*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.*
94 E Jefryn Blvd Unit H
Deer Park, New York 11729
Roy was recommended to us by a friend who owns a small business, and we have been very happy with him. Roy is very quick to respond and gives detailed explanations for any questions we may have. He is personable and easy to talk to. We like his use of a secure electronic vault for transmitting documents.
Roy has done an awesome job with my families taxes the past 2 year. Super quick responses, answers all my questions and pro-actively compared my 2 year tax documentation to ensure we captured everything. Highly recommend working with Roy.
Roy is the best! He has been doing my taxes for years. He always does a great job. He is fast and accurate and always answers all my dumb questions!
Roy has been an invaluable asset to my business for the past 10 years. Any time I reach out to him with questions, he is tremendously helpful and generous with sharing his time and knowledge. It's clear that he truly cares about you and it's in his nature to help. He also goes above and beyond with following up and making sure everything is taken care of by deadlines. Don't leave money on the table?get Roy on your team and it'll be the best business decision you can make!
Highly recommend Roy Cooper! Roy provided exceptional service in resolving a recent tax issue of mine. He meticulously reviewed a notice I had received regarding a previous tax return of mine. His detail-oriented approach gave me great peace of mind throughout the process. Roy's friendly demeanor made a potentially stressful situation much easier to navigate. He patiently explained everything in terms I could understand, and took the time to answer all of my questions thoroughly. I had gone to several CP
A mid-2022 online search for a reliable tax professional led my husband and me to Roy Cooper, CPA! Prior to tax season, we met with Roy to address a few tax-related questions we had, and we found him to be quite knowledgeable, friendly, approachable, and generous with his time in answering our questions. Since then, we called Roy with tax-related questions on two separate occasions. In each instance, Roy returned our calls promptly, and he took the time to answer our questions thoroughly. This past week, we
My husband and I have been with Roy since 2018 I believe. A coworker recommended us after I complained about the accountant that did our previous year's taxes. We are extremely happy we made the switch. Roy is extremely knowledgeable, respectful, responsive and makes the whole process seamless. He genuinely seems to want the best for his clients, always answers and advises the best course of action for all of our questions and concerns. Highly recommend!
Roy has been my accountant for over ten years. He is efficient, thorough, and extremely helpful. When I was laid off during the pandemic, his exceptional knowledge and assistance helped me through that difficult time. Now that I am an Independent Contractor, once again he has stepped in to help me navigate the financial and tax issues ICs face. I recommend Roy and his associates highly! Thanks Roy!
All the years I have been in business I have never had anyone take care of my account like Roy. Anytime you need something he is always there for us. I would without even a doubt recommend his services to anyone. You will not be disappointed. Thankyou Roy for all your commitment.
As a young professional just starting to navigate adulthood, Roy communicates clearly, promptly and with the upmost professionalism. I have trusted Roy as my tax accountant for years and will continue to do so. Thank you Roy- you're the best of the best!
I had a complicated file as it relates to a tax return for a leaving abroad. Roy is extremely knowledgeable, he helped me getting it through the line. He is precise, detailed and working with him was smooth and straightforward.
Very smart and amiable accountant. Definitely recommend him to others!
Roy is very helpful and makes the whole tax process smooth and easy. This is my second year using Roy Cooper CPA and I will be returning again next year. I would highly recommend his firm to anyone looking for help with taxes!
Roy and his team have been my Accountants for over 15 years. Professional, knowledgeable, up to date on all the latest tax code and accounting treatments, armed with the latest software. If you need a great accountant for either private or small business use - look no further.
Roy is a pleasure to work with. He is very knowledgeable and makes the whole tax process simple, easy and painless! Would highly recommend to anyone.
Always available by phone, works out complicated problems with great solutions, and helps with payroll and corporate audits. Roy has been doing my personal and corporate taxes for 15 years.
Roy is great and extremely knowledgable. He does very thorough and efficient work, and he's easy to get in touch with. We highly recommend him.
Been with Roy for years. He's the man! Very professional and Helpful. Thank you!
Very good accountant. Been using him for years
Absolutely amazing experience, will recommend to anyone needing any kind of accounting services. Roy was very knowledgeable and welcoming. 10/10
Don't bother calling Old Roy for any help whatsoever. He's not taking new clients so you'll just be wasting your time.
Mr. Cooper is professional, courteous, efficient, and knowledgeable. I was referred to him by a close friend and I will DEFINITELY go to him next year! Thank you Mr. Cooper! Steve A.
Roy is a true professional and pleasure to work with! Highly recommend!
Roy Cooper, CPA is amazing! They are knowledgeable, efficient and available. I would highly recommend.
best experience wish I met him 40 years ago
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.