*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.*
1000 Novus Ln STE 544
Chapel Hill, North Carolina 27514
This is our second year working with Rodriguez CPA, and we are thoroughly impressed with Diego's expertise and support. He understands our needs and delivers results efficiently, ensuring a smooth process. We value his transparency and find him to be exceptionally easy to work with. We look forward in continuing to use his service in the future. Thank you!
I just had the opportunity to speak with Diego in my hunt for a new CPA. He was an amazing guy. Very knowledgeable and transparent in the space he specialized in. While his specialization wasn't a match for the space I'm in, he still spent 30 minutes sharing his thoughts and ideas on ways to find someone that would be a good fit for me... I was super impressed!!
Wow!! I had been filing my taxes with the same person for over 12 years and through a friend's recommendation I tried Lurod Tax. The best decision I made. Diego was very professional and detailed with his explanations. I filed my taxes virtually from Florida using an encrypted portal. I feel safe that my personal information is protected. I will file my taxes with Lurod tax every year from now on. Best experience ever. I strongly recommend Lurod tax to anyone looking to file their taxes this year and all fu
Diego is awesome, very professional, knowledgeable and efficient. I had no idea this year where to go for my business tax return. After a recommendation by one of my clients, I decided to have Lurod LLC take care of my taxes. I called Diego and he replied instantly, scheduled an appointment for the same week and handled everything like a champ. I know that tax season for most business owners is a headache, but Diego makes this process as fast and painless as possible. I never had such a great experience get
Rodriguez CPA PLLC has been an invaluable partner for Complete Construction Inc. Their monthly accounting and advisory services have transformed our financial management. Their expertise and dedication are unparalleled. We highly recommend their services to any business in the entrepreneurial trades.
If you like getting the most money back your taxes possible then you should look no further than Lurod Tax!! The owner, Diego, was very knowledgeable about the "ins and outs" of the tax code. I couldn't have asked for a better person to walk me through the complicated process of filing an itemized tax return. He was able to get me more money back on my taxes than I ever did using TurboTax. Diego was very accomendating with setting up a time to sit down with me and explain the process. He explained, in adv
Diego helped me with my taxes. He was really friendly and knowledgeable. He was able to explain things to me in a way I could understand. I got back significantly more money this year than I ever did using turbo tax. He also gave me tips on how to save money in the future. I have already recommended him to my family and friends and I would recommend him to you!
Diego is a knowledgeable and helpful CPA. I had a nagging concern about some paperwork regarding my business, and Diego figured it out quickly! He took the time to listen carefully and explain any questions I had, in terms I can understand. Now, I?m all sorted for tax time and look forward to working with Diego again. I highly recommend his services!
Diego is hands down the best accountant I have ever done business with. I honestly think that with out him I would be losing money. Diego is the only person I trust with my taxes and finances. Truly the best!!!!
Lurod's tax preparation service made filing my taxes easy. Their secured portal where I uploaded my documents was extremely convenient. Diego Rodriquez, CPA at Lurod Tax is very qualified, knowledgeable, professional, and puts the client first. My expectations were exceeded. I had an exceptional experience with Lurod Tax LLC and highly recommend that you use their services too!
I trust Lurod Tax with my taxes and consulting for both of my businesses. I am most drawn to Lurod by the fact they listen to me and provide insightful recommendations for my businesses. I go to Lurod for advisory service because of Diego's problem solving skill and general business knowledge.
I am an international student doing a Masters of Science in Rochester Institute of Technology. I learned about Lurod Tax from a friend who is also a client. I had a great experience, Diego is very knowledgeable and I felt as if I was in his office even though he prepared my taxes return virtually. If you are looking for quality service, I highly recommend Lurod Tax.
I visited Lurod Tax to do my personal income tax. I like how Diego explains to me how and why I can deduct certain expenses in plain English. Lurod Tax provides professional service and I was very happy to use the client portal where my documents are safely stored. Thank you for preparing my taxes.
Diego is a very professional and informed CPA. He always answered all of my questions! He worked on my personal and business taxes and always went the extra mile to make sure I understood and was aware of all the peculiarities of the new tax law. Thank you Diego for your amazing work and patience : )
I highly recommend LUROD LLC services for anyone who wants highly motivated, knowledgeable and professional tax services. I have used other tax services in the past, to include turbo tax and H&R Block. However, I can honestly say that LUROD LLC services exceed all services I have used in the past. Mr. Rodriguez' expertise and ability to provide outstanding service on an individual basis has won me over. I will not use a different tax service ever again. If you try LUROD LLC, I'm sure you won't either.
Diego has made my business stronger. He helps me understand my business better, is patient and thorough and I am fortunate to have him as my accountant.
Diego is very professional, prompt, and helpful. He was able to answer all my questions, and his availability made making an appointment, signing paperwork, and filing my taxes very easy! I would highly recommend his tax preparation services!
I?ve worked with Diego for more than five years and overall is a great service. Diego is a great human being and will provide you with his best service everyday.
LUROD LLC, provides the best service. I wouldn't go any where else to get my taxes done. I was extremely satisfied with the professionalism and expertise. I would highly recommend for anyone that is looking to get there taxes done to use LUROD tax services!
Independent artist and contractor. I showed up with years of bad bookeeping habits. He not only helped with filing, but he showed me how to stay organized and be prepared for tax season. When I finally opened a business there was no question who I turned to for accounting services. Having Diego in your corner is a must.
Diego has been a blessing to my business. Not only has he has been my CPA from day one but has been a guide on how to grow my business.
I appreciate the quickness & efficiency used to address my questions. The follow ups are really important to me and show me integrity of the company - amazing overall
EXCEPTIONAL SERVICE!!! Diego is prepare to answer any questions and always educate me on tips for my business!!
Great guy to work with. Will help you get every dollar possible.
Very fast and smoothest filing ever. Strongly recommend.
Thank you LUROD for simplifyng this process for me. I appreciate the worry free filing....
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.