REH CPA, PLLC

REH CPA, PLLC

Reviews Summary

REH CPA receives overwhelmingly positive feedback, with most clients praising their professionalism, responsiveness, and expertise in accounting, bookkeeping, and tax services. Many highlight their helpfulness for small businesses, personalized attention, and ability to resolve complex issues. A few negative reviews cite communication gaps, pricing concerns, or occasional errors, but these are exceptions. The firm is frequently commended for making clients feel valued, with specific appreciation for their support during tax season and business transitions. Overall, they are highly recommended for both personal and business accounting needs.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
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

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

223 Williamson Rd Ste 104

Mooresville, North Carolina 28117

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-12PM
Saturday Closed
Sunday Closed

Customer Reviews

We cannot recommend REH CPA, LLC enough! They are invaluable to our company; managing our day to day financials and all of our corporate tax needs. Cindy is the best! Our office staff works closely with her and we are so impressed with her quick response time and knowledge of our business needs.

I have worked with REH CPA for 5 years. They provide bookkeeping services and prepare my annual tax return for my business. I specifically work with Christina and Brenda. They are professional, prompt, helpful and always show a frazzled small business owner tremendous grace. I highly recommend their practice.

I'm a small business owner and partnered with REH CPA about a year ago, and I'm glad I did. The entire team has surpassed my expectations and have been a great resource for me and my company. Katlin, who is assigned to my account is always accessible and is extremely helpful whenever questions arise. I highly recommend REH for all of your CPA needs!

I?ve been working with REH CPA for my personal and business taxes, and they have been nothing short of amazing! Their expertise, attention to detail, and responsiveness make tax season stress-free. They take the time to ensure everything is done accurately and efficiently, giving me confidence in my financials. I highly recommend them to any business owner looking for a reliable and knowledgeable CPA!

I have had the pleasure of working with Renee Moyer at REHCPA, and I cannot recommend her highly enough! She is an exceptional bookkeeper?highly knowledgeable, detail-oriented, and incredibly efficient. Renee has consistently provided accurate financial insights and has been instrumental in keeping our records organized and up to date. Beyond her expertise, she is always professional, responsive, and willing to go the extra mile to ensure everything is handled smoothly. Her dedication and reliability have

As the owner of a small family business, it's hard to find a great CPA office to handle bookkeeping and taxes. REH has done both for us for years now. We feel like they take pride in their work and make our lives easier!

We use REH for our home and business. Katlin is amazing and attentive. She always responds quickly and professionally. Don?t know what I?d do without her help!

I?ve had a fantastic experience working with Katlin. They are incredibly knowledgeable, responsive, and thorough in everything they do. Highly recommend their services to anyone looking for a reliable and trustworthy accountant!

REH has been nothing short of amazing! They have made my life so much easier by allowing me to focus my time on running my business rather than spending hours every week keeping up with my book keeping. I highly recommend any business owner to reach out to REH for their services and to check out their YouTube channel!

Honestly, I could have just gone with TurboTax. I was patient, but the lack of communication was frustrating. When I sent a couple of emails regarding the status ( a couple of days apart), the email response was cold and did not directly answer my question. I made poor decisions last year, but it makes me wonder if they even cared to truly help us out on our return. Since it's local, I was hoping for someone to schedule a meeting to review the returns. I think I marked that on my intake form (can't remembe

We are extremely pleased with the relationship we have with REH CPA. Especially Denise Burrows, we always receive quick and quality help with anything we are needing. We highly recommend them and give them 5 ***** stars. Extreme Construction Mooresville North Carolina

Highly recommend! Brenda has done a phenomenal job working on our bookkeeping. I really appreciate the attention to detail and quick responses that I receive from Brenda and everyone on staff at REH!

Our family business has been working with REH for years know and we are very happy with them. They do our bookkeeping and our business and personal taxes. They are great at what they do, and they truly care about each client!

I have utilized their bookkeeping and tax services for four businesses over a 10 year period. This is an awesome firm with outstanding personnel. They are responsive to requests and have been extremely helpful in helping is work through some complex issue involving our businesses.

Katlin has handled all my matters in such a timely manner! She is extremely meticulous and very professional! I highly recommend her for all your accounting needs!

Barbara Nelson does an outstanding job for our company. She is very detail oriented and has great customer service. Very punctual and responds quickly with any questions or concerns that we may have.

REH has a very responsive staff, and put a lot of effort into curating things for each client's need in my experience! Thanks to Katlin and Anita for all their help and patience onboarding the first year!

Would not advise using REH for individual tax services. $775 for an individual and at the end of the day, you still have to schedule your own tax remittances with the State and Federal government. Not the level of service I previously enjoyed, but at a premium cost.

We have been with REH for 5 Months now they helped us move our business to NC. Working with Denise has been great !

This group is amazing. Has helped us in some many ways with running a small business and have great communication and respond quickly to needs. Thank you REH CPA you guys are amazing!!

Cindy Coxon has been doing my books since I started my company. She is a delight, and always fast and reliable!

Katlin takes care of all our books, questions, and any problems that may arise. She is responsive and professional every time. Highly recommend!

Denise is available to help me figure out things in a timely manner and has been really nice adddtion to the bookkeeping. NIce to have someone responsive to help you when you need it.

Barbara Nelson has been handling our business account for a couple of years and is FANTASTIC! We feel lucky to have found her as she handles everything flawlessly and with a smile. Highest recommendation possible!

Katlin @ REH CPA Rocks she takes care of all my books so I can spend my time doing heating and air. I would be lost or in hot water with Uncle Sam if it wasn?t for Katlin and her team @ REH CPA Thank you, Joe A-+ Air

REH goes above and beyond for their customers. Wendy at REH is a rockstar. I would be lost without her! Taylor and the whole team just make you feel so welcome. REH handles all of our business from bookkeeping, taxes, to payroll. We have used them for years no complaints. REH really takes care of their customers and makes them feel like family! Thank you REH! I would like to add Niki to this review she has been very helpful and a great addition to the REH family.

Wonderful people and have always gone above and beyond for us! Great advisors to a growing business.

I've had a fantastic experience with this firm for both my personal and business returns. I have a lot of prior experience in public and private accounting so I was wary about the level of value that I would get by working with a firm, but was so pleased to see the value provided by their experience and knowledge of the most current regulations. They helped me to maximize my deductions in a way that exceeded what I could do on my own. I highly recommend REH CPAs to any small business owner or individual

Katlin is amazing! Thank you for all your do for us. You keep Tulle Bridal LKN running smoothly.

A topnotch accounting -CPA company. Very responsive when questions are asked. Great people to work with.

Great company to work with. Accessible for all questions, and very knowledgeable. Highly recommend.

Our company uses REH CPA and we want to share how pleased we are with their service. Brenda is our bookkeeper and she is positive, timely and very helpful. As a small business owner they are extremely patient and helpful when you are juggling many hats. We highly recommend them for either your company or personal accounting!

At Hearts4home we are thankful for finding REH. We were looking for a company that was able to provide the services we needed at a reasonable price. REH have been a great addition to our team as we now have one less thing to worry about and know we have the experts looking out for us. The REH team has been Awesome from the start and Renee has been the best. If your looking for a great company that is professional and friendly to help yours grow choose REH CPA!!!

REHCPA'S has been great to work with for the past 7 years. The are always there to steer me in the right direction. I have a small business with a few employees and spent most of my time in the field. I am forever late in providing them with the information needed for my filings and payroll. They are always kind at reminding me to send over the needed info. I would recommend them if you want a top notch accountant firm. Also want to give a shout out to the lady that handles my account, Brenda Williams, she

The whole team at REH CPA has made it so much easier for me to run my small business. From payroll to bookkeeping they always make sure to answer any questions or resolve any issues I have in a timely manner. I feel confident that I am getting the best and most accurate advise to help me run my operation. When we ran into a minor issue due to a miscommunication shortly after I onboarded, they went above and beyond to help correct this problem in a way that I felt benefited me the most. Give them a try today

We are a small, growing business and REH CPA has been by our side since almost the beginning. Ms.Michelle and Ms.Renee are so very helpful and handle any matter we might have minutes after the request. We never have any problems and all of our services are always completed on time. We are very grateful for them and would definitely recommend them to small business who don't know where to start. Thank you guys so much!

Great accounting firm that helped us out a lot! Communication and working with Brenda Williams is great. Always a timely response to all emails. If you?re looking for an experienced, professional and kind bookkeeper to support you and your business, Brenda and her firm are the one!! Overall great to work with! Highly recommend!

I've worked with REH for about a year and a half. Starting an LLC can be overwhelming and REH has been there to assist me throughout the process of getting started, and is always quick to address my questions. They've done a great job of managing my company expenses. Highly recommend!

I wanted to write this review if someone is looking for an amazing CPA. I have used REH for the last few years and have recommended them more times than I can count. I wanted to share with you that REH has sent out numerous quick emails to keep clients up to date with the current situation of the COVID pandemic and how it affects small business owners. Ray wanted to make sure that his clients were aware of all program options, how to file for them and what it meant for their business. He sincerely cares

A Great company, we wouldn't go anywhere else! They are quick to help with any questions we have.

REH has been extremely helpful since we came on board with them last year. We have finally found a firm that cares about its individual clients, which we had not experienced previously. They really have a fantastic team who are all ready to help with anything you need. Their YouTube podcast videos are just great and have proven to be a valuable resource for us on severable topics already. I highly recommend this team to anyone who is seeking a professional Accounting Firm to help you navigate the ever chang

I have had some of the most wonderful experiences with the staff at REH CPA, PLLC. As a small business owner, I have limited time for bookkeeping and accounting so I rely on Michele Raffa, Colby Hawkins and the rest of the team to save me time and money! I highly recommend this firm.

We cant say enough about how REH CPA has helped our business function and grow. Wendy has been exceptional and all the staff with the utmost professionalism, and kindness. We are proud to have this firm supporting us from payroll to accounting!

They are great! Answers questions when need and keep me up to date

I am a single owner and operator of a small consulting business. I truly appreciate the time and knowledge that the team at REH brings to my operation. I have full confidence in the honest and conservative financial and accounting advice they provide to me. I also appreciate the frequent videos they produce, as I often find them very helpful

REH CPA is fantastic and I would recommend them to any business in the area. They always respond quickly and have been excellent to work with during tax preparation and for monthly bookkeeping services. They always thoroughly explain the laws and give us excellent advice. Working with them has been one of the best business decisions we've made.

I have used REH CPA services for so many years that I can't remember. They handle all my payroll and income Tax and accounting for my business. They are always professional and friendly and have never let me down. They are always on top of new laws and tax information and they treat me and my company like friends. Ray, Angela and their staff are a breath of fresh air especially when it comes to taking care of any of our needs.

I would definitely recommend REH for your needs. Andrew and his team have done a wonderful job with our businesses. We have fairly complicated returns having to file in almost every state. REH makes a complicated process feel easy.

REH has been amazing to work with. They are the best accounting and tax team I've had and they really know their stuff. I was looking for a firm that would be quick and responsive to my needs and they've exceeded my expectations. I would highly recommend using them!

We are a Small Business and have worked with the REH group for over 5 years and have been extremely pleased with their services. We work directly with Brenda Williams on a weekly basis. Brenda is very friendly, helpful and quick to respond to any questions that we have.

REH CPA, has been a tremendous help as we navigate our bourgeoning business. We are very pleased with the professionalism and helpful nature of all that we have met. REH CPA offers vast experience with taxes, payroll, and advice for small business, they are very knowledgeable and ethical. We, at Carolina Gourmet, feel fortunate to count with advice and protection that Ray, and his team has offered us. If you are looking for an honest and knowledgeable account, call them today!

REH CPA 5 Stars! They are true professionals. The company handles my accounting, payroll and book keeping for 4 separate businesses. A truly unique service that combines both my professional and personal accounting needs all in one place. If you have a company or a few, this is a great service and group of people. All provided with an excellent pricing methodology. Highly recommend.

REH has a team that works with my personal and business taxes - and they are hands down some of the best in the business. They spend the time even after filing to talk me through areas that I can improve my bookkeeping, make me aware of tax changes, and assist me on the front end of upcoming business ventures from a revenue standpoint. They're the best!

By far the best service I have ever had with an accountant. Being a small business owner and always multitasking having REH CPA on my team has made my life much easier. I have a team of people who help me with all my needs. They always get right back to me with any questions I have, and they always keep me informed. This definitely is 5 star service. REH CPA thank you for all you do.

I have been working with Ray and his staff for a few years now, and they are always knowledgeable and helpful. Brenda Williams has always been quick to help when needed. Being a bookkeeper, I work with a number of different CPAs and REH is one of the best!

Small business owner for 12 years. We?ve worked with REH for 4 years. They are awesome & always respond asap. Good tax advise & work bank lenders to expedite business loans for us?..A+++

REH CPA, PLLC has been very helpful with my personal tax accounting for several years. Additionally, they have also been very accommodating with my law firm accounting needs. The Ingle Law Firm started operations in December 2020. REH CPA, PLLC has assisted our firm with bookkeeping and accounting services since our inception. If you are an individual or small business in need of accounting services, you should consider talking with REH CPA, PLLC.

Our company has used REH for over a year. They?re extremely responsive and always willing to help. Very professional firm with amazing staff. Chani and Julie and the best. Would never use another firm!

Outstanding CPA Colby Hawkins, and staff. The REH firms response is very timely. Everyone is friendly, knowledgeable and professional. We have found the 5 star accounting firm we had been searching for and we highly recommend them!

REH CPA, PLLC has been our CPA for nearly 5 years they?ve done amazing by us and continue to work with us and help us progress in a positive/upward direction. Can?t thank them enough for all their hard work and for all they do. They don?t only do our business taxes they also handle personal taxes and Can help In a multitude of different areas. Highly recommend them for personal and business. Give them a call and see why they have all these positive reviews:

REH has been a great place for all of our accounting needs. They provide CPA and bookkeeping services that have proved very helpful. If we have ever need information they provide it quickly. Communication has always been an easy process (I can't say that for other CPA's we have used in the past). Even though REH has grown over the years they still maintain a personal touch and we appreciate that!

REH provides excellent service and are true professionals. They are very responsive and go the extra mile to take care of issues that arise. For example, I needed information for an insurance audit that was due at midnight and Amanda worked into the night to get me the information just in time!

We've worked with Michele Raffa at REH for over 5 years, handling both our personal and company taxes. She's awesome - easy to work with, knows her stuff, and responds quickly to questions/requests. They are a great solution for our small business! We're impressed with the entire team.

REH took over my accounting needs this past year. They have been professional, courteous and thorough. Michele and the rest of the staff have always met deadlines and walked me through areas where I needed help. I strongly recommend them for business or personal guidance when it come to the ever changing tax regulations.

Our small business has been with REH CPA for a year now and it has been a great relationship. In particular Amanda S. has been really helpful and responsive to our needs. Great people and highly recommend their services.

REH CPA, PLLC has done my bookkeeping and taxes for over 9 years and they are fantastic! Working with Brenda has taken such a load off of my plate. She is thorough and professional.

Great experience using REH CPA's to prepare tax return for my business, trusts and personal taxes. They were very responsive to any questions that I had, efficient and had my taxes and amended returns prepared quickly and for a reasonable fee. They were also able to prepare out of state returns for my business and personal taxes for trust related items so it is a one stop shop. The secure online portal makes transferring sensitive documents easy, safe and secure. I had been preparing my taxes for many y

I began working with REH CPA when my accountant retired a couple of years ago. I so appreciate the seamless process, the friendly professionalism I receive from everyone at the office and their thorough execution of my taxes. As a sole proprietor, I gain so much peace of mind knowing that I can turn my information to Brendan Garay and that he will ask the question he needs to prepare my returns. The investment far outweighs the benefits. I highly recommend REH CPA.

Had to pay quite a bit elsewhere to fix mistakes made here with my books and tax services. There's a lack of professionalism at times with some of their staff. Their priced are on the higher side for the same services from local competitors. They raise prices annually, and I was told they may need to charge extra for extended time spent when I called to communicate with them in an effort to get staff to remind them to perform their job or correct their mistakes. It is very difficult to get their CPA's to ad

We were in a bind for an accountant and bookkeeper. We found REH CPA and it's been a blessing for our small business. We highly recommend them. You will be glad you made the change.

REH has been the best firm I have ever worked with. Brenda is always so helpful and always goes out of her way to make sure that get all my answers answered and I am very thankful for that. That you Brenda for all that you do.

Owning my first small business has been an adventure, but the staff at REH CPA, PLLC have been the best! They take the time to explain items I may not understand and have been very flexible with me. I highly recommend them for all your accounting needs!

Everyone at REH is exceptional; from your first phone call - to your documents in hand! Brendan took care of my taxes and was more than incredible! There were a couple moments I challenged him (on if he had captured a few items) and with very little time delay provided me feedback; and he didn?t miss anything! Important point here is, at the peak of their busiest time, I was treated as if I was their only client. To get back to me so quick, to relieve my concerns...I was totally impressed! Thank you everyon

This is our 2nd year working with REH for our accounting needs. Brendan is our accountant at the firm. He is very knowledgeable and friendly. There is a great team of people working for REH. We would recommend REH to other big or small business owners. Great local company!

REH CPA has been a key element to running our small business successfully! They are absolutely the best. Wonderful communication and professionalism. I highly recommend them.

REH has been fantastic! They are always available and responsive . The processes seem well thought out which results in a smooth tax return. Prices are very reasonable in my opinion as well. I would not hesitate recommending my friends and family to REH.

We're a small business and utilize REH's accounting expertise to take some of the weight off of our shoulders. We know that they're going to look out for our best interests and make sure things are done and filed correctly and on time.

I have been working with REH for the past 3 years. I have two small businesses and Michele and Brendan has been instrumental in making sure I am on top of everything a small business owner needs to stay on top of including quarterly taxes, payroll, projections, reconciling and the PPP process. I could not be any happier with the service, knowledge and responsiveness.

We have been with REH for 6 years (maybe more) They take wonderful care of us and our little independent car dealership. Super efficient, friendly and helpful, no matter how many questions I have or how many times I ask the same question. I highly recommend this firm. And I'm not paid for this review. :)

I have had a great experience with REH. Every person I have worked with there has been helpful and prompt. I especially appreciate the efforts by REH to educate their clients on tax matters, whether through their YouTube videos or in written and verbal communication.

We have been using REH CPA since 2016, and as a small business owner, we really appreciate the one-on-one attention and help we receive from them, all with reasonable pricing. Everyone is personable and professional, and they go above and beyond making sure all of our tax and accounting needs are taken care of.

We were looking for a good, local accounting firm to help us with our small business needs. REH CPA has been amazing to work with and provided us with excellent service. We highly recommend them.

I own a small business and I have been a client of REH CPA, PLLC for approximately 6 years now. all the staff are very courteous and have always been there to help or answer any questions and/or concerns I have had over the years and especially now with this pandemic and all the uncertainties they have really helped me in applying for the PPP loans and upon requests sent me any and all info I needed in order to do it. when it has come to tax time they have always gotten it done expeditiously with little

I have been with REH CPA for almost a year now and I have been very happy with them. They are very responsive to our needs as a new small business and are always very friendly. A great partner to have on our side.

I am very pleased with the responsiveness and professionalism of REH CPA, PLLC. I had many questions this year for my taxes and also needed guidance and clarity on a business matter. I am always well taken care of with the REH CPA, PLLC team and will continue to give them my business and refer their services to the Lake Norman community!

REH CPA service is highly professional and very responsive to its clients. The staff is friendly and answers emails promptly. REH cares about their clients and we trust REH with our accounting needs and highly recommend them.

Signed on with them in October to do the books, payroll and taxes. Took until mid December to complete onboarding. I spent a exorbitant amount of time getting them all the data they needed in the format they needed it. They never utilized the data; seemed like most of the information I provided was needed for the taxes; not booking and payroll. They made a couple BIG mistakes with account and EIN numbers that cost a lot of rework and time. By end of Jan. they still hadn't produced ANY monthly books yet

Three years ago I changed accounting firms to REH after a 20+ year relationship with a local accounting firm due to a lack of attention to important issues and oftentimes very slow or non-existent responses to day to day and urgent requests. After meeting with Andrew, he immediately resolved a very critical issue that had been ongoing for over 1.5 years with the previous firm that was costing me thousands of dollars. Very quickly, he accomplished two things: a return on monies paid to the IRS needlessly and

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.