*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.*
1455 E Southport Rd Suite A1
Indianapolis, Indiana 46227
I had a wonderful experience with them. It's the first time I used their service and I loved the way they managed my business return and personal return. Very professional in conduct and very accommodating with your work schedule. Felt personally attended too unlike other online tax filing giants that I had been using so far. Gave me excellent advice on how to keep track of my business and personal expenses, gains, losses, etc to get optimum tax return avoiding any conflicts. Will be using them here on and
I have used Ravi Pattar to file my personal taxes for many years. I am very pleased with the service, and his flexibility in scheduling appointments with me on Saturdays. We meet for an hour, he collects all my papers and takes care of the rest. All the staff there are very friendly and professional and it is a pleasure doing business with them.
This is an amazing group. They have had our accounts since we open in 2017 and we could not have picked a group easier to work with. Rishi, Cala, Joe, Vidya and Ravi are the best. I would highly recommend this place for all of your accouting needs.
Although there are many great reviews, I'm going to say I would rather find another CPA. If you can't answer one tax related question over the phone, simply because I'm not a client, how can I trust what I read? Since physically seeing is believing, which isn't the same as seeing written words over the internet. First impressions are everything, and from somebody who knows, CPA industry is either feast or famine. There are too many out there that will keep you in the black or face Federal charges for fraudu
Everyone at Pattar & Co CPA are great. They have great knowledge of running a business. Besides their knowledge on accounting they are very friendly they always treat me like family!! Highly recommend them.
Kyle was great this morning at fixing a couple issues in our payroll. Great quick/patient team they?ve got here, sorry I made you wait an hour before you could take your lunch!
Fantastic Service, Ravi & Khyati Is very responsive, knowledgeable, Good connection & great Accountant & as well as Person. HIGHLY RECOMMENDED!!!
Always professional, courteous, knowledgeable and prompt! Thank you for all of your help. A pleasure to work with! I highly recommend Pattar & Co. CPA! Will be my accountant for many more years to come thank you!
I was referred Pattar & Co by a few people after moving to Indianapolis and starting my small businesses. Very happy with services thus far.
Very fast in helping to get my business incorporated and acquiring all the licenses. Great service
Mr Ravi Pattar is excellent he spent lot of time with us to during busy tax season and saved many tax $$$
I love Viidiya my CPA. She is very receptive and very informative ????
Best people for your tax business
Best cpa firm in Indianapolis.
Just one word Excellent..
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.