*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.*
5000 Centregreen Way #500
Cary, North Carolina 27513
Mr. Gomez is a true professional who cares about helping people! I called Bob as I had some questions about taxes/services, and that I was looking for a second opinion (based on info I had received from another CPA I had worked with prior). While many in his position might have blown me off since I might not have been a "solid prospect" at that moment, he took 45min out of his busy schedule to answer questions and offer information and advice! I would definitely recommend Mr. Gomez to anyone looking for pro
Very impressed with the level of support, professionalism, and quick response from the Robert Gomez CPA firm. They provide the quality of support that I need to keep me focused on technical work with a peace of mind that my tax and accounting needs are being handled accurately, timely, and with attention to detail. A trusted relationship makes all the difference in managing a company. Highly recommended.
Robert Gomez CPA is a full service firm that works hand in hand with their clients. I have many mutual customers with Bob and the service he provides his clients is far superior then other CPA firms. Bob?s past experience with a big firm background, offers a broader perspective to his clients than other CPA firms. When I am looking to help customers with their financial needs, having Bob as their CPA assures me that their books are in order and that all aspects of the business transaction have been addr
I've utilized the services of Robert "Bob" Gomez, CPA and his team for many years regarding personal tax matters and for clients in my capacity as a Business Insurance Executive. He has a broad knowledge of tax law and stays up-to-date on current legislation affecting his clients in a range of industries. His expertise means that he is able to strategize on personal and business financial planning. The firm provides top-notch service and responsiveness. I highly recommend them!
Robert was so helpful on the phone when my husband and I called. He went out of his way and made us feel like he had all the time in the world to answer our questions.
Robert (Bob) Gomez has handled complex filings for our offshore accounts to make sure we complied with Federal regulations. He and his assistant Sherwood Campbell have been great to deal with. They get the work done promptly. They are a pleasure to work with. I highly recommend his firm. Garett Backman
The Robert Gomez team is very professional, always bringing money-savings ideas and best practices to help us run a successful business. We know that as our business grows, my accounting firm is up-to-speed and can handle all our needs. - Custom Laminating
For more than 2 decades I have been using the services of Bob Gomez, CPA. He and Sherwood are simply the best. Even after I moved from the greater Raleigh area in 1994, I continue to travel from Wilmington, NC for his expertise. Highly, highly recommend!
Bob Gomez knows more about tax law than the IRS does. And he uses that knowledge to correctly prepare your taxes and to take full advantage of tax law to reduce the amount you pay and to resolve tax problems. I know of no one who successfully resolves IRS tax audits better than Bob Gomez. After working with a lesser accountant and tax preparer for my business I moved my account to Bob Gomez to fix the bookkeeping mess, check my CFO's work and to structure my tax plan. Now after 12 years I wouldn't use an
Bob has been our CPA for almost 20 years, He is super knowledgeable and helpful. He also keeps up with the latest on the tax laws as well. I would recommend him and his firm to anyone, but especially if you own your on business.
Valuable and trusted business partner. Most accountants I have used just seem to go through the motions. This firm not only knows the tax law they go the extra mile of recognizing opportunities for my business and investments. Their knowledge of Real Estate transactions is impressive.
The CPA firm of Robert L Gomez CPA PC has been a trusted business and tax advisor of our company for 15+ years. They have helped us with things such as a complicated tax spin off to divide our business in a tax efficient manner to monthly bookkeeping questions, the firm and its staff members provide expertise and guidance in a timely and professional manner.
This firm knows how to help your business. From acquisition to tax planning to improving profitability, Robert Gomez CPA's knows how to position your practice for success. They are the best in North Carolina!
Very helpful and responsive. I can tell he looks out for his clients!
All experiences via two businesses and personal accounting have surpassed my expectations. Mr Gomez and his staff are very detailed and take the time to be completely thorough. You'll appreciate the meticulous service.
I have worked with Mr. Gomez's firm for the past several years. Robert, Sherwood and Julia have all gone above and beyond. Truly exceptional firm. Great service and always available for questions. I could not be more pleased.
Bob is the man! His suggestions have turned our business bookkeeping around in a great way, and the tax advice (for a small dental office) we've gotten has been solid. Highly recommend his office.
I have been doing business with Robert Gomez's firm since 2003. Through out the years they have handled all of my accounting needs. They are extremely knowledgeable and answer any questions or concerns I might have. I would highly recommend their services to anyone!
After moving to RTP area from NY/NJ I was looking for Tax advisor and approached Robert. And I have been very happy. Robert is very knowledgeable , very approachable , efficient and prompt in his responses. I highly recommend him !
We've been a client of Bob's for more years than I can remember. He knows tax code better than anyone I've ever known. More than that, we trust him. He is honest and that means everything to us.
Best experience I have had with a CPA firm. They just don't file tax returns. They understand all the complexities of tax law and they took the time to understand my business needs. If you want it done right this is your firm.
Robert is very thorough when it comes to providing responses for any tax related queries. He dealt with our foreign income tax return with utmost professionalism and provided us the hand-holding that we needed
Outstanding service in every way. Very personable and responsive to questions and issues that arise in the day to day managing of a business. i appreciate frequent informative email alerts about pertinent issues or on going events or topics of interest. I highly recommend this firm and everyone that works there. Very pleased with their professional services.
I have over a 20 year relationship with the Firm. The team brings world-class expertise to the NC market. The firm is focused on client service and operates with a 'talk straight' approach.
Robert and Sherwood do a great job of ensuring that the little details are taken care of seamlessly. I always feel taken care of and never feel I have to worry about whether or not I am in great hands.
THIS ACCOUNTING FIRM IS FANTASTIC! I have been very pleased with their expertise and overall responsiveness. They are truly dedicated to their clients and I can't recommend them enough.
Bob and Sherwood have worked with several of my clients. They have always provided professional, timely and effective accounting and tax advice.
Bob and his staff are super flexible and easy to deal with. When I call I get my answer, or my call returned the same day. Bob and staff take the time to give personal, professional service.
They helped us with our taxes for the 2017 year. They also helped us in the decision to expand or not. I would highly recommend Robert L. Gomez.
Large firm experience, knowledge, & capability with small firm value & personality. CEO Manufacturer
Great service with strong tax knowledge in the Corporate International Inbound tax area.
Always available to talk and provide advice!
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.