*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.*
425 Broadhollow Rd
Melville, New York 11747
I have been working with Kyle for 3 years now. He's knowledgeable, professional and friendly. I work as an independent contractor and Kyle has been able to clearly walked me through the complicated estimated quarterly tax filing process. He takes on all the responsibly and makes the process stress free. I highly recommend him if you are a business owner or just something looking to file year end taxes.
Kyle has been my account, attorney and go to person for all my businesses and real estate holdings. I have never known a accountant and real-estate person that is so attuned to his clients. Would highly recommend him.
I've been working with Jorge Arroyo for both my business and personal accounting needs, and I couldn't be happier. His attention to detail and expertise have been invaluable in navigating financial matters. He is always prompt, professional, and proactive. He truly made a difference in optimizing my financial health. Highly recommend their services!
Kyle Lester has been my business accountant for many years exceeding all expectations. Kyle has worked with my family consistently for almost two decades now. I can think of no better professional to handle my most intimate business other than Kyle. Appreciate everything! 4 years since leaving this original review, still with Kyle. 10/10 recommend.
Kyle has been our trusted personal and business adviser for over a decade now. My husband and I are thoroughly impressed with the quality, speed and accuracy of service(s) / advice provided by the firm. Kyle is very knowledgeable, responsive and goes the extra mile to continuously help us make informed financial decisions to grow our business. It is refreshing to have an adviser you can fully rely on and have 100% confidence they have your back. We highly recommend Kyle as your go to adviser for any legal a
Kyle is by far the most informative attorney I have had the pleasure of doing business with. From the beginning to the end, Kyle was there every step of the way. I would recommend him for any real estate transactions due to his personable character and his caring demeanor. Also, he answers every call anytime of the day. That showed me a lot about him. You will not be disappointed. Thanks Kyle.
Kyle has been handling our business taxes for more than five years. He is simply the best. He is always available to help us with any issue that might arise. We highly recommend Kyle for all your tax needs.
On the advice of a small business advisor, I sought out a local accountant to help me set up an LLC and handle my taxes, rather than utilizing an online service. I found Kyle through his excellent google reviews, and know them to be accurate - he's a consummate professional, quick to respond, efficient, gracious, and has a 100% track record on follow through. Putting the effort into finding a legal and tax expert who could make the process easy for me, answer my questions, and help me understand things, w
Kyle is my lawyer and accountant. I think what I like the best about him is that he is exceptionally quick to respond. I can always get a hold of him and he is caring and helpful. He always has the solution to my problem if it?s a legal issue. And since he has done my accounting, there has never been a problem to address. And he?s a nice guy! Good choice of you are looking! Highly recommend!
Kyle's office handled our real estate purchase in Sept 2014 in a smooth and efficient manner. He negotiated sales concessions with the seller so we would pay less at closing. He is very attentive and always available. I would highly recommend him as your attorney. Kyle is also a CPA and will handle all your tax needs.
I?ve been working with Kyle for the last 6 years building my practice steadily. He?s been a great resource and a trusted advisor throughout the years. I?ve recommended him to family, friends, and clients that were unhappy with their previous CPA?s and their experience has been great as well. Highly recommend!
Kyle Lester is the best. He is done my taxes for 15 years now and really knows his stuff. He is very professional and works very hard for me and I recommended him many times. I highly recommend him if you are looking for the best accountant out there.
Kyle has been my accountant for almost 10 yrs.. He has always been. Professional and has handled any tax issue that arises. Recently I had to seek guardianship of my Father who suffers from dementia.I fired my first attorney and hired Kyle...Kyle not only got the job done but he stayed on the case relentlessly and made sure that every I was dotted and T was crossed..He truly shines as an attorney......
Kyle has been our family CPA for at least 20 years and we have always been happy with his service. We find his work as always been thorough and timely.
Kyle's expertise has been a huge help with my family's business. He was proactive when the business needed to incorporate and has helped with other numerous questions. He handles all of my personal and business accounting and legal needs.
Kyle is an excellent accountant. He has been very responsive and takes care of everything in a timely manner. I would highly recommend.
Kyle and his team handled our complicated tax return (3 states) smoothly and on time. Highly recommend.
Kyle is a fabulous person. He is good, kind and a consummate professional. Working with him was a pleasure. I highly recommend him.
Trustworthy and professional. Kyle has always handled my small business accounting and tax work. Highly recommend.
With Kyle Lester as our accountant, we don't have to worry. He is always knowledgeable, thorough, efficient, and professional. Do yourself a favor and let someone who knows what they're doing handle it!
Kyle's extremely attentive and knowledgeable and available. Kyle goes out of his way to make your closings a breeze. I would highly recommend Kyle.
Kyle has been our attorney and advisor and he is simply the best. We highly recommend.
We have used Kyle for both personal & business work- have found him to be very knowledgeable and responsive to our needs ?..HIGHLY recommend
One of the best CPA?s / professional?s I?ve ever worked with. Very professional and commands deep knowledge of his trade. Will recommend him to everyone.
I am thoroughly impressed with the quality of service of this firm. Kyle is courteous and very professional. I recommend 100%!
His help was tremendous to straighten up the situation what the previous accountant left behind. Thank you Kyle.
Excellent service. Very professional, courteous. Great experience. I have been a customer for over 15 years.
Easy process, very welcoming and knowledgeable. Will be returning next year!
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.