*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.*
20011 Ballinger Way NE #215
Shoreline, Washington 98155
Linda has been our CPA for many years and has always provided the highest level of service. She is thorough, very prompt in her correspondence, and always flexible. Sometimes we are delayed in getting our information to her and she takes it in stride and is always pleasant and friendly about it. I would highly recommend her services.
Linda is an amazing person and incredibly knowledgeable and professional in everything she has done for me. She assisted in the purchase of my business, has done all my monthly, quarterly and year end tax preparation, and has been there through the sale of my business. It is truly great working with Linda.
Linda is a most magnificent CPA! She is detailed oriented when creating your return and does not miss a single thing! She is prompt, has fabulous communication and goes the extra mile to get everything that you deserve. I highly recommend her services!
As a real estate broker you want to have a CPA that is knowledgeable, honest and proficient. We found that with Linda. I was impressed by the limited communication I had to have during our tax preparation, but most importantly she blew me away when I accidentally mailed her a check with the second line not filled out. She graciously sent a simple email stating see sent it back. I was on a holiday and then she was on a holiday it was two weeks before we could connect. That?s customer service at it?s finest.
Linda Teachout has filed our federal income tax returns for two years. She is a no-nonsense professional that has impressed us with her knowledge of tax law and her skill in preparing our returns. She responds promptly to our communications and even reminds us when we have not produced the proper documents in a timely manner. We give her the highest possible rating.
Linda Teachout has been a trusted part of my financial life for more than a decade. Her expertise, understanding, and outstanding knowledge of taxes have saved me money and inspire confidence. She has a terrific ability to figure out complicated financial issues and answer questions clearly.
Linda has been a wonderful asset to my small business accounting tasks and questions. Great customer service and always lets me know of any changes in the tax laws.
Linda's a major asset in meeting my personal & small business accounting needs. VERY experienced, knowledgeable and fast with appropriate professional fees.
Linda is very efficient and fast towards addressing my business needs. Thank you Linda!
I always recommend Linda whenever I'm asked if I know anyone who can handle small business and individual tax prep.
Extremely timely response time, and excellent reminders and updates about tax law changes. Very helpful for random questions throughout the year.
Linda was great to work with and helped with a couple complex issues.
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.