*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.*
4345 Stockton Hill Rd
Kingman, Arizona 86409
Both my husband and myself appreciated how knowledgeable, helpful and insightful Scott Preston was when he counseled us on establishing a trust. I personally was impressed how organized Preston's process was. The 3 ring tabbed binder that we received helped us and will be very helpful to our beneficiaries. On top of that we both viewed Preston's fee as beyond reasonable and look at this fee as an investment. Our thanks to Scott and his team.
Scott Preston did an excellent job of preparing my Living Trust! The process was explained carefully to me by Scott and I am so pleased with the completed! trust documents! It was a joy working with him! I highly suggest you make an appointment with Scott. You won't be disappointed.
After the death of a family member we had been stressing ourselves sick for weeks over trying to figure out how to protect our loved one?s assets. We weren't getting answers from agencies involved. Friends referred us to Preston Investments and within the first 10 minutes of our free consultation we knew we had come to the right place. We were greeted by friendly staff. Our consultation was done by Shay Stiers who made a phone call to an agency that wouldn't get back to us and resolved the issue in a few sh
Thank you so much to Scott at Preston Investments for his generosity and support of our KHS girls basketball program. This community is lucky to have local businesses like Preston Investments giving back to our kids. Thank you! You're the best!!
Spoke to Jason regarding Medicare options. Fantastic time for something that is so difficult for the public to navigate. He has charts to explain everything you need to know. He spends a huge amount of time to make sure you understand your options. He has so much knowledge and helps you understand the choices in a fun way. Great personality and does his best to help. He is someone you can contact easily so you are not left on your own after the choices are made. He offers help by contacting providers. It's
On behalf of the Kingman High School Key Club, I would like to thank Preston Investments for their generous donation to our club. Key Club is an international organization that provides students with opportunities to serve their community, gain leadership skills and build character. Your donation will help us with supplies to assist children of our community. Preston Investments is a top rate company and a detrimental part of the Kingman Community Thank you Scott Preston
I'm a key club member at Kingman High School and I am beyond thankful to Preston Investments for their support. Because of their donation, I was able to attend the 2025 Key Club District Convention, an unforgettable experience that wouldn't have been possible without them. At a time when our club was struggling to gather enough resources, Preston Investments stepped in and made it happen. Their support didn't just help us financially?it gave me and my fellow members the chance to grow as leaders, connect wi
Preston Investments? blend of community engagement and exemplary business practices not only fosters financial growth for their clients but also contributes positively to the broader community. Their dedication to service and excellence to our community is greatly appreciated. Furthermore, Their commitment to our youth at the Kingman Academy, High School Football program is beyond amazing and deserves the highest recognition. Thank you !!!
Dear Preston Investments, On behalf of the Lee Williams Marching Band, we want to extend our deepest gratitude for your generous donation toward new uniforms. Your support means the world to us, and it will have a lasting impact on our band members. Thanks to your kindness, our student will not only look their best but also feel proud to represent our school. We are truly grateful for your contribution to their success and growth. With heartfelt thanks, Lee Williams Marching Band
An absolutely amazing individual who cares for our comminity deeply and helping our youth!! Thank you so much to Preston Investments for your very generous donation to the Lee Williams High School Volunteer Marching Band. The donation is so amazing and will help them on their way to getting new uniforms. Thank you very much for your generosity and support for these young musicians!!
As a customer, Preston Investment?s Jason Miller made my husband?s transition to Medicare seamless and effortless. Rock solid experience for sure! As a mentor for Team 60 Robotics, I'd like to thank Mr. Preston for his generous donations to help offset our yearly operating expenses to compete with FIRST teams from around the world. His generosity helps afford these young adults the opportunity to showcase their learned skills at competition and transition into adulthood and whichever career path they so ch
My name is july, and I am from Kingman High School?s Culinary Arts program. Thank you so much for your generous donation. Your support plays a crucial role in helping us prepare for and participate in culinary competitions. With your help, we can further develop our skills and showcase the talent of our team. we are proud to represent not only our school but the entire state of Arizona. Your contribution helps so much and we are deeply grateful for your support!
Huge thank you to Preston Investments for Sponsoring KHS Spirit line! Through your generous donations, We will be able to afford new uniforms this year! We are so Thankful!
The Museum of the Great Wars would like to thank Preston investments for their awesome donation to our building project. It is an honor to have you guys with us on the journey from "pop up" museum to having a brick and mortar location!!
I'm writing this review because Preston Investments generously sponsored the KHS Spiritline l. It's awesome to see local businesses supporting our school and helping us achieve our goals. Thank you, Preston Investments, for your support and for investing in our community.
Preston Investments is my go-to for all my investment needs. I've been extremely happy throughout the years I've worked with them and have referred several friends who are just as satisfied. Not only is it a great business, but they also do so much for our community. Mr. Preston has generously donated to the KAOL football program, helping to keep our athletic programs running strong. Their commitment to both clients and the community is truly appreciated!
A big thank you to everyone at Preston Investments for your donation to the Kingman High School Key Club to use for our future community service projects! We are a student lead organization focused on service, leadership, and character building. We greatly appreciate it for being so understanding and helpful!
Thank you once again to Preston Investments! Mr. Scott Preston has helped the Kingman Academy Spiritline for multiple years with fundraising for our cheer camp! We all appreciate Preston Investments and we will be able to continue growing our skills because of your help!
Scott helped us set up our Family Trust. He spent time making sure all our questions were answered and that we understood those answers. We will be returning for more services. Nice office, great location & parking and friendly staff.
Scott has been a great person to work with in setting up investments and our trust. Not pushy or hard sell, but informative and personable in suggesting how best to proceed. I would recommend him to anyone looking for investment advice.
I would like to thank everyone at Preston investments so much for your donation to kingman highschool key club, as president of this club. Their donation will go towards community service and helping people the best we can! Thank you from the bottom of my heart. -Jacob risher
I am one of the advisors for Key Club at Kingman High School. Every year we send students who normally can't go to our district convention. This year it was out of state making it much more expensive to send 6 students. Thanks to Preston Investments we got the money we needed to send 6 kids to a wonderful leadership district convention. Thank you so much for helping our youth!
Thank to Preston Investments service for supporting KHS girls basketball program. Great companies look to support our youth and their pursuit of their dreams. Your support is appreciated. Thank you!!
Preston investments is extremely involved in our community! We're so thankful that they made a generous donation to the KHS Spirit Line! Thank you for going above and beyond for our community!!
Preston investments is a class act. They are knowledgeable, helpful, and very friendly. I have seen them give back to the kids in our community for many years. KA Football appreciates everything they have done for us. Thank you
On behalf of MSTEPP and Hobbies not Habits Kingman, thank you so much for your generous donation! The event was an amazing success! We had approximately 300 people in attendees, activity facilitators and volunteers! Thank you for your support!
Perhaps the best "Tax Experience" we have ever had. Our consultant, Maria, was knowledgeable, professional and friendly. The office was updated, comfortable and clean right down to the restrooms. And best of all, Maria saved us money!! We will be back not only for tax services but for other services that Preston Investment provides.
As a Lee Williams student, apart of the Pride of the Volunteers, I am so thrilled to know that such an exemplary business would be ao inclined to help our Marching Band program continue to thrive by donating money to help push us towards our goal for new marching band uniforms, which we have never seen our very own of! This is such exciting news and I am very thankful for the generosity of Preston Investments!
Preston Investments, On behalf of the Kingman High School Key Club, we extend our sincerest gratitude for your generous support. Your contribution has been instrumental in allowing us to help the homeless. We are deeply appreciative of your commitment to our club and the positive impact you've had on our ability to serve the Kingman community. Your investment in our students is an investment in the future, and we are truly thankful for your partnership.
Hello, my name is Aeryn from the Kingman High School culinary club. We are incredibly grateful for your generous donation! Your support means the world to us and will make a real difference in our club. Because of donors like you, we are able to compete in competition in which we represent not only ourselves but now you and the state of Arizona. Your kindness and generosity inspire us, and we truly appreciate your commitment to making a positive impact. Thank you again for your support, we couldn't do this
Thank you so much to Preston Investment?s for their continued support of local athletes in Kingman . The Turquoise Queens 18u is extremely grateful for their help supporting our team.
Thank you so much Preston investments for the donation we really needed it for our key club at kingman high school we are gonna be able to do so much more with the funds we really appreciate it.
I thank Preston Investments, and their team for donating to the khs band as it meant a lot to all of us. As a band student there myself this is some of the best news ive ever received and I'm extremely grateful for it. Thank you so much for the donation.
Preston investments is a huge supporter to our community!! They have helped our Kingman Academy Spiritline go to out of town camps to learn so much new material for our games. They are amazing! From Kingman Acadmey Spiritlime!!
Maria made my tax filing so easy and comfortable! And I got great competent retirement advice from Scott. Affordable services, fantastic customer service. I will be a client with them for many years to come.
Preston Investments is a pillar to our community and has been so supportive of Kingman High School Football. We are lucky to have them here.
This is an amazing business who have time after time proven their generosity to their community such as donating to the marching bands of Kingman, we all appreciate them for all that they do. Thank you Preston Investments for the support to Lee Williams High School!
Preston Investments is an amazing member of our Kingman community, especially when it comes to supporting our schools. As someone in the Lee Willams Band I'm extremely thankful they've decided to donate and help us get new uniforms for the coming marching season. Thank you!
Thank you Preston Investments for the support to the Kingman High-school Football team. On behalf of my son, Parker Patrykus, we appreciate all of your support to the school and the community
Preston Investments is tremendously involved in our community. They have agreed to sponsor KHS Spiritline which has made a huge impact on our younger generation. Thank you!
Thank you so much Preston Investments for your ongoing support of local sports in Kingman. Turquoise Queens 18u is especially grateful for your generosity and support!
KHS Cheer Mom ?? Thank you for supporting our beautiful student athletes on the KHS Spirit Line. We appreciate all of your support within the community and your generous contribution to our team.
Scott and his whole staff took extra time to explain all the details involved with setting up my Mothers trust which made all the difference. Most of the other offices we dealt with while setting this up rushed my elderly mother thru their process and took little to no time answering her questions. Preston Investments is a great place to do business. I tried to give them 6 stars but only 5 were available.
Thank you so much for supporting KHS Girls Basketball! The support for programs like this is so integral for girls to grow into successful women and leaders some day!
This wonderful individual from Preston Investments donated $20,000 to the KHS band program and I speak for every band student when I say that Preston Investments will be cherished in our hearts. Without that extremely generous donation, we wouldn't be getting new instruments and equipment to help these talented musicians grow into what they were meant to be. Amazing musicians and individuals. We wish Preston Investments a very successful future and are forever grateful for the gesture. From KHS concert and
A huge thank you to Preston investments for supporting the Turquoise queens 18u softball team. Always contributing to youth sports in Kingman.
We needed help on getting a Medicare Advantage Plan and Jason Miller set us up with one! We thought we would have to pay a fortune for his services, but we walked out owing nothing because he said the Ins company he set us up with pays him! Awesome! My wife and I got a $0.00 per month premium for our plans !!! If Anyone needs help navigating the Medicare Nightmare, he's knows his Stuff!!!
Thank you for your continued support of our fast pitch softball team, the Turquoise Queen 18U. We are very grateful.
Thank you so much for donating to Kingman High School Culinary Arts. Your generous donation will be used to help us Offset Cost to represent Arizona in competing at the ProStart National Invitational Culinary Competition. -Jeff Qualls, KHS Culinary Arts Instructor, Adviser.
Thank you for supporting the 18u Turquoise Queens travel softball team. Your donation is greatly appreciated.
Hands down, best in town. Thank you for your continued generosity for our youth. Your donation makes real differences for Kingman Academy Football. GO TIGERS!!
Hey, I'm from the Lee Williams marching band. Thank you so much for being so kind to us by sending us your donation. Have an amazing day, you are very appreciated!
Thank you so much for supporting KHS girls basketball. Your business is so important for our community. Thank you for what you do!
Cheer Mom here. Thank you so much for sponsoring the KHS spirit line! This will help the girls so much in the upcoming year.
Preston Investments is a wonderful member of our communuity. They donate to so many awesome causes within the Kingman area, especially our schools. We here at the Lee Williams High School Band are so appreciative of your support towards our fundraising goal to get new uniforms for the Pride of the Volunteers. With your help, our students will represent LWHS and Kingman with Pride in brand new uniforms specifically designed for us. Thank you again and Go Vols!!
Thank you so much for donating to Kingman High School Culinary Arts. Your generous donation will be used to help us compete at the ProStart National Culinary Competition and represent Arizona as a whole. -Brandan Iboy, President of KHS Culinary Arts.
People at Preston Investments have been a pillar of support for the community. Thank you for your generosity to Team 60 robotics and other youth groups across the City.
thank you for your continued support of our fast pitch softball team turquoise queens 18u so we can play the sport we love softball ?? Thanks!!!
Preston investments is a very good organization with many opportunities. This year, they have invested into my high school marching band so that we can March and have pride for volunteers!
Thank you Preston Investments for your continued support of the Turquoise Queens 18U fast pitch softball team! You are very appreciated!!!
Preston Investments was generous enough to give a large donation to the Kingman High School Band Program in Kingman, Arizona. We appreciate your support for our students as well as The Arts in public education! On top of that, all of the employees were so kind through the process. ?? They are here to support our community - go check them out! THANK YOU!
Thank you Preston Investments for the support of the local Kingman sports teams. I truly thank you for giving to the Turquoise Queens community!
Scott was extremely helpful in walking me through and explaining the Health Directive and estate planning documents. Would highly recommend working with him.
Your support for KHS girls basketball is such a gift to the community. Thank you for your generosity and giving back to the community!!
Thank you! Growing up I remember being so worried that our band program would be shut down because the school didn't want to fund us. You saved my child from having to go through that same set of worries! Thank you so much!
We are so appreciative of preston investments for donating to kingman high school spirit line to help us reach our goal for new uniforms!!
Preston Investments is always willing to help and donate to our community. Kingman Academy Football appreciates you all so much!
thank you so much for donating money to kingman hight school for are library! we really appreciate everything you have done for are school with every help an care you give.
Thank you Preston investments for the support of our team. We are extremely grateful for your support and all that you do!!
Thank you Preston Investments for all of your community support, you are awesome! From Mohave County Sheriff?s Office Public Outreach Program
Preston Investments not only exemplify professionalism to their customers, but to their community. KHS football is grateful to have such a devoted partner.
Very happy with Preston Investments. Scott helped us set up our Trust. Highly recommend!
I am part of the kingman high school girls basketball team i would like to thank you for your support and donation.
Preston Investments has made numerous generous donations to different groups in our community. LWHS band cannot thank them enough!
thank you for supporting KHS girls basketball. We appreciate the support you have provided our program.
I would love to personally think Scott Preston for donating $2000 to Kingman high school library. Your generosity is much appreciated
Thanks to their generous donation, we can keep our shop at Team 60 going! Thank you Preston Investments, keep the love going!
thank you for donating to kingman highschools culinary arts! we really do thank you so much for your donation!
Thank you for supporting KHS ladies basketball. Your support means so much, sincerely Thank you. GO LADY BULLDOGS!!!!
Thank you so much for the ways you help the community?especially KHS Girls Basketball!
Preston is always giving to the community, and I would like to thank him for supporting local programs!
thank you for supporting the KHS girls basketball team! definitely wouldn't be able to do it without your support ??
Thank you so much! I'm extremely grateful for your generous investment and supporting our program at Lee Williams High School!
Thank you so much for your continued support for the student members of Kingman FIRST Robotics Team 60. We really appreciate your support.
Thank you for supporting our KHS girls basketball team! We are lucky to have you guys
Thank you for supporting Kingman high school football we appreciate your donation to the team thank you
Scott is the best! We had a trust made up and the entire process went so smoothly. He is great to work with, very personable, and very knowledgeable about his business. The entire office was very welcoming and kind. I am so glad we went with Preston Investments. I'm also a assistant coach for the Kingman Academy Cheer team and Scott was very gracious with his donation. We are so infinitely grateful for their donation and supporting our cheer team to help up get to summer cheer camp! FIVE STARS ALL AROUND!
Thank you for your generous donation to the Kingman Academy Football team. We appreciate every bit of the donation.
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.