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Metcalf Hodges PS

Metcalf Hodges PS

Reviews Summary

Metcalf Hodges receives overwhelmingly positive feedback, with most clients praising their professional, knowledgeable, and responsive service over many years. Long-term clients highlight their efficiency, clear communication, and personal approach to accounting needs. A single negative review mentions unprofessional behavior, but the consensus emphasizes reliability, thoroughness, and a welcoming team atmosphere.

About This Listing

Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation

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

Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Contact Information

Address

2115 Barkley Blvd #201

Bellingham, Washington 98226

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I have been doing business with Metcalf Hodges, PS for a little over a year now. I see Kira B. for my tax work. I've known her professionally for about 7 years. She has always been very efficient, honest, professional, and is excellent at communicating and answering questions. The whole staff at Metcalf Hodges has always been very friendly, efficient, and kind. They address the client on a first name basis. There are coffee and snacks available in the waiting area. The tax returns have always been presented

Highly recommend Metcalf Hodges for all your accounting needs. We have been a Business and Personal client for nearly 20 years. Each year they approach our accounting needs thoughtfully and efficiently. Their team is very professional, but very personal as well. When ever I have called or emailed with a question, I get a clear concise response that leaves me (a non- accountant) with a good understanding of the topic.

I?ve used Metcalf Hodges for the past eight years and have always been thoroughly impressed. My accountant, Jennifer W., handles all of our business and personal taxes, as well as our annual business planning and is incredibly detailed and thorough. Liz N. handles our bookkeeping and payroll and is a joy to work with. I strongly recommend Metcalf Hodges to any local business, or person in the Bellingham area that?s looking for a professional, timely, and proactive CPA firm. Thanks!

Kira Bravo CPA is very professional and did an outstanding job preparing my personal and business tax returns, I have been very impressed with Metcalf Hodges Accounting client services. I would recommend them to anyone looking for a top notch firm who are pleasant to work with. Jim Miears D.D.S.

Very professional group of accountants. They have always been there to answer any questions when it comes to taxes and our business. If you are looking for professional and hardworking you are in the right spot.

Been using Metcalf Hodges for 20+ years and always have received great service and a perfect product. Thanks!

I have worked with this firm for over 20 years and they do a terrific job - always professional, conscientious, knowledgeable and responsive.

Extremely unprofessional behavior on the part of a partner. Avoid this place like the plague!

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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