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M. Sexton, CPA PC

M. Sexton, CPA PC

Reviews Summary

Clients consistently praise Mike's expertise, professionalism, and responsiveness in handling both personal and business taxes. They highlight his thoroughness, organization, and ability to simplify complex tax matters, saving them time and money. Many appreciate his personable nature, prompt communication, and willingness to address all questions. His guidance is described as invaluable for business growth, transitions, and everyday accounting needs. Multiple reviewers strongly recommend him as a trustworthy, knowledgeable CPA who delivers excellent service at a fair value.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Construction
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

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

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Construction
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Contact Information

Address

595 Bethlehem Pike # 101

Montgomeryville, Pennsylvania 18936

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Mike is wonderful to work with. He is very knowledgeable and thorough with our accounting and tax work. He is friendly, considerate and prompt whenever we have questions. We have 3 businesses and rely on Mike?s consultations regarding any accounting or tax issues. We highly recommend Mike!

Mike is an absolute pleasure to work with. He is extremely organized and very thorough with all of our tax work. He is also very personable and likable. He handles both our personal and business taxes. He is always available to answer our questions and continually makes time for us. I absolutely recommend Mike.

I have had the pleasure of knowing Mike since 2010. Over the last seven years, Mike has helped me both from a personal tax standpoint as a well as providing accounting and tax support to my small business. As a resource, Mike is everything I look for in a tax/accounting partner. He knows his business, he?s responsive, has strong attention to detail, and he has saved me and my family significant money over the years. If you are a small to medium sized business in need of a tax/accounting partner, I would

Mike's thoughtful guidance has been invaluable to us as we continue to grow our business. He always returns our phone calls and emails, and always thoroughly evaluates each and every tax issue presented to him. We feel lucky to have Mike as our accountant.

Mike Sexton provided us with invaluable guidance throughout the process of purchasing our business. His calm, thorough, tactical approach was much appreciated as we navigated what could have been a very harry and stressful business transfer. Beyond the transition in ownership, he has proved himself to be reliable and knowledgeable in our everyday accounting needs as well. We would highly recommend working with Mike!

As a business owner I need to create more time for my business. Doing my own taxes is doing the opposite. When I started working with Mike I knew I had finally found the right accountant that would help me with my taxes. This would ultimately help me create more time for the business. He is very knowledgeable in his field and guided me through my business and personal tax questions. Reach out to Mike if you are looking for an accountant, business or personal.

So glad a friend recommended Mike to take care of my small business accounting needs. It didn't take me long to gain complete confidence in his tax knowledge and advice. Besides all of that, he's a hell of nice guy!

I've been using Mike for years. He has professional service and great work at a good value. I'd recommend him to anyone looking for a CPA.

Mike was wonderful to work with, he took the time to address all our questions and concerns. He is very knowledgeable. I would highly recommend!

Mike goes above and beyond for his clients. Highly recommend!

Great experience...Mike works hard for his clients

Great Service, Efficient, Timely, and great Organization. Would recommend Highly. Very Impressed.

Don't know? When was I there?

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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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