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Professional Practice Consultants, Inc.

Professional Practice Consultants, Inc.

Reviews Summary

Most reviews are highly positive (5 stars), praising the firm's professionalism, expertise, and responsiveness, especially for dental practice needs. Clients appreciate long-term relationships and personalized service. A few negative reviews (1 star) cite poor communication, lack of attention, and tax planning issues, feeling overlooked or mismanaged. The overall sentiment leans strongly favorable, with recurring praise for specific services like accounting, consulting, and bookkeeping. Dissatisfied clients highlight inconsistent care and financial oversights.

About This Listing

Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Healthcare
Professional Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Healthcare
Professional Services

Contact Information

Address

760 Village Center Dr

Burr Ridge, Illinois 60527

Visit Website Call Now Get Directions

Customer Reviews

I have been working with Lori Stadler as my CPA and Katie as my bookkeeper for a few years now in my dental practice. It does not get any better than this team. They are professional, great communicators, and and excellent addition to any dental team. Katie always responds promptly to any questions I have and sends me detailed statements each month, keeping my business finances impeccably organized and documented. When I came to her my finances were a mess and she spent hours sorting everything out and te

Lori was a referral from a colleague of mine. She's the best. Rosemary is a sweetheart as well. Together they make an amazing team at PPC. Thank you both for your patience and excellent work!

I have been with Dan Welch for twenty years. I don't walk my dog without consulting with him. He has guided me through this enigma called the tax law. They have already invented the wheel for dentists, why would you go with someone else. Lori Stadler also takes care of some of my business issues and has been great. But the whole firm is great. Regina takes care of my bookkeeping and analysis and has always been very very responsive. The complaints are usually from those who aren't organized and expect other

I have been a client of PPC for over 10 years. I work with Jim Plescia in practice sales and Dan Welch for business accounting and practice and financial advice. Jim Plescia is absolutely the BEST dental practice broker in Illinois. Jim will go so far above and beyond to unselfishly help his clients. When I was at a very difficult time in my practice, Jim found the ideal associate for my practice and would not accept any payment for his work! Other brokers charge over $8000.00! He is more than a broker, he

Dan Welch, Sandy and Jean are amazing. They helped me navigate a transition into ownership in my dental practice, and also do the accounting and payroll for my office. I could not recommend a better place to work with for your professional dental consulting needs. Thank you PPC for all you have done for my transition and practice, highly recommended.

I would give them less than 1 star if I could. This firm has too many clients, they dont even have time to take care of each client properly. Last year they called me at the end of the year to tell me that I owed a thousands of dollars in tax because they failed to increase the amount of my quarterly tax schedule. The same thing happened in 2019 where they had failed to plan my tax payment accordingly. Stay away!

Pay attention to PPC?s response carefully to Dr Mahi Mehr. First they don?t refer her to as Dr Mehr and then they pass off all responsibility from their firm. Similar treatment that I received from Dan Welch years ago.

Always enjoy working with Dan! It?s been a great relationship the last 15 years

Kipp is great! Highly Recommended for dentists.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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