*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.*
2907 Merle Hay Rd
Des Moines, Iowa 50310
I have loved working with Drake and Zach and their team for my business planning, bookkeeping and tax prep. They have such innovative ways of making these things seamless and streamlined! Drake has great business coaching too! SO much fun! Addie in the office has been a great communicator- and Michelle, my bookkeeper keeps me organized in QB, which is new to me! THANK YOU all!
Drake and the team at Performance Financial are an invaluable partner for our small businesses! In addition to preparing timely, accurate tax returns for our multiple small businesses and personal needs, Drake and the team offer tax planning strategies throughout the year and monthly bookkeeping services. We have always experienced excellent customer service and receive excellent value for the cost of services. I wholeheartedly recommend Performance Financial to any small business owner!
I wish we were one of the glowing reviews here but we had a rough experience with Performance and Drake. He is very nice in person, very knowledgeable but outside of the 2 office meetings face to face there was zero help. We had moved from another bad CPA (who we had used for 10 years but we left due to service fading). Drake did not return calls and emails. And our taxes that we submitted to Performance in March got done in August. For a couple different reasons. I reached out to Zach out of another off
I've been working with my Performance Financial CPA, Tax & Accounting for a few years now, and I genuinely cannot say enough positive things about Drake and his team. He is fantastic! His expertise and professionalism give me complete peace of mind, knowing my finances are in capable hands. It's such a relief to have someone so trustworthy managing my taxes and financial matters. This has been one of the best experiences I've ever had with a tax professional. Highly recommend!
Drake & the Performance Financial team helped us build a tax planning framework. They came along side us, learned our goals and help craft a strategy, highly recommended
The team at PF has been responsive, communicative, helpful w/ a more timely tax filing than any CPA I have worked w/ in the past. Their systems and processes are impressive to a business owner who focuses on the same things.
Process was smooth and easy, the reminders and checklist were helpful. Drake explained everything very well as this was my first time filing business taxes!
Drake and team are the accountants you want in your corner! We transitioned from another accounting firm to Performance Financial in January and are so happy with our decision. From the initial intake meeting through tax return preparation, we are getting the information and services we need, at great value for the cost. With Drake and team's support this year through planning and bookkeeping, we are looking at another successful year for our small business.
Performance Financial is very professional and is always willing to help answer your questions. Drake has been amazing to work with. I had to work through some bad apples before I started working with him and it is a night and day difference. Count your blessings if you decide to work with this team because you won't need to find help in this sector after that. While running my own chiropractic business it gets difficult to stay organized and performance financial helps a ton. Now I can just focus on being
Thanks to Trisha and the entire team they are very helpful and knowledgeable and easy to work with, I highly recommend them!
I have been working with Performance Financial for my business finances and I couldn't be happier with their work. They are truly the best in the business! Their attention to detail, commitment to accuracy, and in-depth understanding of my business make me feel confident that my finances are in good hands. But what I appreciate most is the peace of mind they give me as a business owner. With their expertise, I was able to focus on what I do best while knowing that the books were always up to date and accur
Drake and his team were extremely knowledgeable, helpful, and timely in helping me with my taxes for my small business. All of my questions were answered thoroughly and gave me the peace of mind I needed as a business owner. Highly recommend!
My taxes got rejected & Drake never let me know. The only reason I found out was because I called the IRS about a different issue I was having. That?s when I found out my taxes were never filed. I?m now faced with over $40,000 in penalties and late fees for my 2022 taxes. When I reached out to Drake he initially responded, but has since ghosted me. I?m now paying new accountants for his costly mistake. The true lack of professionalism of not responding to a client when you make a mistake just proved t
I?ve been looking for a good accountant for a few years now. The Performance Financial team is awesome! They explained everything to me, answered all of my questions, and I can tell they genuinely care about what?s in my best interest. Safe to say I will continue to use them!
Drake was referred by a friend two years ago and he and his team have handled all of my tax preparation since. He and I had a long zoom call when I contacted him and he gave a wealth of information to help me improve my business and answered any and all questions along the way. Highly recommend Drake and his team at Performance Financial to any small business owners needing accounting or tax preparation services.
We were referred to Drake through a mutual friend and since we first made contact last August, he has helped my wife and I tremendously. Drake has been very proactive since day 1 and the communication has been top notch. When it came down to tax time, the process and Drake?s work was very efficient and thorough which helped us save a lot of money.
This was my first year using Performance Financial for my business taxes and they were phenomenal! Super easy process and they run you through everything about your return and also give recommendations for the future. Will definitely be using them again next year, thanks guys!
Performance Financial was wonderful in preparing my taxes. Not only did my taxes involve the passing of my husband, I sold a home in CA and purchased another one in Iowa. I am forever grateful for making it an easy process for me. Highly recommend.
So very grateful. Was stressed and worried about taxes for my first year as business owner. Very personal. First meeting through zoom with the owner Drake made me feel in good hands, and every part of the process from then on was user friendly and informative. Amazing to say, actually looking forward to taxes next year, and much more informed now on how to prepare throughout the year. Sincerely, Bryson B&B Power Clean, Lincoln City, Oregon
As a referral from a friend and getting to know Drake I was excited to work with Performance Financial. Quickly, I realized that the "personal" touch of working with Performance was not at all what I expected. Multiple weeks to respond to emails, if I was responded to at all. The promise of discussing my tax deductions and portfolio before submissions did not happen. I received a refund statement and a bill... No conversation at all. Everything was uploaded to quickbooks and that was it. I specifically aske
Just had my first experience with Performance Financial, Drake Vant Hul, CPA, and Addisyn Bahnsen, his administrative assistant, and it exceeded my expectations. I helped my extended family submit 3 tax returns for 2023. It was also my first experience of meeting on-line for the prep and submitting and receiving documents and questionnaires totally on-line. They made it efficient and a breeze. Truthfully, being in my 70's, I had my doubts that I'd adapt, but it was great. Plus my questions were answer
Drake and Randy are excellent to work with, they are always available for a phone call and very professional. They are quick to answer any question and provide guidance when needed. This my second year using them and will continue to do so in the future. I highly recommend them to anyone needing a quality CPA.
We recently launched our business and Drake has been super helpful in making sure we are set up for success! He explains things in an easy-to-understand way and always has our best interests in mind. We couldn't thank him enough!
Drake and the team at Performance Financial are top notch! Great communication and helps me year long with all of my tax needs. I highly recommend Performance Financial to anyone in need of a great CPA!
Performance Financial CPA is a great asset to add to your business! They have given great, and solid advice to me as a new business owner. Drake Vant Hul will not fail to lead you in the right direction!
Great experience working with the people at Performance Financial. They are professional, experienced, dedicated, and on time. They worked hard to make sure I saved money on my taxes and I will continue to work with these experts to complete my taxes for years to come.
Second year working with Drake and his team. Can?t say enough good things about them as an organization. Professional, diligent, transparent and helpful. Highly recommend.
Drake and team have been amazing at helping me get my personal and business accounting in order. I highly recommend their services!
Drake, Jenna, and the rest of the team here are fantastic. Excellent communication throughout the entire process, and it was by far the easiest tax filing process I?ve ever experienced through their portal. Highly recommend!
Drake and the team at Performance Financial have helped our business tremendously with tax planning, consulting, and taking our business to new heights. Highly recommend if you want to build wealth and have a great strategic partner in your corner.
Great Experience getting my 2021 taxes done. Fast service at a very reasonable price! $300 less than I spent last year and the guy last year took 3.5 months and had almost no communication with me. Was the complete opposite with Performance Financial. See you next year!
At Performance Financial they care about you and your business! Drake is great and does a great job not only doing the accounting but also informing and teaching a long the way! Highly recommend!
Great company! Helped us with some tax planning and evaluating if we where charging properly to be profitable with our pressure washing business. Highly recommend Drake.
Good experience with Performance Financial LLC as they did our taxes. Caring concern was given by the owner and staff to get the job done right. We will be back!
The owner of Performance Financial gives great tax insight. It?s a company that started during the COVID-19 pandemic not many can say that. The company definitely performs to empower others to be knowledgeable about tax. The business also create a great environment to make wise money decisions based their outstanding services. The business is on its way to success with Drake V. at its helm.
Knowledgeable. Fast. Awesome. Helps with my personal and business tax filings and assisted me with payroll setup for my small business. Highly recommend Drake and his team!
Drake handled all my questions and concerns in a timely manner! Im a small business owner, and time is not on my side. On top of that he personally talked me through it and made sure everything I didnt understand was explained in a way that was easily understood! They go above and beyond with everything they do and we will most definitely be using them in the future!
I have loved working with Performance Financial as a small business owner. They've made taxes so much easier and less stressful for me, and they're always communicative and helpful!
Drake and his team did an excellent job on our business and personal taxes. Highly recommend!
Drake and Zach are both very good at what they do and would recommend anyone looking to give them a shot.
Drake is outstanding to work with. He has great business insight, very knowledgeable and high moral standards.
Performance Financial was extremely thorough in helping me evaluate my tax situation and walk me through analyzing a potential business acquisition.
I got no help correcting a mistake. Couldn't contact company once they thought they had helped me. Thumbs down.
Drake and team are true professionals and they make tax season easy!
Drake and the team are knowledgeable, and great to work with!
Truly excellent and seamless experience with the whole team at Performance Financial. Highly recommended!
Drake is always available for questions and offers expert advice when we need it!
They did a great job finding the most deductions for my return. Thanks
I will only trust these folks to manage my taxes. Very thorough and professional.
Met with Drake and he was full of information and super helpful!
Highly recommended if you?re looking for professionals to do the job right!
Extremely competent. Automated requests for feedback afterward are not my favorite, but here I am.
10/10 Service, Best accounting company I have ever delt with! Thank y?all for everything!
Great Service and amazing tax consulting!
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.