*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.*
5936 N Keystone Ave #203
Indianapolis, Indiana 46220
I have used this tax & accounting services for over 25 years. Mr McKinley Jones stays current with the latest changes in the tax code and with the latest changes in how to keep your personal information secure. He also stands behind his work & is ready to answer any questions that might come from IRS.
Wonderful Tax Prep Service! Mr. McKinley is very knowledge in the tax code and always completes our tax return accurately. He is very friendly and so is his staff. We will continue to use this firm for years to come.
McKinley Jones & Associates are consummate professionals that have efficiently completed our personal and business taxes for approximately eight years. We initially contacted McKinley due to the negligence of our previous tax preparer, and he competently resolved our issues. My husband and I highly recommend his services.
Where do I start? I will start here. The accountants at McKinley Jones saved me from financial ruin in dealing with the IRS. A friend of mine recommended Mckinley Jones to me and I will always be thankful for that. They're also now my daughter's accountants. I appreciate the professionalism and the patience that they show their clients. Thank you McKinley Jones!!!!
I had been with another accountant for years. The accountant I used moved out of town. I then was given the name of McKinley Jones. I met with Mr. Jones and was immediately impressed! He was extremely knowledgeable and patient. (I can be a bit unorganized) He suggest new strategies and deductions to which I was entitled but was not taking advantage of. His fees were EXTREMELY reasonable. I would 100% recommend this organization. I will be with them for life!
I was referred to Mr. McKinley as a second opinion to resolve an IRS audit time-sensitive issue. He was efficient, and the turnaround was in my favor of a refund instead of an alleged significant amount owed. The rest is history staying with him for over 25 years. Great CPA, business coach and confidant.
The Winning Experiences Inc. organization is proud to give an excellent rating to the McKinley Jones CPA firm. We have used the services of this organization for our nonprofit business for approximately 10 years and have been very happy with the services provided.
I have been using McKinley Jones & Associates for years and I love how easy and quick they are! If you have any questions they are fast to respond. Would recommend to anyone looking to get their taxes done.
I think there's a certain level of trepidation that comes around tax time for most entrepreneurs. McKinley Jones & Associates gives me confidence that everything will continue to be fine.
McKinley Jones & Associates is a A-1, 5 Star, company. They provide excellent service we have used them for years.
I would highly recommend the CPA services of McKinley Jones and Associates. I have been a client for many years and know their services are efficient, reliable and trustworthy. C. Palmer
McKinley is very professional in his bearing, stays on top of changes in the statutes and IRS regulations, and gives great personal service.
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.