PSA CPA

PSA CPA

Reviews Summary

Most reviews praise PSA CPA for exceptional service, professionalism, and expertise, particularly highlighting Sonny and his team for their responsiveness, knowledge, and personalized approach. Many clients appreciate the efficiency, clarity, and tax-saving advice. A few negative reviews mention communication delays or errors, but the overwhelming majority recommend the firm for both individual and business tax needs, emphasizing trust and long-term satisfaction.

About This Listing

Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Contact Information

Address

7361 Calhoun Pl #585

Rockville, Maryland 20855

Hours

Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

Sonny and his team are always personable and professional. They ask questions and give sound advice. They helped me through difficult times with my mother's passing and getting her final taxes completed. I highly recommend PSA CPA.

Sonny is great! He?s welcoming, kind, and does a great job with the returns. He?s always done all he can to get the best tax benefits for us. If you need tax return help, I highly recommend Sonny!

I recently moved to Rockville and my accountant recently retired. It was overwhelming to try to find an accountant in the area, my situation is different than my colleagues and personal recommendations were helpful but none of those accountants meet clients in person, which is important to me. Pervaan called me within hours of my inquiring about the firm, and very soon afterwards, I decided to go with this firm and I'm extremely happy! I met with Sonny within days of deciding, and he gave me very clear guid

This is the first time my husband and I have had PSA CPA do our taxes. The first contact by phone was pleasant and we were able to make an appointment as new clients in a timely manner. We were able to sit down with Mike and go over the returns and consider strategies for next year?s taxes. The VP, Parvaan Ahuja, also met with us before leaving to greet us and check to see if we had a good experience. We were treated kindly and professionally. Help from April was also great.

Thank you to Sonny and the PSA CPA team! I had to find a new CPA for tax filing this year and am very happy to have found this company. The process was very easy and professional. I will use PSA CPA for the foreseeable future.

Highly recommend Sonny and the PSA CPA team. They are friendly and knowledgeable. They explain every step of the process. I appreciate their assistance with my taxes and family estate taxes.

We?ve had a great experience using PSA CPA. Michael was very friendly and helpful; he knocked out our paperwork in no time at all, and also gave us some tips and tricks to help us prepare for next year?s taxes as well. Definitely recommend!

PSA staff always promptly respond to any of my inquiries. Especially Sonny is very helpful with our tax planning. I highly recommend them!

Sonny and his team are fabulous. He gives great advice and his prices are extremely reasonable. I highly recommend him.

My wife and I have had our taxes prepared by PSA for several years, now. They're the best. It's always a pleasure dealing with Sonny.

I completed an online form requesting a quote for tax preparation. Pervaan called and left me a message, but due to illness, it was a while before I was able to call him back. Then, when I called, he was apparently unable to come to the phone; so I left him a message. As I write this he has yet to get back to me. This kind of thing is very telling. I guess they have all the clients they need. Definitely not people I'd recommend.

Fantastic experience. Went in with my docs, and came out with a completed tax return in less than an hour. Had my income, and 3 house transactions and banking and investment, and moving states and gave it to them in raw form and boom all done. Really enjoyed working with them.

We are always taken care of from Sonny and appreciate all is help and advise. We are so glad we found he and his team and highly recommend using his firm

PSA CPA is amazing! The team is super friendly, professional, and always on top of things. They made handling my taxes so easy, and I really appreciate how patient and responsive they are. As a mid-sized company that?s growing, they?ve also been incredibly attentive and genuinely look out for me. I feel blessed to have found them and can?t recommend them enough!

I couldn?t be happier with the service I receive at PSA CPA. Their expertise and attention to detail are top-notch, but what really stands out is their responsiveness and professionalism. No matter how complex my tax situation has been, Sonny and his team handle everything with ease, always taking the time to explain things clearly. It?s rare to find a CPA firm that is not only knowledgeable but also a pleasure to work with. Highly recommend Sonny and his outstanding team!

I?ve been using PSA CPA for a few years now for my personal tax returns and it?s been absolutely great! They answer all of my planning questions as well as complete the whole process super quick.

Sonny was awesome! He helped us with the taxes and got us ready for the coming year with legal strategies. Thank you.

Excellent experience. These people know the tax laws and their experience has helped us save for retirement and owe less on our taxes. Highly recommend these professionals!

Sonny is amazing. He helps me out every time and is so professional. Highly highly recommend!

Sonny and his team are amazing! I was in a very tight spot as our previous CPA had promised to handle our financials, and then he never delivered to his promises. In a desperate move to find a new CPA, I made an appointment with PSA, and his son was so thorough - that I knew then - that I was going to work with Sonny's team. Sonny immediately made himself available to learn more about our needs. During our first meet and greet, he immediately filed some overdue forms, which -if not filed - we could have bee

My experience with PSA CPA has turned out fantastic! Despite a bumpy start, Pervaan truly went above and beyond to address my concerns and ensure I felt valued. I'm deeply grateful to both Pervaan and Sonny for their exceptional support. As my first year using a CPA, they helped me through the process and got me to the other side. Thank you for your outstanding service!

My experience with PSA CPA and the entire staff was amazing, friendly and wonderful. Michael is very knowledgeable, professional and did his very best to help me. Kudos to him. I am very grateful to Michael and to the CEO who was also very kind, respectful caring and cordial. It was an amazing experience and I recommend this wonderful company to anyone. I will continue to work with them in the future. With all of my respects, gratitude and compliments to the entire staff. Thank you so much again to all

Great experience working with Sonny and his team! Efficient online portal to submit documents and submit questions, coupled with helpful one-on-one support on tax advice and return prep. Return was prepared both quickly and accurately -- Would definitely recommend to others looking for tax advice and services.

I've had great experience here for multiple years in a row. They make it easy to do taxes. Reasonably priced.

We have worked with Sonny (and his staff) for several years for our taxes. He is professional, extremely knowledgeable and always up to date on the latest requirements. He is very easy to work with and responsive to any inquiries. We would highly recommend him!

PSA CPA had excellent service. I had a particularly complex tax situation this year and uesd a tax service for the first time. Of all the firms I called, PSA CPA was the most professional and prompt. This was well worth the cost and I am very glad I went with company. I would highly recommend! I will be back if I ever need a tax preparation service!

My husband and I had PSA CPA file our personal tax return for 2023. We had a great experience. The process was very easy and all of the staff were very friendly and accommodating. Our CPA, Mike, did a great job and clearly answered all of our questions. Will absolutely use them again next year.

5 stars for these rockstars!! Sonny and his team have been amazing. From my very first phone call, I experienced kindness and professionalism. I was short on time and was able to get an initial appointment the same day. I inquired at 9am and was scheduled for the afternoon! Everything I needed was done in an hour. Since then, I?ve been able to receive quick counsel whenever needed. Sonny is very responsive and patient, he works fast, and he educates you with nearly every interaction. Last but not lea

PSA CPA was very easy to work with. Michael explained everything in detail. They helped identify where my wife and I could benefit for our tax preparation and filing. I highly recommend them. The staff were friendly. We even got to meet the founder of the group. Thanks again PSA CPA will come back again for next year.

I called this firm based on a recommendation from my financial adviser. The receptionist was able to schedule me quickly to review my federal tax return. Mike was my CPA and tax specialist. He was efficient and friendly. My experience with this company was excellent and I will use them in the future.

We have had PSA CPA prepare our tax returns for over 20 years and have been extremely satisfied with their service. Even when issues have arisen, they have handled them effectively, efficiently and expeditiously. We really appreciate the care and concern that PSA CPA provides in the preparation of our taxes.

I finally decided to stop doing my taxes the hard way that always costing money in the. I selected Sonny because a friend recommended him to me and it?s the best decision I ever made. Not only I excellent service, taxes are now certified. Best decision ever.

Title: Exceptional Accounting Services for Efficient and Successful Business Operations Rating: ?????????? (5/5) I had the pleasure of utilizing the exceptional accounting services provided by psa cpa for my business, and I must say, the experience has been nothing short of remarkable. From the moment I engaged with their team, I was impressed by their professionalism, attention to detail, and deep understanding of the intricacies of accounting. Their expertise in managing financial records, tracking exp

I am extremely happy with my decision to visit Sonny and his team! In the short time I met with Sonny, he was able to thoroughly answer all of my questions and he even explained some nuances in tax laws that were new to me--even after hours of extensive online research on my own. Sonny made sure before I left that I knew exactly which steps and in what order I needed to take in order to correct a tax issue I had. Finally, Sonny never once tried selling me on a service or a product during our one-hour meetin

This family own and operated business is a true testament and great example of honest good ol grit and healthy work ethic. We could not be happier working with Sonny his son and the rest of their team, not only are we clients, they have also reciprocated in making our family florist a vendor for the families event. This is an honest customer minded operation we highly recommend to anyone in search of a reputable CPA.

Always a pleasure dealing with Sonny and his team. They make you feel part of the family. This team has a lot of patience and try to understand our needs and work on them accordingly.

Sonny and his PSACPA Team is awesome! Sony is warm and welcoming. He has great experience and knowledge as a accountant. The team is always to open and available to assist and provide you with excellent customer service. There isn't a long wait to schedule an appointment. Sonny provided me with helpful information for taxes, that have paid off. I highly recommend Sonny and his team taking care of your taxes and any accounting, bookkeeping or business needed for you and your family. You will not go wrong. Ke

Working with Sonny & PSA CPA has been nothing but a positive experience. We have been doing our taxes with them for three years now, and every time has been a pleasure. Sonny is extremely knowledgeable and personable, and continually provides outstanding service.

I went to PSA with tax support needs for my non-profit. Sonny was able to help me navigate the DC tax process and determined that the government had made a mistake. Since I did not file anything, they did not charge me despite being incredibly helpful. This is clearly an integrous firm and will be the first place I turn to for future accounting/tax needs.

I started working as an independent contractor 2 years ago, and I need help navigating the tax laws that applied to my new situation. Sonny took the time to explain what expenses could be claimed and what options I had to minimize my tax liability. He is knowledgeable, very easy to talk with and dedicated to provide excellent service to his clients. I am a happy returning customer.

We had an excellent first consultation with Mike and Sonny, who did an extremely thorough deep dive on our situation and came up with some innovative and creative solutions that we had not thought of. We felt listened to, consulted, respected and well-served. I'm guessing the rest of our interactions will be of equally high quality.

Sonny helped me navigate the sale of my elderly parents 2nd home. He was super patient, took the time to make sure that I understood all of the different taxes and ways that you can help legally reduce your tax burden. Why 5 stars? Sonny treated my family like his family. We had a very aggressive timeline with closing in 2 weeks. I wrote him on a Sunday morning expecting to speak with him on Monday, 10 minutes later I got a phone call. End of the day, Sonny's so good the Title company that we worked with ou

Wow! PSA CPA was great, I don't think I'll ever go back to doing my taxes. After some mishaps in the past year and a move to a different state, I was in over my head with taxes. I sent an inquiry on their website and received a call the next business day! They took my information and were able to schedule an appointment for the next week. What would have taken me hours (with frustration and mistakes) took Mike less than an hour, and he caught a few mistakes I had made. Resulting in more money back on my fe

I have been in touch with Mr Sonny Ahuja for a long time . As usual my present meeting was nice and very useful . It was a pleasure to visit PSA CPA at the new location . Thanks S K Mehta

PSA CPA is an excellent hands-on accounting firm with friendly, patient, and knowledgeable staff. I would recommend PSA CPA to startups and small businesses like mine, as they can compete with the best of them.

I've used Sonny for a couple of years now. Best random search I ever did! I had a pretty complicated tax situation - far beyond what I would normally do myself - and Sonny handled it efficiently and expertly. Communication is always fast and clear, and my refund spoke for itself. Highly recommended!

Sonny does a great job working through our tax filing. He is great at answering questions, providing guidance and making sure you leave no stone unturned!

I found Sonny through Yelp and Google; both had stellar reviews of his services so I shot him a Yelp message to ask about an appointment. Sonny is super responsive on every channel (Yelp, email, phone) and he shot me a message back within minutes. I set up an appointment to meet him on a Saturday and within an hour, my taxes were basically done. I owed him a couple documents before things could be finalized, but I just simply uploaded them into his portal at my leisure. His prices are fair considering h

Thank you for the excellent work in helping me sort out my rather complex tax situation! Appreciate the professionalism

Very friendly staff. Everyone was polite and efficient. They solved my financial issues with speed and accuracy. Will definitely use there services in the future.

Why did we only just now have Sunny do our taxes? Heard from a friend this CPA firm was worth the time. 100% true- we are seriously kicking ourselves for only coming here in 2022. Why stress at home for weeks/months when you can make an appointment, spend a bit of time collecting your tax docs, and then deal with a pro like the CPAs at PSA. Our taxes weren?t terribly complex, but one particular issue requires Sunny to spend a good chunk of time digging through. Why did he dig? Because he wanted to ensure

This is my family?s first experience using Sonny for our taxes after having a bad experience elsewhere. He is extremely knowledgeable and a joy to work with. He was kind, personable, and prepared for our appointment. We certainly recommend and plan to never go anywhere else. Thank you!

AMAZING service and knowledgable folks. Thankful to have PSA CPA in my corner - I can rest easy knowing experts are doing my taxes. Don't hesitate reaching out to them, just do it. Not only do they do a great job, they explain everything patiently to you so you know the "why" behind it. Exemplary service!

Sonny is a great guy to work with. I started using him several years ago. Now he does my entire family taxes. He is always available to answer my questions and provide professional advice whenever I need it. Thank you Sonny.

Sonny very efficient, knowledgeable about taxes and a pleasure to deal with!

I could not be more satisfied and pleased with the careful customer service of the firm. It is a pleasure and much help always to work with Sonny. He?s helped me out a lot w my taxes over the years.

Professional, timely, personal service that has goes unmatched. Prefer to help small businesses like this that understand customer service. Sonny explained what I needed to do mid-year so that there were no surprises come tax time, making tax time as simple as possible. I am so grateful for his down to earth explanations of complicated regulations and his friendly staff who promptly get back to you. So glad I made the switch to Sonny. He has a customer for life!

I have been using Sonny for the last couple of years. He is responsive and knowledgeable about the taxation domain. Sonny is personable and prepared for our appointments. We certainly recommend him.

Sonny and his team have been doing our taxes for years. He's thoughtful, and always quick to respond to on-the-fly questions. He's also made himself available for exploring new business opportunities, providing guidance about how to structure new endeavors or just acting as a sounding board for ideas. His rates are reasonable and very competitive--especially considering the service he provides.

PSA CPA is an incredible firm that can meet both your individual and business tax needs! Sunny (the CEO) and Pervaan (VP of Ops) bring a personalized and thoughtful approach to each client's needs. I trust them to manage my taxes personally and for my consulting company. Additional benefits are their knowledge of tax compliance for cryptocurrencies. Highly recommend!

Sonny & Team PSACPA are second to none. This makes year two for my wife & I having Sonny handle our tax prep. From the punctual appointment time to advice & guidance on what to adjust for next year... I highly recommend their services!

I have been coming here for two years to get my taxes done and could not be happier. Sonny is very friendly, efficient, and helpful! Highly recommend!

Dealing with Sonny in a complex business and personal tax issues made my life easier. Explaining all options thoroughly and all steps that needed to be taken to be resolved. Highly highly recommended. Thank you Sonny for your expertise!!

I?m very grateful to have Sonny as my accountant. He advised me to apply for the PPP, I didn?t think I qualified. Without him, I never would have realized I could have access to that income. He is really knowledgeable and smart, but most of all, he?s a great human being.

I decided to have Sonny and his team run Payroll for me and I?m very glad I did. The expertise with which he gave his planning recommendations really put me at ease about putting my money in their hands.

2 years ago , we were looking for an Indian CPA and found PSA CPA based on the Google reviews. Went there to do my 2021 taxes and they charged me $1800. The tax preparer Mr. Sonny Singh was in such a hurry that he made me write a Check of $10k plus to the state of Maryland. Which I did . We made $12k plus extra estimated tax payment already to the state of Maryland by then , and he had all the information. He told that I will get a return from IL . But we actually owed IL . So I ended up paying to IL and ex

Sonny is a genius. He makes things easy to understand and follow. This can be stressful but he always has good humor to lighten the day.

Sonny and his team are exceptional. They are the best accountants me and my wife have ever had, hands down.

I have been a loyal client of Sonny for over 9 years for a reason. Great professional with hospitality as a North Star.

Sonny is always responsive and very knowledgable. He has been such a great help throughout the years. I would highly recommend him and his team!

PSA PCA is knowledgeable, professional and courteous.

Answering Service is Useless. If this is any indication as to the type of Service you get here I might as well go somewhere else.

My experience with PSACPA has been excellent! The advice and consultation from the team has been a benefit to my family and my financial life. I would recommend PSACPA to my friends and family and to you! Singh and his team can help you navigate the uncertain financial waters of today. I am a permanent part of the PSACPA family! The service and response is unmatched!

Karol and I are new clients, I was not at all pleased w/the CPA who did our taxes for the past 4 years. Parminder was the consummate pro, asked the right questions and did our Federal and State taxes while we waited. We were in and out in 1 1/2 hours. The 2 returns were in our checking acct. in less than a week. He has earned all the plaudits he has received and I highly recommend him.

Sonny and his team are the best there is. They are very professional, respectful and friendly. We have trusted Sonny for years and plan to use his expert help for years to come.

We started doing our taxes here after they became too complicated to do ourselves online. He is a very friendly person and quick to respond. So far the process has been very easy and it's one less thing for me to think about during the year.

My experience filing taxes through Parminder Singh Ahuja's company was exceptional. Response, documentation, process explanation and follow-ups were timely and professional. Parminder's expertise helped me save big money which otherwise would not have possible if I would have done by myself. I would highly recommend PSACPA, can't go wrong with them. Overall, I am very satisfied with the services provided.

This is my second year having my taxes done here! Incredibly professional, knowledgeable, and efficient! Also willing to help with tax related questions throughout the year. Such a pleasant experience - 10/10 recommend this business!!

I was received in a cordial and professional manner and had a discussion with a young man who appeared quite knowledgeable in USA tax matters. I was impressed and felt in I was in able hands.

They were quick to respond to my inquiry on my taxes and set a timely appointment to meet with them. Additionally, I was given good advice moving forward and the opportunity to follow up with questions should anything come up in the future with my tax situation. Highly recommend.

Parminder "Sonny" is highly knowledgeable, very efficient, and friendly. He helped knock out our federal and state taxes, which included filings beyond the 1040 very quickly. Great to work with.

We are so thankful for the services of Sonny and the team! Very patient, friendly, efficient staff. They get the job done well, time after time!

The people were a real pleasure to work with. Great communication, and had the patience to work through a tricky issue. Tax season was far less stressful this year. Will recommend to others.

Sonny Ahuja is thorough, patient and understanding. He rapidly assesses the circumstances and the financial overview never escapes him. He's always available for an unexpected accounting question! Tremendous service!

Always a great experience with amazing service.

Been working with PSA Cpa for many many years. Trust them completely with our tax needs!

Very professional accounting firm, been with them for the past 28 years. Sonny is very knowledgeable and a great resource in this field.

Have been working with Sunny for the past 20 years, and going strong. He is very knowledgeable and well informed. Additionally he is very responsive and easy to work with.

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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