*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.*
3007A Charlestown Crossing #200
New Albany, Indiana 47150
Ron agreed to take on my business and personal accounts and help with an ongoing IRS audit. We had used 2 other local firms and had a lot of frustration after having this audit drag on for nearly 2 years. Ron came into the picture and not only finished the audit for me in less than 1 month, he also found accounting errors made by previous firms and reduced my tax liability by nearly 50%. I cannot say enough good things about Ron and his staff! I recommend him to anyone. Worth every penny!
I wish I could give more than 5 stars. My wife and I are small business owners and are very happy with his services. He has worked great with our lawyer to help lay the foundation of our business and helped us through an IRS audit. Just to give you an idea with the audit, we ended up with ZERO findings, Yes Zero findings. For those of you that don't know what that means, we didn't owe anything to the IRS. That audit started in November and ended in April (this was also during the shut down, otherwise I don'
I wish I could give zero stars. I have never met someone so unprofessional. I had an initial meeting to discuss a career change. I could have overlooked the disorganization of the owner. But, what followed was simply unacceptable. He gave me some facts that I didn't quite understand, so after doing my own due diligence, I found that the information given wasn't totally factual. I emailed Ron to find out about the discrepancies and was told "there are pros and cons to any endeavor and I advise you find
R.E. Pierce and Associates are top knotched, Mr. Pierce has been my accountant for several years and the best one I have ever had. Mr. Pierce came highly recommended to me by a friend who is a buisness owner who uses R.E.Pierce & Associates.
R.E.Pierce and Associates are excellent at their job and they make sure any accounting issues that arise will be taken care of in a timely and systematic manner. Ive been a customer for years, both commercially and personal and have not had a complaint about them yet. They get the job done! Darren Hawkins, Landscape Innovation Inc.
A few years back I switched from a local, larger, more expensive competitor. It's was a great move for my business and personal tax needs. Ron and the staff at R.E. Pierce and associates are available, professional, and knowledgeable and reasonably priced for services. Thanks Ron!
Ron and his team have been an integral part of my business since 2008. He helped me acquire new businesses and keep my books and taxes in tip top shape. Highly recommended.
I have been using Ron for several years now. Always does a great job.
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.