*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.*
5217 W 73rd St
Edina, Minnesota 55439
Priya and her team are incredibly fast, efficient, and knowledgeable. Priya knows exactly what she?s doing and makes even the most complex financial tasks feel manageable. On top of that she is also friendly, approachable, and always willing to take the time to answer questions thoroughly. Working with her has brought clarity and peace of mind to my business finances. I couldn?t recommend her more highly!
I have had the pleasure of working with Priya and her team for over 10 years. They have been instrumental in setting up my LLC, managing payroll services, handling accounting needs, and providing guidance on both personal and foreign taxes. Above all, I truly value their professionalism, expertise, and dedication. I highly recommend Priya and her team!
Priya and her team have been an absolute pleasure to work with. I always knew we were in good hands and was never met with any surprises. Priya was great at explaining all the details and answering any questions we had in a timely manner. I would highly recommend her and feel confident everything will get done by the book! Thanks Priya
We consulted Priya for some unique issues related to income and international tax reporting. She is well-versed, highly responsive and provides clear, no-nonsense guidance. Priya is a pleasure to work with as a client.
I highly recommend working with Priya and her team. They are professional and offer amazing CPA support at a very reasonable price. I have enjoyed working with Priya and her team for almost five years. Priya and her team have helped me with accounting, bookkeeping, and tax preparation/filing for non-profit (501(c)3) and for-profit (C-Corp, LLC) corporations.
Our company has been working with Priya for 4+ years. Her team has helped with a variety of tasks including accounts payable and account reconciliations. Priya and her team are professional and friendly! They are very responsive always getting back to me quickly. It?s been a great partnership!
Priya K Srinivasan CPA has worked with my company for the last 5 years. Priya and her firm were able to grasp our unique tax situation from the start. She has been forward thinking to keep us up to date on tax changes. This has allowed our business to plan and take advantage of the ever-changing tax laws. I would recommend Priya if you're looking for personalized service and solid tax advice to help your business grow.
I have been working with Priya and her team on both personal accounting and my business bookkeeping. They are attentive to my questions and needs, thoughtful with their solutions, and precise in their craft. After many years of filtering through bookkeepers and CPAs, I have finally found a true professional. I would recommend her to any small business owner!
Our company has had the privledge of working with Priya and her team for several years. Not only are their professional skills top notch, but the quality of service and care is unparalleled. Priya does a beautiful job keeping us informed to tax law changes current and future, as well. We truly value our relationshpi with Priya and her team.
We tried out multiple accountant relationships for finding Priya and her team, and we couldn't be happier. They are top-notch in terms of keeping our accounts clean and up to date. They're all easy to communicate with and pleasant to interact with. And we particularly appreciate that Priya is great at explaining and educating us about tax liabilities and strategies. She has a natural instinct for proactively adding value and insights to a small business.
Priya and her team are professionals with a Minnesota Nice approach to their work. They are super responsive, keeps you appraised, and provide useful and timely advise to make book keeping and tax filing a breeze. They are flexible and accommodate your needs so you can focus on running your business. We have worked with Priya in both Not for Profit and for profit domain and would strongly recommend their services.
I had the privilege of working with Priya for several years. Priya and her staff deserve 10 stars! They are professional and give exceptional customer service. Priya, herself, would call whenever I had questions and always kept me abreast of changes in tax law. Thank you, Priya, for taking impeccable care of my business needs!
I have been working with Priya and team for 6 years from the inception of my LLC, through the pandemic and into the post pandemic world. In addition to accounting and payroll services she has guided me through establishing my LLC in a 2nd state, minimizing my tax liabilities and through her professional network directed me to a pension administration company to help me expand my saving options. I could not have navigated these spaces myself and highly recommend Priya.
As an organization of Small & Medium enterprise category, We always look for advice and guidance in doing the right thingwhen it comes to Financial, Accounting and Tax matters. Priya K Srinivasan CPA LLC has been of a great support in guiding and educating us in all these matters and we trust them completely for their services. They supported us during different phases of our organization's evolution - When we were small and new 5 years back - setting up the accounting system, recommendation of right so
Priya has been doing our taxes for the last 7 years and has been wonderful to work with. She is very organized and meticulous. Over the years, she has made various recommendations on things I could do to optimize my taxes, most of which I was able to implement. She has dug into all the various complexities in my personal tax situation and helped take care of all of this. I would strongly recommend her to anyone!
Priya and her team have been a wonderful help to me and my small business. Their attention to detail really helped me feel safe and secure in my financial decisions for my business. I would highly recommend working with them in the future.
Priya is very professional and efficient at what she does! I couldn't run my business effectively without her. I recommend this company.-Angela Satre Insurance Agency LLC
Working with Priya and her team is truly wonderful. As small business owners, we are very grateful for their partnership. I highly recommend this team.
Priya has done a fantastic job for my company for years. Highly recommend.
We're so grateful to the work and support of Priya and her team!
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.