Noack & Company - CPAs of Florida

Noack & Company - CPAs of Florida

Reviews Summary

Noack & Company receives overwhelmingly positive feedback, with most reviews praising their expertise, professionalism, and exceptional service in accounting, tax planning, and IRS issues. Clients highlight their responsiveness, thoroughness, and ability to save money or resolve complex tax problems. Many appreciate their personalized guidance and long-term reliability. A single negative review mentions a decline in customer service, but the vast majority emphasize trust, efficiency, and strong results, often recommending them highly for both personal and business needs.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation

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
Accounting
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Contact Information

Address

12610 World Plaza Ln #1

Fort Myers, Florida 33907

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I have been using Noack & Company for my personal and business accounting for years now and highly recommend Andrea and her team. Not the cheapest, however you get what you pay for and for something as important as your accounting/taxes you should definitely stay away from the "cheapest" option. Look forward to your continued quality service... just today they saved me $5,000+ on penalties for one of my LLC's which is what led me here to write this review. Well done!

Ciara has been a lifesaver this year. She has helped me deal with a tax burden caused by personal issues in my family, refiled my 2022 hurricane return, and found errors and refiled at their cost on another return found through the 2022 revision. They did not have to do this as I was unaware. A company that steps forward to make something right and is willing to discuss and be sympathetic of family issues is rare in these times. Thank you to all at Noack & Company.

Andrea and her team are real life-savers! Ciara in particular was very helpful and hard-working, helping me with my tax issues when I needed them solved quickly. I cannot thank them enough for their outstanding hard work!

We have experienced a first class service from Noack. All of their team are very professional and gave us great advice, guidance and help over many years.We highly recommend them.

Andrea and her team are fantastic!!! They are exactly what we need in an accounting firm. They are efficient and responsive. They keep all our documents organized and protected. Our meetings are clear, action items and decisions are laid out and we set a course for the next quarter. I really appreciate tax planning early and learning from Noack how to best reduce my liability. I don't want to have a big bill at the end of the year! Andrea is a straight shooter and get's the job done!!! We are hap

We were in the process of moving our family and business from VA to Florida when our accounting team for the last 15 years in VA 'fired us' after getting acquired by a larger firm...we were at a loss of what to do next in a new state, etc. Luckily for us our financial advisor found Noack and Company and they have not let us down...as a matter of fact they have been amazing! Constant, concise communication with Andrea Dillon and her team, quick answers/solutions to issues (even when I called Andrea on Tax

Terrible experience, absolute zero customer service with no human contact, very expensive, unprofessional, immature and self-entitled ownership. I truly do not know how this place is rated so highly. My father passed away and did his taxes here the previous years, so I tried their service because I thought it would make things easier. I was wrong. What a waste of time. It took multiple calls to talk to someone that wasn?t a phone operator, which should?ve been the first red flag. They did not follow up wit

We have been customers for over 15 years and we simply could not run our business without Noack and Company. They are responsive, understanding and extremely talented professionals. Janet has assembled a dream team and we are grateful to have them. Highly recommend!!!!

Andrea and her are top notch. Very responsive to all my questions, which was lacking in previous firm. Additionally her tax guidance is amazing and I would recommend 10/10 to use their services.

The staff at Noack& Company have provided 5 Star service since we started with them 5 years ago. They take care of all of our accounting needs and do so with great efficiency and communication. I continuously recommend them to all my family and friends. Go see Andrea Dillon and you won't regret it!

Janet and Andrea have provided professional and accurate accounting and tax guidance as our business has grown. Andrea has been our business partner for the last several years, and she is always prepared, a good listener, and a creative problem solver. The entire Noack team works effectively together to deliver a great customer experience!

Words alone could never express the appreciation my wife and I have for Noack & Company. The high caliber of expertise and professionalism is priceless along with the genuine care and concern that has been provided not only to my wife and I but to others we have had the privilege of recommending their Professional Accounting Services too as well. Your kindness and genuine concern make us feel as if we are part of your family. Sincerely Mr. & Mrs. Charles Perry

True professionals. You get a team when you hire this firm. Andrea and her team have been amazing! I have a crazy schedule. Lisa has made appointments at 6 a.m. to make it happen for me. Andrea and her team have saved me and my business a ton of money, as well as helped with IRS issues. I feel confident that I am getting a quality return and I am on good footing going forward. Highly recommended.

My understanding from a business contact who had dealings with Andrea Dillion is that she does not honor her contractual obligations regarding payments and is very difficult to deal with allegedly. They suggested I avoid doing business with Andrea Dillon and CPA's of Florida

Andrea and her team are the best that's out there, hands down. I've known her for a very longtime and she is an extremely knowledgeable and successful accountant, but an even better person! Her team goes above and beyond every time and they worked wonders for my business. Do yourself a favor and reach out to them for assistance and support! They will not disappoint.

We were referred to Noack & Company - CPAs several years ago by our attorney. The qualified & thorough preparation by our CPA Andrea, resulted in a tax refund for the first time in many years. We highly recommend Noack & Company -CPAs.

Extremely friendly and professional. I'm a small-business owner. And, really just required some general guidance, regarding my 2018 tax season. So, I scheduled a 30-minute consultation with one of their CPA's (Andrea). I was called at the exact time that was scheduled. Andrea was very friendly. And, she took the time to listen, and answer all of my questions in a very simple, and easy-to-understand way. I didn't in any way feel rushed to get off the phone. I would definitely recommend Noack & Compan

After finding myself in the need of a new accounting firm upon joining my company with another firm, I only needed basic bookkeeping and my prior and current tax year returns done. I figured to be the ideal kind of client in that I had the need for business bookkeeping and returns that would be beyond simple to do for an accountant and just standard personal returns annually. I'm far too busy to be able to aptly handle these on my own... The Prior year tax return was 90% complete, and just needed filed (ex

I was one of Janet Noack:s first customers 15 plus years ago. Her firm has continued to provide great work and Support. I have been proud to introduce her firm to many people with great confidence she will provide them with the quality service I have received over the years.

Noack & Company are truly amazing people! They have helped us personally, and as a business with resolving tax issues. They have been an advocate & liaison between us & the IRS, they helped us in finding & acquiring business funding, and through their annual community outreach they are a lifeline to low income families in providing gifts & meals at Christmas time. I highly recommend Noack & Company to help resolve your tax issues personally & for your business, and also for the many other services they pro

I highly recommend Noack & Company. The staff is very pleasant and responsive to your needs. Brad is fantastic! He is very knowledgeable and experienced professional CPA. He is always available throughout the year and provides a detailed explanation for any questions or concerns I may have with patients and understanding. He is the reason I can have a peace of mind when it comes to completing my income tax. Thank you Brad for all you do.

I had needed a CPA Accounting firm to help me finish my taxes and work with me on some other issues. Andrea was super easy to talk to, knowledgeable, responsive and responsible with all she handled for me. I will certainly use them again.

Noack & Company has been such a key to my business over the years. I can email them and they RESPOND! This alone is such a hard thing to have now days. I want to thank them all for their hard work for not just working with me and my business but also the out reach to the community they have done. You guys are awesome thank you again for all the hard work.

Andrea has always gone above and beyond in advising me and helping me when it comes to understanding my business and what I need to do to make it successful where necessary. She is quick to respond and ready to help any time you need her. I would highly recommend her. I?ve been in Florida running my own business for approximately 10+ years and she is the 1st of ?many? CPA?s that I?ve felt this comfortable with and I feel that she is in it for your success! ?Thank You? Andrea! Dianna Perry

I would highly recommend Noack & Company. From handling S-Corp filings, LLC and individual taxes, Noack and specifically Andrea have done a fantastic job. Very knowledgeable, professional, friendly... and the list goes on! I am convinced you will be completely satisfied with the services of Noack & Company!

I was referred to Noack & Company by my son in law. It was the best referral. I was treated with great respect, all my questions were answered, and the tax prep was handled quickly and professionally. Special kudos to Andrea Dillon and her staff for a job well done!

HIGHLY RECOMMEND! Andrea, Ciara, and Jill have been nothing but exceptional with my financial matters. THIS IS THE PLACE, LOOK NO FURTHER

I can not say enough about the people at Noack & Company! They handle every detail and walk us through every part of filing our taxes. Not only that, but they are kind and so patient with us. Lisa walks us through each and every QuickBooks question and smooths out every entry mistake made! Janet is quick and so knowledgeable to finalize each detail for us. Highly Recommend!!!

Andrea and her team have taken care of my business and personal taxes for years. There are a lot of CPAs that don't go above and beyond the way the Noack team does. I have also learned a lot in the process versus being completely out of the loop with other CPAs. I have referred countless other small business owners to them and will continue to do so!

Very happy with our decision to take our company to Noack and company. They go above and beyond to help with all our accounting needs. Lisa Lotocke gives the best attention and help with our day to day business needs. The office staff is very attentive and caring. Feels like family every time we visit the office or call. Beyond please we made the move to them.

For the past several years we have relied on Noack & Company for our personal and professional tax related issues. Being retired military and having children with disabilities, Noack & Company has always provide applicable research and detailed information concerning changes in Federal and State laws. Great team

My wife and I have been utilizing the services of Noack and Company for 7 years now. These folks are head and shoulders above and beyond the rest in their industry. It shows in their level of professionalism, the poise of their front office staff, and the leadership of Janet Noack. Lisa makes me, my wife, and our kids feel like family and is a humorous spirit; Andrea is a Rockstar; and Janet is both a student and professor of the CPA game. She treats us with the utmost respect and care. I myself am a W2 ea

Andrea Dillon at Noack & Company CPAs handled a tax issue for me with the epitome of expertise, professionalism, patience and class...despite me being extremely busy and unreachable much of the time. After reviewing the matter, she discovered that the error wasn't mine but the state's, saving me hundreds of dollars in taxes and fines. She has earned my business and I would strongly recommend their services to anyone!

From the first day I met with Andrea, Jill and their team I was relieved, it is so good to have true professionals who have my financial well being in mind and are able to guide me through the daunting process. As a small business owner I am grateful everyday for their service!

That Guy Alex is super. He is always spot on and completes task quickly and correctly. I would Recommend This company (and have many times) to anyone. The owner Janet always answers questions and returns calls. Lisa, Tim and Andrea are also wonderful.

We started working with Noack, Mitchell company a little over a year ago and have been very happy with the work they did! They always go that extra step to explain things and are absolute pleasure to deal with. Both Janet and Lisa have been very accommodating and have helped us with things beyond just accounting.

I am delighted to share a well-deserved 5-star review for our exceptional tax accountant. Their service was nothing short of outstanding, and I wholeheartedly recommend them to anyone in need of expert tax assistance.

We have been very pleased with the entire team at Noack and Company. They have taken care of our person accounting needs for many years and have also taken on our business's accounting needs for the past few years. Extremely satisfied with Janet, Tim, Andrea and Kitty.

Excellent experience working with Noack. My husband and I are from NJ and relocated to Ft. Myers about 2-1/2 yrs ago. We were referred to the firm for an IRS issue. Andrea Noack was introduced to us and she has worked with us ever since for many issues. I want to begin by saying she has been attentive and no matter when I email her, Andrea response within 1 hr or less to let us know she is on whatever it is we ask. She gives us peace of mind knowing that she will take care of anything we ask of her. She in

Janet Noack has prepared our income tax returns for the last eight years. As our returns involve numerous real estate investments each year, along with future retirement planning, I've come to rely on Janet's expertise to guide us on the strategies that serve our best interest. We are more than satisfied and impressed with Janet's professionalism and knowledge, and look forward to a continued beneficial relationship.

I came to this firm as an independent contractor with thousands of dollars in unpaid taxes accumulated over years. This team worked on my problem like I was family; sorting through piles of paperwork and corresponding with the IRS to find a workable method and reasonable amount to pay back, over a fair-minded amount of time. They always greeted me with respect, courtesy, dignity, and humor each time I came in, and before long I'd wiped out years of crushing debt. My taxes are a pleasure to prepare now, and

Lisa Lotocke and Noack and Company are rock solid. They are always professional, available and knowledgeable. Lisa and the Company were instrumental in helping us stay viable during our transition. I highly recommend them!

We were introduced to Andrea and Lisa just a couple of months back. Our former CPA actually did nothing for 2017 and charged us a lot of money for his UNefforts, besides a few white lies. Lisa and Andrea jumped over hurdles, dug in and completed our 2017 returns. They were able to get the exception for our S Corp filing that our former CPA said was done. mid 2017, but he actually didn't request. Above and beyond in Customer Service, Technology, Timeliness, Organization and Details! We have a new CPA fi

Kitty is amazing to work! She is very knowledgeable about taxes, and is eager to help you understand the ins and outs of filing your tax returns, individual or business. As I am new to the 1099 thing, she has been walking me through what I need to keep track of for deductions, etc. She is always ready and willing to answer any questions that I have. If you're in need of tax services, be sure to reach out to Kitty. I would highly recommend working with her!

Janet and staff provided an excellent, free, and timely webinar that assisted her clients and tax professionals across the states regarding the PPP loan forgiveness. Great job! Any company who retains Noack & Co for disaster preparedness and loan forgiveness will be well served.

Loved working with this group! Made it super easy and comfortable getting my taxes completed. I would highly recommend Andrea and her team.

Andrea at Noak &Company was the third CPA I ever met with in regards to my business taxes and by far the most reliable. She had the knowledge and experience to help me and my business succeed.

Janet and Andrea have been my CPA for many years and handle my personal and investment property tax returns. They are highly knowledgeable and professional.

Andrea Dillion is the best CPA that I?ve ever had the privilege of working with for my business and personal finances. I have had CPAs prior to working with Andrea, she actually had to make several corrections for the mistakes of my other CPAs. She is very knowledgeable about the current laws and stays informed about IRS changes. She keeps me informed of changes that I can make or things that I can do ensure that my finances are kept in order. I love being able to reach her when I need to speak with her, sh

Tim, Janet, Sean and their team do a phenomenal job. I personally had the pleasure of working a case with Tim and Janet and Janet was an excellent expert witness. She knows her stuff! I highly recommend Noack, Mitchell & Co.

Carol Mccarley was amazing! Quick, professional and kept me up to date! I may not have complicated taxes big taxes are a pain regardless. She took care of me every step of the way!

Andrea Dillon, CPA / CTR Specialist worked hand in hand with myself and financial advisor in preparing our 2021 taxes. Very helpful, timely, and responsive through the entire process.

We have used Noack & Company for years. LISA is my go to person and is the most efficient and quick to respond person I have ever worked with. This is the best company around. All the staff and owners are great.

If i could do 10 stars i would do so in a heartbeat. Andrea saved my behind from a mistake done by another CPA. She turned it around so quickly and so confidently. Im 100% forever indebted to her. Thank you for everything you do!

Update**** From 5 Star service to 1 - I have no clue what happened, But customers service and common sense has been omitted from thier practice! I am so shocked, I don?t even want to write about it... I have had many bad experiences with Accountants in this area. Accountants that are not thorough, communicatory or transparent in there plans for my businesses. This inherently lead to confusion, losses and distress. When i hired Noack & Company for all of my companies accounting needs, i quickly realized t

Andrea and the entire team at Noack & Co are professional and efficient and I would recommend them to anyone! I'm so happy that I was referred to this firm!

Excellent Service! Everyone is very friendly, helpful and Professional. I will be using Noack & Company going forward for all of my Taxes.

I having been using Noack & Company for several years now. They are quick to answer questions and help through any tax issues. I recommend them for small business owners.

Andrea Dillon and Lisa Lotocke have been top notch from the very beginning. The communication and response time we received with each inquiry is above and beyond are greatest expectations!

They have handled my taxes the last 3 years and are very courteous and professional. Given COVID, they have been very good at handling this contactless. Strong recommend.

Noak & Company are great CPA's. The are very educated individuals that work hard to prepare and guide you through the world of taxes and the IRS. I highly recommend them for any accounting needs. Thank you!

Very knowledgeable and very personable; I felt very safe with my financial matters in their hands. They are very willing to address any questions or concerns you have about your finances.

I have utilized the accounting services of this firm for several years and have been thoroughly satisfied with their advice and work product. Janet Noack, in particular, brings well rounded knowledge and perspective to her CPA practice. I highly recommend this firm.

We contacted Knoack & Company related to a complex 1031 exchange and its tax consequences. Knoack & Company quickly provided a concise and professional opinion that assisted in tax planning. I would highly recommend Knoack & Company to anyone seeking tax advice.

The most dedicated and compassionate CPA's in all areas of accounting, IRS issues, tax planning, exc.. Perfect for a small business person's needs as well as complicated IRS codes and taxes. No nonsense advise and guidance. Highly recommend! Thank you.

They are awesome and very thorough and professional. They are also very accommodating and very good at what they do.Andera is my CPA and ive been with her 8 years and i recommend her to everyone.Shes the best.

Always professional and do their very best to get me the best return possible. Great people to deal, always there for you! A special shout out to Andrea, always there for us!

Very professional, knowledgeable and thorough. They actually sent a screen capture video going over my returns. It was so convenient to be able to go through them and rewatch what I had. They were explained in great detail and the video was less than 6 minutes. ABSOLUTELY BRILLIANT!

By far the most knowledgeable CPA firm that I have met when it comes to the PPP guidelines and info. Took part in their online seminar and learned more in an hour than I had read and heard over the past month. Highly recommend them. Thank you so much.

Andrea has been extremely helpful to me over several years. I recommend her highly!

Janet and her team are the best. They have been a huge help to our family, businesses and charities for years. You will not be disappointed!

responded to my initial call and provided rates for the trust tax returns I needed. Signed an egagement letter same day! Great service so far! Jack Cassidy

In this high pressure period filing for 2023 taxes they are taking time to help me handle an IRS inquiry about my 2022 taxes - the year of hurricane Ian and my husbands death Thank you Carol

Andrea is great. She will go above and beyond to make sure you are taken care of. I highly recommend her services.

I can't rate this company high enough! Carol and her team did an amazing job with our tax return and we could not be happier with the service that we received.

We have been clients of Noack & Company for many years and have been extremely satisfied with the service and knowledge of the many employees of this company. I highly recommend this company.

Been working with Noack & Company for over 10 years. They handle my personal and company's accounting, I highly recommend!

I have absolute confidence in Noack & Company! Everyone I?ve interacted with treats me with respect and professionalism. Highly recommend!!!

Janet and her team have given us nothing short of world class service over the years. Always accurate, on time and in a pleasant manner.

Andrea is awesome with numbers and finding the best tax strategies! I highly recommend her services.

Outstanding firm, excellent service, proactive and knowledgeable staff. Andrea and her team are amazing!

Best Accounting Firm EVER!!! They are always helpful when you call, you actually get to talk to a person and a person that knows what they are talking about!

Excellent service! I am a returning client and over the years Noack has performed very well . Thanks

Andrea and team are very professional and efficient. Very good experience with Noack and company.

Lisa L and the whole Noack & Company always go the extra mile. They are always willing to take the time to explain and give all the options.

Noack & Company CPA is top notch when it comes to servicing the needs of its clients. There's is no stone unturned!!!

Great people. Love Janet she's the best ...would absolutely recommend them

Great service. I had very little time yet everything was handled with upmost urgency and very professionally. Thanks!

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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