*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.*
9103 Ogden Ave
Brookfield, Illinois 60513
Seems they did my taxes for years, without noticing I was incorrectly filed for 7 dependents. Cost me dearly. Next guy caught right a way.
I have been a client of Philip Mastrodonato for six years and I couldn?t be happier with his services! He is always there when I need to communicate with him, or returns my calls and emails in a very timely fashion. Phil has helped me keep my books straight and continues to further improve my accounting over the year. He has aided me in developing a 401K plan, payroll system and systematize monthly income tax pulls. If you are looking for a good accountant, he is your man and the staff is accommodating too!
Phil has handled our business and personal accounting since 2007. My husband is the President of InnerChange, Inc., and I am the Secretary/Treasurer. Phil has helped us resolve several issues with the IRS and the State of Illinois. He has also served as a business consultant helping us think through issues and reach decisions. In addition to being extremely knowledgeable, he is a delight to work with. We highly recommend Phil Mastrodonato.
Mastrodonato & Associates is highly recommended for their care and attention to detail. Phil and his staff ensure our taxes our being completed accurately and answer all of our questions. We have used his services for years and wouldn?t consider going anywhere else. Thank you Phil!
We have been clients of Phil for over 18 years, since our beginning. We could not be more pleased with the personal attention and professional response we have always gotten from Phil and his staff. As small business Owners, and he has helped us as we have expanded into other lines and other states. For us , it has always been just the right mix of facts and advice to allow us to make timely decisions. I am very pleased to expand my review with anyone looking for more infomration
I am a serial entrepreneur having launched several successful businesses in several states. I have always had tough questions and problems for my accountants. Phil is the only one who has been able to answer them all and solve the toughest problems. He has saved me a lot of time and money.
Phil is very patient with all of our questions and provides thorough answers with explanations we can understand. He has helped to prepare our taxes for approximately 20 years now and we are always more than satisfied with his professionalism and expert knowledge.
Phil is a great accountant who helped me with my income taxes. I am also a small business owner & his help was essential to the success of my business. I would highly recommend him.
Mr. Mastrodonato is not only professional and knowledgeable, but also extremely dependable. His staff is helpful and friendly to work with. We appreciate his work and recommend him to everyone.
Phil and his staff are responsive and always ready in a timely manor to deal with all tax related fillings and issues.
Phil and his staff are wonderful people to work with. Very attentive to detail and I would recommend them to everyone.
He is intelligent, personable, and ethical. I highly recommend him.
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.