*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.*
1021 S Big Bend Blvd
St. Louis, Missouri 63117
My wife and I have been using Mark for over 20 years. We were sent an audit letter once, forwarded it to Mark and his team, and it was resolved without issue. Trust his team completely.
We used Mark for years, however apparently the business has been sold and the new owner and service is just not the same. Dropped taxes in early March, still not done and little to no communication. Have called many times with no response. Can no longer recommend and scared we may be penalized.
Need your taxes done? This is the best CPA to do them. He is very knowledgeable and will thoroughly review your financial and tax information to make sure you get the best refund possible. He is very inexpensive for a CPA firm. You will get a Steak treatment for the price of a cheeseburger. Individuals, Sole Proprietors, Corporations, Non for Profit - He can do it all. He also does monthly and quarterly accounting services for a very low cost. I have been amazed at his talent, credentials, and knowledge. He
Mark Indelicato has been doing my taxes for about 30 years now and does a superb job. He is fast and efficient and totally puts my mind at ease. Many years ago I received a letter from the IRS saying that I owed $10,000 , which turned out to be their error. Mark cleared it up with a 5 minute phone call. He?s the best!
Absolutely terrible, lady in the office Leanne is the most disrespectful person I have dealt with and the company has been paid in full to do a job and now refusing to do what they agreed to do and now Leanne picks up the phone and tells me I?ve been fired which I am a customer not really sure I can be fired or what that means?.. I?m just trying to get my money back for something that was not completed which I have receipts for?? Do not use this company for any of your tax services!!
Wonderful & knowledgable. The office staff is more than competant & super friendly. I highly reccomend Mark & his staff for all of your accounting needs. Plus he is a great guy too.
They have been doing my taxes for the past 5 years and they have done a great job ??
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.