Prudent Accountants

Prudent Accountants

Reviews Summary

Prudent Accountants consistently receives high praise for their professionalism, expertise, and exceptional customer service. Clients highlight their responsiveness, deep knowledge of tax strategies, and ability to handle complex situations with clarity. Many appreciate their long-term reliability, with some partnerships spanning decades. While most reviews are glowing, a few note occasional delays in communication. The firm is particularly commended for making tax processes straightforward, offering strategic advice, and providing personalized support for both personal and business needs. Their reasonable pricing and innovative approach further solidify their strong reputation.

About This Listing

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
QuickBooks
GAAP Compliance
Multi-state Experience

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

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
QuickBooks
GAAP Compliance
Multi-state Experience

Contact Information

Address

1520 E 66th St

Minneapolis, Minnesota 55423

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Prudent Accountants has been an outstanding partner to our business. They?ve handled our personal and corporate tax filings for over 14 years, and we couldn?t be more satisfied with their services. A special shout-out to Rai and Ken, whose strategic guidance, proactive advice, and deep knowledge of tax strategy have benefited our business immensely. With clear communication, reliable service, and a genuine commitment to our success, Prudent Accountants is a firm we trust and highly recommend.

They were extremely thorough and helpful in explaining everything and guiding us for better tax planning. Took out time to listen, address and explain all concerns. Highly recommended!

Ken B. Kang from Prudent Accountants is excellent. I highly value his extensive knowledge, patient and thoughtful communication style, and thoughtful way of engaging us with planning going forward. He is the best accountant I've worked with in my forty plus years of being in Minnesota.

I appreciate how patient everyone at Prudent Accountants have been with all of my questions. When I don't understand something they explain at my level without making me feel dumb. They are always quick to answer my emails. A special thanks to Ken, Anuj, and Himanshu who make tax time a breeze! I recommend the tax projection and planning strategy plan they offer. It's helped us save a lot of money!

Got ghosted after filing taxes with them for years. Pricey for the service -- I can pay about half with TurboTax and actually have someone to answer my questions. Heck, I even paid the additional for estimated taxes in previous years which basically saved me 5 bucks (cost of the service was about $100). Called, sent emails.....they won't answer my calls or help me. Left to figure out my taxes on my own. I don't trust them.

My taxes for 2024 were a bit complicated and Ken made the process easy to understand and was supportive along the way. I'm grateful to have worked with Prudent Accountants and will certainly be doing so again next year!

I?ve worked with Ken at Prudential Financial for 4 or 5 years for personal and business needs. He is amazing, quick to understand any problem, is kind and completely reliable.. Highly recommend!

The accountants at Prudent provides great service. We have been doing business with them for years and they very helpful with our business needs

It has been 20+ years having , Prudent file my taxes because of their incomparable services that includes , accurate and timely tax filing, no pressure, excellent apps that allows me to complete my tax documents at the comfort of my home. Good follow up to keep things in check and excellent customer service. I will recommend them to all who likes their taxes done at the comfort of home, accurate, and at very affordable fees. Thank you, Prudent Accounting team for helping me out for all those years and ke

My name is Ali. I?m the owner of Munich Auto I?m doing my taxes over 20 years here and they are the best everything is perfect

Prudent Accountants provides excellent service! Great staff, knowledgeable, helpful, and easy to work with. My husband and I were in a pinch this year to get our taxes done before the deadline and they did not hesitate to help. Truly a lifesaver! Highly recommend their services :)

We've been using Ken and the team since the very beginning of our business, and they have been great the entire time. As we have grown, our strategies have changed, and they always have the best advice. I can say they are truly great for a business of any size!

Very professional and excellent service. I have been a customer for many years.

Prudent Accountants are well-organized, accurate and experienced in accounting, taxation and auditing. They go beyond bookkeeping! In fact, they helps us build our company. They?re always available to provide us with guidance at no additional costs. Prudent make things easy for me. Their professional approach, modern views, and flexibility are impressive. They?re always on time with the requirements that we give them. They?ve always come through for me and consistently exceed all my expectations. They're ve

Prudent Accountants have been our personal and business accountants for a couple of years and we really appreciate their work! Their team instills confidence year after year with their great work, depth of knowledge and vast experience. Highly recommend them!

The people at Prudent have been the best to work with. I have in the past not been the best with keeping on top of my taxes and accounting. With their help I am now not just caught up but I am ahead of game. They even helped me get all the banking and tax stuff I needed together from my new house loan. I have already recommended them to my family, friends and coworkers. Some of them have already started to work with Prudent and are very happy as well with the service they are receiving.

Prudent Accountants were referred to me by a friend, and they assigned an associate (W) to me as soon as I reached out to them. W was knowledgeable, patient, and understanding of my situation, and helped me prepare a tax return very efficiently.

Very professional and accommodating! I've worked with Rai for 3 years, and have been very satisfied with the quality of work and customer service provided by the Prudent team. I moved away from MN for a year, without knowing I was going to return, and still chose to use Prudent for all accounting needs, business and personal. I would recommend Prudent to anyone looking for a reliable accounting firm with friendly people and excellent service. They also have an innovative and unique office space with conven

I was overall very impressed by the quality of the services provided by the staff at Prudent. I had a complicated tax return and Ken did an excellent job in making sure I understood the process of filing everything correctly. He also did an excellent job in preparing the documents and answering detailed questions for my future tax returns. I highly recommend them!

I was in a tough spot, after a desperate post on my social media I received a recommendation from a highly respected contact of mine. Still, needing a miracle I had little hop when I made the call. It was a busy tax day and I explained my situation. They went out of their way, were patient, highly knowledgable, and easy to work with. For now and the future my business and personal needs for accounting will be handled by Prudent Accountants. The staff is top notch, easy to speak with. Their office is reall

Our company was in need of accounting services a couple years ago and we are so thankful that we found Prudent! If only we found them sooner! Their entire team is a pleasure to work worth. Their services are professional, quick, reliable, and affordable. We highly recommend Prudent. IF you are looking for accounting or payroll service - these guys are the Best! Highly recommend! :)

My husband and I have used Prudent Accountants for both tax planning and tax preparation for many years now. They are very friendly, responsive and professional. We have since moved out of state, and we appreciated their service so much that we continue to use them. I would totally recommend them to all of my friends in Minnesota. And on a side note, they have one of the coolest offices in Minneapolis. Hip accountants, who knew?? ;-)

The most important thing for me is to pay the taxes accurately. No less, no more. No shortcuts. No loop holes. People at Prudent Accountants are trustworthy. I have been using this firm for my tax services for last 15 years. Timely response, and most importantly doing the job accurately. I surely recommend Prudent Accountants for both Personal, and Business tax services. Thank you.

I have been working with Prudent Accountants for a couple of years and really am glad I have made the switch to their company. Everyone at the company has been very nice and has answered any questions quickly. Taxes get done in a timely fashion and my business accounting needs are always completed.

This entire Team is incredible, especially Ken! They go above and beyond and will take care of you and your company as if you were friends and family! We are extremely grateful! Thank you!!

Fantastic experience, knowledgeable staff, great location - couldn't ask for much more. I contacted Prudent Accountants on the advice of a friend who had had a positive experience with their services for individual income tax returns. The IRS was conducting an audit and Prudent assisted me in exploring every possible exception and loophole. In the end, they were able to find a few additional exceptions in my favor. Sometimes when you see Google reviews with a majority of high ratings you have to take it w

As a small but growing design firm, we have found that Prudent Accountants are a terrific outfit to work with and have helped us grow and be smart with our money. They are very easy to communicate with and provide sound advice at every turn. I have and will continue to recommend them.

Prudent has helped us with our business and personal taxes for 3 years and we couldn't be happier with our experience. Email communication is always timely and Rai has always made himself available via telephone if we ever have any questions. If you're looking for a great company to help you with personal and/or business related accounting, we highly recommend Prudent Accountants.

I truly appreciate Prudent Accounts professionalism, attention to detail, accuracy and their reliability. I have been a client for more than 7 years and they have done an outstanding job. Aside from being competent and helpful, the staff members are wonderful and always a pleasure to work with!!!!

I have been using Prudent Accountants for my tax filings for the last several years. They are fast and effective and I always feel confident that they will handle my personal filings properly. If anything ever needs to be addressed, they are quick to reach out so that my filing can be completed and submitted.

I've been using Prudent for several years now, but the filing for 2021 was above and beyond service. Waleed and team worked with my account through the tax filing deadline weekend, saved me a significant amount, and got the returns off without having to file extensions. GREAT JOB- Highly recommend!

Prudent Accountants has been indispensable to me since relocating to Minneapolis from Denver. They (Moe, Kelsey and MP) have all helped me setup my business in MN once I had an address - all before I even moved. Since then, they've processed my payroll every two weeks and provide me with financial advice for my business. I will rely upon them for my taxes and bookkeeping in just a few short months, which will be complicated with multiple state taxes and businesses. Like I said, indispensable.

Rough Start ? Strong Recovery I have worked with Prudent for almost 18 months. Often reviews on sites are all about everything going well. This was not the case with Prudent. I signed up with Prudent in August of 2017. The basic services I needed were bookkeeping and doing my business taxes. I began to send in the account reports for August 17 to April 18. I could not understand why I was not getting any questions about my accounts or questions about taxes. I was frustrated and confused. After some

I have been a client of Prudent Accountants since 2007 and have worked with the partner even before then. I have been extremely pleased with their responsiveness, customer orientation and professionalism. I do and would recommend them to any and all my family and friends.

Great service, clear communication, and trustworthy.

Very reasonable pricing. Goes above and beyond what we hired them for. Very quick to respond to any and all questions. Honest people all around. I would refer Prudent to anyone who is in need of bookkeeping, accounting or tax work. I would give 10 Stars if available. We are beyond thrilled that we changed firms, if only we made the switch years ago. Shout Out to Arif & Darien- You guys have been great to work with!

The team at Prudent have been fantastic in their understanding our business as we worked through this year of significant growth and the inherent challenges that came with each month of operation. Their insights, mentoring and commitment to being 'in the trenches' with us has enabled 2019 and 2020 to be years reflective of this past one.

I have been working with Rai for several years now. He runs the extra mile for you and is always willing to answer all your questions. We are very pleased with the service we received. I would recommend Prudent Accountants to everyone.

Prudent Accountants were incredibly knowledgeable and courteous to our requests. Every time I called a real person answered, was well aware of our account, and answered our questions in a very timely manner. We used Dropbox to upload documents which I was unsure about at first, but turned out to be very convenient and secure. Would highly recommend!

When we started with Prudent we were not sure if they will fulfill our requirements or not, but trust me Maninder & his team is amazing. These guys will provide you more than what you need. They are always so quick to our questions/queries.

Thank you Rai for all your hard work and honesty behind all that paperwork we send you when it comes to tax season! My wife and I understand how busy you are, and for you and your staff to take a significant amount of time and welcomed us with open arms is very appreciated! They are located in a very convenient location... right off of 35W, toward the beginning of Uptown. A trustworthy tax accountant is like a trustworthy mechanic... Great job guys!! Rowena & Chandler Murray

Super helpful and responsive. I am a recent home buyer and am renting out my home in addition to living there (not an easy tax situation). Rai and team made it sound easy and pointed out a lot of deductions I didn?t even realize, which means I?ll be keeping better records for next year! They were amazing and not terribly expensive. Plus their location and hours are great.

We?re pleased to have these professionals at Prudent handling our accounting and tax filling for years. We would highly recommend, it has been a great experience having people that are dedicated, punctual, friendly and trustworthy to handle all your accounting matters. Thank you to all the staff ??

My bookkeepers do my business taxes as they?re extremely familiar with the industry I?m in. I reached out to Prudent Accountants because I was looking for help with personal taxes. I was told I could be put on a wait list until they got around to me. I wasn?t told when that was, just that the line was long. Or, I could skip the line and they could ?accommodate? my personal taxes if I switched to them for my business taxes. I?m always skeptical of pay-to-play schemes in businesses like this. I?ve never had

Rai and his team are the BEST, They are helping me while i had business and now even when i am retired. i do not have enough words, i am following them from Roseville, Bloomington and now Minneapolis. it long time and more than worth. please use their expertise and you will not be sorry.

Totally awesome team! Knowledgeable, professional and very responsive. I have used Prudent for many years now and would wholeheartedly recommend them for your personal/business needs.

Prudent Accountants is attentive, timely, and accurate. Very pleased!

Outstanding accounting, tax and specially technology services from Prudent Accountants. Their expertise, responsiveness and personalized solutions are unmatched. Highly recommended

I used Rai and his team for a few tax amendments and would definitely recommend them to friends/family! Not only was he quick/efficient, but I felt that he really heard me as a client and as a person! I had always done my taxes myself, so was originally apprehensive with sharing such confidential info, but Rai instantly earned my trust! Their hours are also a plus, as they are open beyond 5pm, making it very easy to fit into my work schedule.

Amazing Team from A-Z. Every thing you need is right there, every thing they do is so organized and so professional. If you want to be successful in your business please consult them in any decision of yours and believe me you won't be regretted cause i am a living proof. I strongly recommend to do business with Prudent accountants.

When my beloved tax preparer retired, I doubted I could find another preparer as knowledgeable, efficient, reassuring, and hip. And then I found Prudent's Web site with the jelly bean logo. I got a good feeling as soon as I walked through their doors, and the Prudent team continues to impress me with their professionalism and responsiveness. The shared, secure Dropbox makes tax time so much easier. I'm looking forward to more tax seasons together!

Everyone at Prudent is extremely helpful and friendly. They have taken time to explain everything to us and simplified the process of opening our new business. We highly recommend them!

Worked closely with Will G and couldn't of asked for better service. Extremely professional and really looked out for what is best for me n the long run. Everyone I worked with there was knowledgable and made the process enjoyable. Great team and great work.

I wish I could name people in this, everyone that has supported our business from the front desk staff, to the tax planners, to the client support staff. They have been prenominal to work with! Payroll is always done on time, especially if its last minute checks to staff, communication is always there from the planners to the partners that help push us to submit paperwork in time. They are on top of it!!! 5 stars all around!!

I met for a consultation with Moe and he had some great pointers for my small business. We came to the conclusion that I didn't need their services at the moment, but he was incredibly pleasant and didn't seem bothered at all that I wasn't a fit at this time in my small business. Would highly recommend!

Rai and his team are awesome, very knowledgeable, honest, dependable, I had been working with them for over 5 years and they had never disappointed me. Kelsey is very helpful with anything I need.

Prudent Accountants are top notch! I have been using their services for years. Very prompt, professional and courteous. Very knowledgeable about the latest tax laws. I found their fees to be very reasonable for the services they provide.

If you are an individual or a business, beware. The reviews here I feel does not truly reflect the work ethic of this company. I chose them thinking that the services I will receive is in line with others, but I was wrong. I hired this company, and it's been over two months and still has not provided my tax reporting. I called the CPA for two weeks. He does not pick up the call, but will text back I will call you back. It's been two weeks and I heard crickets. No return call. Also, I asked for the status

I am so glad to have met Maninder and his team. I have sent clients here and have only received great feedback. Thank you for being a fantastic referral partner!

I called to ask a few questions about 529?s, international tax, contract work and possible complicated return. I spoke with Mo, who was super friendly and took the time to answer me in a very thoughtful thorough manner. What a great first impression!

The Prudent team gave us valuable information that will benefit us for future tax assessments. The team was helpful in reviewing and completing taxes after a life changing event.

If you are looking for a dependable Accounting firm then THIS IS IT !!! They will give you their honest opinion and look out for your best Interest. They also offer Payroll services for Businesses. I have been with them for quite a while. Its hard to find a good Accounting firm that you can trust with your finances & when u find one, you stick with them & that is Exactly what i did.

These guys go the extra mile to make you feel valued as a customer. I won't go anywhere else. Plus, their office is one of the coolest office spaces I've seen in Minneapolis. Thanks Prudent Accountants!

I work with Pruden Accountant for my small business they have been amazing to work with for tax filing and accounting and the staff over there are wonderful people. I recommend them 100%.

What a great place to get my taxes done. All of my questions were answered in a professional manner and was given the attention I wanted as a customer. They worked hard to give me the best result possible. I will definitely go back next year.

I have been working with Prudent Accountants for years. They are extremely professional, helpful and everthing you'd want in a buiness. I would highly recommend Prudent accountants.

I can't say enough about Prudent Accountants... they are the best of what they do, and essential part of our organization. Amazing services for unbeatable price!

Very responsive and attentive to customer needs

Very professional. From the very start I felt comfortable with them. They worked the weekend to get my taxes done before a dead line on a Monday. I will use them from now on. Thank you Moe.

They were great! Very friendly and efficient. Rai filed our return. I would recommend them to anyone looking for the maximum return plus professional service.

We've always had a great experience getting our taxes prepared. We've had quite a few life changes and they've always been willing and able to answer questions regarding the tax implications timely.

Rui and his team did my personal taxes for 2017 and I am very pleased with his work. He was very helpful and answered all of my questions. I can?t recommend him enough!

Prudent has helped me navigate the tax world at every new step: from growing my business to buying a house. Taxes made simple, stress-free.

I had the pleasure of speaking with Mo. Mo answered all my questions, was courteous, professional, and very helpful. I plan to conduct future business with this company and left very impressed in him navigating my tax questions with ease.

Rai and Kelsey were absolutely fabulous. They were extremely knowledgable, helpful and attentive. I will definitely work with them again.

Great customer service. The pricing was very reasonable and they were able to get my taxes done in a timely manner. Asked the right questions and I was very happy with the service I got.

Great customer service and knowledge of taxes for US and Canada. Prompt responses whenever we had any questions, will definitely be using their services on-going.

Fantastic service, a little slower than some may be used to, but SUPER thorough, and very good to deal with. So glad I got our family taxes done here, and will be coming back for sure

We are very pleased with the services that Prudent Accountants has provided our business. We highly recommend them.

These guys are thorough!!! I went to them with a lot of questions and I see in 2 weeks I have all that I need to set up my New venture. THanks Rai, MP, Arif & Kelsey!!!

I have used Prudant Accountant for more than 10 years. Professional and knowledgeable team. Always satisfied. Highly recommend Prudant Accountants.

Prudent Accountants are professional and helpful I recommend them for any tax related services personal or business. I wish I could give them 6 star one for bonus. ??????????????

Friendly, professional. Extra time was spent by the accountant ensuring accuracy and helping correct errors caused by our previous bookkeeper. Would definitely recommend!

This company has very highly skilled accountants and showed a great get it done attitude. This company's customer service skills are very good. I recommend it to anyone needing skilled accountants to work with

I have used Prudent Accountants to do my taxes and find them reliable, professional, accurate, and easy to work with. I plan to use them again this year.

I am very happy that I made a switch from my previous accountant to Prudent accountants. Prudent Accountants are professional and friendly to work with.

I highly recommend Prudent Accountants! They have been super helpful, responsive & efficient which is especially important as a business owner.

I always have a great experience visiting the Prudent office! They are always very informative and knowledgeable about a variety of topics. Highly recommended!!

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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