*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.*
6628 Bryant Irvin Rd Suite 100
Fort Worth, Texas 76132
Marty provides excellent tax services for our business. We could not be more pleased with his knowledge, professionalism and superior customer care. He has saved our growing business a significant amount of money through his services and we could not be more grateful. We highly recommend working with Marty!
Working with Marty and his firm has been a great experience. Through their hard work and expert tax planning they have consistently helped save our business money. We highly recommend Marty and his team to other businesses looking for a great CPA.
We've worked with Marty's firm for the last 2 years and they have proven their ability to save us money. They saved us almost $60k on our taxes 2 years ago and $15k last year. Marty and his team were invaluable in helping me set up my small business and have continued to be very responsive and help me find ways to maximize small business deductions!
Marty's firm is very proactive with their tax planning strategies. He and his firm aren't like the other CPA firms that just prepare tax returns, they consistently help me save money on my taxes every year!
POOR - NEW CLIENT - CUSTOMER EXPERIENCE! After meeting with Marty McCutchen and him verbally agreeing to accept me as a new client, I submitted all of the requested documents. Two months after the tentative filing date, provided to me during that meeting and after NUMEROUS messages, Marty McCutchen finally replied (via email) to let me know that my return had not been touched. He elaborated that they were overwhelmed with some of their "LARGER CLIENTS" (not current clients, but larger clients). I was then r
STAY AWAY FROM THIS "CPA"!! I hired Marty for my business tax return and experienced nothing but problems throughout the process. Poor communication and poor customer service was the last thing I expected after paying Marty a premium price ($3000 for 2017 return and $300/mo IN ADVANCE for the 2018 return) for what should have been a fairly simple tax return . Marty and his firm failed to pay attention to any of the information that was given to them, they overlooked a $70,000 write off that was specifically
Marty and his group have been very innovative and creative in saving my company thousands of dollars in tax saving ideas. In the "no common sense" world we currently live in they take a very pragmatic and common sense approach to solve problems. They are the best!
Marty and his team have provided a great service, and enabled us to get filings done in a much more timely manner. They helped us clean up and streamline all aspects of our accounting by taking a close look at how we operate and eliminating outdated or otherwise unnecessary accounts and items.
Upon reaching out to Marty he scheduled 15 min call. Upon connecting with him i met a very honest, professional person. Marty guided me without any hesitation to the right path, even thought that meant going elsewhere. Finding such honest and honorable ppl to work with is becoming hard lately and i had the pleasure to be able to interact with Marty.
If you are a small business or an individual looking to have someone on your side for all your tax needs then look no further! Marty McCutchen CPA has the knowledge the CPA bring to the table cannot be matched! I highly recommend you give Marty a call so he can review your Tax returns and make sure they were submitted to the IRS correctly! Who knows you may even get an Extra Return check!
Marty helped us save thousands of dollars on our business tax return this year. I would recommend his services to anyone looking for a CPA who proactively recommends tax strategies to maximize profits.
Marty is a home spun, down to earth accountant who knows his stuff. Very relaxed manner but a laser beam focus on what works for your business. Highly recommended.
Marty has worked with me on many business clients saving them thousands in tax dollars. He brings fresh ideas to small and large businesses to cut those tax bills.
Marty has great communication and is dedicated to making sure his current and potential clientele are met with only positive experiences.
Marty McCutchen has the wonderful ability to handle a complicated tax situation, come up with a great plan, and put you at ease all at the same time. Great knowledge and skill!
Marty McCutchen, CPA Firm is always on top of our Accounting/Taxes. I highly recommend Marty and his firm to anyone.
Marty and his team are very knowledgeable and responsive, even during tax season when I know they are working long hours.
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.