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Perks Pusateri CPAs

Perks Pusateri CPAs

Reviews Summary

The overwhelming majority of reviews praise the firm for exceptional service, professionalism, and decades-long reliability in handling both business and personal taxes. Clients highlight timely responses, accuracy, and trustworthiness, with many recommending the firm strongly. A single negative review cites declining service quality post-leadership change, contrasting sharply with the otherwise perfect ratings. Long-term clients particularly value the consistent expertise and calm guidance provided.

About This Listing

Bookkeeping
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
QuickBooks

Contact Information

Address

137-B Commerce Park Dr

Westerville, Ohio 43082

Visit Website Call Now Get Directions

Hours

Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

We have used Perks Pusateri for completing our taxes for a few years. Their customer service is great! I would recommend them for being reliable, professional and informative on the topic of finances.

The Perks Pusateri firm has been our family?s ?go to ? accountants and doing our tax returns since the late 1990s. My wife and I started with Chuck when his office was in the house on S. State St, just north of Shock Rd.. When our children were grown they went there also. They have ALWAYS done an excellent job for us. They have answered any questions we had and dealt with any tax related issues for us. I suppose that we could have found someone with offices closer to us or who would have done taxes more

I have utilized the services of Perks Pusateri CPAs for over a decade. I highly recommend them. I use them for both my business and personnel taxes and I completely trust them. They are always responsive to any enquires that I might have in a very timely manner. It goes without saying that everyone in the office is extremely professional and I joy working with them.

I have never written a review, positive or negative, of a company on Google. Hopefully that point underscores the seriousness of my review. If zero stars was a possibility, it would have been chosen, which is a shame considering Chuck Pusateri was an accurate, knowledgeable, and professional CPA who prepared both my business and personal returns from 2004 until his retirement. HE deserved 5 stars. Mr. Perks and his people have taken the company so far downhill with their lack of knowledge, multiple mistake

I have been a client of Perks Pusateri & Co,. CPA's for 33 years. They are always accessable to answer questions I have. My returns are prepared within 7 to 10 days. The service they provide is excellent.

K-Mots Packaging, LLC and I have been using Perks Pusateri CPAs for over 3 decades and have been completely satisfied with their service and commitment to details and assisting us with not only our business, but my personal taxes. Thank you for your service and commitment to K-Mots Packaging, LLC and Ken Motsinger. Sincerely, Ken

I have been using this company for several years now. I use them both for my business and my personal taxes. They have been great to work with and are very responsive to our needs. They also take care of our payroll. I highly recommend them.

I?ve known Mr Perks for decades and appreciate the depth and breadth of his experience, as well as his attention to detail. His insight and calm demeanor calm my tax anxiety!

Smart, efficient, and customer friendly. We have used the firm for more than 15 years. First rate. Great service.

Perks Pusateri have done our taxes for years.They have been accurate and completed the work in a timely fashion.They are very professional.

Long time clients of Chuck Pusateri and family friends. We've received excellent service and advice from this business.

Very knowledgeable and easy to work with I'd recommend to anyone needed tax prep, no matter how easy or complex.

They've taken care of my business and myself personally for 15 to 20 years very easy to work with

Great dealings with them over past 10 years. Do a really good job

Professional office. Got the job done in a timely manner.

Always there to help.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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