*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.*
6406 Thornberry Ct #220A
Mason, Ohio 45040
Satish and his staff are very knowledgeable. They found a tax credit that my previous accountant did not even know about and saved me a good chunk of money. It is nice to finally find someone that takes care of his clients. Thanks again for the great service.
Satish has always been committed to excellence and is able to work well under pressure and against tight deadlines. He is so efficient, knowledgeable, quick and honest hard working CPA. It is my pleasure that I recommend Satish is a favorite CPA among new businesses in the community and he has a talent for determining the viability of a business idea and recommending adjustments to make the idea more feasible as an actual business. He is an expert at helping new companies formulate a plan and obtain the ne
Satish of Professional Accounting provides the absolute best relationship/partnership for my company. His services and expertise in accounting/taxation are exactly what any business owner could ever expect to have from an accounting firm. Knowing that Satish is my accountant, and has been for the past 9 years now, means to me that my company is taken care of on this part of the business, which is the most important part of my business. His accessibility via email/phone is exceptional and he's always there f
What can I say about Satish Gangam at Professional Accounting. He is a fantastic CPA, very personable and gives extremely nice advise when it comes to Personal and Professional taxes. I have been working with Satish for many years and he has been helping me with Personal taxes, a Company that I own for Properties and also for my Charity Organization. Satish has full breadth of experience in Personal and professional tax accounting. I highly recommend him for his Services.
Satish Gangam has been wonderful to work with. He pays strong attention to detail and helped to answer any questions I had. Very polite and friendly and easy to work with. I would not take my taxes to anyone else.
Satish is very much knowledgeable and hardworking person. He has all the answer for my business and personal accounting problems.. wonderful to work with. Always on time..
I recently had an opportunity to seek tax advice from Professional Accounting. I found the owner, Satish Gangam, and his assistant, to be knowledgeable, and thorough. I was impressed by their integrity and "personal" care of my accounting and tax issues. I highly recommend this firm.
Dear Satish - Thank you so much for your prompt services. I am very happy the way you processed my returns since several years and answering every query that I raised patiently. Your services are value for money and definitely I would recommend to my friends.
Satish and Jessica have been always phenomenal. They are so humble, kind and patient to work with.
Satish is a very honest and kind person, always willing to help and show patience to his clients.
I do business with him over 8 years really it?s the best service in USA ??????????????
really good welcoming,nice and efficient working.
Doesn?t take new client?s and completely rude
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.