*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.*
45-10 Ct Square W
Long Island City, New York 11101
I've been working with Peter and his team for several years now, and I couldn?t be more grateful for their help. They?ve handled my taxes with care, patience, and professionalism every single time. Kim is incredibly knowledgeable and always makes sure things are clear, while Grace is prompt, organized, and so easy to work with. It?s been a huge relief knowing I can count on them year after year. Thank you!
I'm incredibly grateful to Peter, Kim, and Grace for their invaluable support with my taxes. The process was seamless, and they guided me every step of the way. The team is very professional and lovely!
Best experience I have ever had working with a CPA. Peter and his team (particularly Kim Hutchinson) are super stars--they were able to help me navigate and fully resolve a complex tax situation while ensuring the process was stress-free and at a fair price. Their service is highly professional, timely, and courteous, and I could not recommend their business more strongly for any tax and personal finance needs.
After my old accountant's retirement, I had to do some kicking around, and had poor results. Peter Burgos came to my attention, and when we met, I felt optimistic that I had returned to the land of professionals. The staff's handling of my paperwork was clear and questions were answered promptly and sensibly. Some months after tax season, I had a question that I thought might take a day or two to get answered. Kim asked ME if I could hang on just a bit -- to make things quick -- and she was able to figu
I?m extremely happy with the company?s service, from the beginning of the process until the very end everyone I spoke to was professional, knowledgeable and patient, which I appreciated. They took their time with me and explained each process. They were detailed and organized in their request and responses to me. Kim is the BEST! I felt safe talking to her. She is polite, positive and professional. I will be using their services again.
Peter's group happens to be an excellent resource for our tax preparation needs. We basically upload our documents to their site, they review, follow up and get all the detailed information by phone, email or if needed in person and complete the process in no time and without delay.
I have only the best to say about this business as I've always been nervous when it comes to filing my taxes. This year was no different. However, I received the best of expertise, knowledge, and above all patience from those that spoke to me from the beginning to the end of the process of completing my taxes. I thank Nicole who takes the calls and made sure I had all my paperwork, Kim who walked me through the questions I had, Mohammed and Grace who worked on my taxes. Of course there is Peter who gave me
Kim Hutchinson is an absolute delight to work with. She is professional, courteous, knowledgeable and always does what she says she is going to do. Work with Kim and you will not be disappointed.
Peter has been my cpa since the 90s. Over the years, having worked and lived internationally in a few countries and domestically in several states on top of investment incomes, I don?t know where I would be without his help. Peter and his staff are very reliable and trustworthy.
I found myself in a new tax situation and needed advice - I came here and all my questions were answered and I got really good, simple advice to follow in the future. Peter and Kim made me feel at ease and took care of everything.
They're ready to help you in anything you need, and explain how this whole complicated process of creating an LLC works. I say you get what you pay for and if you decide to do your business with Peter, you'll be receiving all the attention and help you could ever want. Highly recommended
Followed up by email and resolved most issues, but am still getting light audit letters from NYS.
I love Kim! What a gem! You got a question?. Kim is on it! She is the brains behind the operation!
Always efficient and results have been good. It?s also fairly priced and once you have an established situation, they will do it all remotely. Stress-free
Simply the Best people here, By the way Kim H. Has a Priceless Personality. Thanks so much guys!!!!
The Burgos office is personable, professional, and reliable. I highly recommend their services.
Great advice. Very helpful - took the time to explain and followup.
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.