*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.*
Shopping Center, 1261 Kilauea Ave Suite 240
Hilo, Hawaii 96720
Lorena has been wonderful to work with. She truly cares and makes sure I have all the information needed to make the right decisions. She is knowledgeable, professional and gets back to you right away. I highly recommend her.
Lorena, is amazing. She is quick, smart, efficient, and most of all trustworthy. I?m so happy I found her. She has helped me in my taxes in so many areas. I can?t express enough of what an amazing person she is.
I've known Lorena for over 20 years and am 100% sure of her accounting, business and tax preparation skills. If I was starting a new business tomorrow, I'd be right in her office to help me get off to a stable success. I worked with her for years and know that she is honest, smart, and hardworking. Plus she is always warm, engaging and patient. Let her take the pain out of your tax, and bookkeeping woes.
We have worked with Lorena for many years. She is hard working, conscientious, thorough, and over-all great person! You can trust her with any of your financial needs. We are so happy for her and her new business!
Lorena has become an integral part of our business. Her accounting expertise and services allow us to focus on what we do best and helping our customers. We can do these without needing to worry about the bookkeeping and other necessary accounting tasks with Lorena?s help. It is evident that Lorena genuinely cares about each of her business clients and understands that each small business has its own unique needs, including our own. We highly recommend Lorena Owings CPA, LLC. - Big Island Machine & Hydrau
Lorena was very professional, quick, and efficient! Her website portal was secured and I felt safe trusting her with all our confidential information. Thank you, Lorena for rescuing us from our tax dilemma!!!!
Lorena goes above and beyond for our company. She is very prompt and diligent. We are very pleased to have her as our CPA!
Lorena is amazing! She is a pleasure to work with. Everything went smoothly. Thanks again Lorena!!!
After I tried to reach her through website and by phone, she never call me back. I stopped to ask, and she mentioned she no longer take any new customers. I was so disappointed about her behavior. The website is so confused because the words looks like she still taking new customers.
Lorena was very helpful, professional and an absolute pleasure to work with. Highly recommended for all your CPA needs.
Process was fast and easy! Lorena was very nice and friendly! Everything hassle-free!
Very affordable and professional service! Thank you Lorena for helping Puna Farmers!
Thank you very much Lorena for all your help! We couldn?t do without you!
Professional and friendly service.
Very helpful and knowledgeable!
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.