*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.*
110 West Road # 227
Towson, Maryland 21204
I have known Ryan for 3 years and he is true thought leader in the dental field. We have many mutual clients who use his services and they all have raved about his quality of service. I continue recommending him!
Be careful!! I paid a lot of money for my taxes to get done. Done wrong. Paid to fix it. Never was fixed. New accountant worked to understand the issue and it was resolved in less than a week for a third of what I was paying Levy CPA
We've been impressed with Ryan's knowledge level since we were introduced to him about 6 years ago. He has gained an excellent reputation quickly and has demonstrated initiative and creativity in working within the boundaries, while aiding dentists with their tax and financial management needs. He is a true professional and a leader in our area dental community. I believe he can be a valuable resource for you.
Ryan is one of the best CPA's that I have worked with (and I have worked with a few over the years). Extremally professional and knowledgeable. I couldn't be happier with his services. My whole extended family uses his services now as well. I would highly recommended Ryan and his team if you are looking for a really good high quality CPA!
I came to hear about Ryan Levy CPA through a referral and honestly am so glad we crossed paths! Ryan is honest, detail oriented and genuinely cares about your overall success. From day 1 Ryan has made himself available pretty much what seems like 24 hours a day, and offers endless advice and counsel throughout whatever business venture you are looking for. We ended up having Ryan and his associate do our taxes as well as overall bookkeeping and to say he exceed our expectations would be an understatement! I
The best of the best. For a few years now Ryan, Tyler, and the team have been managing my business accounting and all associated taxes (both professional and personal). Not only are they always available and easy to talk to, but their intricate knowledge coupled with their humble nature makes them a true asset to have on your side. They truly feel like an extension of my own team rather than a separate accounting firm. I am very grateful to have been referred to them and will continue to recommend them
This firm is exceptional!! Relationship based, responsive and professional. Need i say more!
Ryan is knowledgeable, patient and always available when you need him. He is ALWAYS quick to respond and his first priority is making sure you understand your finances. He has a gift for explaining things in a manner that make sense. Ryan keeps my dental practice organized and running smoothly. I'm lucky I was referred to Ryan Levy....he's exceeded my expectations. He's THE best!
Mr. Ryan Levy is a brilliant CPA; extremely knowledgeable, always available and very patient. His attention to detail and calm demeanor is reassuring. Ryan was recommended by many. I could not be happier working with him.
Ryan was referred to me by a colleague, and I'm so grateful! Ryan is super knowledgeable, kind, and easy going. He is always quick to respond and answer any questions I may have about taxes throughout the year, setting up payroll for my business, providing other referrals, and more. If you are looking for a local CPA who really cares and is a pleasure to work with, you will be glad you hired Ryan! Thank you for everything, Ryan!
Ryan is an awesome CPA, a pleasure to talk to and a great person to work with. He has been instrumental in helping explain practice data and numbers to me as a dentist. I look forward to working with him in the future.
Ryan Levy is simply the best CPA! He has been doing my personal taxes for 8 years. He is responsive and very knowledgeable. The more complex the issue, the more thorough he becomes!
Has been my accountant since I started my own law firm and could not be any happier. Ryan is responsive and detail oriented, which are two qualities I value greatly. Highly recommended!
Ryan is respected resource helping dentists with the nuance of taxation, business, operations and financial planning in a dental office. Dentists need to utilize partners like Ryan who show a high level of commitment to the dental business and help them navigate the challenges they face everyday!
Ryan was always kind and professional. He is definitely a master of his craft. I highly recommend his firm to handle all of your accounting needs.
Ryan is the best! Extremely responsive, patient and thorough. He takes a proactive approach to accounting that I know has saved us thousands.
I was looking for a dental specific CPA, and Ryan Levy came highly recommended. He was very thorough, helpful, and really patient with answering all of my questions. He is great!
Ryan has been very helpful navigating and putting a team in place to help me on the business side of dentistry. He is excellent at what he does and I highly recommend him.
Incredibly easy process with Mr. Levy. Put my wife and I completely at ease with his knowledge on financial decision making and I cannot stress above all, TRUST was established from the get go. We only wish more families, business owners, etc. knew about what a blessing this man has been for our family. HIGHLY HIGHLY RECOMMEND!!!!
Professional, responsive, and easy to get ahold of! He is answering e-mails at all hours and works without delay. I can't say enough about Ryan, he is highly recommended!!
Great experience and super quick to respond to any issues. Highly recommend!
Great experience, quality work, responsive, and knowledgeable. Highly recommended!
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.