MILDRID ESUA, CPA, PLLC

MILDRID ESUA, CPA, PLLC

Reviews Summary

The majority of reviews praise the CPA firm for exceptional service, expertise, and personalized care, particularly for complex tax situations and business guidance. Many highlight thoroughness, professionalism, and clear communication, with several clients expressing long-term satisfaction. However, a few negative reviews cite unresponsiveness, poor communication, and dissatisfaction with service quality, including accusations of unprofessionalism and financial disputes. Overall, positive experiences dominate, with strong recommendations for tax and financial planning needs.

About This Listing

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.*

Contact Information

Address

717 Green Valley Rd #200

Greensboro, North Carolina 27408

Hours

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

Customer Reviews

I generally prefer not to leave negative reviews, but after spending an entire week?s paycheck on what I can only describe as a disappointing and unprofessional experience with Mildred Esua, CPA, I feel compelled to share my experience. From the very beginning, I was met with an uncomfortable amount of pressure to sign on immediately and leave a positive review?before even receiving any service. Communication was poor throughout. Emails and phone calls were not returned in a timely manner, and when I did r

Mr. Wilson and the team were very easy to work with. I?ve never worked with a CPA and was quite nervous about the outcome however, Mr. Wilson explained everything throughly and put my mind at ease. This was a very quick and easy process. A definite 10/10.

My accountant of 25 yrs. Passed away. Desperate to get an extended return filed I landed at Esua.Worst mistake! Not only did they cause me to miss a deadline,they do not respond to phone calls,messages,or emails. The leSt professional group I have yet to encounter. After having paid for filable return I was supplied with a non filable copy. The board should take along look at this"family business". Hopefully they will after the complaint I filed today. I now must pay a qualifed account to do what I've alre

I Left A Post For Mildred Esau Last Month Because, That's What He asked Me to do while He was preparing My Information For My Business. Shortly Afterwards He stopped Returning My Phone Calls That I Left With His Secretary. After Countless Calls, Texts & Emails He Has Yet To Respond Back To Me. I Have No Choice But To Seek Legal Assistance, Because I've Paid For A Service That He has Yet To complete before the deadline which has caused Me to Miss out on A Contractor Opportunity That He was Suppose To Assist

Another year filing taxes with Wilson and I could not be more grateful for his help. Saving me so much money, helping explain the process thoroughly and helping me become better organized for next year, he has saved me so much time, stress and money. Last year he helped me through a situation where the IRS claimed my payment wasn?t sent even though it was, taking the stress completely off of my shoulders to figure it out. I highly recommend Wilson and as long as I?m living in Greensboro, he will always have

Do not use this place. It's a scam , they will treasure your money send your info to the wrong people and not return your calls to fix the problem

An Advisor at Mildrid ESUA CPA Has a Vast Amount of Tax knowledge! He Is a Very Professional and Respectful individual. I learned A lot about business Taxes and I'm certainly glad that we we're able to have a clear and productive meeting today. Keep Pushing forward Sir !

Wilson and his associates took good care of us. It was our first time choosing a CPA to do our taxes. I am glad we did. The process was smooth and easy. After processing our taxes he gave us feedback on how we can do better the next year. He did not have the attitude of just getting his money. He showed that he cared for my wife and I as a couple and wanted what was best for us and not for him. I appreciate his honesty. His assistant Sandra was very professional and was on top of everything staying in close

Edit: Scam company! Read the 1-star reviews!! all the other reviews are fake! Original Review: Terrible and unprofessional. We hired them to help our taxes for our business and they completely messed up our tax filling. They were unresponsive when we tried to contact them to fix our tax filing but they just took our money and wrote us off. We have found a new CPA and are working on filling our taxes for 2021 and 2022.

I used this company in March of this year! I?m very disappointed with the services I have received. It seems like I may have to contact the better business bureau. I paid the fees I?ve reached out several times for feed back about my case and still no response. At this point I guess I need to contact an attorney! This is ridiculous!!! I have been very patient and enough is enough! I have not written this review by accident. There was no mistake I?m so glad I chose someone else this yr. (Edited 04/2024)

I never had anyone do my taxes other than my mother. Mr. Esua not only instilled confidence in me and his abilities. He also made me feel a part of my financial future is secure under his supervision. Great customer service and great professionalism all around. Now, during the 2023 tax season Esuas have been nothing short of wonderful. I've been able to get into contact with him when I reach out too get his opinon on hypotheticals I ask about. I recieve great support and empathy which continues to embolden

I?m very impressed with Mildrid Esua Accounting firm. I chose Wilson and Mildred to complete my taxes this year because of the great reviews I read online and the variety of services offered. They did an amazing job! Great customer service, very organized, knowledgeable and showed tremendous patience in answering all my questions. I was most impressed with the consulting portion of my appointment and goal setting for next year. I look forward to working with them again in the future. Thanks Wilson & Mild

My husband and I have been very happy with the services with Wilson. He has been great. He has stayed in contact with us through the whole process. He returns our calls and emails very promptly if we can?t reach him. He doesn?t always just talk business with us but always makes sure as a family that we are ok. We will continue to do work with him and will recommend him to anyone looking for a CPA.

Update Dec 2023: After receiving four separate formal complaints, including ours, and failing two consecutive peer reviews, the NCCPA Board found that this practice "violated Rules 21 NCAC 08N .0212 (Competence) and .0404 (Accounting and Review Standards)", and censured them. Original Review: Every business has a few bad reviews, but sort these by ?Newest? and you'll see a clear and disturbing pattern. Our shockingly bad experience matches those of Margaret Tesh, Patrick Nickerson, and Traci Rose, whose re

I scheduled an appointment last week for a consultation. I received a confirmation email the day I scheduled and a second confirmation email today (the day of the appointment). I arrived 15 minutes early for a 2pm meeting. As I was waiting in the lobby, a gentleman came out and told me the person I was meeting with (Wilson Esua) was not in the office and unable to make our meeting. Things happen. I get it. However, its incredibly inconsiderate to give zero notice to your clients?. I took time away from my

I would give zero stars if I could. Steer clear of this firm. They are very unprofessional and have no knowledge of taxes at all. The whole process of dealing with them was exhausting. After my initial consultation, I had to continually bring documents to the office. Luckily, I submitted copies because there was an incident where I was told that my documents were accidentally shredded and they would need me to provide them with another copy. Every time you call with a question, there is a new employee who h

Changing CPA to scammers would be more accurate. If I could give them 0 stars I would. It is an absolute living nightmare working with these people. I run my own small business and have never had to hire a CPA so I was unsure how the process and pricing worked. They OVERCHARGE like crazy to do nothing. I paid them $5,000 to file my 2020 and 2021 taxes as well as bookkeeping. They did NONE of that!! I found out they didn?t file my 2020 taxes through the IRS at the end of 2021 because I got fees and penalti

Wonderful experience, scheduling was easy and they where able to get me n appointment fairly quickly. They offered me both in person and online. The meeting went very well and all my questions where answered (even the ones I though where stupid) and Mr. Esua gave clear and concise answers without judgment. Highly recommend this for any small business owners with questions/service needs!

I changed CPA firms 5 years ago to Mildrid Esua CPA. Each year Wilson or the staff provide detailed directions what they need from our business records. They prefer the records be uploaded and questions to be answered. They set the appointment to review our business year and review. They call me when the returns are ready and we review the needs for the upcoming year. I meet with Mildrid today for 2022 year end needs, and find Mildrid Esua CPA to be exceptional and thorough. The firm is fair with pr

This was my first time needing a CPA. I had a complicated tax return due to living in the USVI and going through a hurricane. I had the most wonderful time working with Wilson and Mildrid. They, along with their team are efficient, quick and extremely knowledgeable. In addition, both of them are amazing people and I had the best time working with them. HIGHLY, HIGHLY RECOMMENDED!!!

Would give zero stars if I could.they scammed me and my wife out of $20,000. Initiated contact in October 2021. As of the end of July 2022 (9 months later) they still never finished our taxes or fulfilled their contract commitments. -Didn?t complete put taxes -Never provided us with an accurate P&L -Missed almost every Friday meeting -Sent out 1099s out late to our team (and under the wrong EIN) -Never started out S Corp Filing -Never responds to phone calls or emails -Their assistants aren?t even in Ameri

I've been working with ME Esua, CPA for almost a year now, and the return on our companies investment has been tremendous. I highly recommend this team of professional accountants and CPAs!

Wilson and Mildrid were amazing to work with. We chose them for the great reviews they had online, and were not disappointed in our decision. The knowledge, expertise, and care they show in not only preparing taxes, but also planning and advising was evident from the very first consultation.

New to the area I decided to chose Mildrid Esua CPA by searching through their reviews. My experience with Wilson and Mildrid was everything that I read. They?re very knowledgeable and committed to providing their clients with a positive experience and keep you informed throughout the entire process. I would highly recommend giving them an opportunity. I?m looking forward to using them again next year!

We were faced with a non-resident multi-year tax situation in NC. Being unfamiliar with the unique laws that impacted us, we turned to Mildred Esau, CPA, PLLC for advise and resolution. From the onset they were extremely professional and supportive, and were well versed with NC laws. They made us aware of our options, devised a course of action, and managed a complex situation in a short span of time. We feel extremely satisfied that our circumstances were handled by the best people for the job.

My decision to do business with this CPA was the best decision I've made in a while! Wilson has been extremely helpful in figuring out my tax problems and starting my first business. I never understood how many great things one can accomplish after making a business official. My mind is finally at ease knowing I am in good hands. I am so grateful I chose this CPA! Thank you thank you thank you!

Very good service provided by Wilson. He followed up with a phone call to discuss how things were with me and my business. He provided me with a consultation that was very informative and helpful. I will continue to use his services in the future.

I was fortunate to have used their practice last year. They are very humble, more so very professional in preparing your financial tax refund and other financial solutions as needed. In-fact you will never regret using them and will truly love to invite your friends after you've received their services. I can proudly re-fare someone to them, with great assurance that no matter their financial problems, she/he will leave there with a solution that will put a smile on their face.

I highly recommend Mildrid Esua, CPA, PLLC to anyone with any type of financial problems weather you are an individual, a couple or a business!!! Please don't hesitate to ask for help. Their enthusiasm shows just how much they truly care. I was treated with passion and respect. I will always be thankful for their caring support and hard work towards my personal and financial growth!!!

I had a very rewarding experienced. Learned information that will truly help me in the following years to come with my taxes. I came in the office really unsure that the mess l had created with my taxes could not be fixed. Now l can truly say, there is a light at the end of the tunnel. Wilson done at great job and l am very well pleased!!!

This is a word of caution for anyone looking to do business with this accounting practice. My company is currently taking legal action against Mildrid Esua CPA, PLLC for money owed to my company after terminating our business relationship in April 2019 for being charged for a tax extension that was never filed. I was a client from Sept 2018 to Apr 2019 and during this time I had a bad experience with Wilson (Client Manager) and Mildrid (Accountant). The communication regarding updates for bookkeeping, admi

We started a small business and had a small mess when we found Mildrid Esua, CPA, PLLC. Wilson is very knowledgeable and has been and remained patient with us. He makes you feel like family. All the staff is friendly and helpful.

We are thoroughly pleased with our services to date (11/8/19) When we first came to this office we were confused about how to grow our company from a sole proprietorship to a corporation. Wilson helped us structure our company and put us in position to grow. Shortly after incorporating we went through difficult times personally while trying to build a business. Wilson was more than patient and helped us get back on the right track with our financial operations. We came to this company with a big mess and th

My wife and I chose Wilson and Mildred from the high number of positive reviews online. From the first consultation, we left feeling that hiring Mildrid Esua, CPA, PLLC was a great CPA choice. They displayed knowledge and care in our tax preparation, but also provided invaluable advise for future tax years based on changes from the previous year.

We have been customers of Mildrid Esua for several years now, and highly recommend their services!! I find their business to be professional and extremely efficient. We completely trust their services, but also Mildrid and Wilson, as people. They are both very amenable and have always been a pleasure to work with!

Easy, fast and painless tax preparation and advice. We appreciated the discussion on preparing for next return given tax law changes and for additional financial planning recommendations. Was very pleased with knowledge on student loan debt tax implications and provided information that will definitely help us. Overall excellent experience.

Every texture I've had to amend my taxes and now I am currently waiting on my taxes for this year and I cannot get an answer from them. I have called multiple times and have been told that someone would get back to me and that I was bothering them when I called. Still haven't had my taxes filed for the last year and no one will answer my call this is very unprofessional. I called from a different number and they called that one back where I had called from my own number several times and no one returned my

I received the best service at Mildrid Esua CPA, PLLC. Everyone is professional and I had no issues when it came to completing my tax return. At this firm, they listen to your problems and provide the best solution for you. I can definitely say I will be a client of Mildrid Esua CPA for a long time.

This is where you want to be if you are in need of a accountant. The Esua's are extremely direct and show great respect to all of their clients. They listen to everything that you have to say and take complete time to help and bring the best out of the situation. They should be your number one choice. This company has a bright future ahead of it.

I was looking for someone who could quickly handle filing my taxes. I had called others but they never returned calls. After searching online, I came across Mildrid and her staff. The reviews were phenomenal. I scheduled a free consultation online. This process was so easy and simple. Let me just say, you don?t need to look any further. I met with Wilson and he put my mind at ease. They took the stressful part of having to deal with the IRS away. I learned so much during this process. Pleasant and easy goi

I am working with Mildred Esau, CPA, with a tax issue that has caused me to lose sleep. My first meeting with him set my mind at ease and let me know that he will take care of this. I will be using him from now on with all my tax issues. I highly recommend this firm, they know their business and will answer all your questions and concerns.

I have been using Mildrid Esua, CPA, PLLC for the past five years. They are very knowledgeable, always available when I have questions and they take time to go through all aspects of my taxes and financial planning to help me make appropriate decisions. I will highly recommend this company.

Mildred went above and beyond to assist my husband and I with our account and worked extremely hard to get the help we needed in an efficient time. She communicated daily with us and knew exactly who was needed to reach out to to get the answers we needed. We are very happy and thankful for your service!

For an extremely long time I?ve had a major tax issue hanging over my head. The fear that the IRS would come after me was always in the bank of my mind. Wilson and his staff have helped me get things in order, I feel confident with moving forward in my life. Would suggest this company to anyone!

As a small business owner, I was looking for a professional that I can trust. At the Mildred Esua CPA, they were able to gain my trust and much more, I am more than excited and ready to take on the business world even more after speaking with them. They will help you gain perspective and offer ways suggestions to keep your business thriving. I would recommend to anyone who needs professional quidence in your own personal journey.

I recommend this CPA. My husband and I looked up Mildred Esua on google and decided to use them for our 2018 taxes. We had personal taxes as well as business taxes. They were very thorough with gathering information and documentation. We thought we would end up paying the government but we were ecstatic when we were to receive a refund.

The staff at Mildred Esua was great. Easy to get in contact with, Very knowledgeable, and Diligent. The main thing I like most is the Honesty. The company is built on honesty and integrity.

Mildrid Esua CPA has been very responsive throughout the tax process. Our questions were promptly answered and, they took the time to explain the inquiries we received from the I.R.S. The reliability and convenience of the services will definitely make us repeat customers.

Mildrid Esua, CPA, PLLC?s individual tax preparation services was highly recommended from my bank and they did an excellent job. They intentionally create a comfortable yet professional environment to discuss finances. We plan on returning next year due to the attention to detail, reasonable pricing, proficiency, and aptitude towards individual taxes. Our taxes were completed in a timely manner and a comprehensive review of our return made us feel confident that we chose the right team. If you are located i

greatI have used MILDRID ESUA CPA Tax Services for 2 years now. Mildrid Esua is very knowledgeable on filing taxes for two states (I filed for California, Maryland North Carolina ). She is also very thorough and takes the time to make sure I understand what I am filing and if I have any questions he explains with great detail. Will has also helped me plan for the coming tax season, to make sure I pay the appropriate taxes for the year, which is a huge help! I highly recommend MILDRID ESUA services. Thank

Great work! I use him for my taxes and he never disappoints. He?s very knowledgeable, efficient and reliable.

Wilson has helped me a lot in various ways with what?s best for my family..... that?s saving money!!! He is very knowledgeable on all the tax laws, which in return has gotten me the best possible return...... He?s very competitive with his rates compared to some of the top tax services......I highly recommend Wilson F Esua for all your financial decisions ,you an your family need to make for a brighter future!!!

After talking to Wilson about my issues and concerns, we had an indepth discussion about everything. I have to give them credit for working on our relationship and making things right. Hopefully things will get better and we can continue to move forward.

My taxes were done accurately and quickly. The experience was very pleasant and I will continue to use their services in the future.

Oh where do I start?! That was the question that chronically plagued my sleep and my waking thoughts for years. I do mean years! From the age of 16 years old, I had done my own taxes and back then when I really had nothing of value and didn't earn very much, that was fine. However as I grew older, began to earn more and have more responsibility, my taxes became very complicated and overwhelming. Long story, shortened; I made a total mess of my tax returns, and throw in the unpredictability of "Life" events,

've already left a review for Mildrid Esua, CPA, PLLC but I just want to reiterate how wonderful they are! I've been working with them for about three years now and they consistently provide great advice and helpful customer service. Any time I reach out to them with a quick question, they are always happy to help via email or hop on a phone call, which I appreciate. so I definitely appreciate the guidance and occasional answer to quick questions. Thanks to Tariq and Chen especially!

I have always looked for the perfect CPA and I thoroughly believe in my heart. I have found the right one this time. Thanks Wilson

Client Testimony: My name is Errica Cargill and I?m delighted to write this testimony expressing the sense of satisfaction both my husband Thomas Cargill and I have experienced working with Mildrid and Wilson Esua. I?ve worked with many other accountants and business consultants but Esua and Wilson stand out beyond the rest. They offer a consistency that?s hard to come by when dealing with most companies. We are more than just a number or another client. They stand by what they say and make sure that our i

Mildrid Esua, CPA provided my company with sound CPA advice. They took the time to explain the process and give me advice on options for my tax situation. They guided my company from sole proprietor LLC to an S corp. I have been pleased thus far. I do recommend them. Dawn Til Dusk Cleaning Services, LLC

Highly recommended, the staff at Mildrid Esua, CPA, PLLC are constantly striving to improve your business. They bring innovative ideas to the table for your unique situation and are always researching the latest programs to maximize your profits. Technology is used in an effective manner to streamline all processes and allow you to stay focused on your business.

My mother always told me that your word is your bond. My father always said you could tell a good man (person) by their handshake. In addition, they both said that your faith and belief will handle the rest. I had an astronomical tax problem and didn?t know which way to turn. I said a prayer asking for help and starting looking on the website. I scrolled and scrolled and I kept coming back to Mildrid Esua, CPA and I called. The phone was answered by a kind man who was patient in helping me go through the

I have been doing business with Wilson & Mildrid for 2 years now and am happy with their overall service and reliability. I have a complicated business and not only did they clean up a book keeping mess initially but they now keep my accounting and taxes well organized!

The firm is very competent and detailed in working with you on preparing tax returns. I find them easy to communicate with and trustworthy in their financial advisory role they play for me and my business.

I had a great experience sitting with Mildrid as she helped me complete all of the paperwork. She was very open to allowing me to watch her step-by-step and to answering any questions I came across. The service was friendly and welcoming and I appreciated it very much!

Thank you so much for your support. Your knowledge and your caring to help us meant a lot. Thank you so much!

The accounting team of Mildred ESUA, CPA has been very instrumental in the financial success of our ministry as well as our personal financial well- being. They have exhibited professionalism, integrity and great knowledge in accounting matters.I highly recommend this firm.

Had a great experience with them. They are helpful and very compassionate. As a single parent they worked with me so much and understood what I was going through and found ways to relieve me. Will be going here for the future and beyond!!

Professional, knowledgeable, personable, and kind. Being a new small business owner can be a little overwhelming. Mildred and Wilson are using their gifts in the most positive way and bringing clarification and solutions to the most difficult situations. Thank you both for all you do.

Mildred and Wilson Esua helped me with a difficult tax problem and made the process as painless as possible. I would describe them as professional, friendly and caring. Great people doing a great job!

Mildrid and Wilson take the time to get to know you and the resulting service they provide shows that your business is not just about another number for them. I recommend this firm for small businesses in the area needing bookkeeping and tax services.

Scam company. Paid thousands of dollars and they never started my taxes. A tax preparation from them cost 700.00 + . Highly disappointed and I would like a recommendation where to report tax accountant who perditm unethical practices.

Hi .I'm Ms.Murray and I appreciate Mr Esua taking the time to answer my tax questions for free.. .. Also the receptionist was polite Thank you

I was very impressed with the level of expertise and detail shown to me and my husband. They were knowledgeable about every aspect of tax preparation and law. Highly recommended!!! You will not be disappointed.

Mildrid Esua and her team are great. You can rest assure there will be no futher inquries from the IRA, when they prepare your taxes. If you are looking for accountability and reliability, they are the guys you call.

An excellent example of high grade work in both the accounting and tax areas of practice. A good team player whose staff of professionals are capable of first class work on complex and routine matters; I recommend them without hesitation.

Very knowledgeable. Answered all questions and returned all phone calls. Did all due diligence to make sure all information is correct. Will return in the coming years. Wilson is wonderful in explaining the process. Thanks.

Referred several companies to this CPA and have received great testimonies from my clients. Mildrid Esua is providing quality consulting to small businesses.

I have been in business for a few years but never thought about how important a CPA is until I visited Mildrid Esua, CPA, PLLC. They are very professional and make sure there clients receives the best possible service.

Read the reviews. 99% of these reviews are fake. They will steal your money, and cause months if not years of unnecessary stress and anguish, as they string you along sucking up more of your money and lying to you. Choose any other accounting practice and never look back.

Still a crook , lock this guy up . I will be reporting to some accreditation board . Your interest don?t come first with these guys . You are 4th or 9th priority on their to do list . Prices are egregious and service is preposterous.

I have been having tax issues for the past couple of years. Decided for the first time to try a CPA. And I am glad I found Mildrid Esua CPA. Very professional and great customer service.

Amazing! Mildrid Esua, CPA, PLLC is top notch, he knows his stuff and will help you get your life back on track and away from the IRS. I'm happy I googled "Tax Help"

I had a good consultation today with Mr Esua. He took time to listen and help me to understand the best course of action for my situation. I am grateful. Thanks!

Everyone at Mildrid Esua, CPA is warm and welcoming. They have great customer service and are excellent at what they do. I am pleased and grateful to be a client.

I've been sincerely displeased with this company. At a time when I needed to lean on someone's expertise, I was met with unresponsiveness and lack of transparency. If you have other options elsewhere, I'd highly suggest using those rather than this service.

Mildred Esua CPA is a very professional firm that get results. I reccomend them for your personal tax needs and business tax guidence.

I highly recommend Mildrid Esua, CPA. She done a great job with my tax return this year. She is very knowledgeable and tactful. Michelle Shelton

BEWARE! These people are scammers, they will steal thousands and go months without completing any tax work and come at you with excuses, DO NOT HIRE!! Edit: You will be reported to the NC Board of CPA?s

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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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