*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.*
111 Saddle Tree Ct
Greer, South Carolina 29650
Mark Bacon has been doing my taxes for a long time! He is friendly, makes my end of the job feel very smooth and easy. When I make a mistake, or am not quite on time, he doesn't fuss; instead, he makes it seem very routine. He's always on time, always open to a question or comment. He also sends out weekly tips for customers, which can be very helpful. I'm very pleased to recommend Mark as a Top Drawer CPA!!
Mark has been our accountant for over twenty years and his accounting knowledge is exceptional! Mark is easy to work with and does everything in a timely manner. We appreciate his advice and knowledge when doing our taxes.
Mark Bacon has been our accountant for many years, too many to count. We have always received prompt replies to any questions and excellent service through all these years. We were drawn to him because of his experience, confidence, and the trust he?s earned. We highly recommend him. Mel and Patti Cearley
Mark has always been helpful and knowledgeable . I was a little concerned about mailing my information across country. Mark is good at keeping me updated when my mail arrives and if questions about my taxes comes up communication with Mark is easy Keeps me informed in the off tax season He answers my e-mail's promptly. Glad to have Mark.
We have been working with Mark for over ten years and he consistently does great work for us. He is very knowledgeable in a challenging field, always has solid advice and is very responsive. I have referred Mark to others and they have also had a great experience working with him. I highly recommend Mark!
Mark Bacon is the greatest CPA of all time. We would not trust our complex tax situations with anybody else. We have been with Mark for years and are extremely happy with the skill and knowledge that he has.
Mark Bacon has been my tax accountant for many years. He has dealt with some complications regarding my pension from an international organization, keeps up to date on the latest tax regulations, always completes my taxes promptly, and is very personable. I wouldn't hire anyone else.
Mark Bacon has done our taxes for years and has taken the hassle out of preparation for tax time which I much appreciate. He is very personable and easy to get in touch with when I need something.
Mark has been a pleasure to work with. He is an expert in tax accounting and we have benefited from his services over the years. We highly recommend!!!
I?ve had Mark Bacon as my PC for several years. He has always been available when needed, and responds in a very timely manner. I am extremely pleased with him, his performance, and I will continue to use him in the future.
Mark Bacon is a terrific person professionally and personally. I would recommend him to anyone in need of an honest and trustworthy CPA. He has never failed us.
Excellent customer service over many years of doing my annual tax returns. We started out locally in Vancouver, Washington and now correspond between Oregon and South Carolina. Same great service.
Mark is very skilled and efficient.He has been our accountant for many years, and we highly recommend him.
Knows what he is doing and does a really good job at it. It?s easy, just turn in all your paperwork and he will complete your taxes in a timely manner.
Mark is very friendly and explains everything clearly and concisely. Highly recommend!
Mark is very knowledgeable and punctual. A great CPA.
Excellent service 8 star . Easy to talk to. Does great work. ??
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.