*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.*
136 S Ridgewood Dr
Sebring, Florida 33870
I recently had the pleasure of working with Pella CPA and I cannot speak highly enough of the experience. My taxes have always been fairly simple but, as business grew and things got a bit more complicated, I found myself outside of my comfort zone. From start to finish, their team displayed a level of professionalism and expertise that far exceeded my expectations. More importantly, the team at Pella CPA showed genuine care for our financial well-being. They took the time to thoroughly understand my financ
When it was time to do my taxes I did not know where to even start, I came to Pella & Associates to see if they could lend a hand to get me started on the right track. I went in to the office and was blown away by their services! The representative not only got me started but explained everything I needed step by step, was very professional & patient with me when I had so many questions. Not only was the experience great, the services were affordable & I felt comfortable knowing it was being done right. I w
There's no better place to go than Pella & Associates for a CPA!! They are absolutely great and very prompt and timely. You MUST have Pella & Associates! I've done my taxes with them for years now, I've have had no complaints at all and will continue to go with Pella & Associates and so should you!!
We have used Pella and Associates for the past couple of years to do our taxes and will never go anywhere else. They are easy to work with, fast, accurate, and always available to answer any questions we might have. I would recommend them to anyone looking for a CPA. They truly are amazing !
Pella & Associates is the best place to go to for your tax purposes. I have gone to them for years and will continue for years to come. I am always completely satisfied with their professionalism, knowledge and prompt turn around.
THE BEST! I had a unique tax situation that I thought I could handle doing on my own. I was very wrong. Then I realized I didn't go to school for this and tax laws are always changing so I should leave it up to professionals. A friend recommended Pella & Assosiates so I went with them. Best decision ever, saved me a lot of money and headaches. Thank you Pella & Associates!
If you need assistance with any accounting issues, Pella and Associates is the firm for you! They are a very nice Group of people whom deal with personal and business accounting. I am very happy with their service and I will be back there to have my next tax return prepared!
I?ve always used turbo tax, but this year I decided to turn to a professional for help. I?m glad I did! I met with Dylan explained my situation and he took care of everything. He called me when my return was complete. I went in signed, paid and I was done. I will definitely be using him again for in the future.
I have always been a simple tax return kind of person. Nothing but w-2?s to file. Then my mom passed away and I suddenly found myself lost in the world and taxes were the LAST thing on my mind. And I had new things to consider that I never had to consider before... inheritance type things. The folks here helped me through it all and were patient with me when I had no idea what they were talking about. Will definitely continue to use them and will highly recommend them.
We have used Pella and Assoc for yrs and this yr sent our son to get help with his taxes that didn?t look good! They did a wonderful job of helping him save a lot of money that he can now use to help raise his 3 sons?? Thank you Dillon and all the crew at Pella?s for their hard work??
First we would like to say thank you for your services. Mrs.Patricia was absolutely pleasant to work with. Highly recommend for all your business and personal tax needs! Justin Sattler Sattler Screening LLC
Absolutely great! It was my first time having to file my taxes on my own and they couldn't have made it easier for me and less scary. They answered any and all my questions so I understood it all .
Best place to go for maintaining my ledgers & tax preparation, I would never go anywhere else besides Pella & associates. They are conveniently right off the Sebring downtown circle.
Been taking care of all my tax needs when I owned a business and when I have worked for other corporations. Always polite, knowledgeable, and professional. Highly recommended.
Have been getting my taxes done by them for years and will continue. Always quick and very knowledgeable! Best place to go!
New to me but very informative. They gave me excellent advice.
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.