*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.*
337 S Main St #130
Cedar City, Utah 84720
Caleb and his staff are amazing. I have used them for several years now, both for my business and personal accounting needs, and I couldn't be more satisfied. Their expertise and professionalism have consistently exceeded my expectations. I highly recommend them for anyone seeking reliable and knowledgeable accounting services.
Caleb and his team are fast and efficient!! We have tried many different companies and we have finally found the one we will stick with! We have always had complicated taxes and he was so easy to work with and helped us get everything in order! He took his time to answer any questions I had, and made sure we comfortable with the process. We usually dread tax season but not anymore, I look forward to working with them! I would recommend them to anybody!
Caleb has prepared my family's taxes for the past 2 years. He came highly recommended from a neighbor, and I also recommend his services. He is kind, attentive, family-oriented - really helped us through a difficult time. Really great at what he does, and personable too!
Caleb and his awesome staff handle our personal and my business taxes, and they do a fantastic job. I know I can always call and rely on Caleb for sound tax advice, and depend on him to take care of my family and business in regards to tax decisions. We couldn?t be more thrilled with Caleb, and we recommend to everyone!
Rees CPA is awesome. I was recommended a few years ago to this office, knowing nothing about them because I was pretty new in town. I have used Caleb for my small business taxes and payroll as well as our personal taxes. He is always willing to answer any and all questions. He is up front about what things will cost, and everything is very organized. His staff is just as amazing, they are kind, warm and welcoming. I would HIGHLY recommend.
I called with tax questions, but they told me they?re not accepting new clients. Don?t waste your time, call someone else who actually wants your business
Caleb did our taxes for us, and it was quick and easy! He is so friendly and made the process really simple. He walked through all the paperwork with us, and did not rush. He took the time to get to know us, and made us feel comfortable. It only took one week to complete the process, and he got us a good refund. He is not the cheapest, but he will do it right and fast.
Caleb and his team are the best that I have ever had. You can tell he really knows his stuff. He is willing to go the extra mile to save you money and to make sure everything is correct. He is worth every penny. Highly recommend!
Caleb is amazing to work with. He is efficient, affordable, and very professional. He is incredibly knowledgeable and helpful with taxes. I would highly recommend him to anyone, and will continue to use him for years to come.
Caleb Rees is great to work with. He takes the time to explain everything and help me understand all my financial and tax options. I would recommend Rees CPA to anyone needing an accountant. Caleb is from Cedar City and he supports local school activities and is a good community supporter.
My husband and I have been going to Caleb for the last few years! He is always super helpful and willing to answer any and all questions. Very knowledgeable, kind and fast with getting things accomplished. This year I have referred my family to him as well! I would highly recommend him.
As a first time business owner, I had a lot of uncertainty and a million questions. Caleb was attentive, informative, and patient. He explained the process and made sure I knew what was going on and felt comfortable. He puts his clients first and I know I will continue to use him for years to come.
We have been with this firm for a very short time, but I am super impressed! Caleb is handling all 4 of our businesses with ease and punctuality. I am very at ease with his Professional and personable abilities.
Caleb has done our personal returns for years and now takes care of our business as well. He has saved me thousands of dollars and is extremely detail oriented. His passion is the individual, not just the numbers. Thank you Caleb for all your hard work and the $$ of course!
Caleb and his team are so fantastic to work with. They are detailed and so Knowledgeable. I feel so thankful that I never have to stress about taxes because of their precision, organization and dedication to their clients. Thank you Rees CPA!
Caleb and his team do a great job with our business taxes as well as personal taxes. I appreciate that he is always available for questions and concerns that we have throughout the year.
We have been working with Caleb for multiple years now and can honestly say he does a fantastic job looking out for the best interests of his clients! Thank you Caleb for being AWESOME and for always doing the right thing!!
I refer everyone I know to Caleb and his team. These guys know their trade, really take care of their customers, and are great to work with. Friendly, open, reliable, and are worth well more than what they charge (but very happy with the price, of course!). ;D
Smart, professional, personable and well versed in the complexities of the tax system.. Just walked out of his office like the weight of the world had been lifted off my shoulders. I'm Newly married with kids on the way, and to be taken care of by a true professional is worth its weight in gold... Get yourself a Doctor, mechanic, and accountant you can trust, pay them well for their expertise, and your life will improve by leaps and bounds... I highly recommend Rees CPA..
Caleb is amazing. Incredibly knowledgeable and easy to work with! I appreciate the attention to detail and the incredible work he does. I?d absolutely recommend him to anyone.
I have had Rees CPA's handle my personal and business taxes for several years now. Before that, I was with a different company that offered me no help or suggestions on structuring my business, and I was WAY overpaying for taxes, and my business was not set up to benefit me and my family. In the first year that I went with Rees CPA's, they helped me change the structure of my business to benefit my family, and help with my personal taxes as well. Caleb and his team work very hard to ensure great customer se
Caleb is very knowledgable and strategic. I would highly recommend him and his team to anyone with basic all the way to complex tax needs.
Caleb and his entire team are very professional and knowledgeable. Communication was always fast and easy. Highly recommend!
These guys are amazing. I hired them 2 and a half years ago for small business & personal taxes. Great team and professional service. They were very supportive as I built a new business up.
When it comes to the attention to detail needed to assist with complex tax issues like structuring IRA tax reports and dealing with TPAs, Caleb offers a prowess and experience that exceeds expectations.
Caleb has done our taxes coming on 8 years now. Without queu he loves and takes passion in what he does. Don?t just hire someone to do your taxes hire Caleb to do your tax planning and save you thousands.
We trust Caleb and his team with our business taxes. They are very detail oriented, and able to answer any questions we throw at them!
I've heard great reviews about the place, but whoever answered the phone when I called seemed like she was in a horrible mood and would rather do anything else than talk to me. A little customer service would go a long way. Not cool.
Amazing communication. We switched our business and personal accounts over to Caleb this year. What an amazing difference. Thank you.
Caleb from Rees CPA has been doing my taxes for years! They are amazing and have such amazing customer service!!
I initially had an experience early 2016 that I was not pleased with, but they went out of their way to repair the damage and make everything right. I understand the firm was undergoing a major transition at the time. I would now recommend them to anyone! Thanks!
Caleb Rees is efficient, friendly and knowledgeable. I?ve always had a good experience working with him!
Very personable, knowledgeable, friendly and helpful. Reasonable prices! Caleb does a wonderful job!
Bruce has been doing my taxes for years! Very thorough, and intelligent. Recommend 100%.
Thank you Caleb! Would highly recommend talking with Caleb if you have any question about taxes! Wish I would have years ago!
Great info awesome people thank you!
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.