*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.*
29 State Rd 60
Lake Wales, Florida 33853
Our family has been using Kohl & Company for over a decade and we have nothing but praise for the work they do. Even all the way through the uncertain future of March 2020 and the sifting sands of the 2019 federal tax returns schedule, they stayed ahead of any problems. We place our greatest trust and reliance on them and feel fortunate to have them available. We thank them for being there for us. Gil Morrison
Kohl & Company, Certified Public Accountants have been serving our organization The Frostproof Care Center for many years. Their professionalism and attention to detail has always been remarkable. We are grateful to have such a company that works to ensure everything is handle with efficiency and a timely manner.
We have been using Kohl & Company for about 20 years. They have always worked with us to meet our needs. We have depended on them many times to make informed decisions and to navigate federal and state tax laws.
I have been going to Kohl and Company for three years now. I moved here after retiring from up North. the whole experience with this company has been outstanding. if you are looking for very experienced and professional people this is your place. .
For a small business or an individual, this is a great accounting firm. All accounting aspects of a business are taken care of, including state, federal, payroll and other returns. Bill and Jim do a great job with forecasting, tax guidance, risk management and related advice. The Netwise computer division is excellent as well. I highly recommend them!
The team at Kohl & Company goes above and beyond to take care of any need that arises. I highly recommend their expertise and services to any type of business or individuals.
For more than 20 years, Kohl & Company has provided our company with prompt, reliable, accurate and professional service-- It has been an absolute pleasure working with them!
My family and I have been clients for about 20 years.The service has always been prompt, attentive, complete and professional. Someone is always available to speak with and answer any immediate questions. I highly recommend them for any financial needs.
I've had nothing but positive advice and help from Kohl & Company. Highly recommend them for their straight to the point attitude and helpful environment.
Best CPA'S in the business. And always stay up to date on all changes to tax law. Save their clients thousands.
I was helped with my taxes after selling my property. As a retired person with limited income I was able to have a good financial outcome & their rate was very reasonable.
Very professional business. I have used them for years and they always do a through job on my taxes at a reasonable price.
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.