*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.*
1812 Front St
Scotch Plains, New Jersey 07076
Outstanding litigation expert. Professional and reliable. I've worked with Mr. Bonavito for more than a decade. He has a deep understanding of accounting, business damages, and lost profits. His litigation reports have been of the highest quality, and he knows how to testify at deposition and in court. Equally important, he is adept at identifying weaknesses in the opposition's reports. My highest recommendation.
As a family and business law attorney I have used Bonavito CPA forensic services for the last 10 years his reports are accurate detailed and essential for settling a case and for a winning a case in court. Once you use his services you will understand why I use no one else and how important his firm is in any litigation that needs forensic accounting. Highly Recommended.
Robert Bonavito CPA has been a staple in our household for decades and we couldn't be happier. He's efficient, knowledgeable, timely, and always an expert in the field. We are so grateful to him and his office for the many decades of outstanding service, advice, council & guidance.
Bob Bonavito has been my trusted accountant for both my personal and business accounting needs for 14+ years. He is professional & always available to help with any situation that arises. When we had litigation issues, Bob was there to handle everything.
Our firm has enjoyed working with Robert Bonavito, CPA on several forensic accounting matters. While Robert has a very high level of technical proficiency in forensic accounting, he also has the uncanny ability to decipher complex financial and economic data which results in reporting that is very understandable and useful in the forensic accounting process.
Bob is a dedicated, exceptional forensic accountant. I have engaged him a dozen times to represent my clients in litigation and his one-on-one persona is the best. The valuation results are always what judges want to hang their hat. William J. Berman, Esq. Berman Rosenbach, LLC Bernardsville, NJ
We have been working with Robert Bonavito and his team for the past 20 years, including for our family annual taxes and for the business I started up. He has been amazing from the start, making the complex clear for us, helping us understand key success factors for my business, always being professional and positive. We highly recommend Robert and this team, and are so glad that friends referred him to us years ago.
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.