*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.*
214 Rachel Lane
Breckenridge, Colorado 80424
I got really lucky finding Terry, and working with him has been fantastic. I cannot recommend his services highly enough. From the moment I called him, I was greeted with professionalism and warmth. My taxes were a mess, and he helped me navigate through some tough situations with ease. Terry is incredibly knowledgeable and made what is usually a stressful process smooth and hassle-free. Terry took the time to thoroughly explain everything, answered all my questions, and provided invaluable advice on optim
Terrence has done our taxes for several years - always on time, accurate, and effectively handles our relatively messy taxes. Strongly recommend!
I couldn't be happier with my experience so far - I saw Terry's ad in the paper and reached out to get caught up on back taxes. I've had multiple CPA's string me along over the years and it's been so refreshing to find someone that is 100% reliable. Terry was timely, efficient and professional in helping me get caught up and in compliance with the IRS.
I've been working with Terry for quite some time. Initially I had representation from a CPA who never actually did what he said he would, which ended up costing me thousands, and putting me in a precarious situation with the IRS. Terry knows the government terrain well, and understands how to navigate his clients to the safest place. He's well-versed in tax representation and always has his client's best interest in mind. I'd highly recommend him for all your tax issues. I'd also suggest taking him to get s
Terry was great to work with. He was diligent, timely and knowledgeable. This was the first time I used Power, but have used tax services for 30 years. I highly recommend Power.
Terry has been my accountant and friend for many years. My family and I ran into IRS problems, and ended up going to a gun fight with a butter knife!! I tried 2 other ?tax resolving agencies?, which ended up costing me thousands with no results. In fact the last one I used, in Denver, would call and leave a 30 second message, costing me $50 each time. He was not able to do an offer in compromise, but insisted that we could simply spend an additional $7,000 per month and pay it all off. We were just mak
Terry did a great job getting our taxes completed on time and helped me understand what we need to do in the future to reduce what we owe for the future. Great local resource!
I highly recommend him, he was a great help solving my issues with IRS, in less time that I was expecting, he have everything ready on time, he is very good explaining what is the best solution, he is honest and responsible.
I?m so glad I had Terry help me. He is very knowledgeable and professional. I highly recommend him. Call him you won?t regret it.
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.