McConnell Rothman & Co., Inc. Certified Public Accountants

McConnell Rothman & Co., Inc. Certified Public Accountants

Reviews Summary

Customers consistently praise the firm for its professionalism, expertise, and exceptional service. Many highlight long-term satisfaction, with some using the firm for decades. The team is commended for thoroughness, clear explanations, and personalized advice, making tax preparation stress-free. Convenient hours, including Saturdays, and accommodating staff are frequently mentioned. Clients appreciate the proactive financial guidance and trust the firm for both taxes and investment strategies. Multiple reviewers emphasize recommending the firm to family and friends due to its reliability, accuracy, and friendly atmosphere.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance

Contact Information

Address

175 Derby St #36

Hingham, Massachusetts 02043

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Mike at McConnell Rothman has been my accountant firm for 3 years now. The first year taxes were quite complicated and McConnell's services were exemplary. Each year gets a bit easier since he has all my prior information. Also, I ask some crazy questions for myself and my children, and McConnell's staff, from the front desk to investments or tax issues, is always ready to help. This is a great company to work with. I'm very happy.

I am totally impressed with the services I have received over the past decade from Mike McConnell. I would not think of going anywhere else to have my tax return prepared. I have confidence that my return is accurate, and complete, year after year. With the tax laws changing every year, you need to feel confident that your tax professional will not make mistakes, which could cost you money, and that is exactly what you get with McConnell Rothman. I would, and have recommended McConnell Rothman to all of my

My family and I have been clients of the McConnell Rothman Group for many years and have been more than satisfied with their services. As a first time home buyer in 2009, I had the confidence I needed going into tax season that year, knowing the McConnell Rothman group was on my side. Their knowledge of the new and complicated tax laws, helped me to get back all that was due and then some. They are a great group of professionals to work with and I have recommended the group to many of my friends and othe

We have gotten our taxes done with McConnell Rothman for years. Every year Mike is very accommodating given we come with our kids in tow and cause a raucous while we are there. Mike is extremely thorough which ensures we get the full value of our tax benefits or minimize liability. Additionally, Mike takes the time to talk through our account and identify areas where we can approach our tax planning more effectively for future years. My husband and I highly recommend McConnell Rothman for tax preparation.

We?ve only been going to McConnell Rothman for our taxes for a couple of years ? but the experience has been excellent. The office personnel are friendly, courteous and very easy to work with. We meet with Mike for our taxes and we leave his office without any worries. He makes sense of the tax laws and the very many changes thereto. Any questions we have are answered immediately and in a way we understand. Copies of our documents arrive within hours and Mike and his office staff are always available fo

We have had a great experience with Mike year over year! My husband & I have be clients for a few years & it works out well that all our records stay there & Mike knows our personal situation & remembers us! Super comfortable experience & a nice honest feeling from Mike & his office staff we worked with! This gives me comfort! Mike gave great pointers on how to save & get a bigger refund next year which is great for us & his fees are fair/reasonable. Mike makes tax time easy & quick! Thanks McConnell Rothma

I have been going to McConnell Rothman for my taxes for many years. I appreciate the way Mike spends time preparing my taxes and is knowledgeable about new tax laws that seem to change from year to year. I have piece of mind knowing that my taxes will be prepared properly. I also work with Rick who manages my investment portfolio. Rick is always on top of the market and I am confident he has invested my money wisely. I have bi annual meetings with Rick who is always well prepared to update me on my accounts

My wife & I have trusted McConnell Rothman for 10 years. We have Mike do our taxes every year. We also refinanced with Heritage Mortgage in 2012. And, now we're working with them on Financial Planning. Everytime we've worked with anyone at McConnell Rothman our experience has been excellent. The folks there are pleasant and put you at ease. As well, they are expeditious and make it all go smoothly.

My family has been working with McConnell Rothman for years and it only made sense that my husband and I would reach out to Mike for assistance with our taxes. We have been working with Mike for the past few years and he has always tried to make sure that we are getting the maximum return that we are eligible to receive. He is aware of current and new tax laws and how the changes will impact our return. We have always come to our appointment well organized so Mike can walk us through the process and we a

I've been a happy customer of McConnell Rothman for about 10 years now after being referred to them by a co-worker. They have always been a great team of people to work with during tax season and financial planning. Most recently, I have ventured off to start my own small business and I didn't think twice to get Mike and his team on board to consult with me around my startup plans and their ongoing support of my business. Very friendly, personable and knowledgeable group of people that are responsive to my

I have had my taxes done (along with other related services) by Mike and his organization since mid-1990s; his straightforward, honest, compassionate, and knowledgeable approach towards the work he does, along with his superlative team of professionals, has been a pleasure to participate and engage in, and is worth every dollar spent. I am pleased to endorse McConnell Rothman & Company, and encourage anyone looking for competent, professional financial service to check them out!

Mike was very professional and patient with us - handling our multi-state tax returns. He answered all our questions and was terrific to work with. We plan meet again with the associates at McConnell in the next few weeks to develop a better investment strategy for our family and will call on them again next year at tax time. I would highly recommend the team at McConnell to all my friends and family.

McConnell Rothman has been preparing our tax returns for many years. They can?t be matched in overall service, accuracy and thoroughness. They explain tax issues in an easy-to-understand manner and are professional, deliver a high level of service and efficiency. We appreciate that they are always thinking about what we need and keep us informed of anything that will affect our tax situation.

My wife and I have been clients of McConnell Rothman Group for more than 15 years and have relied on their expertise, not only with keeping up with tax code changes, but also for the extremely valuable financial counseling services they offer to all clients - at no additional charge. Their advise is solid whether it is for budget planning, college tuition funding, retirement preparation, or investment strategies. McConnell Rothman has never pitched us on a product, or on the next hot investment - they offer

My Husband and I have been seeing Mike for 4+ years for personal and business taxes. He's the best (and his staff). He answers all our questions and gives us great insight into the "tax world". Before seeing McConnell Rothman & Co there was all ways the thought of "OH, did I do this right. And am I suppose to include this???" These questions don't pop up now! It's easy and worry free, and the office is a relaxing place it's like your among friends!!!

I have been using McConnell Rothman for about 10 years. They are a pleasure to deal with and always accommodating with questions and requests. Ken has been a trusted adviser when it comes to tax questions, deductions, etc. I have referred many close friends and they have had the same experience. When I first started using them they uncovered errors in my previous year taxes. Great company and even though I have moved, I still make the hour trip to visit the team!

This was my first time working with Mike and his firm and the service was excellent. Mike took the time to explain to me different aspects of federal and state taxes that helped put things in perspective. I knew that some areas of the tax return were going to be challenging due to my career change last year but Mike was able to analyze quickly everything that needed to be considered with all the documentation in front of him and he was able to do our federal and state returns in a very quick and efficient m

I no longer get stressed about doing my taxes. McConnell Rothman have been extremely helpful each year. All it takes is a quick phone call to make an appointment, and then a quick 45 minute meeting at the office, and I am all set. Keith is very knowledgable and friendly, and I would recomend him to anyone. Do not hesitate to use McConnell Rothman for your tax needs.

We have been going to McConnell Rothman for many years, to Keith for personal tax and financial advice, and Kenny for our business tax preparation. We have always been treated with the utmost professionalism and courtesy. The company has always been responsive and prompt and it is clear that this business is conducted with great integrity.

My father introduced me to McConnell Rothman several years ago. I am so pleased he did because I know that when I meet with Keith once a year at tax time, I am in great hands. Keith is friendly and very knowledgeable about the New Tax Laws and he explains things in "lay man's terms." In addition to expert Tax Service, Keith introduced me to Mr. John Tripman at Heritage Mortgage, of whom was able to refinance my home for a better rate. McConnell Rothman & Co. know their business.

I have been a customer of McConnell Rothman for many years and have always been extremely satisfied with the manner in which i was treated. Their attitude has always been that the customer comes first and I have personally seen that in how they have managed my investments as well as in the filing of my taxes. They have always been extremely helpful in assisting me in my decision making of investments. They take the time to insure that the decisions I make are the most beneficial for my needs of today as wel

Mike McConnell has prepared and filed our tax returns for several years. He's thorough, professional, and honest. He recommended a mortgage refinance last year that has already saved us a bunch of money. I highly recommend him & his team.

I have been a client for many years, and each year, my Family and I have received exceptional service each time. They all actually care and want to optimize your personal financial matters for you. They create strong client relationships! I recommend McConnell Rothman to Everyone! Mike, Rick, Keith have really done well with my financial affairs; thank you!

We have always had an excellent experience when we use McConnell Rothman for our taxes and I highly recommend them. The most important factor for me when looking at tax preparation is the peace of mind that comes with knowing that our tax preparation was done professionally and at a reasonable price. McConnell Rothman provides that peace of mind.

I have had McConnell Rothman do my taxes for the past several years by Keith and the service is excellent and painless. They're very quick and efficient. Working on Saturdays during tax season is very convenient. They are very friendly and the atmosphere is very professional. I'm so glad I found them when I did.

My husband and I had our taxes done by Mike McConnell for the first time this year. Mike was friendly, helpful and incredibly knowledgeable about the entire process. The staff was friendly, our appointment was easy to schedule and the office is conveniently located. Five stars, for sure!

My wife and I have been doing our taxes with McConnell Rothman for many years. Keith is fantastic and is able to completely answer all of our questions regarding our complex filing situation. He never misses any deductions and we are always 100% satisfied with our experience. We will continue do business with the company for many years to come.

Mike has been doing our taxes for years now. He makes it super easy and always finds ways to save us money and plan for the following year. His office is very friendly and on time. You get immediate feedback on your refund or what you could owe. I have already recommended him to my family and friends.

We have been going to McConnell Rothman & Co for over 6 years now for taxes. Every year our experience with Mike is amazing. He is there for you and wants to help in every possible way to make tax season an easy experience. 5 STARS!!!!

McConnell Rothman & Co was referred to my wife & I by my prior tax accountant who had made a quick decision to retire. With hesitation, only because we had the same tax accountant for 20 years, we called & made an appointment for our taxes to be done. Our first impression was a positive one. The person who answered the phone & made the appointment was excellent. She was very polite, professional & extremely helpful answering all questions. We were able to get an appointment that fit our schedule with no

We have been having our taxes done by McConnell Rothman for 15+ years. They are always helpful and creative. They take the time to look at your situation and try to find ways to help you. Everyone in the office is friendly and happy, which makes the experience so much better.

I have had my taxes prepared by Mike for many years. I always feel confident that everything is in proper order. The staff is always courteous and helpful. It is a pleasure to walk into their office. There is always time to answer your questions. Phone calls are returned and appointments quickly set up. I would not consider going to any other tax office. I have had pleasant business dealings with Rick and John. The entire staff deserves high marks.

McConnell Rothman is a very professional firm offering a great amount of services. Dennis Della Barba does my family's personal taxes and business taxes every year and he is very efficient and timely in his work. He is reliable and gets the job done with a clear line of communication! We would not use anybody else!

The staff at McConnell Rothman & Co have been a pleasure to work with the last 3 years. I have had very bad experiences at other "chain" accounting firms and it was such a pleasure to finally feel confident knowing that I would be in good hands with the McConnell Rothman team! From the excellent customer service over the phone, to the professional atmosphere of their office space - the McConnell Rothman staff has what it takes to keep their clients satisfied and happy. The team always goes above and beyo

McConnell has done my taxes the last 2 years and it is the best decision i have made moving to them. Not only are they great to work with and super communicative, they are very fast and efficient. I think from start to finish they had completed my taxes in 1 week this year.

My Husband and I have been coming to Mike to get our taxes done since moving to Hingham a few years ago. They are very professional, thorough and we never feel rushed when we have an appointment. I really cannot ask for more. Additionally we refinanced this past year to an incredible rate, and we get our financial planning. All in all, they are great!

I had never used an accountant until I was married in 2003. I thought my tax return was fairly complicated, but I had felt competent to do the work myself. My confidence was getting shaky, however. I had taken some tax courses in law school, but I was smart enough to realize that a few things probably changed in the tax code in the twenty years since I was a student. My wife's family had always entrusted McConnell & Rothman with their financial matters and my wife had always been satisfied with their pe

This was the first year that my husband I used McConnell Rothman. Prior to this year we have used the same accountant for 12 years, however he retired and put us in touch with them. They made us feel right at home from the start. Not only did they have a schedule that fit our needs, they were ready for us when we arrived and reviewed our prior tax submission to prepare for our visit. Adam was very knowledgeable and was able to answer any questions we had. We will definitely use them for our future tax needs

I have been getting my taxes done at McConnell Rothman & Co. for a couple of years now. I have always had a great experience. The people in the office are welcoming and Mike is fantastic. I would highly recommend them to anyone looking for financial services.

I met Adam Demaral, CPA in his office this morning and he completed my personal and business taxes in under 90 minutes. He was very helpful and reassuring in guiding me through a tax preparation that included a number of circumstances I hadn't ever encountered. The experience was about the best anyone could ask for -short of doing your taxes after winning the lottery! I'm happy to recommend Adam and thank The McConnell Group for attending to both my professional needs and those of my family.

This is our third year having done our taxes with the Firm McConnell Rothmans & Co. There are great reasons why we are so very satisfied with their services. First, we are greeted warmly by the receptionist and always hear a Thank You upon leaving. Second, Adam Demaral, our preparer, is not only efficient, but charming and a pleasure to sit down with. Doing taxes is often an unpleasant situation, but the ease in which Adam handles our paperwork puts us in a less worrisome state of mine. Third, the cos

My husband and I have been going to McConnell & Rothman for years. They are very personable, professional and flexible in meeting our needs. I like knowing that our taxes are done correctly and that we are well advised on all the details throughout the entire process. I definitely recommend making an appointment.

I have been using McConnell Rothman for my Tax Preparation for the past 3 years. Very professional, staff from the time you walk in the front door. You are greeted, offered refreshments and I have never waited longer than two minutes to be seen. Adam is very knowledgeable and efficient. Highly recommend.

I have been having my taxes prepared by Mike McConnell for the past 6 years. Mr McConnell is very professional, thorough, and meticulous in preparing my taxes. I can not thank him enough for his help. I would reccommend him and his associates for all financial needs.

Laurie and I have had McConnell Rothman as our financial planners for over 15 years from filing taxes to investment planning and mortgage services and have truly enjoyed the professional and personal experience. The entire staff is always a pleasure to work with. Keep up the great work. Laurie and Mike

If I could give 10 stars I would. Mike McConnell is hands down not only the greatest accountant you could ever hope for but he is also just a really awesome guy all around. This is now our third year using McConnell Rothman & Co. for both our personal and business taxes, and I could not say enough good things about them. Really... I tell everyone how much I enjoy my accountant and that I ACTUALLY look forward to tax season (Come on, how many people can actually say that?!). Mike is not only our accounta

McConnell Rothman have handled our tax returns for a number of years. They have always done a great job. They are very friendly and welcoming. They are honest and trustworthy which is a priceless commodity to me.

I can't say enough about this group of individuals. Mike was very professional and easily helped me with my taxes. He was very easy to work with and answered all of my questions and has a great sense of humor (rare in that business). I mentioned that I wanted to buy a house in a year or so. He introduced me to his associate John Trotman with Heritage Mortgage Company who then helped me with the finances to buy me new house. John was very helpful. He was very punctual to return calls and e-mails or to a

This was our second year using Mike for our taxes and we are very happy with his services. He continues to make filing taxes easy for us even as our taxes get more and more complex and he always has tips and advice to save us more money every year. We are there for an hour and we get a nice tax refund when we are done! Thanks Mike!

Mike McConnell has done our tax returns for years. He is extremely knowledgable and professional. He takes the time to answer any and all questions or concerns that you might have. No matter how easy or difficult you tax return may be, I highly recommend McConnell Rothman & Co.

Top notch service and expertise. We are so happy with our experience with Mike McConnell and his group! Not only do we feel more secure with how our taxes are being managed, but we also feel lucky to have gained a key advisor in our finances.

I would highly recommend McConnell & Rothman Co! Michael McConnell has been doing my taxes for three years. Since I've been going to him I wouldn't see anyone else. He is reliable, efficient, and his staff is extremely welcoming.

I called The McConnell group earlier this year because I wanted to develop a relationship with a local accounting firm that could help me as I grew my media and consulting business (bye bye, turbo tax!). From the very first call I had with Adam and Mike, I felt like I was not only in good hands, but connecting with a firm who was invested and interested in helping me grow. Working with them feels like the best kind of collaboration or partnership - I feel more confident with them "in my corner." My experi

Had my taxes done there for the first time this year and was very impressed with the knowledge, helpful tips, and professionalism of the firm and Mike. The first meeting was set up for 2 hours to ensure he got to know me and my history to be better informed when completing my taxes this year, and providing ongoing support. The cost was also reasonable. I would recommend this firm.

Ken has always been timely, responsive and accurate with our taxes. When I first came to Ken, I had moved and switched jobs, which meant for a complicated tax situation. Ken spent the time to walk me through all of the tax issues from multiple states and companies. This year I was traveling at the time taxes were due and Ken was able to complete everything on time, essentially with me being remote. I appreciate that he was willing to provide his services while I was traveling. I've been a customer for 3 yea

I had the pleasure of working with Adam on my taxes this year, who was a reassuring and really nice guy in the face of what is usually a stressful meeting for me. He went through everything quickly but knowledgeably and made this annual chore seem very bearable. In the past with other tax preparers and firms, I have had to go back a couple of times to provide additional documents or to check on potential problems, but he was able to accomplish it with a couple phone calls and computer searches for any mis

We have been working with Mike for several years. He is extremely knowledgeable about all of the tax rules and regulations and is always up to date with information. They are also convenient to my schedule and very accommodating. I would recommend them to any colleagues, friends or family members.

My family and I have been a client with McConnell for about 5 years or so. I've used their tax preparation service, financial services, and real estate services. The main thing that stands out to me is the high quality and consistency of services they provide. Across all of these disciplines, I've found their statements are accurate and they always are down to earth, friendly, and take the time to explain things. In other words, they speak my language and not a lot of industry technical jargon that I do

For the past 17 years my wife and I have been going to McConnell Rotham & Co and I can honestly say we always leave satisfied.Service is always effiecient and the job is done to its full potential. They are very welcoming and friendly. Mike does his best to make sure you get what you earned. I would recommend anyone to use this company to do there taxes, they will leave completley happy and satisified!

I've been coming to McConnel Rothman for several years now for my taxes and I am never dissapointed. I am a consultant and every year I have W2's from two or more states and various brokerage accounts. This can make sorting out my taxes very difficult. The guys over there never have a problem sorting through the mess quickly and maximizing my return. I've gone to other less qualified people in the past and have been greeted by some scolding letters from the IRS months later.

In 1994 I had 3 years of taxes that needed to be filed and not a clue. I received wonderful kind professional treatment and almost $12K in refunds! I am still a very satisfied customer, they know all of the newest filing info so there are never any surprises. I referred a friend who owned a business and she was appalled at her prior accounting firms practices and was an instant fan. If you a want painless efficient tax season this is the place to be.

McConnell Rothman & Co are knowledgeable, efficient and provide great customer service. Their experience and expertise with tax services is tremendous. I look forward to a great working relationship with them for years to come!

I have been a loyal customer of McConnell Rothman & Co. for years. Their financial knowledge-leadership and customer service our key ingredients that support my family today and in the future. It is with confidence that I recommend McConnell Rothman & Co.

My father called me and just made my night. Apparently I am receiving a great tax return this spring despite only working 2 part time jobs and being a full time student. News like this doesn't come often to a college student, and I can say its all thanks to Mike from McConnell Rothman & Co. He has prepared my family's taxes for a good while now, and my parents say nothing but positive things. He not only takes the burden out of tax season, but also works hard to return the money you deserve!

I have been employing McConnell Rothman to do my tax returns for the past 10 years. I am an independent contractor so tax time is always stressful. My accountant Ken Baumeister is always on had for a quick question or to answer a random email. Ken is also our accountant for the business and has always been able to help us through even the most difficult accounting nightmares!! I will continue my relationship with this firm into the future! L. Hollenbeck

Going to review tax information is like going to the dentist for me, BUT McConnell Rothman & Co has made the experience painless and informative!! They did a great job working with me and helping my family maximize our assets.

my experience with McConnell Rothman was a first time one for me, and found everyone to be the best both professionally and overall friendly. Other family members have been using this firm for many years! Now I know why. Thank You to everyone! Great job! Gabe Tuffo

We have used McConnell Rothman & Co for over ten years. Keith Balboni is very knowlledgable, informative and consistent with our tax preparation. He is a pleasure to work with, and we will continue to use his services in the future.

I was referred to Mike by a friend in 1985 when he was a one man shop. Over the years I have referred many friends and relatives to Mike for both taxes and financial advice. To have a growing customer base that stays loyal throughout the years speaks volumes. Luckily for me I acted on his financial advisor's advice that saved me many thousands of my hard earned dollars during the crash.

My wife and I have been clients of Mike for 20 Yrs and have appreciated everything he has done for us from tax services to retirement advice, his service to us has and continues to be above reproach. We have, and will continue to recommend him and his staff to all, Bill and Donna Marston

First year going to Mike McConnell to have my taxes done. Mike and team are professional and I am very happy with their speedy high-end accountant services. 5 star without question!

McConnell Rothman helped my husband and I prepare our taxes during a complex year where we bought and sold property. We would normally file through TurboTax but found McConnell Rothman much easier to deal with.

Great accountants, I have been using them for over 15 years. I have referred businesses and personal accounts to them. They have never let any of them down and have only had good things said about them. Mike (the owner) and his team are responsive, courteous, and kind. I absolutely recommend them to any size business or personal account.

We have been having our taxes done by Keith Balboni of McConnell, Rothman & Co. for over 25 years. They always do a great job and we trust them. We would recommend them to anyone.

Mike was very professional. This was my first time doing my taxes with him. My wife usually does it. He was very helpful and will definitely will recommend this Mike and his company to everyone that asks for a CPA. Thanks Jon

Great experience. Very knowledgeable, friendly, and helpful. I had a modification that I needed help with on my 2015 tax return. Mike was very prompt and helpful in getting this taken care of for me. I would strongly recommend McConnell Rothman & Co.

Been with McConnell Rothman for years 25 years. Service is fantastic. Mr.McConnell is a complete professional and and his knoledge of the tax laws is outstanding.

Adam Demaral is great for both personal taxes and business returns as well as year end planning. His dual knowledge has saved us a lot in taxes over the years. He is very responsive, easy to work with and extremely knowledgeable.

Going into my 2012 tax filing meeting, I was a bit daunted with all we had to cover, but Mike and his colleagues walked us through every step and made the process seamless. I was impressed at the professionalism throughout the office and by our overall experience.

We were referred to Mcconnell Rothman and Co by a friend. We have been very happy with the friendly service, and proffessionalism Mike and his collegues show us time after time when we get our taxes done. We would highly reccommend them to anyone looking for financial advice and or tax services.

Mike and his team have been my go to advisors for financial and accounting advice for over fifteen years. The know and care about my family and tailor their advice to my financial needs and risk tolerance. They are always informative and responsive.

Mike has been assisting with my returns since 2009 and I've been very happy with the results. He really gives me peace of mind this time of year and I don't freak out about tax time anymore.

McConnell Rothmam have been doing my taxes for over 20 years along with other financial matters I highly recommend this group to do business with. Thanks Mike for always taking the time helping me with my taxes

On the recommendation of my son and as a first time client, I experienced a warm and professional welcome yesterday. I appreciate the flexibility of a saturday appointment, the ability to drop my paperwok and continue with a long list of errands. I am comfortable and trust Adam with my tax return obligations and plan to recommend another family member. Thank you!

My husband and I have been getting our taxes done by Melissa for several years now we have never had any issues and really appreciate her service! She is fast and efficient and we'll see her next year!

I have been a client of this firm since they merged and I was a customer of S. Rothman and Co. since the early 60's. They are thorough, professional, provide outstanding advice and counsel and frankly treat you like a valued member of their family. No question or concern is to small for them to give their full attention. Highly recommended!!

The team over at McConnell Group has done a great job preparing our taxes for years. And it was nice fit to have them do our financial planning as well.

Wonderful as usual. Mike and Co. have been doing our taxes for over 35 years. The people are friendly and the service is great. Obviously that goes without saying or else why would we come back year after year after year!!!! Great job.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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