*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.*
1860 SW Fountainview Blvd Ste 67
Port St. Lucie, Florida 34986
Brian Peterson is simply the best CPA we?ve ever worked with. He filed our business tax return with exceptional precision and professionalism. Always available, kind, and helpful, Brian makes the process stress-free. Highly recommend!
Brian is very patient and explains what looks super complex to a novice in a clear, concise manner. He makes what appears difficult seem manageable. He isn't high pressure and doesn't push services you don't need.
Could not be happier with Brian and the team. They handled both my personal and business taxes to perfection. Our business taxes were beyond complicated and we had not been able to get any straight answers out of the accounting firms we had called. Then a friend recommended Brian and my partner and I jumped on a call with him. After that conversation I knew we found our guy. Fast forward a few months and everything is filed and squared away. Highly recommend to all
Brian Peterson of Peterson Accounting helped our small business prepare and file our tax return, and we were blown away with his knowledge, expertise, and level of service. Brian took the time to explain every detail of the process and made sure he answered all of our questions. Once he had the information, Brian and his team worked quickly to get all of our paperwork returned to us in a secure fashion. He then personally followed up to make sure we did not have any questions. We feel very confident that yo
Brian Peterson, Peterson Accounting CPA is wonderful to work with. When moving from New York to Florida, while working remotely, I had a ton of questions about taxes and Brian answered them all. If you are looking for a team that is knowledgeable, patient and responsive - call Brian Peterson and Peterson Accounting.
Because of an issue with our IRA?s, my husband and I decided to use a CPA for the first time to assist with our taxes. We knew the issue was over our heads and wanted to be sure it was resolved correctly, so we turned to Peterson Accounting. Brian was patient with all of our questions and quick to respond. He guided us through the entire tax process and even looked at the previous few years of filings to make sure they were okay. He explained everything in detail to make sure we understood what was happeni
I?ve worked with Brian for several years and highly recommend him! He?s patient, responsive, trustworthy, and was super helpful in helping us figure out our best tax strategy during tax season and throughout the year. Brian is very knowledgeable and was able to confidently answer all of our million questions. I would not hesitate to recommend him to friends or family!
Brian is my personal and business CPA. He is there from start to finish with the how, when and why. He is professional, extremely knowledgeable, educational, and able to explain complex things in a kind and efficient manner. He is great at educating small business owners on their ideal tax filing status, how to upkeep your quickbooks (or similar), and how to deal with the IRS. We?ve been using Brian for 3 years and I?m grateful for him. I would recommend Brian to anyone in search of a CPA.
Recently, I?ve had the pleasure of working with Peterson Accounting CPA, and specifically with Brian Peterson. In total, Brian was able to assist with completing 2 personal tax returns, 2 business tax returns, and an estate/trust tax return. Communication is top notch with Brian, my experience with him is a complete 180 from what I have been used to enduring with my prior CPA selections. If you are looking for a professional CPA office that won?t treat you like a number, reach out to Peterson CPA!
Brian was very efficient with helping me file my taxes. This is my first year owning a home and with all the financial stress it brings, I wanted to not worry that my taxes were being done correctly. He was there to answer all my questions and my taxes were filled by the end of the week. I appreciate all his help and look forward to working with him again
Brian's done my taxes for the past several years. He's always been very patient and thorough with questions, and my returns have always been quickly and professionally prepared. He's caught errors that I've made and proactively asked for missing documentation, so I'm pretty sure that he's saved me more money than I've paid him.
We recently started a small business and truly had no clue how to properly manage our books. After searching for a CPA on Google, we came across Peterson Accounting. The 5-star rating meant a lot, but I was still a little nervous about it. After Brian Peterson helped us with our 2019 returns (mess), I can easily say that the firm is worth every penny. Extremely professional, efficient, knowledgeable and patient with us and our mess. I?d highly recommend them to anyone!
If they would allow me to add another star, I would. Brian is a great CPA and has been helping me with both my business and personal tax returns. He?s very professional, knowledgeable, empathetic and goes the extra mile. I highly recommend if you need someone for your small/large business or personal tax returns!
Peterson is an honest and good person. I give him a call for some advice. He gladly told me what I needed to hear for free! I never experienced this before with an accountant. I will be returning in 2023 for taxes
This was the first year my husband and I filed taxes with an accountant. Brian was efficient, responsive, and extremely helpful! He answered all of our tax questions, and gave us recommendations for the upcoming year. Would definitely recommend!
I worked with Brian for my 2019 taxes. He was professional, very timely in his responses and has a great level of attention to detail. I highly recommend working with Peterson Accounting.
Mr. Brian Peterson has done my taxes for a number of years. He does an excellent job. Always accessible. His turnaround time is incredibly quick.
Easy and Efficient. This is the first time I went outside of using Turbo Tax and filing on my own tax return. I couldn't be happier. I sent my tax documents to Peterson Accounting and they had my tax return done quicker than I could have hoped for. Any questions I had were answered, and I was carefully guided through any assistance I needed. I am definitely using them next tax season, and hope to use them in the future for other financial services.
Brian has been doing my taxes the last few years.... he is very efficient, knows what questions to ask, and communicates well. I recommend without hesitation!
Brian is great. Very professional and accommodating. Completed our taxes on time even though we gave him our documents at the last minute. Thanks Brian! Highly recommended.
Brian is the best at what he does! I'm so glad I found him. He is helpful, patient, knowledgeable, and an overall good person. I wouldn't trust anyone else with my accounting needs.
Been working with these CPAs for nearly a decade. Always fast, polite and insanely knowledgeable. The Petersons are simply the best. They got me a fat return this year, so I'll be sure to keep working with them for years to come.
I would highly recommend Peterson Accounting firm. I do not live in the area and was very fortunate to have found them. They prepared my mothers return that was time sensitive and were very professional and affordable. Thank you, especially to Brian Peterson.
I use Rick and his sons for the last 9 years. Excellent service, reliable, always easy to get in touch and solve quick and twisted situations, letters and questions, by far the best I've worked with
I had a great experience at Peterson Accounting. Brian was very knowledgeable and helpful with all my accounting and tax needs. I am so glad I found this place!
I am so glad I found Peterson accounting. Brian?s tax advice was very helpful and he took his time explaining everything to me. I wouldn?t refer anyone else but Peterson Accounting!
A great team who provides Excellent customer service! They really take the pressure off of you during a stressful time and are very responsive. Highly recommend!
Highly recommend them!! Excellent customer service and professionalism where you are treated as a person and not as a number!! Grateful for you guys! Thank you!
I'd give more than 5 stars if I could. Great experience, Rick and his sons are great people.
Brian has been doing my taxes for years now and has always been nothing short of professional.
Thanks, Brian and Rick! Knowledgeable, fast and reliable. Plus, they were not annoyed with the 800 questions I asked!
So far a very pleasant experience they seem very knowledgeable and eager to take care of me we shall continue for the years to come
Rick is the best ! Fast and diligent ... And really listens to what you want ..
Brian did a great job!
Amazing, thank you for your diligent work.
Very friendly and fast!
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.