*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.*
1535 N River Rd
Fremont, Ohio 43420
I wanted to share my experience as a potential new client - filling out the online contact form for a complimentary consultation was easy and I heard back the same day! The staff who left me a voicemail was extremely pleasant and kind. Thank you! To note for other future clients, I was told they don't work with *new* business owners. I definitely showed my hand, but I'm glad because I do need a team who will be willing to teach me the ropes as we prepare my taxes. I am set up for YOY growth on my end, and
We have worked with Michael Reardon for over 15 years, and he is a true asset to our business and personal lives. Thank you, Mike, for always treating us with loyalty and respect. I would highly recommend Orchard Accounting Inc.
I have been with Orchard Accounting for at least 10 years. They are excellent to work with. Very professional and friendly. They make it easy to use internet service as well. I highly recommend this firm. Teri Morton
Long history with this group starting with Joe Yeager, the Readon Kolbe, Sackovits (RKS) team then on to Ron with Orchard, and now Teresa. Always the best attention to the spirit of helping customers navigate the ever changing tax laws,...And, introducing us to a finacial advisor, with the JLSmith group, who helped set us set up with our long term goals and investment strategies. They too, have the same friendly approach to helping customers. Initially getting to know the customers personal lifestyle, then
I have been a client of Orchard Accounting (Formerly Reardon, Kolbe and Parisi) for years. They always send notifications prior to the tax return season to let me know the latest changes in the tax laws and possible deductions that may apply to me. They have always provided the best advice in dealing with my tax obligations. I feel confident in their knowledge and professionalism.
Orchard accounting is the best. My late husband always looked forward to going in and having Mike do our taxes. We have been with Orchard accounting for years and years would never think of going anywhere else. Thanks to everyone at Orchard .I?m so thankful for them being there for me after my husband?s passing. Mike especially has help me in answering some important questions for me.If I leave a message he always returns my call.Rose Kowalski
Mike and the team at Orchard Accounting have done an amazing job with our tax preparation for the last many years, and now that they have a secure portal for easily uploading documents, it's even better than before!
Orchard is professional and knowledgeable. They have worked with us so we knew what deductions were allowed and how to maximize deductions. Wouldn't go any where else
Very professional and accurate tax preparation
the team is very responsive to questions.
great service and affordable.
They are super good!
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.