*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.*
1440 Rockside Rd Suite 326
Parma, Ohio 44134
I did all my Tax filing with Matt Varga over email. Due to Covid I never got the chance to meet him in person even though his office was of driving distance from my home. All through our quick and brief communications, I found Matt to be reliable, responsive, an expert in his field and transparent. I would continue using his services for years to come and would highly recommend him to others as well.
After 5 unreturned emails sent to my previous accountant, I began the search for a new accountant. Let me tell you, I am so glad I found Matt! Initially I hired him to complete 3 returns. My experience working with him was so good that I am hiring him to complete two additional returns and will be working with him in the future. You'll get quick service. He's professional. You'll receive quality work. I recommend him to anyone needing tax services.
Superior tax services for this veteran, first-time home buyer: I move for work often and Matt has always ensured accuracy, even when I?ve resided in multiple states in a single year. We bought our first home Matt knew more about certain veteran benefits and insurance than our VA loan group. Highly recommended!!!
Matt was extremely easy to work with. He was prompt and very professional. I highly recommend his firm for all your tax needs!!!
Matt helped me with a tax issue I had regarding the reporting of a K-1 statement. He was very professional, knowledgeable, and easy to work with. I highly recommend him for your tax issues.
First time with Matt. Very impressed. Filed my taxes and kept me up on everything and was willing to explain things so that I was able to understand. Answered all emails and phone calls. Very pleasant and easy to talk to. Highly recommend this CPA.
Matt has all knowledge and expertise you look for in a CPA. He was able to significantly reduce my taxes by leaving no stone unturned, true professional
Matt is very knowledgeable and got me a great return for a very reasonable price. I will definitely be doing business with him again in the years to come
Very polite and professional. I'm very pleased with the work from this company. Would recommend them.
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.