*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.*
1240 S 2nd St
Minneapolis, Minnesota 55415
Jordan has been absolutely exceptional in guiding me through a complicated and stressful tax situation. From our very first phone conversation, he was professional, patient, and incredibly knowledgeable. He took the time to explain everything clearly, answered all of my questions without making me feel rushed, and offered reassurance every step of the way. His kindness and transparency have made a difficult process so much more manageable. I feel incredibly fortunate to have found him?he?s not only earned m
Jordan was exactly what I needed this year when my taxes were more complicated then ever. He was patient throughout the process, and explained everything to me very well. I believe he got me every possible deduction and was extremely knowledgeable and easy to work with. Thank you Jordan!
Jordan is the best CPA I have worked with! He is intelligent and understanding, and I found it to be very enjoyable working with Jordan! He helped me clean up my companies books after a messy year and get everything I need in order for taxes. Highly recommend!
From the moment I reached out to Rocca CPA for assistance with my accounting needs, I was impressed by their prompt response and willingness to help. Their team of professionals not only met my deadlines with precision and accuracy, but they also went above and beyond to ensure that my financial needs were met with the utmost integrity. Furthurmore, my specific situation required additional clarification and Jordan was prompt with his advice and delivered instructions on how to navigate with the heart of a
Jordan is a trusted advisor that knows what he?s talking about; that?s the bottom line. All other factors such as his diligence, patience and willingness to solve every question or situation for you is what makes Rocca CPA a reputable establishment. Go here, you won?t regret it. 10/10 recommend!
Jordan is truly remarkable with a strong passion for his work. He is meticulous, persistent, caring, understanding, and easy to communicate with. I wholeheartedly recommend his services and would always suggest him for anyone seeking a CPA.
I recently had the pleasure of working with Rocca CPA, and the experience was nothing short of exceptional. From the moment I reached out, their professionalism and attention to detail were evident. They took the time to listen to my financial concerns and goals, ensuring that all my questions were answered in a clear and concise manner. What impressed me most was their ability to break down complex tax and financial concepts in a way that was easy to understand, making the entire process stress-free. They
Jordan Rocca is not only a great CPA to work with, but he?s an even better person to be around. He?s so easy to work with and made everything effortless. Would recommend him to a stranger on the street!
I cant say enough good things about Rocca CPA. Jordan is very attentive and helpful when it comes to answering any questions I may have. His responses are timely and he genuinely cares about his clients. Definitely recommend!
I recommend Rocca CPA as your Accountant. Jordan is professional, thorough, and extremely knowledgeable. He has always served my tax/finance needs well and I have full confidence he will serve your needs the same.
Jordan is extremely knowledgeable. He is dedicated to helping us and makes us feel like we are top priority. We wouldn?t go anywhere else! Thanks Jordan for making us feel comfortable with such life altering decisions.
Working with Jordan at Rocca CPA was such a positive experience for me! He?s so easy to talk to and he explained everything in a way that made sense. 10/10
Jordan is PRO. I was shocked at how easy he made it for a multi-state, multi-property, multi-W2 return. This return was also right up against the deadline and he made it happen. His professionalism and quickness are the 2 things that stuck out the most to me. I thought my return was going to be so complicated and it wasn't thanks to Jordan. If you are looking for CPA in Minneapolis, call Jordan at Rocca CPA first.
I?ve worked with Rocca CPA for both last year?s and this year?s tax preparation, and I couldn?t be more satisfied. They are consistently clear in their communication, making complex tax issues easy to understand. On top of that, their responsiveness is impressive?always quick to answer questions and provide updates. If you?re looking for a CPA who is professional, efficient, and easy to work with, I highly recommend Rocca CPA!
Jordan is an excellent CPA. He catches things that I miss, provides insights on strategies for getting the most out of my returns, and has provided particularly valuable advice when navigating the tricky waters of cryptocurrency. Could not recommend enough!
We have worked with Jordan since around 2015 and have found him to be very experienced and honest. He helps us find every allowable deduction some of which we weren't even aware. He does our personal and business returns. O'Connor Construction
Jordan is a great guy and professional. My husband and I know him personally and would trust any advice he provides!
My husband and I have used Jordan as our CPA for a few years and we have always appreciated his professionalism, timely responses and expert advice. He?s been a joy to work with and always makes sure all of our questions are answered. I cannot recommend him enough when Tax time comes around.
Jordan has done our taxes for years. He is fast and efficient and makes the process so easy. If we have any questions, he responds in a timely manner and makes sure we are at ease during the process. Truly enjoy working with him!
Rocca CPA has done my personal and business taxes for the last three years and I will undoubtedly rely on them as my accountants for the long-term. They specialize in cryptocurrency taxes but their experience makes it easy for them to handle every tax situation I've thrown at them.
Jordan is very attentive to details, is knowledgeable and does great work for his clients.
Highly professional and reliable! Always available to answer questions and provide great advice. I?ve been impressed with the attention to detail and expertise. Would definitely recommend!
Jordan is the best in the biz. Personalized tax and accounting services with top notch customer service. As Ben Franklin said, the two certainties in life, death and taxes. RoccaCPA has your back!
Jordan has been fantastic. He is so knowledgeable and passionate! Always has the insight and offers peace of mind through stressful tax situations.
Jordan?s got great domain expertise across a variety of tax situations, and was able to quickly and clearly guide me through my 2023 taxes. Highly recommended
I'm a small buisness owner and using Rocca CPA has been one of the greatest decision I've made. Jordan proves himself to be knowledgeable and experienced in the buisness.
Great analytical and communication skills. Jordan noticed information that I missed.
Very professional, honest and hardworking. Highly recommend.
Jordan was thoroughly prepared for discussion and quickly answered all questions during tax preparation.
Magnificent CPA, with a vast knowledge of business. Also very responsive and willing to go the extra mile.
Always professional and prompt to make tax season so much easier. 5 stars!
An incredible experience and great service!
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.