*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.*
11632 Weaver Hollow Rd
New Port Richey, Florida 34654
I can't express my gratitude to Laura enough...I found myself in a rough spot regarding my personal and business taxes, and she has gone above and beyond to help out. Not just CPA and accounting, but she has gone out of her way to assist in EVERYTHING and give me a complete step-by-step guide to help keep me on track. I HIGHLY RECOMMEND ANYONE WHO NEEDS HELP TO CALL HER IMMEDIATELY! No more sleepless nights for me worrying about taxes, haha ??
Laura has been our CPA for 3 years now. She has been an asset to our company. We have not only had her do our taxes but she has helped with a number of other items. We needed documentation to buy a house and she was able to get reconciliation done along with a letter of reference the same day as requested. I very much have appreciate her ability to get back quickly. Additionally she is kind and thoughtful in her responses.
Laura has been my CPA for about five months now and she is amazing at what she does!! As a small business owner, filing taxes and categorizing business expenses can be very confusing, and she walks me through everything, making sure I have a clear understanding of her processes! I will gladly recommend her to my friends and family.
Laura did an exceptional job on my taxes this year. She was able to get me a much larger refund, over twice what I thought it would be. She also gave me recommendations on how I can lower my taxable income for next year. I very much appreciate her guidance and professionalism. She definitely gets my vote!
I wanted to share my story in case anyone else feels similarly. As a small business owner (who left a lucrative corporate finance job to pursue my private practice in financial planning) I was always very closely guarded when it came to my own financials- there was a certain level of shame because I wasn?t quite where I wanted to be income wise and I didn?t want to work with a CPA who might judge me based on that. I met Laura last year and I felt so comfortable knowing that only does she have over 20 year
Laura is very knowledgeable. She helped me through personal taxes and small business taxes. She saved me so much work and many headaches!
Laura helped me file my first tax return! She took the time to answer all my questions and explained everything in terms I could understand. Great service! Definitely will seek her services again!
Laura does outstanding accounting work at an exceptional price and is willing to go above and beyond to get the job done and that says it all to me....thank you Lane Cpa solutions LLC you?ve got my vote..
Laura was very knowledgeable and professional with my tax issues and helped resolved them.
Highly recommended. Excellent service, good communication, excellent prices.
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.