Paramount Tax & Accounting CPAs Draper

Paramount Tax & Accounting CPAs Draper

Reviews Summary

Paramount Tax & Accounting receives overwhelmingly positive reviews for exceptional service, expertise, and professionalism. Customers consistently praise their thoroughness, responsiveness, and ability to maximize refunds ethically. Many highlight their friendly, knowledgeable staff who simplify complex tax situations and provide personalized attention. While most experiences are excellent, a few note inconsistencies with entry-level preparers or communication gaps. Long-term clients especially appreciate their reliability, fair pricing, and small-business expertise. The majority strongly recommend them for both personal and business taxes, citing trust, efficiency, and superior results compared to DIY options.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

12481 S Fort St #225

Draper, Utah 84020

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I can't say enough good things about Paramount Tax. From the moment I walked in, I felt like I was in the hands of true professionals. The team is incredibly knowledgeable, patient, and genuinely cares about helping you make the best financial decisions. They took the time to explain every step of the process, answered all my questions (even the ones I didn't know I had), and made sure I understood everything about my tax return. What really stood out to me was the level of integrity and trust. In a world

I've been going to Paramount since 2022 and and my experience gets better and better each year. 2023 I worked with Braden Thompson and he was amazing to work with especially with my small business. He was able to find every possible way to benefit my business and more. I went back to Paramount this year to file and this time worked with Darrin Kauer while Braden assisted. I was nervous at first cause I gained a good relationship with Braden since beginning of last year. But Darrin didn't miss one bit. He kn

It would not be at all dramatic to say that this tax firm changed my life. I have been a client since 2021 and will never go back. PI am a one woman small business (self employed hairstylist) and with the help of Paramount, tax season has quickly turned from an absolute nightmare to just another easy breezy day. I cannot recommend coming here enough and will be a customer for life! Since filing with Paramount, I have saved myself not only a lot headache, but quite literally *thousands* of dollars in what wo

I've used paramount for years, It is 100% worth it! Doing taxes has become so much less stressful and they always work to get you the best return you can! I've worked with multiple accountants there and all three have been great!

First time filing my business with Paramount, the process was simple and well explained by the CPA's throughout the entire session. As well as helpful tips for future filing goals towards better my business. They are interested in the growth of your business and make it very easy to talk to and build a trustful connection throughout the process.

We met with Jon and Braden today to file our 2024 taxes and they were both amazing. They were both very knowledgeable and walked us through every section of our taxes, including small business filing. We will absolutely continue to use them in the years to come.

Have used Paramount Draper since 2017. Just finished 2024 taxes, Alex was awesome, he helped me with my business and personal return. He's sharp and capable. I have also corresponded with Paula, the admin, over the last several years and she is extremely prompt at responding to phone calls and emails. Thank you!

Braden was awesome and very helpful. It was a quick and easy process to fill out everything and he called me to make sure I had sent over all of the documentation so that I could get the most out of my taxes. Thanks again for the help!

Going to Paramount was a weird experience. Maybe it's just me, but I'm not sure I understand the high reviews on this business. The process started with a young man who seemed very entry level to be doing this job. He was misspelling things and couldn't answer what felt like basic tax questions. He seemed like just a bookkeeper or data entry person. I was offered no information about their company, or introduction to what they do, or the services they offer. Moments later, he brought in another guy who wa

Updated at the bottom** Horrific experience and service... I've done my taxes here several years. First off, you have a data entry person doing most of your return, not a CPA. Then another CPA, that doesn't even look at your information or situation, signs off on it. Doesn't seem like a big deal at first, but here are some specific examples of the nightmare... A few years ago I asked a simple question, "How much is the child tax credit?"... after a "Hmmm... let me look that up." I started to quickly

I was worried about doing taxes since our original one we had for many years had stepped away from the industry. Paramount made the on boarding eerily seamless. Darrin was fantastic with navigating with my spouse and I through the process. Patient when I had questions/concerns. I look forward to future work with him and/or the business for other potential needs.

Love Paramount tax and accounting. I've been using them for a few years now. They helped me save a bunch in taxes and they are also very responsive when I need their help. Highly recommend!

Braden and John are AWESOME. They were super patient, and walked us through expenses and the current tax landscape for businesses. They are our tax team going forward bar none. (Bonus points for going over the benefit of brushing one's teeth regularly).

My work was trying to do something that I thought was borderline illegal. Then paramount looked into my situation and made sure I was safe from any audits and legal ramifications. Went back forth with some of the paramount's reps in like 14 emails about my concerns. Highly responsive and professional. I recommend them even if the price is a bit high. Pay for quality

I've used them for filing difficult returns twice now, they do good work and were quick about it.

Just switched to Paramount this year and saved a TON of $$! Worth every penny.. Braden is great to work with and very responsive to any questions I had.

These guys at Paramount are awesome! This is the only place to go for tax preparation. Look no further. I especially enjoyed working with Braden and Jon.

Making an appointment was easy and they helped guide us through the tax process and complete our return. They helped us identify ways to reduce our tax burden. Thank you!

Paramount was great because they were fast to turn around my return, they addressed my concerns and were very helpful through the process. I will use them again.

The team at Paramount is amazing, this was my first year filing with them. Darren was awesome and super attentive, and at one point we had 3 people in the room looking over some deductions to make sure they were accurate. In a one hour meeting they tripled what I thought my return would be. They are worth every penny, I would recommend them to anyone.

Darrin and Braden were awesome to work with from beginning to end. They came recommended to me by a colleague who is a licensed CPA.They were very knowledgeable and helpful in preparing our taxes and helping us prepare for future tax cycles as well. Definitely would recommend!

Great tax firm; have helped us for last several years with expertise and timelines. Recommend to others.

Extremely helpful and timely in helping me prepare my taxes. They bring a wealth of knowledge and provide a friendly service.

Hands down the BEST in Utah. The staff are kind, quick, and extremely knowledgeable about taxes and accounting. I have never worked with a company so responsive to my needs, as well as willing to put in extra time to ensure accuracy. Extremely happy with Paramount Tax & Accounting!

Paramount Tax is extremely efficient and knows how to take care of their clients. Isaak was a pleasure to work with and was able to get my taxes done in a snap! It was a seamless appointment. I would highly recommend Paramount Tax!

I was very pleased with my recent visit to Paramount Tax & Accounting. Everyone in the office was very nice and professional. The office was very clean and tidy and had a warm inviting environment. Isaak was amazing and very nice and efficient. He was very helpful with all my questions and very knowledgeable in the process. 10 out of 10 would recommend to anyone looking for good professional tax and accounting help!

I have been coming here to do my taxes for the last couple years. Very pleased with the work they do. I really appreciate the comprehensive report/copy of my filing and the ease of digital document submission. It has saved me a lot of time and trouble. The peace of mind knowing that my return is handled by qualified professionals in a quick and painless process is priceless.

I have known Dave the last few years, and he really cares about his clients. The whole office is very friendly, and works hard to find the best returns possible. I highly recommend them to anyone considering their services. They especially excel with small businesses or people looking for extra tax credits.

Dave and the team at Paramount have helped us over the last several years to identify a much more robust personal and business tax strategy. Dave and his office have been prompt, professional, and accommodating on tight timelines and complex tax questions. Cannot recommend them enough.

I've been using Paramount Tax for 6 years now. No matter who I've worked with, they've always delivered above my expectations! I have recommended them to colleagues of mine that now use their services as well.

Okay, here's the deal. Taxes suck, and none of us like dealing with them. The great news is we have Paramount Tax, and Dave. I've had my taxes prepared by Paramount for the last 4 years - and each time they have exceeded my high expectations. Dave and team take the time to understand my tax situation, are always available for questions, and prepare my return timely and with great accuracy. They are so much better than the typical tax prep companies (you know the ones I'm taking about). They are faster, che

We filed taxes for the first time on our LLC with Braden at Paramount and had a great experience. Braden was professional and helped us save a lot on our taxes this year. Highly recommend this firm and Braden.

Everyone at this office is so kind and friendly and super helpful! The accountant who helped me is named Braden Thompson and I'm bringing all my business friends and clientele to him because he worked miracles on my business taxes and personal as well?he is so knowledgeable and goes over and beyond to help! Best accountant and accountant firm in Utah hands down.

I just wanted to thank the folks at Paramount for their exceptional service. They found deductions we didn't know we qualified for and got us a much bigger refund than we thought we'd get! And they told us things to do next year that will get us even more deductions. We no longer have to dread tax season-hallelujah!

Absolutely love Paramount based on the work they've done for me and my family over the last few years, and I would recommend Paramount to anyone (and I do!)! I'd ESPECIALLY recommend Paramount for those with any level of complexity in their tax situation - that's where they can blow your mind vs what you may have been doing previously. Truly, getting them on the job drastically changed my tax situation, as well as the situation of everyone I've recommended to them. They're very patient with me, they do OUTS

Our family has been using the team at Paramount, Draper for years without hesitation. Unfortunately, we have an unresolved tax issue that has been ongoing for over a year and it seems unreturned phone calls and emails are now becoming the norm. While they may be attentive at times, it seems incredibly hit or miss depending on which preparer and CPA you work with on the given year.

As you consider your options this tax season, we STRONGLY discourage you from using Paramount Tax. We and our family were longstanding Paramount Tax customers, using them every year since they were a local tax preparation shop. However, in recent years, after John stepped back and they started franchising, the quality of service steeply dropped. Just a few lowlights from their service. 1) They sent back draft tax forms that were populated halfway with our tax materials, and half with someone else?s t

Jon and Braden were super helpful! Made things a lot easier this tax season

Southwick and team are fantastic and super easy to work with. Their fees are more than fair and their prompt attention to requests and questions is impressive. Highly recommend.

We've had a GREAT experience at Paramount for the last 3 years. The Paramount team is very knowledgeable and helpful. It's good not to dread tax season anymore.

Paramount has been my CPA firm for personal and business assistance for 17 years. They are very professional and clearly are motivated to optimize my tax profile.

I have had such amazing care from Paramount. I feel like I am their only customer. This year was a rough tax year with my husband?s passing and they were gracious and so helpful to me with all the odd things I had going on in my finances. They took time to explain things to me, and make sure all my concerns were covered. I also felt appreciated as their customer, which is hard to find today!!

What a delightful experience it was working with Dave Southwick as we filed our taxes with him this year. I was impressed with the personable, yet professional and proficient way he got the job done . Dave?s expertise and knowledge with regards to accounting and tax laws quickly puts your mind at ease knowing you are in good, caring and capable hands. I highly recommend Paramount, and have no doubt you will be as pleased as I was with not only Dave, but their entire staff.

I have been working with Dave Southwick and Paramount for several years now. They are amazing to work with. Very professional, timely and knowledgeable. There have been times where I have made last minute calls to get my taxes done and they are always willing to help me. Highly recommend them for any Tax related services!

Paramount has taken care of my tax preparation for four years now, I have always had a great experience AND walked away with a tax refund. They do both my personal and business taxes. They are well versed in the tax law and do everything they can to get you the highest refund possible, ethically! Thank you to Maggie for taking such good care of us this year. Sidney in years past, and Sarah for my first appointment years ago. They all made me feel welcome, comfortable and confident that I was in good hands.

After years of working with an agent at Paramount Tax (and a horrific experience), I came back to the main offices for a last hurrah before looking elsewhere. Paramount as a whole had been good to me and my business, but that last experience with Christy was terrible. My wife and I (and partner on the phone) were treated so night-and-day different than last year it blew our minds. Jensen was our accountant this year, and just was one of the nicest and friendliest people we've ever worked with. Jensen wa

Jensen was phenomenal! Her knowledge in taxes exceptional. Readily answered all questions, listened intently, guided me through the complex tax issues I am facing. Treated me with understanding and respect. I went into her office carrying a huge emotional burden and ignorance on how to navigate my tax complexities. She walked me through the plan to resolve everything, never made me feel like I was as ignorant as I truly was, and I know she is the blessing I need in my life to mitigate my tax journey. THANK

Dave has done our taxes for years as well as my mom?s! He is very knowledgeable and professional and is always willing to help or answer questions! He finds ways to save money and I appreciate that!

I highly recommend this place! I was looking for a CPA after a bad experience with another and Paramount came highly recommended by a good friend so I made an appointment and met with James. He was the best! He was very thorough in explaining many things and made the ?not so fun? experience of taxes a great one. He is also hilarious and we had a great time!! The receptionist, also equally great. I felt comfortable and also not just like another client. We will be back!! Thanks Paramount.

My Husband and I just went and filed our taxes. I would highly recommend. Sarah and Sydney were so kind and knowledgeable. It was nice to have someone who actually cared and took the time to help. I loved how thorough they were. Thank you so much Paramount! We will be back next year and recommending to friends and family!

Paramount has been great to work with! They've been a ton of help as I transitioned into my own business. They're super responsive and more than happy to sit down and answer all your questions throughout the year. I wouldn't even consider doing my own taxes. You pay for what you get, and with Paramount you will be taken care of!

I was a little nervous initially being this was my first time hiring an accountant for my taxes. In the past I've done it myself. But I decided to hire a CPA this year because I had many changes in my life that affect my tax situation (moving countries, changing jobs, buying a home). I worked with Sara (CPA) and Sidney (assistant) and they were both wonderful and very professional. When I arrived, Sara was running a few minutes late on her schedule, and Jon, the managing director, helped me get me started o

Braden and Gabe are amazing! They made a potentially stressful tax season much easier! They are incredibly knowledgeable and personable and friendly. I'll be coming back here every year!!!

We have used their services for two tax returns now. They are very cordial. This year we recommended our son to use them. Both our son and our return had significant errors in them. For our return the mistake was on a state tax credit for solar panels. We only knew of the error when we got a letter from the state saying - "You incorrectly reported the nonrefundable credit on Utah Schedule TC-40A, Part 4. You miscalculated the refund amount on line 43 of your return. We corrected the error and adjusted the r

Paramount has done my taxes for the last three years. They have been great. They find every deduction and benefit that they can to save me money. They go the extra mile, help with all the questions, and take all of the pressure of taxes away. Their charges are reasonable and fair. They are first rate!!

We were introduced to David Southwick recently and he was able to share a new perspective on structuring our tax preparation. He also presented a rare opportunity to extend our tax savings through a private investment which further yielded high tax savings. Dave is responsive and was able to save us thousands this past year. We look forward to working with Paramount again in the coming years and feel his advice and knowledge will more than cover any nominal fees for his services.

Isaak is the best tax preparer we have ever worked with. He is so friendly and engaging! He is knowledgeable and makes himself available with any questions. Truly the best of the best.

I totally fell behind this year and found myself in quite the crunch! Braden took great care of me and helped me with both my personal and business returns quickly.

I can Not say enough good things about Paramount tax specially to James Kim. My taxes have become very complicated recently and James was there for every step of the process to simplify it for me. I pushed James a few times and his support was beyond my expectations. He answered my questions plus providing help exactly when I needed. I appreciate James support and thank him for his knowledge and friendly assistance. I am very grateful to have him next to me. With Best Wishes...

Taxes and accounting are not usually something I look forward to, however working with Jon has been a different experience. His knowledge and expertise combined with his friendly personality has really taken the stress out of managing our finances and my husband and I both own businesses! We look forward to every meeting with Jon and highly recommend his services. Everyone at Paramount is friendly and educated, I have 100% confidence referring them to family, friends and anyone looking for great CPA servi

These guys are awesome. Can't say enough good. As a business owner I've used several different CPA firms. Paramount has been the best to work with. They take the time to understand my business. For the first time in YEARS I feel like I can actually trust my financials because Paramount has helped me get them all squared away. They even amended some of my past taxes and got me another $5000 back!

This is my second year working with Paramount Tax & Accounting and it has been a great experience. They really work to understand your situation first, then work towards a strategy that works for you and makes you feel confident that they are really looking to everything to provide you the best results. I was the typical "I can do it myself on Turbo Tax" person, but a friend I trusted recommended PT&A to me. I figured I'd give them a shot and see if my refund really would be more. I can tell you that yes,

Braden is great as usual and always takes good care of us!!!

I dread getting my taxes done, but seeing some good comments on google, I had them done by Paramount Tax this year. Such a better experience! Parker was well versed, helpful, explained many of the new laws in a way I could understand. Both he and Jeff made me totally comfortable with the process. You can be sure I will be calling them again next year.

Update*** I decided to return to Paramount again this year and it was a fantastic experience! We mixed up our appointment time and they were very accommodating and fit us in early. U worked with Maggie, who was an absolute delight! She was knowledgable and professional. She was patient and made sure we understood everything. The fee was very reasonable this time and was actually broken down and explained to me. I will be going back again next year. I have no complaints and only praise! *** Very friend

Malcolm was super awesome! Originally we had an appointment with someone else but Malcolm assisted us cause the other person was in his appointment late. He was super fast and helpful and went over everything. Thank you Malcolm!

Dave and Ron were great to work with. We had several challenges in 2020 that left us unsure how to file our taxes. They spent a lot of time with us making sure everything worked best for us. Also Dave managed to schedule us within a day of me calling for an in person appointment.

Paramount was very professional and helped me get the most optimal return on my taxes. Sidney was very helpful and answered any questions I had about what documents I needed to provide and with what I could and couldn't write off. They were also very quick and I had my return in my account before I knew it! I would definitely recommend!

Excellent job, helped out a lot. Fair price for the service.

I've been having Jon do my taxes for years. I highly recommend him! I've already referred people to him and will continue to do so. Excellent service, friendly people, always does an exceptional job on my taxes at a fair price. You won't regret getting your taxes done here!

I have been using this group for years. They are very quick, know what they are doing and I've never been disappointed. Things have always turned out much better than I was anticipating at tax time since using them. I'm a customer for life. Dave and his group are outstanding. I highly recommend giving them a try.

This was my first time going to a CPA for taxes, and I'm so glad I did! My girlfriend had hers done here and had a great experience, so I followed her lead. Sara, Sidney and Jon were all amazing and worked together so hard to get me the best deal they could. I am self-employed and have a lot of 1099 income from multiple sources and I work in several different states throughout the year, so my situation is a bit more complicated than average. They gave me sound advice and set me up with an LLC which saved me

For reference, my name is Zach Deckard and I had Brian Baity assisting me with my taxes. I must say that he was very friendly and pleasant to work with! I truly feel like I got my maximum return for the first time. So much so, that I'm going to go re-file my previous year's taxes to see what was inevitably missed. Thank you again, Brian and Paramount. I will recommend you to anyone and will be returning for the foreseeable future.

Best tax experience ever (that's saying a lot)! It's true that TurboTax seems convenient and free, and H&R block seems legit, but it's worth the small fee to come here (way cheaper than H&R block btw), and have an actual CPA look at your taxes and add $$ to your return. Plus, included in their service is 100% audit protection (you have to pay extra for that at H&R block). They know the tricks, sooooo knowledgeable, and we left with so much more than we imagined we could get. H&R block just goes off their so

Jon and team are the best, he's a Dave Ramsey?s ELP! Very friendly, superb knowledge of tax law, efficient and transparent process. I've sent many friends and family to Paramount. Been working with him for years and couldn't be happier. I highly recommend!

Very skilled CPA's. I've used Paramount for several years. They've worked with me on some complicated tax issues involving cryptocurrency sales, 401k withdrawals, and investment distributions. They were patient with me and communicated my options to help get my maximum refund. Definitely recommend.

I have used Paramount for 2 years now to complete tax returns. They have been thorough and shown their expertise in getting me every dime possible back on my return. I referred my sibling to Paramount to have their taxes done. I would highly recommend working with them.

I have used Paramount for years and they are excellent. I switched from a previous accountant because I found some inconsistencies, so I was much more careful when picking a new accountant. I can say after years of using them that I have no doubt in their skill. I even got one of those dreaded letters from IRS saying I owed 11,000 and I contacted them a little freaked out - they assured me everything was in order, guided me through the process of responding to the bill and the IRS agreed and withdrew the c

SO FREAKING AWESOME! I should have went and saw them a long time ago! They helped me prepare my LLC quick and easy and are even reviewing my taxes from the last 2 years to see if they can reduce my debt to the IRS. I would refer them to anyone and everyone! ?? .... So after reviewing my previous taxes they are going to file an amended return and save me AT LEAST $4,000 in taxes owed. I wish I knew about them 3 years ago! Seriously, helps me so much!!

This is the second consecutive year I've used Paramount, and they did not disappoint. Christy was very patient and helped me piece together all our earnings and expenses from the previous year to maximize our refund. Tax time can be stressful, and the team at Paramount does a wonderful job to create a calm and relaxed atmosphere. Definitely planning on returning again next year.

Paramount has done an exceptional job! I appreciate their attention to detail and willingness to go the extra mile.

I've been working with Dave and Paramount Tax for 4 years now. Great staff, quick and helpful during tax time, and responsive with tax questions and scenarios throughout the year. I send all my friends looking for tax help their way!

This is the first year I have opted to have someone else file my tax return, and I was not disappointed! Jon is very knowledgeable and friendly. He walked me through additional complexities of filing that I was unaware of. He was very patient and knew the right questions to ask me to understand my financial plans. He helped me get the proper refund amount all while not making me choose between a large refund and being honest and moral.

Very professional and great price! I went in thinking I was going to pay because I had started a new LLC, worked full time, divorce, sold 2 houses, and got scammed out of 180k on a ponzi scheme. They actually got me a significant amount of $ back! I would recommend Elsa, Issac and the whole paramount team all day. Great work!

This is the third year we have worked with Paramount Tax & Accounting and we will definitely be back next year. Scheduling an appointment is easy and timely, did not have to wait weeks. Malcolm and David were extremely knowledgeable, offered suggestions and made us feel comfortable.

Paramount is top notch! Always professional, great attention to detail, helpful, answers all my crazy questions, gives me great tax advice and just good people! I wouldn't go anywhere else.

Jon and his team have given us outstanding service and advice during the first couple years of our business' existence. They have guided us through some simple strategies I hadn't heard of anywhere else. They have saved us thousands of dollars. I want them always to be my tax+ advisors.

Due to the fact that I have moved all over the country for the majority of my life due to military obligations, first that of my father then my own enlistment, I have used the services on many tax professionals. Paramount Tax and Accounting is far and above any other income tax preparation provider I have encountered. They are fast, efficient, talented and priced well within the market. They are my go to people for all things tax related and I always refer them to anyone I know. Thank you all for a great ex

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations