*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.*
1451 W Cypress Creek Rd #300
Fort Lauderdale, Florida 33309
Brian is amazing! My husband and I own our own business and our finances the first few years of business ownership were very complicating - and involved filings in multiple states. Brian did an amazing job working through it all and making it as easy and simple as possible for us. He is also very thorough at tracking our financial progress with fantastic graphs and charts and planning periodic review meetings to keep us up to date. Brian responds to all requests promptly and professionally - we could not
Brian is so amazing at what he does and also a very genuine person who makes me feel very comfortable putting my finacials in his expert hands.
BEST tax professional I have ever dealt with in South Florida. Mr. Davis is polite, attentive and thorough in his knowledge of tax laws. I have done my own taxes in the past and started using tax preparers over the last few years. It is well worth the expense to receive every lawful tax benefit to a sole proprietor or small business. Brian will meet your needs!
Amazing service every single time! Brian takes the stress out of doing my taxes. He?s extremely knowledgeable, efficient and with fees that can?t be beat! I have recommended him to everyone one I know.
Brian is very helpful! He's very knowledgeable about his business and he was able to fully explain and detail all of the information that I need to know for now and for my future filing needs and expectations! I felt very comfortable and respected as a client. Highly recommend him!
Amazing CPA - Knowledge set second to none Great communication throughout year
due to Covid, my first accountant failed to file in April; the follow-up never followed-up, even after several calls. Brian did. Within an hour. He then finished and filed my taxes within three days. He was great, reasonably priced, and very clear in giving feedback and explaining things. Could not ask for more. Highly recommended.
Brian is very experienced when it comes to taxes. I have been going to him for years and his knowledge brings me back every time to make sure it?s done correctly. Customer for life!
Brian is very helpful when dealing with the IRS. He has been helping me for years. I highly recommend his service! A++
The very BEST CPA, great service, actually saved me tax dollars wouldn't go anywhere else ever again
Very knowledgeable, no issue that he can?t solve...Explained everything in detail to me regarding my small businesses taxes and is always available when I have any questions, highly recommended
Great service as always. Thanks!
Best CPA ever! Always explains my taxes to me in detail and delivers on time. I would recommend him to anyone!
Professionalism, efficiency and great communication has made me a return client of 4+ years. Thanks again Mr. Davis!
Great service Brian Davis is really reliable and is good at what he does definitely recommend anyone thank you
The best of the best, couldn?t ask for better service and professionalism.
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.