*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.*
10 Park St
Galena, Ohio 43021
I have been using Mattison Yoder for approximately 15 years. They are one of the best moves I made. If I have a question, they answer it. If there are changes to the tax laws, they reach out to me right away. There is no pressure from them. I am very pleased with everything they do for my company.
Great team of professionals who provide the best tax solution. They have years of tenure and experience with a vast knowledge of the law and allowable. The staff are all friendly, and willing to work with each customer to individually assess and assist how to best position. They have flexible hours and are open to electronic and in person needs.
Mike has been fantastic to work with! Taxes are hard sometimes and Mike breaks it down and gives me the best recommendations to maximize my return. He's done such a great job with my personal taxes that I added my business taxes to his services as well.
I have been a customer of Mattison Yoder CPAs for many years, including their move to Galena, far away (in my estimation) from where they were located when I started using their services. Most of all I appreciate their consistent professionalism, availability for questions and always reliably up to date with the latest tax law changes. I would highly recommend them.
I have two-years experience with Madison Yoder. They are very knowledgeable and professional and efficient, and very easy and accommodating to work with. They are well-prepared for meetings an email communications were spot-on. I do not have a need for business tax work, but I do recommend them for any individual tax work.
Mattison Yoder has been great to work with. We are a small business and they allow me to focus on revenue generation instead of balancing the books. Bryce Henkle and Christina Bailey are awesome. Responsive, knowledgeable, and ultimately just good people.
We have been getting our taxes done by Mattison-Yoder for almost 20 years. They provide us with excellent tax advice and service. We highly recommend using Mattison-Yoder for all of your tax return needs.
I have used Mattison Yoder CPAs for my tax returns for many years. The turn around time for me was fairly quick, several days and I had my returns done, signed and sent back so they could be filed. I highly recommend them for tax returns.
This firm and its predecessor have served as the CPA for my business and family for more than 30 years. They have provided the highest quality of service in a professional and personal way-always attentive to the client's needs, accessible, and responsive to questions in a timely manner. I have recommended them to many clients and would recommend them to anyone for their personal and business accounting needs.
We are a small business in Ohio and Mattison Yoder CPA's have been doing our accounting for many years now. We appreciate their attention to detail, their integrity, and their accessibility. They are our trusted advisors for all tax matters for our business, and I rely on them for my personal accounting. I highly recommend them for anyone seeking reliable and professional CPA services.
Mattison Yoder is an absolutely outstanding resource for our team at Engineered Systems as well as for me personally. They are very responsive to get us the answers we need to conduct business and function in a tax compliant way. We would highly suggest working with them!
As a long-time customer of Mattison Yoder CPA's I am happy to recommend them. A few areas of their practice differentiate Mattison Yoder from other CPA's. -Quick turn-around times with all types of questions. -Strong knowledge of small business tax nuance, and the changes that have been common the past few years. -Thoughtful advice overall on taxes and tax planning that is tailored to your personal situation.
Mattison Yoder CPAs has been the accounting firm for our company from 1996 until 2023. We are very grateful for their valuable accounting advice and solutions in our business. Mattison Yoder's professionalism helped us to reduce a lot of questions and worries, allowing us to focus on other matters. We are very grateful for all the effort and professional attitude during these years.
I have been a client of Mattison Yoder CPAs for a number of years. And I have been VERY pleased with their excellent work. In addition, they are ALWAYS quick to respond. And I highly recommend them.
My experience with Mattison Yoder. Is impeccable. They play great attention to detail and are meticulous in their correspondence. I can heartily recommend them.
I have used Mattison Yoder for both my business and personal accounting needs since 2012. I have been 100% satisfied with them. I would definitely recommend them for all your accounting and tax preparation needs.
For more than two decades, this team has cared for our tax accounting work. In time and on time they have navigated us through the tax complexities of our professional, business, and personal accounts. I appreciate their ?can do? , ?will do? attitude!
I have known Dwayne Yoder for over 20 years and I have been lucky to have him do my taxes with my husband and after my husband's passing. The firm is reliable, efficient, and knowledgeable
I have been working with Bryce and Mattison Yoder CPAs for a number of years now. These guys are awesome! Good tax advice, thorough in tax prep and tax filing.
Mattison Yoder CPAs having been looking after us for several years. Always available to us whenever we have questions on how our investments may affect our taxes.
I have been a client of Mattison & Yoder since graduating optometry school 30 years ago. They play an integral part of my success as an independent business owner and are leading members of my team. As a client, I have found them to be honest, knowledgeable, and comprehensive. They offer expert advise in a proficient manner and are very easy to talk to as they are very friendly and responsive. They play a key part in the performance and enjoyment regarding a profitable business and I consider them to be
I have been using Mattison Yoder for several years with different firms I have been with. They are very professional and responsive. I am a person who asks a lot of questions and Jeana is always there to answer any of my questions and help me to better understand what I need to. I have worked with several other accountants before and they all seem like their workload is too much for their ability, however, Mattison Yoder always makes you feel like you are their #1 client!
Been with these guys for 10 plus years. Twice I've been audited by the IRS. I was told I owed more. They covered me and got an additional refund. I don't look good in orange. So I'm hooked on theis group. They have my back.
This firm is professional and responsive. Most importantly, their work product is excellent. I recommend Mattison Yoder completely.
This firm has been doing my taxes for a few years and they do a great job with my personal and business taxes. I highly recommend them!
I would strongly recommend Mattison and Yoder CPAs. They have been filing my taxes and answering questions for over 20 years. Staff are easy to reach and they reply promptly.
I've been with Mattison for 43 years and five businesses. I'm handing off my Grandson to Mattison because I know my grandson will be taken care of with kid gloves.
Bryce and Michael are excellent along with Chris. They take care of all my income tax needs and my payroll Joe J.
Great support for my personal as well as business filings. Very helpful in interpretation of tax law regarding sale of family LLC. Works seamlessly with my financial advisors
Recommended by my financial advisors. Good advice. Thorough, responsive, and knowledgeable providing service in a very timely manner.
The team at Mattison and Yoder do an absolutely fantastic job. They make the process so easy to understand and are thorough with everything. I would highly recommend them!
We've been using Mattison and Yoder for over 20 years. They've always done a thorough and professional job.
Great firm! They do good work, communicate well, and charge a fair price. Highly recommend.
I been doing business with Mattison Yoder CPAs for over 30 years and would not consider doing business with anyone else.great people!
The team at Mattison Yoder CPAs are wonderful! They are helpful ensuring everything is properly reported and accounted. I am fortunate to have found such a great team to help with my business needs.
Duane was a great help withnmy taxes last year.Friendly and professional!! I highly recommend him!
Duane Yoder has provided me, my family and my friends with top-notch professional tax services for years. He is one of my closest advisors, and has guided me through the ups and downs of various investments and life challenges. I would recommend him, and Mattison Yoder, to anyone searching for CPA services.
Daune Yoder was highly recommended by our financial advisors and has been great to work with. Highly recommend!!
They have done my taxes for decades and I've always been happy with the results and turnaround time.
Amazing Support. Thorough and Timely Filing. Very Reason Price. Just a Great Group to Work with.
we have used these accountants for over 50 years now for personal and for all our businesses. they have always been fair and accurate.
Very helpful. Process is easy to understand. More importantly they return phone calls if you need them!
Have been and continue to use Mattison Yoder for years. Highly recommend this business.
Great company and staff to work with. They're easy to work with each year.
Professional, capable/knowledgeable, friendly, responsive, and flexible. Great experience all around.
Prompt and professional service. Staff is friendly and very helpful. Good response time.
Great people . They are very knowledgeable an help with what we need. Would highly recommend.
I have been with Mattison Yoder for many years and have had nothing but great experiences.
Excellent personal relations with a trusted friend. Have been with them over two decades.
We have had great, friendly service for several years!
Very professional, great attention to detail, excellent customer service.
I have been a client for over 10 years. They have always been helpful and responsive.
The CPA/accountants are very helpful. They go the extra mile to help you.
Very professional, conscientious, and listens well to my needs.
Knowledgeable, helpful and A+ service! Would recommend!
Trustworthy CPA firm. Highly recommend.
Efficient, trustworthy, and produce returns in a timely manner.
Always informative, always helpful, and most of all, always accurate!
Timely response to all our questions. Easy tax information communications. Quick turnaround
The best people working there.
Competent, informative and friendly support
Great accounting team. Can't imagine a better fit for our business.
Always available and thorough.
Great looking building great people.
Very friendly and professional
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.