Nguyen & Associates, CPA

Nguyen & Associates, CPA

Reviews Summary

Overwhelmingly positive, with most reviews praising the team's professionalism, responsiveness, and expertise in handling both personal and business taxes. Many highlight the seamless process, clear communication, and significant tax savings. A few negative reviews cite delays in filing and lack of proactive follow-up during peak tax season. The majority strongly recommend the service, emphasizing trust, efficiency, and helpful guidance for complex tax situations.

About This Listing

CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Hospitality
QuickBooks
Xero
GAAP Compliance
Multi-state Experience

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

CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Hospitality
QuickBooks
Xero
GAAP Compliance
Multi-state Experience

Contact Information

Address

9000 E Nichols Ave UNIT 225

Centennial, Colorado 80112

Hours

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

Customer Reviews

Everyone knows taxes are one of the worst set up government systems, and that's saying a lot. Ryan and his team make the planning and prep process seamless and are absolutely worth their fee. They ensure you have the best opportunity to keep your money in your hands and provide feedback on the best way to ensure you're making the right moves during the year for optimal effectiveness. Throughout the process, they did an amazing job keeping me on task with timely follow-ups and discussions. They were quick to

Ryan and his team are amazing as always! Made the switch to them 3 years ago from H&R Block. They take the time to help you understand everything and thoroughly walk through your filing for both individual and business taxes. Thank you Nguyen and associates!

My records were and I repeat were in a mess. Thanks to Nguyen & Associates (shout out to Ken) my stuff has been corrected and is back on the straight and narrow. I will be using them for my taxes and tax advice. These guys have great knowledge of the industry

I submitted my documents by the deadline of 02/28/2025 but I had to follow up with the CPA's office to file my taxes, where as the follow up should be from the CPA office. Also my return was sent to me by the CPA office on the last day in the evening of filing the return on 04/15/2025 and also I was intimated to pay my taxes due at the same time on 04/15/2025. Since it was the last date of filing the return I did not get time to go through my taxes properly and had to pay my taxes due in a hurry without pro

Nguyen and Associates are top notch. They handle my bookkeeping, sales tax payments, personal, and business taxes. I recommend them passionately!

Nguyen & Associates are efficient and professional. We have used them for several years and have been very happy with their services.

Ryan and his team have helped my new consulting firm and me immensely as we grow. I strongly recommend them.

Impersonal and robotic. They've dialed in their CRM to run their business and forgot that there are real live people on the other end of the notifications. Our fees apparently did not rate us any actual people to discuss the return or help with next steps, tax planning, etc.

They won?t they don?t and will not answer calls or emails, I stopped by 30 minutes before my appointment and asked why I had called 7 times in the past 14 days, Katherine stated that she only works until 2pm part time, that it?s their busy season and it?s not her fault?there is nothing else I can do? I stated that I would like to communicate with my cpa and therefore need to stay in contact She states that she is aware of my calls and saw them but had just got back so I can either sit and wait or call anoth

Ryan and his team are so wonderful to work with. I have used them for several years now. Each year they make the process so smooth and simple and are so responsive with any questions I have, even in the middle tax season. Their software is easy to navigate. I know I am in great hands with them.

Ryan, Catherine and the whole team have been wonderful to work with. Great communication and professionalism throughout the whole process. I have tremendous confidence in their work and recommendations.

Ryan, Catherine, and Ken have prepared our business and personal taxes for years and have always done a great job. They've educated us as we've gone along and have proved to be a great team.

I've been working with Nguyen & Associates for the past three years now. I moved here from California and needed to find a new CPA. They've done a great job, are responsive and reasonably priced. Two thumbs up.

Nguyen & Associates helped me change my business from an LLC to an S-CORP and they also helped me with my personal and business tax filing. I am very happy with the results and I?d highly recommend them to any business owner! 5 stars!

I worked with Ryan and his team or the first time this year. This is my first time working with an accountant, as I felt it was a good idea since I started a business last year. Ryan in particular is very responsive and attentive to any concerns. I had a miscommunication with the accountant (James) who was putting together my tax return and he quickly addressed my concerns and alleviated the confusion. He seems very focused on good customer service. I also appreciate that he puts effort into his social me

They are very helpful and diligent. The company I work for had a lot of backed up taxes and bookkeeping issues and they helped us handle it effectively. They were patient while we were trying to pull receipts and documents and they were willing to meet with us when we needed clarification. I highly recommend.

Nguyen & Associates have been really great to work with. They are very thorough with their work. They are really great with communication and are professional. As a small business owner, I do not love having to do my books or taxes and they make it very easy to work with and get things done. I highly recommend Ryan and his team!

I felt relief this tax season! Ryan and his team got it done! They are extremely organized, communicated quickly, and were efficient! We have gone through two other tax companies and felt undervalued, underserved, and left with questions and minimal communication. It truly is a relief to use Ryan and his team as our accountants and tax planners!

The service provided was top notch! Communication was excellent and they were able to handle my personal and business tax needs. I felt confident that I was receiving a thorough and comprehensive examination of my tax profile. I will absolutely continue to use their services.

This is our second year using Nguyen & Associates for our taxes and it was another great experience. Ryan is always prompt with replies and questions and makes the entire process so simple. All we had to do was attach documents via email and within a couple of weeks we got an email saying everything was done and that we got a return on our taxes. I would highly recommend Ryan and his team!

Ryan and his team are great! They are great at getting back to emails and questions in a timely and professional fashion, they make you feel comfortable with the process of taxes and always help you to feel confident about your return. I have referred Ryan to several others with great review as well! I'd suggest Nguyen & Associates to anyone

Ryan and his team are an absolute pleasure to work with. He and his staff are extremely knowledgable and up to date on tax law changes. Their process takes all the stress off of business owners and you can trust that nothing will get missed. Ryan takes care of our business and personal tax returns and I would highly recommend his services.

We have received wonderful customer service from Nguyen & Associates. Ryan is knowledgeable, kind and thorough. He has done a great job at handling our business and personal taxes. We appreciate all his hard work because he makes our life easier!

I debated putting this up, but this was not a great year of service. Nor was last year, but I thought last year was just because we were new working together. While their own deadlines they give clients are way ahead of other groups/firms/I have worked with; communication, proactive notices and any sort of helpful bits of advice were only given after asked for. Nothing, nothing is done proactively with this firm and you pay a lot more than other places for even what I would consider basic filings done. I pa

Great experience. Went to Nguyen & Associates on a recommendation from my financial planner as i needed to do an amendment. James made the whole process very simple - after initial meeting, everything was able to be uploaded to their secure site and filing was done electronically. Moreover, they work fast - I am happy with the service and now engaging them for 2022 . Thanks!

We have used Ryan for the last few years on our personal taxes, and he has done an incredible job helping us navigate through some unique situations. He has always been extremely responsive, and has done an excellent job of educating us. Ryan has been so good for us personally that we use him for my company as well. He is very reliable, and I could not offer a higher recommendation.

Ryan did a great job on my tax return. No matter how organized I thought my data was, there was still a tremendous amount of digging to put things into different categories. It was an extremely complicated return and Ryan and his team did an excellent job. Ryan was also extremely responsive to questions in addition to being very nice. I will definitely use him for my next tax return.

Extremely professional experience. Although this was my first time getting my taxes done by a professional Tax service, other than H& Block years ago, I couldn't have asked for a better service. Thank you Nguyen & Associates

Nguyen and Associates CPA did an outstanding job on my tax return this year. They have been providing exceptional guidance for me during the last six years. Ryan, Catherine and their associates have been timely and responsive. They utilize a secure and user friendly system for exchanging data and documents. Highly recommended.

We love working with Ryan at Nguyen & Associates, CPA. We began using his services for our individual tax returns when life became a bit more complicated and we did not feel confident in managing our taxes on our own anymore. Ryan is thorough, professional, and I feel confident that our taxes are completed accurately. It's been a couple of years now that we've been using Nguyen & Associates, CPA for our individual returns. We'll definitely continue to be repeat customers! Highly Recommend!

I'm glad that our LLC was able to engage with Nguyen & Associates for our '22 tax return preparation. Ryan, Catherine and the entire Nguyen & Associates team have been incredibly professional, attentive & communicative, and easy to work with via their client portal.

Ryan has completed my taxes for the past 5 years for my business and personal. He has set up my business with the proper corporate tax structure and the files, filed all the paperwork in a timely fashion and saved me thousands of dollars in taxes with his creative and proper deductions. And by the way a funny and engaging person. I highly recommend him and his team.

Ryan and his team made filing both our business and personnel taxes easy and less stressful than in the past. They were attentive to my calls and e-mails, patiently answering our questions. We highly recommend them and will use their services again next year!

Ryan and his team are crazy efficient and quick. He helped us navigate our 1st year of business tax filing. He's very patient with getting info back from us and even offers us resources for saving money on things besides taxes. We're pretty savvy but could never have filed our real estate investment and small business taxes by ourselves. We greatly value Ryan's expertise.

Ryan and his team are amazing to work with. Not only does Ryan provide me with first class service for my own personal taxes but we have referred many of our Clients to him and the feedback has been outstanding. Nguyen & Associates are a integral part of providing the best ROI to our Clients.

Working with Ryan of Nguyen & Associates was wonderful! I was looking for a CPA to help with my personal taxes. I was also looking for someone with whom I could build a relationship for years to come. Ryan Nguyen is that person. His professional demeanor, experience and advice were invaluable. He helped organize my taxes in a manner that was superb and at a price which was very fair. Of most importance, is the peace of mind I feel knowing that I have Nguyen & Associates to back me up and help with my perso

I've been doing my personal taxes and small business taxes with Ryan & his team since 2015 and I've experienced nothing but top-notch service and professional tax prep / accounting / book keeping. Ryan and his team communicate well, are prompt, friendly, and have never missed a deadline. The pricing structure is better than fair and a great value for the work that is done. Unless something drastically changes I'll always be a customer.

Ryan and his team have always done a great job with all of my tax needs. Wether that?s personal and business. His team is always very patient but diligent with me and my team and we appreciate the service they provide

Best of the best!! Ryan Nguyen has been helping my husband and me with taxes for a couple years now. We have a complex situation owning various businesses and having several residential and commercial properties. He is extremely responsive, intelligent, and gets my taxes done efficiently and correctly so I don't have to worry every year about an audit. So thankful to have found him for all our tax needs. Did I mention he is hilarious?? Thanks, Ryan!

Nguyen and associates is the best CPA firm!! Working with Ryan has actually made my business accounting relaxing! When I first hired them I was very stressed about taxes, quarterlies and not knowing all the things I needed to do as a new business owner. Ryan made a plan with me and guided me through everything I needed from my returns to bookkeeping and even proper structure and status of my business. He took care of it all, no stress to me! If you feel anything less than fully prepared and confident in you

My business partner and I both use Nguyen & Associates and we couldn't be happier. He takes time to educate you on why he's recommending certain things and he's always fast to reply or set up a meeting when needed. We highly recommend him and his company!

I've had the great pleasure of working with Ryan for a few years for both my business and personal taxes. I could not be happier. Responsive, super easy to work with, very professional. Ryan has always helped me find the best way to get my taxes filed and to organize my data! He's a lifesaver. I would recommend Ryan to anyone - businesses, individuals - he is the best!

Nguyen & Associates, CPA have taken care of my taxes since inception and have made the entire process smooth and stress-free! They are responsive and have their system down which is why I love working with them. Their consultants are also very knowledgeable about how to reduce your tax responsibility and for a business owner like myself, it has saved me 10's of thousands! Would totally recommend!

I have been using this company to do my tax returns for 3 years now. Unfortunately, this will be my last year. I am leaving because I have lost confidence in their ability to not only to my returns accurately but also because of the surprises I get from year to year. My business and personal returns are very basic and require the same forms each year. They are not consistent with their pricing and get surprised every year that my cost keeps going up. I can understand not being able to quote a price to me fo

Ryan and Nguyen & Associates have been so helpful with my small business! As a licensed psychotherapist, I really don't understand taxes super well. Ryan has helped me transition my business from a LLC to a SCorps and help me grow a super successful psychotherapy practice! He makes tracking and organizing my taxes really easy and helps me understand what I can write off and what I can't. I've also really enjoyed his youtube channel. It is so informative! I highly recommend this business :)

Ryan has done our taxes for the last several years. He is always thorough, professional, and responsive to questions. He is also great at taking into consideration all of your business and personal needs to ensure that you receive maximum benefit from your situation. We have referred several people to Ryan with the confidence that the people we refer won't be mad at us!

This is the second year in a row we have had Nguyen & Associates do our personal and business taxes. Ryan and his staff are so responsive and knowledgable. We have recommended them to friends and family already. Our taxes were filed promptly and it is so easy to upload all the needed info.

Ryan of Nguyen & Associates was amazing to work with. He was consistently responsive on phone and email, his instructions were clear and easy to understand, and his work was efficient and reasonably priced. He's everything you'd want in an accountant - highly recommended. :)

As a new business owner in 2018, I had absolutely NO idea of what was involved in business taxes regarding my LLC. I enlisted the assistance of Ryan Nguyen, with Nguyen and Associates, CPA, and was immediately relieved. Ryan not only walked me through all that is involved with business tax, but he made the process simple and easy for me. He is extremely well-versed in his field, an excellent communicator, and really puts the personal touch into tax preparation for each and every client!

This was our first year working with Ken, James, Ryan, Katherine and the group at Nguyen and Associates. They were always responsive, professional and thoughtful. Looking forward to working together next year.

Ryan was excellent to work with, he's always very prompt and courteous. He helped me work through complicated taxes involving the sale of my company and was always available to help answer questions. This was my first time using a professional to prepare my taxes and I plan to continue using Ryan's services in the future!

Ryan, is an expert when it comes to taxes he was so unbelievably helpful with our schedule C business this was our first year going with his firm and we will continue to do business with him. If you have questions concerns you can easily reach out to him and he?ll get back to you they make the process very easy!

Ryan is awesome! He has been so helpful from day one! He helped me create my business account 2 years ago and has been doing my personal and business taxes for ever since. His knowledge is powerful and he?s always quick to respond to all of my questions! Keep up the great work Ryan!

Nguyen & Associates is an excellent CPA. Ryan is super knowledgable, organized, he communicates well, and he is a wizard with taxes. He has saved us a lot of money and heartache. He has even freed up money from past tax returns that our previous CPA did not. Give him an opportunity to prove his worth to you.

Ryan has been helping me and my parents with our personal and business taxes for past couple of years. He is very prompt in getting back to me when we are in doubt about our tax benefits on yearly basis. He takes care of my US and Canada taxes. I would definitely recommend Ryan for his expertise.

Ryan and his team are amazing to work with. Answer all of your questions and get it done. They look out for you and your interests. Amazing CPAs that work with you to do what you need. They are super responsive and explain things in a way that make sense to you. We've been through 3 accountants since opening our business and they are the best, hands down! Stop looking and just book with him!

Working with Nguyen & Associates CPA has honestly been one of the best things my husband & I decided to do. For the past 3 years Ryan and his team has made tax season feel like a breeze, for both our personal and buisness taxes. They answer any and all of our questions right away and have always, always treated us with up most respect! Thank you Nguyen & associates for the quality service you guys continue to provide.

Ryan and his team are excellent. They are detailed oriented and at the same time complete service in a timely manner. He is very easy to talk to, you can ask him anything and he is there to help. He has been doing my taxes for two years now. He and his team are also very knowledgeable to help you and guide you through process.

Ryan has been amazing to work with. This is our second year with him and we are very happy with all. He is super responsive and very quick. Even during the non-tax season, he is always there to answer questions which my husband and I really appreciate.

Ryan Nguyen took care of my taxes as a sole proprietor for tax season 2016. He is very knowledgeable and answered all my questions precisely and promptly. Communication and trust is key for anyone handling my finances and taxes, and I can confidently say that Ryan will be taking care of my taxes in the future. I am happy to recommend Nguyen & Associates to anyone.

Ryan took over my taxes for my carpet cleaning business a couple years ago and I couldn?t be happier. He is so knowledgeable in his field and he was able to save me money that my previous accountant missed. I will continue to use and recommend Ryan to all of my friends, family, and clients.

Ryan is very friendly and efficient. His firm finished the return for my partnership much sooner than expected and charged a very reasonable rate. I found him very easy to work with and will gladly do so again!

We were referred to Ryan by our financial advisors and couldn't be happier! This is the first time we have used someone to file taxes for us and it was such an easy process. We just gave the information via email and then received an email when everything was done! We received a tax return this year which was great. Very much worth the money. Thanks!!

Freelancer here. Ryan and his team are extremely flexible, efficient, and up front. He helped me get my taxes sorted on short notice. He's reliable and professional. Would definitely recommend him if you're a freelancer or small business owner.

First time in ten years that we have ventured outside of the family CPA and given the tax reins to someone else. Ryan made the whole transition painless, and maximized our year end tax return. We really couldn't be happier, and will definitely use his services again next year. Thanks for making this an easy one, Ryan!

Very happy to be working with Nguyen! This is my first year having switched from another accountant and already I feel a sense of relief. Great communication, love their checklist and simple online process, and they are very friendly! That's sometimes hard to find with CPAs - at least with my past experiences. I would highly recommend them.

I've been using Ryan and his team for the last few years. I love how fast, helpful, and transparent they are. I also really like that they share files securely - cybersecurity for financial information is important especially in the wake of recent breaches like Equifax. They're doing a great job at Nguyen & Associates!

I have been using Nguyen and Associates for all of my accounting needs for the last two years. They have always been very professional and willing to answer all of my questions. Their work is of the highest quality. I would highly recommend using Ryan and his staff for any accounting need I have.

There?s a reason why Ryan?s reviews are all stellar. He did my taxes last year and did a great job. He?s super communicative in answering questions, and goes above and beyond to do a good job. My situation was a little more complicated than usual with a move, job change and investment property in a unique location. Other CPA?s I inquired about flat out said no, or weren?t able to take me on due to timing. I feel so lucky that I found him. After my taxes were done and delivered, he even chased down my federa

It has been almost a year since we began working with Nguyen & Associates and it has been incredible to watch their commitment to communication, education and timely interactions. The controller services they perform for larger mid-size companies has been compelling. We highly recommend this company for accounting, tax planning, forensic accounting and controller services.

We've been working with Ryan for our personal and business tax returns the last couple of years. He is prompt at returning messages and answering any questions or concerns that we might have. I would recommend him to my friends and family

Worked with Ryan & team this year to get our taxes filed. They completed the filing in a few weeks with minimal help once provided with all relevant documents. Process was very straightforward and painless. Thanks again team!

Ryan and his team did a great job with our taxes! Especially in such a crazy season! We made a mistake and turned in an incorrect form and they were extremely quick to respond and very helpful in sorting out the matter!! We will be using this company again in the future!

This group has been an absolute pleasure to work with. They've acted like true partners with my tax issues. Very knowledgeable and always working in my best interests. I plan on working with them in the long term now.

Two words to describe this firm: Bush League. My wife runs a small business (LLC) and hired Nguyen & Associates to complete her taxes. She submitting everything the firm requested by March 15 (which wasn't much because her returns and the business' are very simple). A month went by and she grew concerned because she did not hear anything from the accountants, so she contacted them on Thursday, April 13th, five days before the tax deadline. She was told that they would prioritize her return. On Monday, April

There's a reason for all the 5-star reviews. We've worked with several CPAs before working with Nguyen & Associates. They are quick to respond and the quality of work is top notch. We feel like we've finally found our CPA team.

I have been working with Ryan for two years now. He does all the accounting for my business and personal taxes. He is always available and responsive to all my needs. I have enjoyed the peace of mind working with him and his team. Thanks guys

They are absolutely the best. Their system makes it easy to communicate with anyone who is working with us. It keeps us informed about the process and where they are in it. It's also how we submit documents to them. I was closing my business and had some different questions but they always got back to me in less than 24 hours. It's a great group.

Ryan and team defied my stereotypes of an accounting practice and were friendly, communicative, and took every opportunity to educate me about the tax code. Their management systems for uploading documents and reviewing and signing returns is easy to use and painless.

We have used Ryan for several years now and he is always great! Fast, professional and always answers any little questions we have. He has turned our tax lives around! Highly recommend!

We had a great experience with Nguyen & Associates for our small business and personal tax needs. Their organized and systematic approach was just what we needed and they were flexible and responsive when we needed to make a change to our return.

I have worked with Ryan and his team for a couple of years now. Throughout my last decade of entrepreneurship, I have worked with a handful of CPA?s and Ryan is definitely at the top of the list for knowledge, advice, and has helped my real estate career grow.

Ryan has been filing my taxes for 3 plus years and has always gave me a awesome return! He will find all kinks and deductions where possible. He reviews previous returns and current returns and explains the differences.

Very professional -- Excellent Services -- Always a pleasure to work with.

Nguyen & Associates did an amazing job. I started a new business and had a lot of technical questions about my LLC and what my best options are. I had questions around write offs and they were very helpful and knowledgeable. They really know how to get you the best return. I also love how versed in quickbooks they are. I run everything through quickbooks and it's really nice to have a CPA that knows what they are doing with quickbooks.

I used this firm to do my taxes for the first time. Because I didn't feel as though this firm was a good fit for me, I found another CPA who, I believe will be a better fit, and asked her to review their work. She found 4 errors in my return, including my birthday posted incorrectly! I brought it to their attention and they agreed with the error and filed an amended return promptly.

Nguyen & Associates has made my life so much easier. By handling the accounting for my company, I've been so relieved by how trustworthy, insightful, and accurate they are. I am so grateful for their commitment to the success of my business and my own personal happiness.

I have used Nguyen & Assocates the past 3 years. My taxes are rather complex with multiple LLC's but they make it a breeze every year.

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.