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My Hybrid CPA

My Hybrid CPA

Reviews Summary

The reviews overwhelmingly praise the tax professional's expertise, patience, and clear communication, with many highlighting his ability to simplify complex tax matters. Most appreciate his thorough explanations, prompt responses, and professional yet approachable demeanor. While one review mentions disappointment with follow-up communication, the vast majority strongly recommend his services, particularly for small business owners and those with unconventional tax situations. Several note his exceptional teaching ability and integrity, with multiple reviewers switching to him after negative experiences with other tax professionals. The video explanations and organized deliverables are frequently mentioned as standout features.

About This Listing

Bookkeeping
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks

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.*

Features

Bookkeeping
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks

Contact Information

Address

1229 S Washington Ave

Royal Oak, Michigan 48067

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM
Sunday Closed

Customer Reviews

I'm a small business owner learning to navigate the world of income and sales tax. I had the pleasure of doing a consultation call with Jeremy. He was kind, understanding and helped ease my anxieties with his expansive knowledge. I'd confidently recommend him for your tax needs!

My husband and I found Jeremy through Dave Ramsey's referral service. We knew immediately that Jeremy was a great fit to help us with our personal taxes! He is a dedicated, competent, and passionate professional. Just as importantly, he has the heart of a teacher and takes time to listen and answer our questions in terminology we can understand, offering advice with our best interests in mind. His integrity, kindness, and caring make him a wonderful person to work with! We highly recommend him!!

I am thrilled we found Jeremy. Our previous tax professional had mislead us on numerous occasions and Jeremy was exactly who we needed to right the ship. He is professional and thorough. He also provides additional insight and value that you will not get from a tax "pro" off the street. That you for the attention you paid to us and our return. We look forward to working with you for years to come - Ryan M.

I am so grateful to have found a trusted advisor in Jeremy. Coming from an experience with a CPA who took advantage of my lack of knowledge in the tax field and advised me imprudently, I was really looking for a tax professional to take the time to explain my options, provide thoughtful advise and simplify the process of tax preparation for me. Jeremy does just that. Whether you are looking for someone to help manage your personal or small business needs, I highly recommend My Hybrid CPA!

Jeremy is absolutely the best of the best. My husband and I are both free lance musicians and he dealt with our unusual tax return with calm and clarity! He is trustworthy and willing to answer any questions. He is patient and incredibly knowledgeable. We highly recommend Jeremy!! I'm so grateful we found him.

Jeremy is great! His attention to details of our financial situation was fabulous. He took into account all the variables and created a video for us to review together during this pandemic. I learned a lot from Jeremy's explanation of our taxes. I highly recommend him as a CPA!

Jeremy is very professional, and relaxed. He spent the time to sit down with me, and analyze the tax situation I was in and explained everything clearly. I appreciate the tax video overview, and the very organized manner everything was delivered back to me. Performs his services above and beyond. Thank you Jeremy!

Disappointed, Great phone meeting June 18th, 2024 formulated a tax plan to move forward. I sent an email to confirm what was discussed. I text to confirm the email. Two weeks later a lack of communication. I appriciate your initial input, oral agreements are not the business plan for me. Thank you to take the time to consider doing business.

Jeremy provides a video synopsis of your return. It is really a good way to help understand your return and gives you a chance to question anything that you think may be wrong. I questioned something about my HSA but I was wrong but now I understand how the HSA and my employer account for it. I sent Jeremy an email with my question and same day received a response. Pretty cool feature.

I love working with Jeremy. A lot of accountants are just tough to deal with and he is an exception to that rule. He takes the time to explain critical concepts to me that I would otherwise struggle with. After working with a EA or an enrolled agent, and switching over to a CPA (or in this case a hybrid CPA) the difference is like night and day.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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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