*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.*
10161 W Park Run Dr Ste 150
Las Vegas, Nevada 89145
We've used McAvoy & Toel CPAs for 2 tax seasons now, specifically working with Kathryn Ash. She has been phenomenal. Very personable and great at keeping me in the loop during the entire process. I highly recommend reaching out to them if you're looking for help or have questions about anything tax related.
Katheryn Ash is wonderful to work with and very professional. We are lucky to have her help us with our taxes that are always done in a timely manner with close attention to details. We highly recommend her and the group at McAvory&Toel CPA!
This is the second year I have used Kathryn Ash for my personal tax return. She did such a thorough and good job last year, I included my business tax needs to her this year. She completed both returns in a very timely manner and at a reasonable pricing. I am very pleased with her service
It has been an excellent experience working with Jim Toel's firm over the last several years. Consultations and projects are always handled professionally, quickly, and with courtesy. Highly recommend working with Katheryn if you get a chance, she is fantastic to work with! I would happily recommend McAvoy & Toel CPAs to anyone I know.
I would recommend and enjoy working with Katheryn Ash, McAvoy & Toel CPA's. She is always ahead or on time with all the bookkeeping and tax filing. She keeps me on track and I appreciate her.
Kathryn is AMAZING. She is my go to for all tax related work. I have a few businesses and rental properties and I don?t ever have to worry about my returns getting done correctly and effectively.
Katheryn at McAvoy and Toel has been wonderful to work with. She is communicative, timely, and easy to work with. My business' bookkeeping and tax paperwork are always accurate and filed in a timely manner. I recommend giving them a call if you are in need of bookkeeping or other tax preparation services.
Best accountant I know...and I've known a few. Katheryn Ash is knowledgable, pleasant and patient. Tried to finesse her with a few tough questions but she knows all the angles and proper answers. The entire firm is also aces. Katheryn and colleagues are doing everything right.
I?ve worked with Katheryn Ash for multiple years and the level of service and professionalism is 10 out of 10.
Katheryn answered all my tax questions, set my mind at ease and completed my tax return in a timely manner. She even helped my dad with a letter he received from the IRS.
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.