*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.*
1870 W Winchester Rd Ste 113
Libertyville, Illinois 60048
The Rudolph CPA Team is remarkable. The entire staff is friendly and very knowledgeable. I just completed my 2024 Tax Documentation and the Rudolph CPA Team expedited my return and provided me with helpful information to prepare for the 2025 tax year. You all work so hard during the tax season and it is greatly appreciated. Highly recommend Chris Rudolph and his team of experts!
Chris Rudolph (and his team) are the best. They are what you want in any professional?expert in their craft, responsive, timely, adaptable, open to questions, and friendly. Still more, they are very reasonable in their fees. I was referred by others in my profession and I have in turn referred others. Referrals are the final testament to the quality of their service.
I have been a customer of Rudolph CPA for over 7 years and called today, 3/3/25 to book my appointment with Arturo for my taxes. I spoke with Karen and we set a date, but I had questions on pricing because we got a notification that the price would go up $125 this year, but every year I was paying more than the year before, and it?s getting pretty outrageous. So she looked at my last two years and said in 2023 I paid $370, 2024 I paid $440, and for 2025 they want $565?..Karen let me know Arturo has been inc
I was new to the area seeking a CPA in January for 2024 tax season. Other CPAs werent so welcome to new customers this time of year but the Rudolph CPA team not only squeezed me in but also were very accommodating to my situation and top notch with communication. Will be back next year.
Very knowledgeable, great service at a fair price. We have been going to Rudolph CPA for many years now. I highly recommend Chris and his team!
We really enjoy and are appreciative to Chris Rudolph CPA. The whole staff is friendly and knowledgeable. And Chris Rudolph is the best! Thanks You.
Very knowledgeable and helpfull with taxes for both my business and personal.
Best price and super knowledgeable. Awesome people.
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.