*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.*
107 SW Eagles Pkwy
Grain Valley, Missouri 64029
My parents were tax return clients of Bob Letterman for many years. As they aged, I began assisting them with the annual organization of relevant tax return documents that Bob would need. My familiarity with Bob?s tax document checklists and his tax preparation process made my efforts pretty straightforward on my out-of-state visits to KC. My father passed about 20 years ago and I got more involved working with Bob on my mother?s tax returns. I always appreciated his strong customer service values coupl
I cannot speak highly enough of the outstanding service I received from Bonnie at Meinershagen & Co. As the personal representative for an estate, I was tasked with filing multiple back tax returns for a deceased individual as well as an estate tax return, and Bonnie went above and beyond to assist me with all the intricate details involved. Her professionalism, knowledge, and responsiveness were exceptional. Even when I was delayed in providing necessary information, Bonnie managed to complete the return
I have been with Meinershagen & Co since the transition from Letterman & Co. Of course, when business change the new business has different methods and processes. I have nothing but appreciation and respect for Lorne, Bonnie, Christy and Sandy. They were all available when I need their assistance or guidance. I appreciate Lorne?s and Bonnie?s willingness to answer my, in some cases, ridiculous questions. In addition, Bonnie has always done whatever is necessary to meet my expectations and deadlines for
My aunt directed my to Meinershagen & Co several years ago as they have been her trusted tax company for a long time. I was assigned to Bonnie who is always patient with me. Finance, specifically, tax knowledge is definitely NOT my forte so I rely heavily on her expertise. Bonnie responds to my calls and emails quite promptly and has helped me navigate a very difficult situation involving the sale and buying of a home, an investment company and the IRS. It was such a horrendous ordeal yet Bonnie would alway
I echo Diana Solano's review below. Believe me, the service hasn't gotten any better over the past three years since she wrote her review. Meinershagen & Co is not the same company it was when Bob Letterman owned the business. I'm in disbelief over the way I was recently treated, and the lack of customer service I received when I reached out to them for help on a letter I received from the state of Kansas regarding my 2023 income tax return. Not only did Bonnie give me bad advice to cash a refund check that
Lorne and his team are very thorough. So much so, when I switched to them last year, they found an error from the previous year that my old CPA made. They did not bad-mouth the previous firm. They just notified me of the mistake so that I could have an amendment filed to get the additional $4,000 refund. I appreciate Lorne?s honesty, insight, and knowledge about tax saving. He can even tell you how you are doing on itemized expenses compared to others in your industry. That evens the playing field some for
Celebrating my first year with Meinershagen & Co. I enjoy running my business, and it's so rewarding to have Lorne and Ty handle my accounting. They make the process so easy. Email follow up has been great, and Ty is quick to answer the phone with a smile in her voice every time I call. Lorne has been very accommodating, and takes the time to answer all my questions and explain things in a way that I understand. So thankful for their partnership. If you're looking for a kind, personable accounting fir
Lorne and his team, particularly Bonnie, are outstanding to work with. They are very thoughtful and thorough. My experience over the years has always been excellent. I recommend them highly.
It's really sad how downhill this firm has gone since it was sold off a few years ago- As far as the job, I believe they do it well and semi timely (Though it has been taking longer each year)- However- they have somehow managed to get ruder and less customer oriented by the year- It's really sad to see even the front desk/reception people have lost the smile and helpfulness they once had- I have delayed finding a new CPA for a couple of years now because it was convenient- they had all my info, but if you
Amazing service! Our personal and business taxes were taken care without us worrying about a thing! They worked so hard and went above and beyond to get us the maximum refund on our return!
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.