*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.*
21 Bridge Square
Westport, Connecticut 06880
We had an extremely positive experience working with the Liebert team for our 2024 tax year returns. Brian and Linda were super accommodating in getting us signed on as a new customer. They carefully listened to our needs and addressed all our questions/concerns promptly with curtesy and professionalism. We are particularly impressed by Jennie?s work. She is our tax manager who demonstrated superb tax knowledges, empathetic customer care and attention to details throughout the course of the tax preparations
Highly professional and knowledgeable firm! Liebert Associates provides excellent service, and Brian is always quick to respond to emails/calls with clear helpful guidance. His expertise has been invaluable as my financial situation has evolved over the years, and the firm is well versed in various tax laws. I highly recommend them for anyone needing reliable and informed tax advice.
My family has been extremely pleased with Liebert Associates us with the personal care and support for our taxes. My wife started a new business in 2023, there was a lot to learn about the tax implications. Brian and his team quickly got involved, clearly explained everything we needed and made our tax lives so much easier. We can relax knowing we are in good hands with our dedicated tax team at Liebert Associates!
I stumbled across Liebert Associates during an extensive Google search trying to find the best CPA possible. Their quick response time and intentionality of learning what my needs were made hiring them an easy decision. I can honestly say that they have made starting my company seamless and stress-free. From my kickoff call with Brian to meeting the rest of my onboarding team, I have felt endless amounts of support. No question is too small and the team really wants to set their clients up to win. Highly re
We?re so grateful to have Brian and his team doing our accounting. We are a husband and wife with a small business, and as it has grown we realized the need for a good accountant to keep our books and to help guide us through how to structure our business and other tax-related matters. It was quite overwhelming to us, and we had a couple less-than-positive experiences with other accountants. Once we found Brian, it was such a weight off our shoulders to know that we were confident in the people doing our a
Brian and his team at Liebert & Associates are fantastic. After searching for the right CPA, we found exactly what we needed with their comprehensive tax planning, prep, bookkeeping, and financial services. As a husband-and-wife LLC, it's like having our own CFO guiding us every step of the way.
Absolutely amazing people to work with. I had what I thought was an unmanageable mess of business and personal taxes to go through and they were patient, accommodating, resourceful and helpful every step of the way. Highly recommend Brian and his team. Jennie, Dena and Linda are amazing at their jobs. THANK YOU!
This was my first year using Brian. I had a great experience with Liebert and associaiates. They were able to get my taxes done in a fast and timely Matter and explained with a video which is helpful. I have never had tax people tax time to explain to me business taxes at end of the year. Happy to continue to move forward with this company. And Dena is an awesome accountant.
We are fortunate to have found Liebert Associates. They are highly professional, competent, courteous, and get the job done quickly and efficiently. Liebert Associates CPA is the best!
Brian and his team are incredible. They helped me structure my businesses and have been so helpful and insightful when it comes to everything tax related. Highly recommend.
Brian and team helped me get my business off the ground quickly while feeling confident that I would be making the correct financial decisions. They are super resonsive and always address every question I have. I was reccommended to them from a friend and she told me what they do best is offer you peace of mind and I couldnt agree more!
This is my second year working with Brian (Liebert) and his team at Liebert Associates. I was with a previous accountant who completely screwed up my taxes for 2 years...Brian came in and saved the day. He always answers my questions year-round and I actually just hired his bookkeeper to help with bookkeeping. Amazing team, very responsive. 100% would recommend!
I highly recommend the tax preparation services with Liebert Associates. They made the process quick and easy, and I will definitely continue working with them in the future.
I just used Liebert for the first time, after my longtime accountant retired. I was a little wary about trying someone new, but they did an outstanding job. Chris Lemoncelli answered all of my questions (including the dumb ones) and was super-patient, informative and prompt. Liebert's web portal makes it easy to upload all of your documents and enter all of the info they'll need to get your taxes done. They made doing my taxes about as easy and painless as I could imagine, and at a very reasonable price. Wi
It was our first time hiring an accountant for tax filing and I couldn't be happier with the result. Brian and his team were very professional and upfront with their fee and process, from the initial consultation to the final filing. He even provided us with some guidance on the impact of our taxes as we move next year.
I worked with Chris to do my 2020 taxes, he was very quick with communication and turnaround time. I was very happy with my tax outcome. I also had an intro call with Linda, who was kind and answered all of my questions. Would definitely recommend and will use next year!
Brian and his team have helped me and my spouse with our taxes for the last four years. He and his team are quick, smart and professional. They are always looking for ways to make sure we are getting the most out of our returns. Everything is done remotely and it is a seamless experience. Thank you Brian and team!
I have worked with Linda for the past two tax seasons and she has been a great help to make it as smooth as possible. She reviewed my documents in details and in many cases, corrected my mistakes. I highly recommend them since you know how much you before even starting the process, and they?re professional and respectful.
I had a great experience this year with my 2020 tax filing. Brian was extremely helpful answering my questions and the process went very smooth. Happy to work with this team in the years to come!
It was great working with Linda for filing my taxes. She was very helpful, and addressed all my questions with great patience. I will definitely use their services again in the future!
Brian and his team were extremely professional and efficient with my tax return. They answered all of my questions promptly and had a quick turnaround! Highly recommend!
How hard is it to find a good accountant? Hard. How hard is it to find a great one? Impossible. I've been looking for years for someone who can 1) Explain things clearly, 2) Do a great job, 3) Respond quickly. I have finally found all 3 -- and someone who's really kind and personable to boot! So grateful. You don't need to be frustrated with your accountant~ Thank you, Brian!
Did a great job with my 2023 tax return
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.