*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.*
2511 Marion-Mt Gilead Rd
Marion, Ohio 43302
We have used Osborne as our payroll company for a couple of years now and I have to say Nikkie is great to work with! She helps take the stress out of payroll and Workmans' Comp! I would recommend their payroll services to anyone who is looking for that personal touch. Nancy M.
Love Osborne Accounting. They are very professional, knowledgeable, and helpful. Nikkie Howard is especially great and takes very good care of us. She is always nice to deal with and very prompt with any questions or answers that we need. This is a class act organization.
Had them for payroll for 4 years. They kept over $100k in taxes that they did not pay. After 3 years of dealing with this they still owe $4k that they keep trying to get the Irs to waive instead of them paying it and will not return any emails or calls from us. Because of Osbourne we have had several liens placed on our company that is taking years to get removed. Highly recommend staying away from this company!!!
I would highly recommend this company for accounting and payroll services. I personally deal with Nikkie, she is always pleasant and quick to help me with any problems I have. She and everyone that I have had contact with from this company have always been professional and nice.
Nikkie Howard Has done a outstanding job on trying to keep me strait and making sure my numbers are correct and some times that in itself is a full time job. So I would have to give very high marks. But I do want to say that all of the staff has done an outstanding job for those how has help me along the way. Thank You!
I bought a business in April of last year and Nikki Howard has done an outstanding job keeping me out of trouble on the payroll side of my business. She handles things that I even don't understand like Worker's Comp! I could not be more happy!
Osborne Accounting has been awesome. Every aspect of our service package has been amazing. We have been with them for over 5 years and they continue to be better and better every year.
Our company has worked with Osborne for many years. They do prompt, professional work and are always eager to help us with any problems. Great job!
We have used Osborne Accounting for payroll services since January 2015. So far we have been very pleased! Whenever I have a question about taxes, they seem to know what the answer is. I would recommend them! Very helpful!
I had a really good experience with the Osborne Accounting staff. They was right on top of things and did a wonderful job at getting me on the right track with my taxes. Thanks again!!
Never had a bad experience using their services. Always attentive and listening. A definite for all accounting needs!
Payroll and Accounting services you can depend on and expert advice for current and future business decisions.
Stay away this company does extremely poor business
rude and unprofessional!
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.