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RG & Associates

RG & Associates

Reviews Summary

The reviews present a mixed but generally positive consensus. Most praise the professionalism, expertise, and responsiveness of the team, particularly for tax and accounting services, with many highlighting smooth processes and excellent guidance. However, a few negative experiences cite poor communication, unmet expectations, and billing disputes, resulting in frustration. The majority recommend the firm, but some caution about inconsistent service quality.

About This Listing

Audit
Assurance
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Mergers and Acquisitions
Outsourced Accounting
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

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

Audit
Assurance
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Mergers and Acquisitions
Outsourced Accounting
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

11920 Burt St #160

Omaha, Nebraska 68154

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

They are a great group of professionals to work with - very accessible. Always a fast response with expert advice when we have questions and they really know Quickbooks!!! We have been using them for several years for our business and personally and I would highly recommend them to anyone in need of a pro.

We hired RG & Associates for a special project. Their accountant said he could handle it so we paid a large retainer. Their accountant met with us once and then ghosted us. He missed meetings and deadlines forcing us to go elsewhere for much better service. When we wanted our retainer back, the company kept 2/3rds of it for services they said he did. We needed a FINISHED product, not useless hours.

Mike Chapman and the team at RG & Associates handled my small business tax filings for 2019. I was bracing for a very stressful long drawn-out process, but thankfully I was wrong - getting everything completed was a breeze. I was incredibly impressed with their systems (online uploading and organizing, bookkeeping sharing, automated and personal communications and checklists that make everything flow smoothly), and I was updated constantly throughout the process. My final bill came in below the original

Worked with one of their CPA's for almost 3 years. He advised me to file late due to flood damage so I did. Found out later I did not qualify. As a result of his recommendation I incurred over $1,000 in fees which I had to take my ex-husband to court to get to pay his half costing me court costs and money not to mention the headache of dealing with this for months. I then received a bill from the IRS and needed my CPA to make a couple of phone calls to figure out what the bill was for. Literally probably le

RG & Associates have handled my tax returns for both my business and personal for the last two years. Their team is professional and has helped me figure out ways to grow my business. I highly recommend using them for both personal and professional tax service.

Mike Chapman, CPA and Partner, is absolutely one of the best CPA's I have used individually or for our business. Mike is down to earth, straight forward, honest and a delight to work with. He is always working to make sure you get the best outcome. He has very high standards. Nothing is rushed with Mike. He is very thorough and you can have every confidence with Mike's Work. He is passionate at what he does and you feel great working with him. I suggest you call Mike and visit with him, you will be g

If you need accounting services in the Omaha Metro Area, Mike Chapmann at RG & Associates is the person to call. They do a great job for their clients, provide full service "big firm" capabilities, without the "big firm" price tag. I highly recommend!

Kent with RG has been amazing to work with! Being a small business owner myself I rely on his knowledge and guidance! He has blown me away by going above and beyond my expectations!

Everyone over at RG & Associates is absolutely incredible! They are all professionals at what they do and take the time to make sure all of their customers have a great experience.

Our accountant is fantastic, we are so glad that we found Quinn to clean up all the mess we had with our prior management.

Not good, not sure who they have preparing things but was sloppy at best. No return phone call about K-1 that was wrong. And they charge too much!!!!!!!!!!!!!

Great professional advice on accounting services.

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.

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