*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.*
63 Farmers Ave
Lindenhurst, New York 11757
I was referred to Jimmy by my previous accountant who was experiencing staffing shortages. I was very reluctant to have someone new do my taxes. This is the second year Jimmy filed. Both years went without a glitch. His portal is easy to use and he is very quick to respond to any questions. I highly recommend Jimmy.
I've used Jimmy for 4yrs now and nothing but great things to be said. Very efficient app to upload all of your documents securely. He gets you all of your paperwork back promptly and is always available to address any of your concerns through the portal chat or text messaging.
Scammer alert. He Left my wife in a bad spot. We own a beauty salon, he will take the money out of the account every month - but doesn't return our calls or emails. Blows us off when we schedule a meeting !! My wife got a bad vibe from the beginning , Do NOT use this guy. He will leave you hanging - with no answers !!! 0 stars. We have tried every means of communication - phone calls , text , emails and the app ! Bussiness owners - Don't let him automatically take money from your account. He's supp
I'm very satisfied with Jimmy?s service & interacting with him was pleasant. I was able to have my taxes done with only 1 phone call & the few minutes it took me to upload the documents. He was quick&efficient?overall I would definitely use his services again next year.
I hired Jimmy based off of his reviews and even then I still was leery because you never know. However, I must say, it's been an absolute pleasure. Professional from the day I spoke w/him until the day he finished my taxes. He was fast, efficient and even answered questions about other things I wasn't too sure of. Again, thanks Jimmy :)
Jimmy is absolutely amazing to work with. The platform is incredibly easy to navigate. Always worth the fair price, and genuinely better than past services I used and far superior to the fully online ones (TurboTax, H&R Block, etc.)
I came to Jimmy because I had some complications with inter-state taxes due to remote work. Jimmy was great and completed my taxes timely and accurately with great communication. Highly recommend. Edit: Came to Jimmy specifically to get some help with taxes from the prior year and decided to just have him do my taxes for the current year as well, he said that he would take care of my prior year taxes after the fervor of the tax season, but completely ghosted me afterwards. I followed up the coming year and
Jimmy is wonderful! He is very responsive and takes his time to personalize the experience depending on his clients needs. We have been with Jimmy more than two years and he is very knowledgeable. Highly recommended Lindenhurst CPA
Can you say expedient service! Mr. Jimmy Peters quickly completed my overdue 2021 taxes in under 24 hours! I truly appreciate the express service and will definitely reach out for the upcoming tax year. Thank you much!!!
Jimmy is working to have multiple negative reviews removed. He has been reported to the IRS for mishandling my case. I am also filing to take him to small claims court. He continues to ignore calls/email and never completed the work assigned. I have seen at least 3 other posters with similar experiences. Beware.* Like the review below. Initially, communication with Jimmy was fine. However he made and error and missed a deadline (a tight one but he assured me could e-file). He assumed some responsibility an
Got my taxes done quickly, smoothly and I thought properly. Was very happy with the work. Till I received a bill from IRS that I owe more than the large amount I'd already paid. Still not sure what happened but if you use him maybe plan that the numbers maybe off.
Lindenhurst did an excellent job preparing my personal and business tax returns. Their online system made the process very easy, transparent, and timely. I most definitely will be using their services going forward to prepare and file my returns. Thanks Jimmy.
Mr. Jimmy Peters is efficient and accurate! I had issues with my previous taxes and he was able to consolidate and rectify the previous errors. I will be using Mr. Peters every year from this day forward! I have already recommended him to other friends and family.
Jimmy Peters was great to work with. Prompt responses, professional communication, and speedy turn around time. He was very responsive to all of my questions and offered solutions, which I really appreciated!
Great Experience with Lindenhurst CPA PLLC for Federal and State Tax Return Preparations. They have an easy to use Web Tool for uploading and storing documents for tax prep. Quick response to questions and timely delivery of completed tax returns .
I highly recommended Lindenhurst CPA. I needed my taxes done right away and they came to my rescue. I worked with Jimmy and he was professional and very responsive. I am happy that I found a company that I can trust and rely on
working online to have our taxes prepared was a breeze. online response terrific, timely and efficient. thank you Lindenhurst for your assistance in preparing our tax return!
Jimmy is the best. He did my brothers, fianc?s and my taxes. Quick, great communication, easy to use website. Jimmy is the man!
Working with Jimmy Peters was a pleasure! Very responsive and a fast turnaround time. Looking forward to working with him again in the future!
I was able to get my taxes done expeditiously and for a great price. The tax preparers we very attentive and professional. Would highly recommend.
Absolutely the best tax prep people Ihave ever dealt with. They are very skilled and we will stay with them for as long as they are available..highly recommend them!
It was a pleasure to work with Jimmy, he did a wonderful job, he works quickly and responds promptly to any question. I will continue to work with him, for sure.
I have to tell everyone the truth I refuse to lie. My accountant helped me in a desperate time. This desperate time called for desperate measures. Mr Peters has given me the best service that any client could ask for. And if I would recommend anyone for this job I am telling you wholeheartedly and let Christ be my witness that he would be the answer you would want to seek for any tax related purposes. I stand by him and I give you a hundred percent satisfaction guaranteed. And if I could I would reimburse y
Jimmy Peters is very responsive, prompt and professional. The turnaround time was fast and the thoroughness was remarkable.
Excellent CPA. Jimmy was quick to answer my questions and prep my taxes. Will definitely retain his services for future needs.
I had a review of my tax status and my w-4 withholding certificate. Their assistance helped me understand my situation. I will contact them to file my tax return.
Lindenhurst CPA is extremely proficient at what they do. They are aggressive, ethical and communicate effectively with their clients. I highly recommend their services for your accounting needs.
Very easy to work with. Was easy to use the portal to get all your docs uploaded. Would use Jimmy Peters again next year.
Didn't finish taxes, still getting mails from IRS. Tried to each out multiple times but no response in almost 3 weeks
Jimmy was a pleasure to work with, helped me get setup and quick and helped answer all my questions
I've been using their services for 2 years now and I'm very happy with their professionalism, rapid response, and guidance in the process. Highly recommended
In my experience, Jimmy/Lindenhurst CPA, has given bad advice then acted dishonestly. You deserve someone competent and honest, Jimmy has been neither.
Had a quick and enjoyable experience with Jimmy Peters. I recommend Lindenhurst to everyone who doesn't know how to file their taxes.
Great company who is knowledgeable to do your business and personal tax return. They make the process easy with their online service
Jimmy is an awesome guy knows what he is doing if anyone looking for your taxes to be done he is the guy thanks
Very professional and speedy. Filed my taxes in a very timely manner. I will surely be returning next year.
The best! Thorough, careful, and engaged. Jimmy is the best.
Great service professional , replied quick, excellent tax preparer. Will definitely use their service again.
Excelente and very professional work! Absolutely will recommend this company! Thank you!
knowledgeable Provide individualize service Very Sensitive to my personal situation efficient As my project grows, I intend to employ them for my national and international activities
I highly recommend, they are very courteous, professional and answer any questions I have in a timely manner.
Very responsive and professional. Would recommend for someone looking for a good value.
Appears to have committed misconduct in my filing. I am reporting to the IRS.
Great! Got my taxes done in little to no time :)
Great service has never done me wrong! Totally coming back!
Really fast and detailed. Jimmy was great
Very easy to work with and would 100% recommend
Mr. peters provide good service in a timely response
10/10 would recommend great tax services to everyone
Thanks for the good service Jimmy.
Best place to do you business taxs
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.