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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.*
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*Note: Every CPA is different — take time to find one who fits your goals and style.*
623 Abney Rd NW
Roanoke, Virginia 24012
Originally I met with Justin to start my income tax return, who gave me a "Why are you even here" kind of attitude during the entire conversation, and almost seemed annoyed that I had a few questions about how I could increase future refunds. Also, The H.R. and Client Relations manager Julie provided no assistance to my questions, and was incredibly insulting. Honestly I'm just glad Ill never have to deal with this organization again.
Neely?s completely botched an estate return for our family. Mistakes are forgivable, but the lack of communication, transparency, and complete unwillingness to be helpful were not. We had to hire a second firm to undo their mess. At the end of the day, we essentially donated money to their firm as their work was unusable.
Chuck Neeley has been doing my taxes for 10 years now. He is the best one to do taxes and he gets them done promptly and accurately. He charges the most reasonable and affordable price. He treats me just like family along with the rest of his workers. All of the ladies are sweet as they can be. I will never allow anyone else but him to do my taxes. He?s number 1!!!
Mr. Chuck Neely's Accounting Service is top notch. This business is the Only one in town that can handle complex real estate tax calculations accurately as well as other difficult business and individual tax situations. Simpler tax filings can be handled as quickly and professionally as the more complicated ones. Plus these folks are personable and--might be hard to believe about accountants--fun!!
I have used Neely's Accounting Services for several years and their service has been outstanding! I can always depend on Chuck and his staff to provide the most current tax advice concerning my personal and business taxes. Thank you, for all that you do!
Neely's Accounting service has top notch professionals who are highly knowledgeable and organized in providing outstanding service. Everyone is friendly and they all work together to help lift the burden from their customers during tax season. It's alot like Christmas when you have all your gifts wrapped and you are just waiting for that magical day, well that is what it is like at Neely's. He sends you your packet, you gather all the needed information, drop it off at his office and immediately get back to
Neely's Accounting Services has completed my and my husbands taxes for several years now. I find that the staff are very knowledgeable of the tax laws and always timely in the completion and submission of our taxes. We appreciate their superior service and plan to continue using Neely's in the years to come!
Mr. Neely and his staff have been doing my taxes for almost 10 years now. I found their service to be very efficient and whenever I need to call and ask a question they are very accommodating. They are kind and I respect them as Christian people and I consider everyone there that I have met a friend.
Neely's accounting is wonderful! It's my first year of owning a small business in town, and they answered ALL my questions, guided me through all the steps I needed to take, and quickly (and thoroughly) finished my taxes. The staff is incredibly kind, patient, and prompt with response time. I will be back next year! What a stress FREE tax season!
I have been happy with Neely?s accounting service for years. The only reason for four stars is because they contacted my husband instead of me. Since I am the one that contracted them to begin with and I am the one that deals with them. Moving forward I have been assured by Mr. Neely that this will not happen again.
I am totally satisfied with the outstanding service we received here. Neely's worked on the taxes for our small business and completed everything in a timely manner. We felt at home visiting the office, the staff is knowledgeable, friendly and courteous.
I have been using Neely?s for several years now. They always send you a tax packet to help with getting your tax papers ready. The staff has always been very friendly and helpful with any questions you might have. They try to make the annual pain of filing taxes less painful. You should give them a try.
We were very pleased with the quick turnaround time and thoroughness and accuracy with which our tax return was prepared and presented. And, the convenience of a Saturday drop off and pickup helped us tremendously given our hectic schedules. Thanks for all you do to make "paying taxes" a lot less stressful!! ??
Neely's accounting service is efficient and fast. I drop my taxes off one day and they have already started on them by the next day. Within a week they are calling me to say they have completed my taxes and I should come by to sign the forms so they can be filed. They are always willing to answer questions and to help in any way that they can. I would never go back to filing my own taxes. Julia Greer
Chuck and his team have done our taxes, both personally and for my business, for a number of years. Wouldn't go to anyone else. They are all very knowledgeable, very professional, they answer any questions we have in an unstandable manner, AND they have a sense of humor and truly seem to enjoy what they do! I would give more than 5 stars if possible!
This was our first year having someone else prepare our taxes. Our friends recommended Neely?s to us and we are so glad they did! We highly recommend checking them out. Great service, great people!
We've been going to Neely's Accounting Services for the past few years and have always been extremely satisfied with their service. They are established, professional, friendly, efficient and customer oriented. Thank you for being here!
I have been using Neely's Accounting for 15 years. The office staff is courteous and professional. Tax forms have been prepared quickly and professionally. I would definitely recommend Neely's to anyone needing tax or accounting help.
The folks at Neely?s are always kind, helpful, and professional, and were very gracious to correct my return when I realized I had neglected to give them one important number. I get a checklist and letter from them every year letting me know of IRS changes since the precious year so I can know in advance and prepare accordingly.
Neeley''s Accounting Services is efficient and thorough. We have been with them for several years and we feel confident each year that our tax returns are accurate. They are very personable, always helpful. We look forward to many satisfactory years of relationship with Neeley''s. Thank you, Neeley's.
Neely's did a great job on our taxes. This is the second year we have used them with no issues whatsoever. They were on point and very informative. Great Job Neely's!!!
The Neelys Accounting team has always helped us out year after year with filing our taxes. They?re friendly, courteous and extremely knowledgable. We highly recommend their services.
Awesome friendly folks! I did your survey earlier, but guess it didn't "take." but I had wonderful easy processing of annual hassle and will use Neeley's AGAIN! I highly recommend their service!
We went in the last day to file taxes. They got us right in and were extremely helpful. Chuck was the one who sorted through all of our paperwork, and was very knowledgeable. I do not live in Virginia, but will continue to use them to file our taxes.
We have been using Neely?s Accounting Services, Inc., for about 10 years. They have been nothing but accomodating and wonderful. Any doubts or quedtions that we have are responded immediately. They have also been handling a foreign account of a relative, we do have several questions and updates with that account every year. I have been taken care by Susan for several years. Year after year, she takes extra time to explain to me about this account. We have face timed my relative to fill out government forms
Very friendly and efficient staff. They knew what was required and lead me through the process. Chuck completed my return in a very short time period. I will return next to have Chuck's team process my taxes.
Chuck & Team are very personable & professional. I've used them for years as I also have a business. Chuck is up on all tax issues, etc. Quick Books is his specialty. Theri fees are reasonable.
Excellent service and quick turn around! Chuck takes the time to meet with you and answer any questions - even if it's just days before the filing deadline. Highly recommended!
I have used Neely?s Accounting to file my income taxes for 4 years. They are always so friendly and welcoming. Their accounting services are stellar and always speedy.
I have had Neely?s Accounting not only prepare my taxes, but other business services. They are professional, yet give personal service. I know when I call or leave my business documents with Neely?s , I have one less thing to worry about.
People in need of tax help, don't call Todd who works in Vinton. I have been with Neeley's Tax Service for years. The receptionist are too nice, I really like the office staff. Now let's get down to the facts. Every year, I usually have a stupid question for Todd. For years he has helped me by answering my questions. I called him Tuesday and asked a question and he answered it. We didn't talk for 10 minutes. More like 5 minutes. Well, Thursday I get a bill for $50 for Tax Consulting. He never charged me bef
Chuck and his team are the most pleasant and knowledgeable accounting group with which I have ever had the pleasure of working. We are thankful to have found them for our home and business financial needs!
My wife and I have used Neely?s for the past three years. They have done a great job, and offered excellent customer service every time. I would recommend them to anyone!
Great personalized service with a wealth of knowlegde. I have been a client for over 10 years. Not once have I been disappointed. Highly recommend this firm if you want honest and knowledgeable advise. Taxes are done right the first time.
We've been using Chuck Neely accounting services for years... both for taxes and business accounting needs. Always Top Notch customer service and results. Thanks for all you do, Chuck1
I'm very pleased with the services provided to me by Neely's Accounting Services. Everyone is very nice and professional, and very knowledgeable concerning taxes and tax laws. I highly recommend Neely's accounting Services to anyone.
Newly?s Accounting Service is 5 Star. Taxes completed efficiently and quickly. Extremely competent and responsive to any needs, questions, or concerns. Friends refer friends to Neely?s.
When my husband and I first started our business we used a CPA who messed up our taxes and then had H&R Block do then and they messed up and overcharged us. After the H&R Block problem, I heard Dave Ramsey talking about tax ELP's so my husband went to Dave Ramsey's website and searched for tax ELP's in our area and Neely's Accounting was the only one to pop up in the area. We decided to give them a try and they have done our taxes the last 2 years. We are very pleased and will continue to use them as long a
This is the first year I had my taxes done by a professional accountant. I had just gotten married and I also had a complicated buyout of an inherited home. I figured I would lose some money by paying for it but I was afraid I would do something wrong if I did myself. Justin Smith exceeded my expectations. Not only did he make sure everything was done correctly, but for the first time in years my wife and I got a net gain with my refund. I highly recommend Justin Smith at Neely's Accounting Services.
Neely?s tax services is amazing! They have done my taxes for the last four years! They make sure you get the maximum refund and cover all the bases! They are also family oriented!
As always, a great experience with a prompt completion! This is our third year using Neely's and we won't use anyone else! It is worth it to have it done right!
The staff is friendly, professional, and well suited to answer any of those weird ot layman questions you have. I have used them for 7 years now and will continue to do so as long as they are around. Highly recommend.
Will most definitely be going back next year to have my taxes done again. First year they have done my taxes and I am vary satisfied. Vary reasonable and professional.
This was My first year to use Neelys accounting service. Chuck took extra time to learn my specific needs and even reviewed last years return and got me another $1100.
My wife and I have been extremely pleased with the service we've received at Neely's. They make filing taxes a pleasant experience.
We?ve been using Neely?s for the past couple of years and enjoy the service and peace of mind we get there and would recommend them to anyone for tax prep
Such friendly and efficient people. Taxes were done very quickly. Very professional. This is our third year with them and no plans to ever go anywhere else.
Chuck and team are top notch, and deliver great service even under the pressure of the pandemic with lockdowns. Great for personal and business needs alike.
Very helpful answering any questions about your taxes. Very courteous staff. We choose Mr. Neely because he is an ELP for Dave Ramsey.
Kind, honest, dependable, and caring extremely helpful
Chuck was very helpful and saved us a significant amount of money compared to turbo tax. Will continue to work with him in the future.
Neely's staff are always very knowledgeable, helpful, and courteous. My husband and I have used their services for several years.
Todd is very knowledgeable, friendly, and could explain things so that I understood them. He has definitely earned my business!
Have used Chuck and his team for a while now and they are great to work with, very friendly, and knowledgeable.
Chuck took the time to answer all of our questions. Overall we felt secure in the way that our taxes had been prepared.
The staff were professional and polite. They answered my questions promptly and their help was greatly appreciated. I would recommend them to my friends and family.
Very professional and efficient. I highly recommend Neely's accounting for any of your payroll, taxes, and CPA needs!
I have worked with Chuck and his team for over 20 years. Knowledgeable and efficient with simple and complex issues.
Chuck and his team were great as usual! They make everyone feel like a VIP!
Their staff is very knowledgeable and helpful. They are great at guiding you through any tax issue you may have.
Neelys Accounting consistently does whatever it takes to make sure that any and all aspects that could make a difference in our total tax bill are completely covered!!
Chuck is extremely personable and treats you like family, very highly recommended for taxes
Very professional. I believe Neely's has always found me more than their cost.
Very courteous very helpful very insightful pleasure to do business with him and make you feel like family
Chuck is very personable, quick, and accurate when it comes to completing our taxes
Very professional and efficient in tax preparations and guidance. Would recommend highly!
Love doing business with Chuck. I feel confident that my taxes are in good hands.
Have dealt with Neely's Accounting Services for years, would never go anywhere else. Friendly staff.
Complete stress-removal services at tax time! Great people that provide great service!
Quick and friendly staff....very professional. I like organization and both offices are very organized.
Knowledgeable and friendly service. Great feedback for moving through 2020!
Very professional + had a quick turn around with my filing.
I've known Chuck for over 25 years. Would not trust anyone else.
Chuck and all of the staff are always going above and beyond to help answer our questions. Very friendly and we would not going anywhere else!!
Mr. Neely and his staff took a negative experience (tax time) and turned it into a positive experience.
Very efficient and polite office. Thanks again for all your hard work!!!
Excellent service at a price that?s right! Highly recommend
Always super fast and easy. I go here every year.
Excellent personal service. Fast turn around time.
Excellent service at every turn. Very professional team.
Awsome Service, Fantastic Staff. Will recomend to everyone I know
Excellent service year after year! I'll be back in 2019!
Very positive experience dealing with all employees at this location.
As always, professional, prompt, and a pleasure to work with on my taxes.
Excellent, friendly service in a very timely manner.
Great service by a very knowledgeable group.
Great service and always a pleasure to deal with.
Professional, thorough, and timely. Everything you could want.
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.