*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.*
714 W Main St
Murfreesboro, Tennessee 37129
Jeff'-Purtee CPA was so good to help me with my taxes. They kept me informed of each stage they were working through and let me know quickly if they needed anything from me. I missed one of the signatures and Jeff called me himself to let me know what needed to be done. He's very good to work.
We have been using Purtee CPA for four years and we could not recommend them enough! His online portal makes it easy for us to get the documents he needs from us sent to him. He is very fast to answer any questions we have about our business. Even with our lack on knowledge on most things about taxes, he makes us feel comfortable asking questions. He was recommended to us from a friend and we recommend him to all our friends who ask.
Jeffrey was simply fantastic to work with in preparing and filing our taxes. He was a referral from a trusted friend, and he absolutely earned our business for the coming years. He was a pleasure to work with - fast, and uncomplicated. Every communication was clear, direct, and professional. I highly recommend Purtee CPA for your personal or business tax needs!
Efficient, attention to detail. My first time working with them. The use of tax dome makes doing my taxes easier for me. I just had to just upload my documents. I I never had to see him in person. Phone and email did the trick.. He walked me through some things I did not understand. all payments to IRS are electronic. Love it!. Thank you so much.
We have been a client of Purtee CPA for several years. Jeffrey Purtee makes the Tax Return process simple and easy, and absolutely accurate! Even when I believe that I have nailed evertything 100% down...Jeffrey finds a few things to clarify that lets us know that he has looked at every dollar possible. We highly recommend Purtee CPA!
We originally hired Jeffrey for some basic financial consultation when we started our business. He was incredibly helpful and went above and beyond. We decided to have him do our business taxes and it was the same experience. Affordable, clear, very helpful, above and beyond.
We loved getting to know and working with Jeffrey! He asks good questions, listens well and processes the tax information well. So thankful to have him as a tax accountant for us personally and our business!
Jeff is awesome to work with. He values your input and works to provide the best and most accurate tax preparation. Highly recommend using his services.
This is my first year working with Jeffrey Purtee. He has been very professional, knowledgeable, and prompt in caring for my tax return. I would highly recommend him.
Jeff is a excellent CPA. He is a tremendous help to my business due to his wealth of knowledge. I highly recommend him and use him for all my tax needs.
Working with Jeffrey is such a joy. He is thorough and efficient! A great value for the price of working with a knowledgeable professional to prepare our taxes!
I've known Jeffrey since he was a boy, going to church with my kids. That's why I trust him. I'm very satisfied with his work and recommend him to others.
Purtee CPA did a great job on my taxes. Their app was easy to use I was able to download all my forms via the app portal. I highly recommend Purtee CPA for your taxes.
Jeffrey Purtee is just great. Quick turnaround, easy to work with. Very knowledgeable. Highly recommended!
Jeffery has been my CPA for five years now, and he is one of the most reliable entities I rely on to operate my business. His knowledge of accounting principles is profound, and any task he manages will be handled efficiently and ethically. I could not imagine working with anyone else!
Excellent service. We have used Jeff for several years and he always communicates clear expectations and follows through in a timely manner.
Jeff has been great to work with! Great communication and helpful throughout the entire filing process. Thank you!
This is our first year to use Jeffrey Purtee for our taxes highly recommend if you need a CPA very professional very satisfied with his work. ??
Jeffrey incorporated my business. Such a great price and great service. After some changes in my business, I wanted to make sure it's set up properly and I am ready for taxes. However, now I literally cannot get ahold of him. He does not return my emails or phone calls, extremely frustrating. I would at the very least a appreciate a referral to someone who can help. I'm not sure if he went of business, I offended him or what.
Jeffrey Purtee's CPA service is friendly, high quality, and catered to our individual tax needs.
Jeffery was very knowledgeable, thorough, personable and quick to return my calls.
Jeffrey is very responsive and easy to work with. I highly recommend Purtee CPA.
The online tax process was so helpful & simple I was literally able to finalize & send while out of the country!! Highly recommend.
Great CPA. Taxes done on time and efficiently. They are easy to talk to and have great advise.
First time using Purtee, and I was very pleased. We spoke about several items in our taxes for this year, but immediately began prepping for next year, as well. Jeffrey is a great resource for anyone needing assistance with minimizing the amount they owe, as well as planning for the future.
Mr. Purtee has walked us through changing our General Contracting business from a sole proprietorship to an LLC. He made himself available to answer questions and to inform us of what would be expected to stay in good standing with Federal and State tax laws. Our business and personal tax returns were prepared timely and confidentially. I recommend!
Jeffrey is what a respectable businessman should be - his helpfulness, kindness, and versatility in supporting me has been incredible. To have someone who can walk you through the tax process, make it EASY, and do it with compassion is unmatched.
Prompt turnaround of taxes. Was a higher price than we've paid before for schedules, but hope it doesn't go up again next year.
I came to Purtee CPA for my taxes. I've been to CPAs in the past where I felt rushed and like they missed deductions because they weren't attentive or listening but I felt he really sat down and talked to me. Plus, he is helping walk me through the steps of creating a PLLC. Very happy with his services.
We are new to Murfreesboro, set an appointment with Jeffery to have our taxes done. He had our tax documents for 18 days and didn?t even start on them, he also wanted us to file an extension. Took him 3 days to return our text and phone calls so we could pick up our documents and have someone competent complete our taxes. What a waste of time!!!
Jeff is hands down the best CPA we've worked with. Thorough, efficient, and very patient.
Taxes this year went very smoothly thanks to Purtee CPA.
Jeffrey is knowledgeable and professional. He has been a great resource for making sure our new business has the best chance for success.
Jeff was so diligent and professional. Friendly and knows what he?s doing. I recommend him to help you with whatever your needs are. Just an all around great experience with him.
Jeffrey is great to work with and very efficient. You won't find better customer service and support.
No ordinary accountant. Personal, accountable, knowledgeable! It?s like they are part of our company. You won?t regret signing on with Jeff. Great guy!
Mr. Purtee was very knowledgeable and very easy to work with . I highly recommend him. He worked endlessly and answered phone calls even after business hours.
Have known Jeff on a personal level and professional level since 00? and he?s he extremely dependable and helps me with any questions I always have. Great guy and I highly recommend.
Excellent client support and use of technology make filing taxes with Purtee CPA easy and quick!
Fast, competent, inexpensive. Thank you.
I like that he communicates well.
Jeffrey is excellent at his work, and a super nice person to boot!
Jeffrey?s professionalism is second to none. I?d recommend him to any of my clients.
Jeffery was quick and accurate preparing my taxes
Wonderful experience!
Excellent experience from beginning to end, very professional .
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.