*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.*
2150 E Lake Cook Rd Ste 900
Buffalo Grove, Illinois 60089
My company has been using Robert for over 20 years. Have never, repeat never, had a problem with the IRS or the State. Everything was always sent on time and 100% accurate. Robert is very precise if he tells you he needs something he needs it. Each year he will send you a list of what he needs for both your personal and business with a checklist that is second to none. Highly recommend his services, especially if you?re a small business He is the best!
Robert is exceptionally thorough and brings a deep level of expertise to everything he does. His attention to detail and comprehensive knowledge make him a standout in his field.
I really can't say enough good things about Robert and his accounting services! He makes it easy to understand the financials of my business, provides invaluable advice to grow my business, and stays up to date on all the tax code laws so I don't have to. Our monthly meetings are also a great way to check in with everything and see where improvements can be made. Highly recommend!
Robert is fantastic, easy to work with and he protects your bottom line.
Does a great job. Really knows what he's doing
We?ve been working with Robert now for the last couple years now and we?ve been satisfied. He breaks things down really well and cares about helping you grow your business to the next level!
I have used Robert B. Fisher for over 30 years in many businesses that I?ve owned and operated trough out the years. I relied successfully on his expert advice, always up to date with the ever changing IRS codes. He?s on time, proactive and very efficient. I recommended him to my family, friends and associates. I highly recommend him!!!
Robert is amazing and very hands-on. As a finance person, I appreciate his strategic mind. Highly recommend!
Robert Fisher has been my accountant (buiness and personal) for years, and I recommend him completely. He is very knowledgeable, trustworthy and reliable. He has given me excellent advice over the years, which has helped my business grow. He remembers everything and is always on the ball. Simply outstanding.
After five years, Robert has saved me a tremendous amount in taxes and has helped me keep my business organized and increased my profit. He is efficient and is on top of all aspects of my business. Letting me focus on clients and sales
Robert is very timely, detailed oriented, communicates clearly, and is very thorough in his work. He's been a tremendous asset to my business over the last 7 years.
Our company has worked with Robert for going on 18 years now and can say he has been there anytime we had a question (quick responses always) and has provided dependable, accurate, professional CPA services consistently. If there's one thing you want in an excellent accountant, it's accuracy. Thank you Robert for your years of service and we apologize, this review is long overdue.
Bob is always a pleasure to work with. He's especially patient with new and small businesses. Helping his clients down the path to becoming well established companies. His services are highly recommended!
Robert has been my accountant for my "side hustles" for the past 8 years and he has been incredibly helpful in making sure that I'm doing all the right things with my business financials. I really appreciate too how he treats our relationship like a partnership, also invested in the growth of my businesses, offering ideas for marketing and growth.
Robert Fisher is very professional with what he does. He provides updated information to ensure compliance and follows the rules. He is very prompt and response quickly to his clients.
I've been a client of Robert Fisher for over 10 years. I must say he's very thorough and efficient. I highly recommend his services. Thank You
Robert is Among the best that?s out there. Prompt, thorough, knowledgeable, and will go out of his way to be there for you?
I?ve been a client of Robert?s for almost a decade, and have always been happy with his accounting services. He?s dealt my delays in reporting extremely well, and I would happily recommend his services to anyone.
We turned our accounting over to Robert and have been very pleased. Our work is accurate and on time. I know he is always available if I have questions.
Been doing business with Robert for years. Very good at what he does and always explained everything. Great personal attention
I?ve been with Robert for many years due to his level of tax knowledge and attentiveness. Highly recommend.
Life and money saver. Mr Fisher is thorough and detailed highly recommended.
Robert has been my accountant since 1994. He is very thorough and responsive!
I am looking for new CPa since we are new here in the area. I am still talking, he cut me off and hang the phone one me. That is very rude.
Robert has been fantastic to deal with, and is a tremendous asset to our company.
Very highly recommend cpa for over 20+years Absolutely the best
On top of Reports, Friendly, and Helpful!
He is a Great guy and very knowledgable at what he does.
Robert has been taking care of our businesses finances for over a decade. Always done an outstanding job.
Smart, dedicated, and always ready to answer questions. Highly recommended. He's been our accountant, and my personal accountant, for over a decade. Best business decision I have ever made.
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.