*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.*
1034 S Brentwood Blvd # 2000
St. Louis, Missouri 63117
Deceitful and unethical practices. Secret billing and fees were substantially increased months after completion of my taxes. I have never in my life paid $600 for taxes. They were misleading with their fees and I was charged more than double. I was told they would be adjusting my fees and they never did. I reached out the same day as soon as I finally got the FIRST bill inquiring about the accuracy. Never heard back after I was told they would adjust it until the owner contacted me. All lies about transferr
Excellent CPA firm! Professional, knowledgeable, and always responsive. They make tax season stress-free and provide valuable financial advice year-round. Highly recommend!
Great service and knowledgeable associates. Returns were prepared quickly and without complications.
Had my mothers taxes done. Dropped off end of March/early April. Was given the run around for months on them being ?done? and same questions from them everytime I would call for an update. Finally received them in September. With a finish date on them of April!!! Yes they had been done since April!!! I have since still received 3 more tax bills from the US Treasury and two other states in the union that Purk and Associates messed up her taxes on. My Uncle used them as well and had similar troubles. Our fam
Jenna Purk came out to visit with me at my place of business in 2012 and she had a good presentation. I decided to use her firm to help me keep my company records up to date and to explain to me, in laymen's terms, the state of my company so I would understand what the numbers mean. The reason for the two stars is not because of the actual accounting work, but for the inability to understand my needs. Instead, her firm just sent over the balance sheet and P&L over and over every time I asked for it to be ex
Purk and Associates helped make a stressful time much easier. Understanding tax situations is not my thing! They were easy to work with and very efficient. I recommend Purk and Associates to everyone.
Purk handles all of our Audit work. Excellent customer service and expertise for our heavily regulated industry. I would highly recommend this firm!
Best accountants in St. Louis. If you need help with bookkeeping or income tax returns, Bill Purk is a great cpa. Makes the process easy! He handles the quarterly payment, taxes, retirement and every aspect of our business.
I have worked with Jennah Purk, for years and she is not only an excellent accountant but also a wonderful consultant. She really cares about her customers and overall does a fantastic Job.
We collaborate on several efforts. Jennah and her team are energetic, knowledgeable and professional. They can also assist you during these uncertain times of pandemic impacts, PPP, tax laws ect.
Excellent, efficient and knowledgeable. The Purk team is responsive and forward thinking, which saved me ta dollars and stress! Highly recommend!
Friendly staff and excellent service
Professional friendly staff. Above and beyond expectations. Highly recommend this wonderful company.
Great service and accuracy! They always meet my needs with all their services.
Knowledgeable and top-notch attention to detail! Personable and willing to take the extra time to answer my questions.
Great people, fantastic services
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.