*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.*
4508 Old Bethlehem Pike
Center Valley, Pennsylvania 18034
I started a new business in 2024 and this accountant came recommended by a friend. I was very pleased with the service. Rachel was very knowledgeable and quick to answer all my questions. It seemed like she was working for me to get me the best return possible. The process was very painless and that's exactly what I was looking for. All appointments were done over the phone and all documents and information was submitted online. I would highly recommend this company and I plan to do future business with the
Molinari Oswald has been handling our personal and business taxes now for 11 years and they have always done a Great job in communication, accuracy and timeliness. Have really appreciated Rachel's support over the years! I highly recommend their services.
Molinari Oswald is a team of expert accounting professionals who understand business. They help business owners understand the numbers in their business, including how to impact them. They have deep expertise in tax planning, mergers and acquisitions, and financial planning. The Molinari Oswald team is a critical partner for our businesses.
Molinari Oswald has been my accountant for many years now, handling multiple businesses. I'm extremely happy with their services! I've been especially pleased with their system for managing things digitally, where each year I find myself shuffling around less physical paperwork.
Molinari Oswald LLC has been incredibly helpful with our small business over the years. Fran Molinari has taken the time to assist us in opening and growing our business. He understands the unique needs of our particular profession. I highly recommend him if you are a private practice mental health therapist!
West Side Hammer Electric truly values the relationship we have built with Molinari Oswald LLC for over the last 15 years. They have top notch customer service and always go above and beyond. We are very grateful for the relationship we have built and look forward to many more years of working together.
Molinari Oswald is knowledgeable, helpful and professional. I have trusted them with both my business and personal accounting for over 20 years and have always been very pleased with their service. Vincent Paternoster President and Founder Nutri Sport Pharmacal, Inc.
Molinari Oswald has been our accountant for both our business and personal taxes. Rachel has done a professional job throughout the years. She is always available when a question arises and returns with answers in a timely manner. We could not ask for a better organization.
Molinari Oswald is an excellent company! We own multiple businesses and have complicated finances. They are an organized, well oiled machine that we wouldn't be able to survive without.
Originally I inherited this firm because they purchased Roberson Yost. I was skeptical at first because of my long term association with Roberson Yost Accounting Firm. Molinari Oswald is extremely professional and their staff is friendly and easy to work with. It's been 10 years, and Brad Reynolds has become a trusted advisor as well as our corporate accountant at Wexler Packaging Products, Inc. He's extremely knowledgeable and wonderful to work with. He explains things so they are easy to understand, an
My family has been using Molinari Oswald for close to 20 years for both business and personal taxes. I consider the tax professionals I?ve worked with at the firm as my partners in helping me pave the way for a secure financial future, while assisting me in understanding and meeting my obligations to taxing authorities. I?ve worked with two CPAs over the years, and both are incredibly smart, responsive, ethical, cooperative with my family?s legal professionals on tax implications of business decisions , and
I cannot rave about this company enough. Karen is the absolute best. So patient, easy to deal with and incredibly intelligent! Love working with Molinari!
We have worked with Molinari and Oswald for nearly two decades. Our clients and firm considers them a valuable resource! We have found them to be highly personal and professional. Kerry Erickson, Founding Partner of Erickson Financial Group LLC
We have been using Molinari Oswald for our personal accounting and our two businesses for over 20 years. They've always done a great job for us.
Molinari Oswald has been our accounting firm for several years for our family foundation. I have found everyone to be extremely responsive, accurate and thoughtful. Thank you so much!
Godshall's Lawn Maintenance, Godshall's Landscaping & Hydroseeding, and Godshall's Specialized Transportation use Molinari Oswald as our preferred accounting firm. Considering the breadth of services we handle, they are familiar with the ins and outs of the specific tax issues we face in this industry. It reassures us that we are in good hands. They are an incredible resource for me in my role of overseeing multiple companies. They are always available to assist me and answer my questions.
The folks at Molinari Oswald have been great to our small business. They are prompt in responding to questions and are a pleasure to work with. We moved to them from another firm years ago and are happy we did. Thanks Fran and the rest of the team!
Molinari Oswald is an excellent company. We have been using them for many years and always do a great job!
I called in a panic on April 10 regarding taxes, as my previous CPA left me high and dry. They accepted my forms, were sweet and kind, and finished the taxes before they were due. Cannot say enough about their services.
Molinari Oswald is a trusted CPA firm who has been handling my personal and business taxes for many years.
While we love dealing with Carl and feel comfortable that are taxes are prepared without delay and in detail, we are not a fan of the fee constantly increasing.
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.