*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.*
145 Tower Dr STE 10
Burr Ridge, Illinois 60527
Working with Mia is absolutely the best businesses decision I have made to date. I have so much confidence in her and her amazing team. They are so responsive, always timely, quick with direction and trustworthy advice. They helped me set the vision for my business and created a really beautiful accounting structure to support it. I recommend their services without reservation.
Amazing experience with Mia! She made the process so seamless and was efficient in helping us with our taxes. In addition to answering all of our questions, she offered us some great tips for helping alleviate some of our tax burdens. She was a pleasure to work with, especially as someone who relocated from out of state and was in need of a CPA. Highly recommend Mia and her team for anyone looking for tax return assistance or other tax issues. We'll be back next year for sure!
Usually I don't like to write reviews but this time I just had to do it. The reason is Monarch Accounting Group Inc. This is the accounting? company that changed?the way we do business.?Monarch Accounting Group Inc made us profitable by implementing rules and regulations into our business?systems. It opened us the possibilities?just the ones I could? dream of. It helped us strengthen?our relationships with different?financial?institutions from banks to bonding companies and so on... . Recently we have just
Mia and her team at Monarch have consistently provided excellent service. We've been relying on them for our accounting needs for over four years, and their commitment to delivering a job well done in a timely manner is truly commendable.
I had a great experience doing my taxes with Monarch. My requests were answered quickly and all documents were handled with a secure portal. All issues were resolved and taxes were filed without a single phone call or a visit. Very impressive!
I hired Monarch accounting to do my dads Estate taxes. Both Mia and Lyndsey are very down to Earth and do whatever it takes to get the job done in your best interest. Excellent communication throughout the entire process, so there weren't any surprises at the end. Highly recommend Monarch accounting!
Mia and her team are excellent! As a financial planner, I work with accountants on a daily basis, and few provide the guidance and planning that Mia does. Extremely proactive- her team reaches out near the year-end to look for opportunities BEFORE the tax prep season, when it's usually too late to make any changes.
The team at Monarch lets me feel confident that our accounting and filings are in order, so I can spend my energy doing what I do best. Monarch offers me an incredibly personalized and responsive experience that cannot be matched anywhere else. 11 out of 10, I recommend this firm to everyone.
Monarch Accounting Group Is great company that can help you with many things, they do my personal taxes and it?s been only a pleasure. They go out of their way to assist with any requests. If you're looking for a great company that can help you grow and make sure you don?t get screwed end of the year, this is the place to go. I would highly recommend!!! Thank you Mia!!!
Every year I dread tax season. I would spend hours and hours sitting down with our CPA doing business and personal taxes. It was such a headache. This year I switched to Monarch Accounting. Can?t believe how easy everything was, Mia is amazing, it was a breeze. Everything was done on time. She knows her stuff. Yes, we paid more for tax preparation this year, but it is so worth it, you get what you pay for. Top notch service. I would strongly recommend this accounting group.
Monarch Accounting Group does our personal taxes, business, opening of new companies and consulting on any of those matters. We?ve been using their services for few years now and it?s always a great experience! Special thanks to Mia Verc who make this process stress free!
Highly recommend Monarch. I was impressed by the level of care and attention provided. Not only do they take the time to help me, they also always make sure I completely understand everything. They are patient and very easy to work with. I have been filling my personal and business taxes with them for few years. Thank you for the great service.
Working with accounting groups was always scary from my past experience. They always charge too much and make you do half the work. Monarch is different! I am super thankful I don't have to deal with accounting aspects of my business anymore, and can just focus on growing it. Thank you Monarch, thank you Mia!
Very happy with Monarch Accounting services. It?s always personalized to your needs and they do work for you while saving you money and keeping your company in good standing. Highly recommend them. Their professionalism is on high level.
The owner Mia is hands on and always answers her cell phone. Great customer service and support with tax strategies and advice for businesses and or personal. I highly recommend her and the Monarch staff.
The tax team made tax seasons essentially effortless this year. Grateful for their expertise.
Had a great experience with this company. Been 3 years with them very satisfied. Highly recommend!
Professional, personable and extremely knowledgeable is how i sum up my experience with Monarch Accounting Group
Every Request was handled with speed and accomplished with great customer service. Highly Recommended!
Super happy as a client , getting all my papers and information accurate and up to date.
Best of the best wouldn?t choose anyone else!! ??
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.