*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.*
4690 Cackler Rd
Delaware, Ohio 43015
Great people but they may need additional help. Extremely slow doing taxes and poor communication about process. Started off real good buy quality of service dropped
HIGHLY RECOMMEND! Tammy and Krista are so easy to work with. I?ve worked with them for years. They know what all I need to provide and are on top of new tax advantages to save me money.
Tammy and her team are absolutely incredible. They are consummate professionals and always available and have assisted me in various capacities. I run several businesses, own investment properties, and have other complexities associated with my finances and Tammy and her team have assisted me throughout my growth and ensured that I am set for success. I couldn't recommend them more highly! Thank you!
Tammy and Krista are both amazing and do great work! Looking forward to using them for our business!
The team at Lynn has been very helpful. What really stood out to me is Tammy and her team took time with us as new customers and helped us understand what needed to happen. They didn?t just sell us their services but taught us about the solutions to best fit our needs. Lynn makes us feel that we can talk to them and if we have any questions we can ask. I would highly recommend them for you business and tax needs.
Amazing service, extraordinary advice and flawless communication. Highly knowledgeable professionals who took the time to understand my needs. I cannot say enough about how great my experience has been. I expect a lot from professionals providing me services and Tammy and team far exceeded my expectations. Lynn Business and Tax Services is a partner I trust. On a side note: Being a new client they reviewed my past three years of taxes finding several missed specialized deductions saving me thousands o
First time using a professional for taxes (used the software to do on my own before). Having recently moved from out of state, my wife and I wanted some help. The staff was super friendly and helpful in our phone meetings and email exchanges. The online portals to upload documents made submitting very easy. We also had a unique situation come up with our federal return that needed further attention. They were able to advise us on what was needed and were able to resolve the issue. Thank you for your help.
Tammy has been instrumental in guiding me through the complicating process of being self employed and all of the possible tax deductions. What I appreciate so much is after I send my information to her and her assistant. They both reach out asking a lot of details of legal tax deductions that I have not even known to have sent. They are detailed and care. I have sent Tammy Foskey many referrals and my friends are impressed with her knowledge and care as well. Five stars are not enough! She is a true profess
I own a small business and I can't say enough how pleasant my experience was working with them. They made it easy, they were thorough, they were communicative, and they met our needs and expectations. They helped me revamp how I track expenses to ensure I am better prepared next year. I 100% recommend them for your personal taxes, and especially if you have a small business.
Tammy and her associate are very nice and easy to talk to. They made setting up my son?s business account easy and stress free! They answer questions promptly! I highly recommend them to anyone who needs help with their taxes!
5-stars - highly recommend! Tammy and Krista are wonderful to work with, not only did they handle our taxes like total pros but they were great at communication and answered all our questions! It's clear they know their stuff inside and out. Will 100% use them again.
The staff is very professional. When I called the tax service, I needed assistance quickly. I had some serious issues with my taxes. No sooner than I left a message, a staff member returned my call and I scheduled an appointment. Although I had to cancel my appointment, I appreciate the fast service provided.
Amazing professionalism, communication, and accuracy! The entire team made my small tax project feel like it was their priority during a hectic tax season. I cannot imagine working with any other organization! Thank you for being a great partner as I launch my business.
I called Lynn Tax Services looking for a knowledgeable and trustworthy tax professional. Lynn and her associate were very pleasant. Thy informed me of all the ins and outs of what by would be doing for me and my company. They also took all of my questions. It was a very too experience.
Tammy and her team are the best. Very knowledgeable, reliable and fast service! Reasonably priced. Glad to have a honest tax person! Thank you for your services Lois
Tammy has done an amazing job for my personal and business taxes. I am a procrastinator when it comes to tax season. She took my papers and had my taxes done the next day. I appreciate the speed and professional manner in which they were done.
Tammy has gone above and beyond to help us. While she is professional - that does not mean nearly as much as how personal she is. I honestly feel that she is my friend and she is fighting for us! Amazing at how much knowledge she has and the length she goes to help us.
Really adds a personal touch which is so nice, and went out of her way to make sure I got the best refund I could. Was always open to questions, and did the work to make things easy for me. 12/10
Absolutely great and helpful service here. Tammy and Krista are always able to answer my questions and guide me in the right direction. Thanks to both of you for being so amazing.
Amazing experience! Tammy is extremely knowledgeable and has helped me keep on top of my business taxes.
I have used this service for the past two years and will continue to use it this year. She is professional, knowledgeable, and reasonable. I've already have recommended her to several people.
Tammy and team are knowledgeable, communicative, patient, focused, and amazing! I would highly recommend them for personal and/or business needs.
We are so thankful for the support we received from both Tammy and Krista! You both provided us with professional guidance we needed.
Krista and Tammy did a great job with my personal and small business filings, would highly recommend to anyone!
I?ve never had an easier, less stressful tax experience. Reachable, quick to respond, and incredibly thorough. Can?t recommend this team enough.
I appreciate the attentive service and prompt support of Lynn Business Tax Service. I wouldn?t hesitate to recommend, utmost professional group!
Tammy and Kristin are very professional, knowledgeable and helpful whenever I have a question or an issue. They respond timely and use terminology that I can understand.
We could not have been more pleased with their services. They went above and beyond and really searched for areas where we could save! So thankful for an accountant who cares.
They were great and very knowledgeable about helping me while I was establishing my LLC.
Great experience with Tammy and Krista. Responsive and helpful throughout the process.
Tammy and Krista have done our taxes for years and have always done a great job.
Very professional, timely communication, did such a great job and answered all my questions!
Very grateful for the Lynn team this tax season! They made it a quick and easy process.
So far all has been excellent. Looking forward to continuing our work together!
They have been so proactive helping us avoid any potential issues. Very happy
Your a dam good tax person thank you so much for doing my taxes Tammy you the best lol????
Great trustworthy people that make tax time headache free. 100% recommend
lynn business is the definition of customer service! They answered all my questions and pointed me in the right direction without asking for anything upfront. Thank you!
Excellent information and EXTREMELY friendly staff. I would highly recommend for your tax needs.
Excellent service , prompt review and great advice !A++
AWESOME Communication, SUPER Fast, Top Notch!!!
Great experience! Highly recommend!
Great service, communication, knowledge, speed.
Good detail of taxes and good advice.
The best of the best for services
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.