while educating me on organizing and handling my books going forward! Their patience and expertise is of great value to me! -Client of 4years
Knight CPA Services, is one of the best CPA companies in New Orleans. Cloreece is very knowledgeable and personable. A rare gem.
Where do I even begin? Cloreece has helped me through so many tax questions every step of the way! My personal taxes and my business taxes. She gives thorough advice on everything I?ve asked and is always there to assist. Thank you so much!
There was no situation too great or challenging for Mrs. Knight in my situation. Definitely informative and experienced in her field. Exemplifies professionalism at all cost. Hands down one of the best I've encountered thus far.
Cloreece has alleviated much of my frustrations! I have had some complex tax issues these past few years and she was able to accommodate me so I no longer have to be bothered with Uncle Sam. THANK YOU!!!
Knight CPA Services are the best in Louisiana! Thank you!
This is my go to firm in NOLA. This office is extremely professional, knowledgable and get work done on time.
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.