*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.*
670 E 3900 S
Millcreek, Utah 84107
I had an excellent experience getting my taxes done with M&A over the phone. Steven was incredibly professional, knowledgeable, and pleasant to work with. He helped me do everything without me even having to go in. He took the time to explain everything clearly, making the entire process smooth and stress-free. I truly appreciated his attention to detail and willingness to answer all my questions. If you're looking for someone reliable and easy to work with for your taxes, I highly recommend Steven and M&A!
I had an excellent experience getting my taxes done at Mitchell & Associates with Steven. He was incredibly knowledgeable, professional, and efficient. He made the process smooth and stress-free, ensuring everything was handled accurately. I highly recommend Steven and the team for anyone looking for expert tax services!
I have gone here for my taxes for a number of years now. They are very professional and well organized. They have a process to walk you through everything and make sure you don?t miss anything. They?ve always done everything in their power to make sure my taxes are filed legally, honestly, and beneficially. I will definitely be back again come tax season next year!
I use these guys every year to file my taxes. They know their stuff pretty well and I always have my questions answered. They even call me back each year asking if I want to schedule an appointment. I never have to worry about "forgetting" or waiting til last minute. They are on top of things and very helpful when it comes to taxes.
This year was my third time going to M & A for my taxes, and they did an amazing job! The tax accountant I worked with was super knowledgeable and he really seemed to know what would work best for my situation. If you need a great tax accountant, Steven is your guy. Definitely coming back next year!
Excellent service! They were incredibly helpful, getting me in and out quickly while still taking the time to answer all my questions thoroughly. The staff was professional, knowledgeable, and made the entire process smooth and stress-free. I truly appreciate their efficiency and expertise?highly recommend!
David does an amazing job on Taxes. helped me save thousands of dollars by helping me report all my expenses. I highly recommend him to do your taxes.
Super professional. Easiest filing of taxes ever. They sent a list of what you bring to my tax appointment. Highly recommend
They took care of everything so fast! I was in and out in less than 15 min. They were very understanding and wait time was less than 5 min. Super Professional
I walked in and back out in under 20 minutes. I can tell the tax professionals have a lot of experience and know what they?re doing. Would recommend!
Joscelyn was incredibly knowledgeable and knew exactly what she was doing, she made the entire process seamless. She worked quickly and efficiently, and made sure everything was taken care of, She's the best!
They were very friendly and helped us get our tax return done fast. Highly recommend
We have had Mitchell & Associates handle our taxes for as long as I can remember. They are always very professional and knowledgeable.
Every thing was so smooth and quick. I didn?t have to worry about anything. I got in really fast and was out in about 30 minutes!
Exceptional Customer Service and Exceptional Tax Associates You can tell that each of the employees are highly trained in professionalism and extremely qualified for the job. Personally I did my taxes with David Andrews. He was able to answer all of my questions and I had full confidence in him. I would highly recommend their services!
Very quick and easy process, super professional tax experience! Highly recommend!
They did my taxes lickety split and it was convention AF. Would definitely recommend them to others.
Great place to file taxes. I only ever do my taxes with them
They have a very high level of professionalism, and they do exceptionally well at taxes. Never going anywhere else.
I am always impressed with Mitchell and Associates. Very clean and professional, Thankyou for your help.
Office is very clean and professional. Tax consultants are very friendly and knowledgeable.
Thanks For helping me with my taxes. Samuel was very professional.
They did great with my taxes!
I love this place they did my taxes so quick!!!
Was quick, they wasted no time at all. Knew what they were doing, definitely will come back.
This is where you should do your taxes. I'd be sad if I had to do them anywhere else!
Professional, Easy, answered all mine and my spouses questions.
They did a super good job
They're quick, efficient, professional, and helpful!
Great place to get my taxes done!! Always gets back large amounts.
Very efficient and friendly
High professionalism??
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.