*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.*
3408 Pine St
Morehead City, North Carolina 28557
Rogers & Company, CPAs are phenomenal. Both my father and I have used them for years. Their guidance and expertise is second to none. Will Rogers, Sharon Peretik, and Carrie have been instrumental in my accounting/tax needs and cannot thank them enough. Their fees are very reasonable and the communication is great. Thank you.
We have worked with Rogers and Company for many years and highly recommend them for their accounting and bookkeeping services. They are extremely knowledgeable and hard working in all they do. We've worked with other accounting firms and by far, Rogers and Company has offered us the best experience thus far.
Rogers & Company have had my company's business for almost 10 years as well as my personal returns. Their use of technology to streamline the process allows it to be super convenient and efficient. I'd recommend this firm to anyone.
I absolutely love Will Roger's and his staff. They have been amazing to me and my company. They will go the extra mile to make sure everything is prepared to perfection. Thank you Will and staff for years of solid business and friendship! Keep up the great work! (Highly Recommend to anyone)
Thought we had found a good one based on reviews. They completely screwed up our taxes, filed them in multiple states and IRS with our SSNs obfuscated, so they were all sent back to be redone. To add insult to injury, they tried to bill us for the extra work they had to do refiling with our SSNs properly included. They also filed our out of state taxes without required supporting documentation. I guess they didn't research what was required. Wanted us to pay them for the extra effort cleaning up that mess t
We have been using this company for all our business and personal needs for about 5 years now. I would not trust anyone else. No matter when I call they are quick to respond and get me any information I need. They are there for the benefit of you and your future. Looking forward to many years to come in all our business adventures.
Service was fast and reliable. Great organization to work with. And if you are thirsty they have cold diet coke and fruit flavored dasani water.
I was highly impressed with their quality customer service. They turned a very frustrating situation completely around for me and I am most appreciative. I would definitely recommend this company!
Will is great at filing my taxes. I?m great at completing them late. Highly recommend.
These folks have been great to work with and we highly recommend them to others.
I have been using these CPAs for over four years now and I?m very pleased. I would recommend to everyone
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.