*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.*
14114 90th Ave NE
Kirkland, Washington 98034
Jeannette was extremely helpful and patient with us as she helped us work through resubmitting our taxes after we realized that Turbotax had lead us to some miscalculations in previous years. She was very thorough and responsive when we had questions and once we gave all the necessary documentation to her, the turn around time was amazingly fast! It was a great experience working with her- Highly recommend!
I have been using Nelsen Tax and Consulting CPA for three years now. I have been extremely pleased with all of their work. I couldn?t be happier with them. Jeannette is extremely knowledgeable. She?s a pleasure to work with and gets my taxes done in a timely matter. My taxes arrive in a nice neat package. Instructions are very clear and she even includes envelopes. I very highly recommend Nelsen Tax and Consulting CPA.
Jeannette and her team are awesome! As a small business owner of a little over 4 years I don't have to worry that I might have missed something with either the taxes or the book keeping. Jeannette and her team are very thorough. Every time I call, sometimes on Saturday's, she is always there with a cheerful voice to give an answer or solution for my question. Nelsen Tax is very affordable and has always made Tax season very stress free. Thank You Jeannette!!!
I was very fortunate to be referred to Jeannette by a personal friend when my brother died and I desperately needed help from a competent CPA. Employing Jeannette for my brother's personal and estate matters, as well as my own, was one of the best decisions I have ever made. Jeannette is highly competent, very responsive and very patient with all my questions and concerns. She has been very effective in negotiating issues directly with the IRS saving me more than her fees in penalty relief alone. I coul
Jeannette saved our life with our taxes this year. We had 4 days to find a CPA to file before the extension deadline ended. She took us on a clients and was amazing in getting our return completed in time. Not an easy task for sure but she was there to help, figure out and complete them - even a day early. So glad we have found a new CPA and would recommend her to anyone looking for a responsive, smart, helpful, professional CPA. She's wonderful!!
Jeannette has taken care of our taxes for the last several years, and the experience has been great each time. She is very professional, thorough, and proactive - she does not wait until the last minute. She also patiently answers all the questions I ask her - even the dumb ones. She even took care of things when the IRS came knocking. (Not an audit, but a mistake I made a few years ago.) Would strongly recommend to anyone who is looking for a tax professional.
During the three years for which Jeannette has served as the Accountant and Tax Preparer for our Family Partnership and Family Trust she has proven to be knowledgeable, prompt, meticulous, and -- most importantly -- versatile. She has been able to respond to several, unanticipated changes to our situation, working closely with me to adjust fire and satisfy the WA State and Federal bureaucracies. Highly recommend her services!
This is my third year I'm using Nelsen Tax and Consulting, and I was perfectly satisfied, every time. What is important for me is that whenever I have a tax-related question, Jennifer answers it in minutes. My taxes are of average complexity, and she only needs a couple of days at most to prepare them after I upload all the documentation. Plus, every year she found some deductions that I was unaware of. I highly recommend her services.
I chose Jeanette based on her lofty reviews on Google. All the reviews on Google are spot on. Jeanette was a pleasure to work with. She reviewed my taxes and gave valuable advice. She was also very responsive. It was also super easy to securely upload documents. I would recommend Nelsen Taxes for anyone looking for a reliable and professional CPA.
I was desperately trying to find a CPA that has experiences in the same cases as mine. After I read reviews from others and talked to Jeannette, I knew that she was the right person to handle my taxes. She is very knowledgeable, kind, understanding, and helpful. She guided me through all the steps. I highly recommend this place.
I have worked with Nelsen Tax and Consulting for 5 years and have been very pleased with their work. When I applied for a loan the bank complimented me on my tax returns! Jeannette Nelsen, CPA, was willing to take on my new business and I am confident her work will stand the test of time.
We were handed off to Nelsen by our last accountant, who retired. We're quite happy with the work Jeannette does for us. We file married/ jointly and I'm self employed while my wife a 1099. So many changes this year b/c COVID meant moving to working from home for us both. She's patient and gets us a fair result. We live assured that if all things that might befall our lives, the IRS won't be one of them.
Jeannette took the burden of Estate taxes for both of my parents off my shoulders. Delivering information to her was easy and secure. The decision to have Jeannette take care of filing the taxes was a good one. She is worth it!
Jeannette is the best! What I love about working with her is I don?t spend time following up on items. She is consistently responsive, efficient and is great about managing timelines and expectations. She has a gift of explaining complex issues in easy to understand terms. She will make sure you understand all of your options. Lucky to have her on our team! Please note that in as much as she is responsive, she also asks that you respond to her requests in a timely manner or let her know what is happen
I have used Jeannette for years for my coporation and personal taxes and she continues to prove how amazing she is! Her response time is amazing, her pricing is extremely fair and she is always an email or phone call away to answer any questions I may have! She has earned a client for life with me!
Nelsen Tax and Consulting has been a real life saver for me! Not only do they finish my taxes VERY QUICKLY, they are also always looking for ways for me to save money (with write-offs and tax strategy) and time (with automation) in the future. For me, they help with personal taxes, business taxes, bookkeeping, and tax strategy! As a healthcare worker and small business owner, I know that it can be difficult to find the right tax professional to work with, and Jeannette and her team have honestly been a gods
I am so glad I was referred to Nelsen Tax Service . They are a game changer! You can actually get through and speak with the CPA. ask questions which she happily answers. She was very helpful with advised me of things I could do to lower my tax's,, figured out if it was best to file as married or as single ( I also own my own business) and explained the advantaged and disadvantages, Was VERY prompt in getting our tax's completed and the list goes on. Tracy
Nelson Tax and Consulting Services has been great. We have used their services for the last two years and Jeannette is always quick to respond to any questions we may have. Would highly recommend them.
I have used Nelsen Tax and Consulting for 2 years now for both current and back taxes. Jeannette is always very responsive and helpful with my questions and they do a great job every time.
Jeanette is fast, efficient and saves my business a lot of money each year. As a bookkeeper I highly recommend others use a professional to file and help with taxes. Jeanette does my taxes and I highly recommend her.
Nelson Tax is responsive to my tax needs, and works diligently with me to get all my tax information, and finalize my tax on time. They pay attention to details and are professional in their dealings with me, always ready to answer all my tax questions. I'm rest assured every year my taxes will be done right.
We had a wonderful experience with Nelsen Tax and Consulting. They helped us file my Dad?s final tax report so we could close his estate. They were a pleasure to work with.
Jeannette was wonderful - a pleasure to work with. She always got back to me right away, and was very reassuring. It was quick and easy, and I got a great result.
I have been impressed by how quickly Jeannette gets back to me. I really appreciate her expertise and assistance to help me with my questions and concerns. I know I am in good hands! I highly recommend this company.
Jeannette and her team are top notch. I wouldn't go anywhere else to get tax advice or services. Look no further if you need a pro to take care of your taxes!!!!
I had a very good experience working with Nelson CPA. They answered all of my complicated tax questions in our first discussion and their tax preparation service was quick and efficient.
I really value the time that Jeannette dedicates to answer our questions and how timely she responds to emails. I like how organized she is and that everything is documented.
Jeanette Nelsen and her staff are knowledgeable, skilled, and friendly to do business with. We recommend her highly.
So kind! They didn?t have bandwidth to take me but still really tried to help me!
such amazing service, I truly can't recommend them enough!
Fast, efficient and completely reliable. Truly, the best part of tax season.
Seem to really know taxes - very professional and responsive
Jeannette was incredible to work with!
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.