*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.*
315 39th Ave SW STE 5
Puyallup, Washington 98373
Gary's been our CPA for more than 10 years. We find working with him and his staff to be very easy. We rely on his expertise. He's always available to offer advice and recommendations when it comes to new tax laws. We have recommended Gary to many of our friends with businesses needing accounting help and advice.
Great if you have easy taxes. I needed help with an overcontribution to roth IRA. When making the appointment I clearly stated this issue. The appointment was accepted and when I arrived he stated he had never done this type of correction and wasn't willing to help me figure it out.
For the past seven years Gary Ward has been the CPA that my wife and I have trusted our personal income tax preparation to. Several years we have needed small business taxes addressed and Gary has guided us through those issues as well. With his expertise and great attention to detail, we have been confident in his advice and counsel about tax laws, changes in the tax system and how best to proceed with our business and accounting issues. His integrity and consummate knowledge of the accounting professio
He is an exemplary expert on taxes and and tax law. He answered all my questions relative to my IRA and withdrawls for a primary residence and an associate I took with me regarding on inheritance withdrawals and tax consequences of the same. He was very knowledgeable and congenial in his presentation of the facts. I would highly recommend him to all. I might add that I had my previous account, Joy Manning, for almost 30 years so he had a high bar to exceed my expectations and he proved every bit as compete
I've been going to this office for over 10 years and have always been pleased with their service. We meet with Gary twice a year - once to do our taxes and once later in the year to prepare and plan for the next. Highly recommend!
As I sat across the desk from Gary Ward, I could easily see that not only was he very knowledgeable about best accounting practices, but he also had a wide array of experience to pull from. I remember asking him a seemingly simple question involving bookkeeping. He then spoke for about two minutes straight on everything I asked and proceeded to politely answer a few more questions I should have also asked. I would definitely recommend for anyone in the Puyallup area to give him a call. Thanks again Gary.
I have enjoyed the friendly expertise of Gary for over a decade. His intimate knowledge of taxation is always reassuring and he delivers prompt and professional results.
Do not go here, these people pretend to be busy when their really not, also the other 5 star reviews are made by their friends and family so don't fall for those. They have no idea what they are doing and will most likely have you in trouble with IRS. Stay clear of this place at all costs.
The team at Gary Ward CPA are top-notch, first class and are always taking their profession to the limit.
Great, Have worked with Gary and Randy alot. The whole office staff is great.
Very helpful and professional
Excellent service. Everyone I've worked with here has been great! Thank you!!
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.