*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.*
445 NY-304
Bardonia, New York 10954
We have been working with PayServ for about 5 years now and could not be happier. As a small law firm, we love the personal attention, the great staff, the easy to use website...and all the time we save by working with them as opposed to the mega sized payroll companies that do not care about small businesses. Highly recommended
We have used PayServ for our payroll needs for years and would absolutely recommend them. There are so many things to focus on in the day to day with our business, it is so important to know that there is a company that is on top of the payroll. Max is our representative and is an absolute pleasure to work with. I call him at least twice a month with some type of ?emergency? and his calm demeanor and willingness to help with whatever we have going on with ease is amazing. It is a relief to know that we have
I have been dealing with PayServ for many years. I now have the pleasure of working with Max for all my payroll needs. He is kind, even tempered, and a joy to work with. He stays cool under pressure and is very accommodating to my company's needs.
Prior to moving our payroll services to PayServ in mid-2023 we were with Paychex for approximately two years after they acquired the local payroll service we had been using for 14 years. Our rocky tenure with Paychex (too massive an operation to provide the level of service we were accustomed to) ended when they discontinued a specialty service that is essential to the agricultural side of our business. PayServ to the rescue! Not only does PayServ provide said specialty service, their general customer servi
Payserv has been an excellent resource for our organization. The accessibility of the Payserv Team service, their rapid responses to our questions & requests, the personalized service they provide are all benefits that allow our business to focus on our clients while having a true Payroll Processing & HR administrator partner in our corner. We appreciate the Payserv team & highly recommend their services. Jesse DeCicco President, Majestic Enterprises Kitchens & Baths, Inc.
Jenn at PayServ is the best. She makes processing my payroll a breeze every week and I never have to stress over tax forms or filings. This service is a great value!
Payserv (and Jennifer) do a great job for our business. Helped us transition smoothly to a payroll service after doing our own payroll manually for years! Pleasure to deal with! Very responsive!
I have been using PayServ for my payroll for around 6 years now. My account representative Jen doesnt have the word "no" in her vocabulary. No issue or request big or small is ever met with anything other than "you got it". I would never consider using another payroll company for my business.
Mrs. Jennifer Delgreco has always been extremely dependable along with helpful on any questions that we might have. Excellent customer service skills and most importantly listens to what my company's needs are! Would definitely would recommend her!
We have been using Payserv now for 3 years. We are very pleased with the services they offer. They are professional, courteous, efficient and very accommodating. Lisa, our representative, is always willing to stop by to either pick up or drop off documents, which is a big time saver for us. And she always responds very quickly to emails or phone calls. The information they prepare for us is very detailed and extremely helpful. We would highly recommend them to anyone looking for a payroll service.
After having two audits on payroll from the State of NY and both times found out I overpaid, I decided to find a payroll service. I selected PayServ and they have been fantastic. Tech support and personal service is the best and I can relax and focus on business because payroll is not a concern. Thank you Lisa Falone and the great people at PayServ
This is by far the best payroll company I have used in my years of doing payroll. I can honestly say they are better than every other one I?ve tried. They are extremely accommodating in every way, they are very nice to work with, and their customer service is the best. if you are looking for accuracy and everything to be consistent this is your place.
PayServ is one of the most professional, most accessible vendors I have ever worked with. They are truly a pleasure to deal with and have changed the way my company functions. I highly recommend them!
The payroll process is both intuitive and easy to use. But what I really appreciate is the patience of the support technicians when I have questions. That has been a great help!
We've been using PayServ Payroll for over a year. They by far, exceed other payroll companies we've used in the past. All of their staff is very responsive and very knowledgeable. Highly recommend them!!
Unparalleled client service. A smaller firm with all the resources of a much larger one. Lisa Falone goes above and beyond to make sure everything get done properly the first time. The entire staff is always willing to help with any issue I have presented to them. I have been a client for quite a few years and plan to remain so for a very long time.
My company has been using Pay Serv Payroll for the past year and their service goes above and beyond. It is so great to have a payroll company that actually cares about their clients.
Max is amazing , any time i reach out to him with question he always responds back in a quick manner has always help me find solutions to any issues i have had.
My office made the switch from the "bigger" group and I couldn't be happier. My questions are always answered quickly and they are always courteous. I would highly recommend to any small business.
Thoroughly satisfied with using Payserv for the past 7-8 years. Much better and more personable then the bigger companies in the industry.
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.