*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.*
2 Cityplace Dr STE 200
Creve Coeur, Missouri 63141
I cannot recommend John enough! I found myself in an incredibly stressful situation when I was audited by the IRS (not just for 1 year but 2 years). Their questionable tactics made me feel scared and overwhelmed (with many tears). Everything changed from the moment I connected with John. His calming demeanor, deep knowledge of tax issues, and clear explanations put me at ease. He guided me through the situation and gave me the confidence to face it. I couldn?t have asked for a better person to help me thro
John worked for me resolving my IRS Tax issues. John is very knowledgeable, professional, and easy to discuss difficult issues with as evident by his ability to work with the IRS and reach a reasonable settlement on my behalf. I highly recommend his service if you are dealing with any IRS issue or as your business tax attorney to avoid issues. I sincerely believe had I hired John in the first place instead of my original CPA, I would have never had IRS issues to begin with.
Mr. Niemann assisted me with a complex tax issue with the IRS. I had gotten behind due to medical issues and mistakes on my tax returns. Then I just made it worse by sticking my head in the sand out of fear. Then the IRS became very aggressive and began threatening to levy my wages and bank accounts. From the day he took on my case, I felt a huge weight lifted and in the end, he negotiated an agreement which not only saved me thousands, but will allow me to retire the remaining debts without strain and stre
I cannot say enough about this professional IRS whisperer. He is thorough, knowledgeable, responsive, attentive and almost seems as invested as us! It?s because he truly takes pride in his work and seeks to relieve the crippling stress and debt that can take years off of your life. I highly recommend him. 5/5
John has helped greatly with the IRS. He is dependable and trustworthy. He more than exceeded my expectations. Well worth the investment, highly recommend!
I can't thank Niemann & Co enough. We were completely overwhelmed with our tax mess and he straightened everything out. He saved me so much agony and money. I highly recommend their services!
Friendly and professional. Gave great advice.
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.