*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.*
1750 S Telegraph Rd Suite 203
Bloomfield Hills, Michigan 48302
I have been a client of the firm for nearly 30 years. The services we have received are always timely and professional. Richard and his team have handled the affairs for not only our numerous restaurants and real estate holdings but also for our personal interests. I highly recommend this firm. Marty Tuchman, co-founder, Mr B's Restaurant Group.
A highly respected and trusted partner in business and personal accounting for all of our business and personal accounting recommendations. Richard and his staff have set the bar for their service and knowledge in handling our personal and company taxes and other accounting needs over the past 25 years. We honestly would never even consider changing to another firm and others have tried with incentives like lower costs. They have done a remarkable job and kept us on the right path for many years. Thanks to
I have had "Pagac & Company " doing my personal and Business taxes since 2011.Besides always responding to me timely. They have the BEST Financial analysis , critical thinking and financial software. . They are honest and have the highest integrity. They are second to none. We highly recommend them to all .
Richard is an absolute professsional. He stays current with tax legislation allowing him and his firm to provide strategic advice as it relates to filing tax returns. I have dealt with Pagac & Co for more than 25 years. Richard and his company are discrete, and operate with integrity. I highly recommend .
We have used Pagac & Company for our accounting services for many years and plan to continue using them. They've found ways to lessen our tax burden, provide excellent service, and all questions are promptly answered.
Pagac & Co has been a trusted partner for many years. We recommend them to any size business.
I have been an individual and business owner client of the Pagac & Company firm for over 25 years. It?s been a real pleasure to work with Richard Pagac Jr. and his team during this period. All of my work has been done in a timely and proficient manner, including a recent (and rather complicated) sale of business. The professionalism and care taken for my best financial interests are why I refer family and friends, and also give me confidence going forward.
I am a business attorney with over 30 years of experience interacting with some of the largest accounting firms in the Country. The advice and work product i have personally received from Pagac and Company exceeded all my expectations. The service and level of attention are both competent and professional. I highly recommend Pagac and Company and its staff for of your all business accounting needs. PJ
I have worked with Pagac & Company, P.C., more specifically, Richard Pagac, Jr. for personal and business services since the 1990's. Richard and his staff have always been very professional, courteous, knowledgeable and have handled all of my personal and business matters in a timely fashion. When I need RUSH service he has always gone above and beyond to accommodate. I would highly recommend Richard Pagac, Jr. and Pagac & Company, P.C.
I have been using this firm for well over a decade. I can?t speak highly enough of their attention to detail, professionalism, perfectionism, and care. The thing that makes them truly unique is their ability to explain complex tax ideas at the highest and lowest level depending on their audience. Simply the best there is.
Great accounting firm. I have been using them for many years. They are very professional and only want the best for their clients. They understand how to navigate the ever changing tax laws saving clients money on their returns. They are always accesable even on weekends. Highly recommend.
All the team members are intelligent, hard working, honest, and driven!
Great business accounting service. Dick has saved me tons of money for my small business. Highly recommend!
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.