*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.*
5801 Soundview Dr Suite 200
Gig Harbor, Washington 98335
I called in with a couple of questions regarding capital gains tax expecting to have to walk in for a consultation, but Robert walked me through what he thought was the best course of action over the phone without any expectation of charging me. He was clearly very knowledgeable, and I appreciate that he did not try and force me into the office. If I have any future issues or questions regarding my taxes, I will gladly seek out his services.
Bahus & Brenner is, in a word, phenomenal. Or perhaps they are phenomenal. It depends, somewhat, on whether you consider them to be a single entity. Either way, they've been doing accounting for our business (Odd Otter Brewing Company) for 3 years now, and I cannot say enough about their responsiveness, their attentiveness, and their efficiency. The guys are professional, sharp, knowledgeable, and very meticulous. I cannot recommend them highly enough. They do both my business's taxes, help manage our pay
I have had the pleasure of working with Robert Bahus for many years and I can honestly say that he has elevated my family?s financial situation. He is smart, quick and honest. He has provided my family and I with great advice on current and future tax planning. I highly recommend him!
I have used Bahus and Brenner for a number of years now, and have always had good service. Feedback and communication were both friendly and prompt, and their attention to technical detail caught items on my taxes I would have otherwise not utilized to my advantage. I recommend their service for those looking for quality work.
Cody Brenner goes above and beyond every year. We have worked with Cody Brenner for three years now. We keep coming back because we know our business and personal taxes are in good hands and taken care of right the first time. He works hand in hand with our bookkeep and our team to make sure he understands our business and our needs. Thanks Cody!
Robert is great to work with. He puts the time in to make sure you understand the process and goes the extra mile to ensure you?re getting the most out of your personal tax situation. Highly recommend!
Theses guys go above and beyond. Have used cody for my business taxes for years and have nothing but good things to say. Used them for state and local, 1099s, restructuring and personal. Great work
Took my call directly and offered a ten minute conversation centered on tax advice. Friendly and open to unusual cases. Not cheap, but a wonderful value.
I called with questions and Robert listened, explained the intricacies of my situation, and recommended I take a course that would be beneficial for me but bring his company less money. I trust this firm.
A real advocate for the tax payer, and smart as hell too
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.