*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.*
184 Pleasant Valley St ste 2-201
Methuen, Massachusetts 01844
I own a small business and I had moved to a different location when I hired Mike. Mike is great at communicating with me throughout the year so that the deadline doesn't feel so stressful. He has made what I consider a very stressful process on my own to one where I can exhale and watch him do all the work ! He has seriously allowed me to focus on what I do best while he handles the nitty gritty details of tax returns. The peace of mind I feel knowing that my taxes are being done right is priceless.
Mike has been my trusted accountant for the last eight years. He helped me get through a nightmare of an audit by the state of Mass. He has gone above and beyond consulting me on the best way to handle my accounting. I trust Mike and would recommend you to use his services to help with your taxes.
Not only was my former accountant charging me too much but he was charging me for errors he made and i had to file for an extension every year! Then Mike saved me. He takes very good care of my business, has very reasonable rates and when i ask him questions he is always right! (dont brag too much or i will have to deny it (Ha)). Love you Mike! You do great work and I would refer you to anyone and everyone.
If you are looking for a CPA, please take the time to contact Michael Hamlin. My experience with him has been top notch. His experience, knowledge and dedication to his work is impeccable. He treats clients with respect and you know your best interests are always top priority. I highly recommend Michael.
Mike is fantastic. My wife and I live in Boston and have been working with Mike for the last few years. We are both self-employed and are very lucky to have mike in our corner! We appreciate you mike! Highly highly recommend Mike.
Michael has done a fantastic job for me this year. He has been available over the phone, by email and he even saw me at his home office in the middle of a snow storm in order to finalize some details on my return. I am extremely pleased.
I have known Michael for several years; he is a very competent professional. He has been doing my personal and business accounting for several years; and I am very pleased. Highly recommended!
Referred a relative that needed an adjustment prompted by the IRS. Was handled swiftly. Also takes the time to consult. Highly recommend Michael Hamlin, CPA in Methuen, MA.
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.