M Dean Owen, CPA, PSC

M Dean Owen, CPA, PSC

Reviews Summary

The reviews consistently highlight exceptional expertise in tax laws, financial planning, and investment strategies. Clients praise the team's professionalism, integrity, and personalized care, often describing them as knowledgeable, accessible, and genuinely invested in clients' best interests. Many appreciate the straightforward, jargon-free advice and complimentary initial consultations. The staff is frequently noted for being friendly, responsive, and creating a comfortable, supportive environment. Long-term clients express deep trust, emphasizing the team's dedication to staying current with regulations and providing tailored solutions for retirement, taxes, and business needs.

About This Listing

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support

Contact Information

Address

5978 Old US Hwy 45 S

Paducah, Kentucky 42003

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

This business will not let you down. Mr. Owen and his staff truly went beyond to make sure our purchase of a commercial property in Kentucky went smoothly. When we called them, time was of the essence. They understood our situation. They bought us in as soon as possible, and looked into the details. Most importantly , Mr. Owen gave us the direction we needed for closing. I would strongly recommend this business.

My elderly dad and I had a consultation with Mr. Owens. We had an excellent, very informative meeting with him. I must say that we were duly impressed with his vast knowledge and experience. I will definitely be talking to my siblings about working with Mr. Owen when the time comes to make our decisions concerning our financial futures. Thanks for your time and help sir!

I found myself faced with a potentially serious situation that could have some big financial consequences. My wife immediately suggested that I call Dean because we knew he was someone that we could count on to have straight forward answers and the multi-faceted knowledge to see it from all angles. He knows small business owner?s challenges and he told us which way to go to avoid some big losses. I appreciated his direction and even though it was something I didn?t really want to do, I knew he was right.

Dean is a very knowledgeable person and has a wonderful work ethic with an amazing team 100% will recommend him to anyone that need tax or investment help. THANK YOU DEAN OWEN, CPA!

Dean was so helpful to advise us on Labor of Love accounting, not only at a high level overview, but he also patiently answered detailed questions, leaving us confident that we had things in good order. He encouraged us to go out and focus on doing the ministry. Thank you, Dean, for being a voice of peace and encouragement!

My wife and I had an initial meeting with Dean this week. He gave us some valuable advice. I've compared his approach with his advertisements and I believe he's the real deal - no BS, straight forward and competent. I'm confident we can trust him to provide us with honest investment and tax advice. UPDATE: After a year + investing with Dean and his team, I can say with confidence that they are looking out for our interests. They're giving my wife and I great advice without sales pressure. We really fe

Dean Owen is always helpful with every financial needs and takes time to answer questions and they make sure you understand.

Once again, we received exceptional care and service from the Dean Owen team. Jason Miller was very knowledgeable and answered all of our questions along with providing resources for services we need. He provided outstanding customer service and was very thorough taking the time needed to answer our many questions to ensure a secure financial future. We are so happy we found this group and look forward to a lifelong relationship. Highly recommend!! Thank you again!

Dean has always been responsive when I have questions or need guidance. He is very knowledgeable about taxes and finances. He has spent a great deal of time studying the financial markets and history.

I want to share my experience today, 1/24/23, with Dean Owen. I had a question that had been heavy on my mind so I emailed Dean. Within minutes, my phone was ringing. He explained fully pros and cons and helped me completely understand our financial situation with my parent?s estate. I am now at peace going forward and am so very thankful for Dean?s promptness and professionalism in helping with all our financial needs! Blessed to be connected with Dean and his amazing staff! 7 months ago I left the follow

I was very dissatisfied with the service I received with Mr Owen. I have been with him for several years. But the last 3 years of my tax preparation had to be refiled and amended by another CPA. A lot had to be corrected. I went in and spoke with Mr Owen personally and he didn?t do anything to try to make right the wrongs. I paid A LOT to him for tax preparation. And then had to have them refiled. So no - I can?t recommend him.

After a few life changes, we are currently only tax clients for Dean Owen. He still treats us like king & queen whenever we have a question about the best way to handle a situation. We always appreciate his time and effort. Dean is not only knowledgeable but the effort he puts in to keeping current is incredible. MANY thanks for always being there!

Georgie and I are very conservative Christian?s. We very much appreciate your conservative views and as always financial advice. A positive shout out to all the folks within your organization. We have always been treated with respect from everyone. As far as the liberals go they aren?t smart enough to realize the tragedy that would have been brought upon us financially and militarily with a liberal regime in power. I?m not even sureTrump can even stop much less turn around the mess America is currently

I met with Dean Owen today to discuss some investment and retirement options. Dean answered all my questions, gave me options and advice on matters I had not thought to consider. I found Dean?s Morals and work ethic to fall in line with my own, which made me comfortable working with him in the future. Looking forward to working with Dean and his warm and friendly staff!

My husband and I are close to our retirement years! Dean Owen is the first financial advisor who has taken the time to lay out a positive plan for our future. If you need to move your financial future in a positive direction, please do yourself a favor and call Dean Owen and his team of qualified advisors! You'll be grateful!

Professional staff - always quick to respond. Dean has handled my account in an exceptional manner. I have been very pleased with my returns. The fact that Dean is a fiduciary is very appealing. It is in his best interest to act in my best interest as it benefits both of us. I am very pleased and highly recommend the services of this firm. You are missing out if you do not consider Dean Owen. He will handle your money in a professional manner whether or not your personal beliefs and his are the same or not.

If you are seeking a financial planner with a client based holistic approach, I would highly recommend Dean Owen. He graciously provided my husband and myself with a complimentary consultation addressing every concern we had regarding our upcoming retirement plans. He has a full scope of understanding of all the issues one needs to consider when making financial retirement decisions. Dean?s level of knowledge, expertise, and integrity gave me a sense of confidence that our retirement financials will prospe

My parents and I met with Dean recently regarding some estate planning. The first 15 minutes were spent catching up ( my Dad had worked on his car many years ago) and discussing some really informative and interesting other things. It really just felt like a meeting with an old friend. When we got to the estate planning business, he basically told us how we could save a substantial amount of money doing things slightly different than we had planned. While this option really helped us, it took money out

My husband and I met with Dean Owen yesterday to discuss several topics related to investments and retirement. He answered our multiple questions thoroughly and explained various options. We were highly impressed with not only his vast knowledge and advice on resolving potential roadblocks but also with Mr Owen as a person. We appreciate his candor, morals, integrity, and work ethic and look forward to working with him for a successful future.

We had a tax issue and consulted Mr. Dean Owen for advice. Found Dean to be an extremely knowledgeable tax advisor and will use several suggestions he gave to us.

Had an appointment for retirement planning with Dean. We found him to be very informative. All our questions were answered. He gave us options to consider we had not thought about. We feel very comfortable going forward using his services for all our financial needs going forward.

If you're at the time in your career when retirement becomes an option, Mr. Owen is the one to go to. He has the answers to the tough questions and doesn't mind giving straight to the point advice. Dean made it clear to my wife and me that we come first with our financial decisions . The first complimentary visit should be everyone's example of great customer service and integrity. Thanks so much for your time. Jeff

I called Dean Owen for an initial consult. Mr. Owen was very happy to give me information over the phone concerning some organizational questions I had for my Business. This guy was straight to the point in a friendly way and provided me with the information I needed without any expectation of compensation. Amazing! I think he may have earned my future business.

We highly recommend Mr. Owen and his company for tax preparation and financial guidance. His knowledge, gained from experience not just from books, is highly valuable. He answered our questions very thoroughly and directly without being pendantic. He provided options and ramifications rather than telling us what to do. He is personable, friendly, and we enjoyed his counsel today. His office staff is very friendly and efficient.

Dean brought us in to discuss retirement and made us feel like old friends. We discussed our options for retirement investments and the benefits of using his firm for taking care of all our tax needs along the way. I highly recommend Dean and his crew for investment and tax needs. And by the way, the first visit was free!! How nice was that?

Dean's staff has assisted us for several years with our investments. Pria is very easy to work with and is informative for our needs. When we had estate questions, Dean provided us with sound advice and eased our minds.

My mother and I met with Jared about two weeks ago. He was extremely knowledgeable and walked us through each of our respective situations. The rest of the staff was very welcoming and put us at ease and made us feel comfortable. If you're in need of sound financial advice I would definitely recommend them, whether you are already retired or in the beginning stages of your financial situation.

My husband and I needed some tax advice and Dean got us in quickly. While meeting with him we also discussed retirement planning and investing. He is very knowledgeable and gives good advice. Would recommend.

After the passing of my Mother, I scheduled a consultation with Mr. Dean Owen. Dean welcomed my Step Father and I into his office and educated us on some financial information and gave us peace of mind moving forward. Dean spent over an hour of his time with us and never made us feel rushed or like an inconvenience; he genuinely cared about our situation and even offered to file some paperwork for us once we were ready. Dean Owen has more than earned my business going forward.

Dean keeps me informed with down to earth information that effects my company and family. Always easy to get in and the staff is more than helpful and very friendly. I have shared information he sent me with other business owners and they were so appreciative with the gain from that info. Thanks Dean Owen and Staff!

Today, I accompanied my mother to her appointment with Dean Owen. I was thoroughly impressed with his expertise, integrity, and honesty. Dean and his entire staff were very courteous and put my mother's mind at ease with their guidance. Thank you all, so much!

My wife and I were looking for a new CPA firm. Dean Took his time to personally meet with us on a Saturday . He was very kind and professional. It didn't take long to understand his commitment to his clients and understood their success is what drives the success of his firm . I can say our search ended within that hour and we look forward to taking advantage of the all the services his firm provides. Looking forward to a long relationship.

About two weeks ago, my husband and I had our first meeting (with Dean & Priya)) and about a week ago we had our second meeting (this time, with Amy). Both meetings were "low key" and informal, but both were very informative and insightful. We felt very comfortable and all of our questions were answered politely and professionally. We are in the process of rolling over our Retirement Accounts see no reason why this will not continue to a positive experience with professional people who seem to actually c

I have needed help with tax and business planning and Dean Owen has helped me/us immensely. Whenever we have significant financial decisions that will effect our taxes or our operations we consult Dean. He always makes the time to fully understand our situation and then explains our options. The length and breath of his financial and business knowledge has more than saved us, it has enabled our firm to prosper. Thank you Dean Gary Mariegard

I highly recommend using Dean Owen for tax purposes, investor, and advisor. I was lucky as I was about to make a mistake with my personal bank investment program but chose to get a second opinion, Dean went out of his way to show me the difference. He and his team actually care and I am proud to call them friends. It is hard to change but at least run by and see for yourself. Best decision I've made, in one place I can get multiple things done. Dean has a big heart and is very knowledgeable about the inner

Amazing level of of intellect and wisdom when it comes to current tax laws, business strategies and financial expertise. He allowed us time to thoroughly discuss with him our concerns for our financial future. He far exceeded our expectations of a financial advisor. He provided a relaxed environment that encouraged questions. We are looking forward to many years ahead of making the most of our portfolio and optimizing tax laws for our advantage.

We have been clients for several years enlisting tax services and financial advisements for personal and small business. I highly recommend Dean Owen for financial investing, accounting, and tax services. He and his team are extremely knowledgeable, helpful, accessible, and provide stellar service with the utmost integrity and respect. We recently applied for the PPP loan program and were experiencing a lot of lag time in the application process while the funding quickly dwindled. We read Dean?s newsletter,

I like to find people I can trust and let them do their job. I've been with Dean and crew a few years now and that trust has been richly rewarded. Yes, I know the market investments suck at the moment (May, '22). Not fun, but conversations and information from Dean's group, it was anticipated. Now looking forward to coming out the other side and seeing those investments shine. Owen CPA is professional, informative (painfully so sometimes), very quick to respond, great staff, conservative and able to consi

My husband and I met Dean by chance and for the last four years it has been a pleasure to work with and know him. His firm is very dedicated to the service they provide and they make each call seem as important as the last time you called. We have suffered the loss of property in storms, lost a family member in an accident and have experienced the passing of two parents ; through all of this we were able to count on Dean and his staff for solid advise and directions. While I do not use all the services h

Had a great experience at Dean Owen. I spoke with Dathel; he was very helpful and had much knowledge on a tax situation on which I needed guidance. Highly recommend Dean Owen and his staff.

Dean and his team have been a tremendous help for all of our financial planning and tax prep. Dean and his staff are also polite and professional. It is also really nice when you leave an e mail or ask for a phone call you actually get one returned in a timely manner.

Dean and his staff truly care about their clients and take the time to have honest straightforward conversations about what is best for their clients. Everyone in the office has been very kind and helpful and gone above and beyond to help answer any questions we have. Highly recommend!

I?ve had Dean and his team complete my tax returns for years (which eliminates all the headache around that process), he manages an IRA for me and he has helped me with my LLC and provided trusted investment advise. For years I have happily driven over an hour each way to do business with Dean and his team. Dean is an expert in the field and it?s great to know that he is on my team, fighting for my financial benefit, while also taking tons of guess work out of the process. There?s no better anywhere around.

I have known Dean for about 10 years in a professional level. He has helped us greatly with our own firm and forward thinking. I have visited his office and observed the way his firm is run and it is very impressive to see the way he and his staff care for their clients and how they really want each of them to reach their financial goals.

As a first time self employer I was in a panic over making sure my income taxes and expenses would be in order. After hearing my situation Dean helped me understand what my tax expectations would be which turned out to be very simple. He let me know that using his services would not be cost effective to my situation and gave me some resources to help me keep on top of things. He also let me know at what point I would want to consider reaching back out to him if my ventures are more profitable than I expect

Dean Owens extended his knowledge about financial planning including a plan involving my current 401Ks, starting a Roth IRA, and not start drawing from Social Security until age 70 to be able to access cash for a livable means and not have massive taxes when I retire. He discussed his team of colleagues that will help me achieve financial success for years to come.

Nine years ago I dropped my investment councilor & switched to M. Dean Owen, CPA. Dean is a very kind & caring individual as is his entire staff. He & his staff have always been very helpful & efficient with my investments as well as my taxes. My only regret is I did not find him sooner.

Dean took the time to answer all our questions and was so down to earth BUT very knowledgeable!! We will be switching to Dean Owens for our taxes for next year! He listened to us before he spoke to make sure we told him what we needed to before he answered us. So nice and pleasant and can't wait get him to do our taxes!

Knowledgeable, professional, trustworthy, hard-working, independent and GREATLY communicative! If you want financial and tax planners who put YOUR best interest first, and the very best of CPA pros?this is your team! Truly value Dean and his staff. Not one complaint from me and mine!

My brother and I own a small business and had questions. Mr Owen met with us for over an hour at no charge. He listened attentively, gave his advice, answered question and made us feel very comfortable. Nothing pushy, or arrogant. Down to earth and extremely helpful.

Dean Owen and staff has treated me with the highest professional standards from Dean himself to all that work with him. My very small account is treated with the same respect as the largest one might have. I like Dean Owen because he works for me, I come 1st not like a large brokerage firm that gets paid before clients. Thanks Dean

Went to speak to Dean Owen after my husband's passing. He was extremely helpful, kind and knowledgeable. Would highly recommend him. His office staff was also very friendly.

I went to visit Mr. Owens to discuss a family inheritance matter. He was genuine, caring and personable. I would recommend his services if you have a need and want a honest evaluation of your financial matter. Thanks Dean Owens, CPA for you time and professionalism!

My rates of returns on investments in the last year because of COVID-19 has been very different. Dean has stay in contact every week sharing his knowledge with us. Dean was right to hold on through all this time and market would even out. Great Job and thanks for always taking time to talk with us.

Dean Owen is true honest gentleman that you should trust with any financial services that you may need. He is always looking out for your best interests and treats you like family.

I met with him today to discuss my father?s estate as well as a little of my own financial planning. He explained everything simply and clearly and made me feel a lot more comfortable about the decisions my sister and I will need to make. If you have financial questions and/or concerns give him a call!

Dean Owen CPA service takes care of all of your tax needs and provides you with sound financial planning advice for the future through informative e-mails sent right to your phone. I have been a Customer for ten years and trust them completely to handle all of my tax preparation needs. Very professional and courteous staff.

Dean has been completely STRAIGHT UP with us from the start both on the past sale of my business transaction as well as our investment strategy. I would not attempt to manage my money on mine/our knowledge of stock investments! He determined the right investment policy that would be both conservative and take care of our needs AT OUR AGES. We have been completely satisfied both on returns and fees also. His knowledge is most important to us in these uncertain times, and has been on the mark when action is

I am a stock investor and wanted to speak with Dean about taxes because I had always heard he was an expert on them. I was very excited to speak to him but he ended up telling me how I couldn't make a consistent return the way that I invest and that my young human brain had not yet fully developed. He told me I shouldn't be in individual stocks unless I have over 2 million dollars. Probably because he is not certified to invest in individual stocks for people. He also told me he wouldn't do my taxes unless

From the moment I entered the Bldg, I felt I was in a safe place to sit down and discuss my future. While speaking with Mr. Owen, it began to feel like a family discussion with a wise relative that all your family goes to for advice! I appreciate the professionalism and patience to answer even the smallest of questions. Thank You sir for all the wisdom and advice. And thank you to the staff for being courteous and friendly!

Mr. Owen helped me avoid a big financial mistake. One of his suggestions, which I will gladly follow, will keep me from wasting at least $7500 this year. On my own, I was about to make the wrong decision concerning my insurance choice and and income issue. He suggested several options that I hadn't considered, without trying to sell me on anything. He explained the choices in a clear, straightforward manner without any confusing jargon. His goal was to assist me in getting the best solution to my financi

We met to talk about planning our retirement. Learned a lot about what we need to do. Dean was down to Earth and explained everything on our level. We feel much better about our finances and will be returning here when the time comes to retire.

I went to see Dean Owen for my initial consult yesterday. He gave me great information as I move forward with the next phase of my life. I look forward to working with him soon. Thanks

Feel very confident with Dean Owen?s services. They are easy to reach and quick to get back with you, when you have a question. They stay on top of tax law changes and inform their customers of them. I wouldn?t go anywhere else and highly recommend them if you need services.

I have been using Mr. Owen for several years with excellent results. In the last day or so I had an question regarding property taxes, gift vs. other and found Mr . Owen very helpful and saved me thousands. This should be an easy correction by my attorney. Thank you Mr. Owen for your quick and helpful response.

While I must understand that they have many clients, Owen's workers try very hard to respond to my questions quickly. Sometimes it's a call, sometimes it's an email. Regardless, each person that has done our account, (minus one that is no longer there) have been courteous, prompt and very supportive. They have never made me feel inadequate or less than them for even having a question. Super friendly! If they don't have the answer right then, they get back to me. Good job you guys!

I was in desperate need of some financial advice and needed it quickly! I had seen Mr. Owens television ad and decided to give him a call and not really expecting to get an appointment as quickly as I needed. I explained my situation to the receptionist and after a couple of minutes they managed to fit me in the same day. I got the advice that I needed and now have someone to guide me along the way. I have only great things to say about Dean Owens CPA firm.

I have used Dean's services for over 12 years and his team gives great professional advice and I know that whatever they recommend is best for my situation. Working with professionals who are up on everything in the tax and financial world gives me peace of mind.

We have been to several CPA's over the years. Wish we would've found Dean and his excellent staff sooner. They work very hard to help you keep as much of your hard earned money as possible. They have given us very valuable financial tax advice on more than one occasion. Cant say enough good about this CPA firm. I eagerly recommend them to all of my family and friends.

Dean and his team are over the top when it comes to caring about you and your money. Let?s put it like this.... I do not operate on myself ...I hire someone to do it for me because I do not have the skill that it takes to do the job. As such I do not have the skills or the expertise to do my investments or my taxes so I hire a professional to do the job for me. That was absolutely the right move. Thank you Dean

Dean and his staff take great pride in knowing the laws and rules when it comes to taxes and helping you take care of your business, home and assets. His staff strives very hard to stay current with all the continuing education and many other classes offered all over the country to make sure they have the most accurate and update information pertaining to your tax, personal or business situation. With that kind of dedication what more can you ask for?

Mr. Owen and his staff are wonderful! His ~ and Pryia's ~ patience in schooling us first time investors has been so helpful. He has put us at ease and answers our questions in a timely and professional manner. The weekly newsletters are most informative. As I said, we are new at this and with the help of Mr. Owen and his staff we have learned a lot and have ceased to be "nervous Nellies". We would, and have, recommended him to several people. Thank You, Sir.

DAVID HORNER answered some questions for my wife and me , we were late for our appointment, and when we were ready to pay on the way out, he said there was no charge. We were very surprised that someone would take the time to do this. Thank you

Want to know how Mr. Owen really feels about his clients? Unfortunately I was given the opportunity to find this out recently when I tried to resolve an issue about filing our taxes with him. I posted the photos of the emails exchanged on his Facebook reviews and I assure you it?s worth your while to read them. He was extremely unprofessional, attacked my character, and downright ludicrous. I will never again deal with this office because his behavior. His staff is friendly and polite and I find it very un

Very up-to-date on all things tax and money management! Keeps clients informed almost daily about changes in codes that affect the bottom line. Have learned so much about finances from the company just reading their emails. They never solicit, just inform. Feel 100% confident in their expertise and knowledge that they have their clients best interests in mind in all they do. Cannot go wrong with this firm. Also very friendly and accessible.

Dean has had to deal with my roller coaster of a life over the past 17 years. Whether in business ventures, personal finances or the loss of a close friend Dean has always been available and present. I might not always enjoyed what he had (typical for me) to say but he was and is a constant for me and my family. Thanks Dean!

He spent a lot of time and was very patient explaining various aspects of the questions we had regarding our current and future finances. We would recommend you go see Dean Owen before you see an attorney. It could save you a bundle of money!!!

Dean and his staff is always there to help. Our company has been with them for 20yrs & they have always been there for us. We highly recommend them. Thank you Dean & team for all your hard work!

Dean was very helpful in our meeting. He had great advice for us in planning our retirement. We will be clients for life .

Well tax season is coming up. Warning for anyone thinking about doing business with Dean Owens CPA.. If you want someone to do a half way job and charge you an arm and a leg, this is your place. Plus I had problems with my Federal return. Went back to obtain clearification and assitance. and recieved none. Mr. Owens emailed and explained to me that was not what I paid for. Tried to explain my problem and was told point blank by him how stupid I was and I was on my own. My advice is stay clear.

I used to do my taxes and manage my retirement money. Several years ago we met Dean at the home show in Paducah. We hit it off right away, they reviewed what I had been doing and saved us a bunch of money. I?ll never have anyone else do my taxes or invest for me. Dean tells you what he is going to do and does it - that?s very rare these days!

We were referred to Dean Owen by a friend several years ago and have been using this firm ever since. What a burden this has taken off us at tax season! Courteous, helpful, knowledgeable staff; we highly recommend this firm!

The professionals at Dean Owen CPA have helped my family as well as my nonprofit organization. I absolutely recommend them for their professionalism and their dedication to knowing the most up-to-date tax law for SO many different types of potential client. A++ service.

Met with David in office the other day. Wonderful experience! Made me feel very comfortable. Highly recommend!

Thank you Dean for your guidance and answering our questions regarding Labor of Love non profit. Your expertise and knowledge is so very much appreciated!

I have been receiving email updates throughout the CCP Virus, and it has been invaluable to me to get true information that isn't skewed by someone's political agenda, or desire to get votes somewhere down the line. There have been emails for individuals as well as businesses, and while I do not own a business with employees, I have been able to relay this information on to family & friends who are. I'm not certain how I ended up on his mailing list, but I'm thrilled to be on it! Thank you Mr. Owen! Keep up

I have been a client of Dean's for several years. All of his staff is professional and courteous and I have never had any problems with anyone there. I would recommend them to anyone who needs investment advice and taxes done..

Spoke with Mr. Dean about retirement options, taxes and work after retirement. He was very informative, straight to point. I would use he and his business alike for any future accounting needs.

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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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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