*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.*
1301 Southwest Blvd
Jefferson City, Missouri 65109
We have been clients for 20 + years. Great people and easy to work with. Reminds you frequently, but not annoying. We mainly work with Monica, Sheila and Bert and think the world of all three. Thanks for such a great job !!! Kathy & Mark
When a non-profit organization that I'm involved with needed quick, expert service I immediately thought of Doerhoff and Associates. I worked with Melissa Castor on our issue and I couldn't have been more pleased. Her expertise and level of service were top notch, I'll certainly be using them again in the future. Matt R.
We are an accounting office in Los Angeles, and on the last day of extensions, we hit a major road block for a MO tax question we could not find the answer anywhere. The MO Dept of Revenue was not able to help us. We called several accounting offices in MO, and not a single one was able to help us either until we called Doerhoff & Associates, and our lifesaver, Ryan, concisely and accurately gave us information that solved our ENTIRE issue! We are ever so grateful to have spoken to Ryan and as an accounti
I had a unique situation come up with my taxes and Ryan was a huge help!! I usually do my own taxes but had made a mistake. So, I reached out to their office and he was able to get me in today and remedy my issue! I?m not a current client and he didn?t have to go above and beyond for me like he did, that?s for sure! Highly recommend if you?re looking for a CPA!
Doerhoff & Associates CPA are terrific. Always very helpful and friendly. They always have time to talk to you or help you with whatever you need. Bert has been especially helpful during this time of crisis. Give them a call. You won't regret it. The longer you use their services the more they will seem like family,.
I am taking the time to thank Ryan Brandt at Doerhoff & Associates CPA I called and asked if there was a CPA available that I could talk to prior to making an appointment. Ryan took the time to answer my questions. He was very knowledgeable and polite. Although I asked repetitive questions just so I could get a clear understanding, he patiently reanswered each question to my understanding. He also accepted my call back when I needed clarity on another question. I was so relieved after I talked with this ge
The assistance in navigating the CARES Act was top notch! Very thorough, detailed and timely information specific to our corporate needs was provided with the great client service we have enjoyed for the last 15 years doing business with Doerhoff & Associates! I highly recommend their expertise to anyone starting up, wanting to grow and working on an exit plan!
For almost twenty years I have known about Bert Doerhoff CPA?s and have used them personally to file my taxes for that many years. I also started a business in 2014 and have used them exclusively for accounting, bill pay, payroll and tax preparation. This is one of the most professional and helpful companies I have ever deal with. The employees take ownership in helping me run and manage my business. I could not recommend them more!!
I was having issues getting started with setting up my business and needed some guidance. Ryan took my call and gave me so much information and now has me headed in the right direction. I?ve been looking for a new accountant and I think I?ve found them! Thank you so much Ryan.
We have used Doerhoff & Associates for our accounting needs at Central MO Ear Nose Throat & Sinus for many years. They are always friendly, professional, and willing to answer any questions we have. They were extremely helpful when we needed assistance working our way through the CARES ACT.
Ryan answered my call yesterday. He was giving me loads of information, and beard with my countless questions. I'm selling my first house from out of state, so it has been a minefield of headache for me. Ryan turned my 10 hours of confuses research into a 10 minute phone conversation. I can't wait to have a reason to hire them in the future.
I have known and worked with Bert Doerhoff over 30 years. He is honest and seeks the beat for his clients. I can whole heartedly recommend him as an accountant.
The staff do a phenomenal job and helping keep the business going in the right direction. They have great suggestions to help make things easier and more efficient. The staff are quick to respond to e-mails or return calls. We really appreciate everything they do for us.
I have been having issues with my taxes and I had a couple of questions. Ryan was very helpful, knowledgeable and quick to answer my questions. I greatly appreciate all the help. Highly recommend!
Bert Doerhoff, CPA, Author, Lecturer, goes beyond working with and serving his clients. He continually exceeds expectations and provides insights and strategies leading to success in both managing a business and investments. He is a lifestyle "enricher" well worth knowing and doing business with.
I had a few questions regarding some taxes and the staff at Doerhoff & Associates were extremely helpful! Highly recommend.
Doerhoff & Associates staffs are very professional and friendly, very easy to work with. Concise and to the point answers. Excellent experience!
I've used them across two companies. They always do an excellent job and have saved us thousands of dollars in tax payments. I would highly recommend them.
I had a tax question and called for an answer. Ryan was very helpful and knowledgeable. I would recommend this tax office for any tax needs.
Absolutely great experience. They took my call immediately, got all my questions answered and were extremely nice and helpful.
Frank was extremely helpful and courteous
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.