*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.*
764 Texas Rd
Morganville, New Jersey 07751
I had a deeply disappointing experience with this firm and cannot recommend their services. Every document filed on my behalf contained errors?ranging from incorrect business names and dates to entirely wrong titles. Not a single submission was accurate. On multiple occasions, Kumar included other clients? names in my paperwork and even sent my personal information to unrelated parties?an alarming breach of confidentiality. Communication was also a serious issue; many of my emails went unanswered, and when
I have been using the services of Kumar from the past 8 years, he and his team always offer valuable assistance and guidance, a reliable, dependable and on outstanding professional tax service firm. Strongly recommend anyone who wants to get their business and personnel taxes done.
I have been using Kumar and Co for both my business and personal taxes for 7 years now and couldn?t be happier. Approachability, knowledge and professionalism are what brought me to Kumar and Co. and I whole heartedly recommend them to anyone looking for someone to handle their accounting needs.
I have been working with Kumar & Co CPA for my business and personal accounting and taxation requirements for last 5 years and have always received prompt and correct advise. Kumar and his team are really easy to work with.
Kumar&co are extremely competent and offer accounting and tax preparation at very affordable prices. They are able to handle complicated accounting for individuals with overseas and domestic holdings. They also handle corporate taxes.
Speed, Accuracy and Professionalism is what you get with Kumar & co CPA. Kumar, Vandana, Jana and their entire team is very thorough and friendly. Not only get your taxes done right and in time but also help you with tax planning for the next year so you don?t owe a lot of taxes and most importantly, avoid penalty.
Kumar and his team are very professional and Proficient. I highly recommend his firm for for all Accounting Services whether it is tax Return, Audited Financial statements or complete accounting services including bookkeeping services.
I've used Kumar and Co for 3 years now, on a recommendation from my father, who has been using them for longer. I have always received professional service from folks on his staff, and quick knowledgeable responses to any questions asked. Highly recommended.
We have been using Kumar & Co for the past 10 years. Very good with their services. Kumar and his staff are always available to answer all our questions. Our son also takes his help.
Kumar & team provide excellent personalized service with knowledgeable & friendly staff. They are doing our taxes for 10 years, would highly recommend them.
Top notch service and support from Kumar and team. I would highly recommend to anyone looking for accounting and tax support for personal or small business use.
Kumar and co CPA is one of the best in business. i will recommend them to all the people i know.
Highly recommend for your accounting and tax preparation needs! Thank you kumar and co!
Professional. Friendly. Responsive.
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.