*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.*
7264 Hanover Green Dr
Mechanicsville, Virginia 23111
Paid for services not rendered. Explained exactly what the state required and provided the documents. Not only were the supporting documents not sent, but they requested I pay even more money just see if the state accepted the adjustment. Knowing full well they would not without the supporting documents. This all after I paid my full balance and was then told my full balance was not paid and owed an additional amount.
I went to them for tax advise & to do my returns for 2020. I signed the paperwork, and was told I would probably get my refunds in August. I waited until October & still had not received my refunds, so I called them. I was then told that not only would I not get a refund from state, but that I owed money. It turns out that, without notifying me, they decided to change my deductions. I had moved to a new house the end of last year, moving from a very large house to a much smaller one. I had lots of things th
I met with Melanie Butler for a consultation on my income tax. She was extremely delightful and helpful. She seemed very trustworthy and knowledgeable. I ultimately decided to complete my taxes on my own, and unfortunately cannot speak on their actual services. But as my financial situation grows increasingly complex I would not hesitate to return for their assistance.
Also know as Jacobson Lawrence & Company- I met with Alex for some biz questions. He was kind, patience and fully understanding. Thankful for his time and knowledge.
I wish I would have never worked with Rue and Associates. My husband and I feel completely taken advantage of. Insanely high prices for minimal work, hidden fees, and ?customer service? that has left us in the dark regarding serious tax matters. We are way better off working elsewhere. I will make sure friends and family avoid this place at all costs.
Amazing talking with them they helped me do all my paperwork for taxes and even got me ready for when I file them. They are super friendly and low cost! Highly recommended!
I paid this company $ 500.00 to file my 2017 taxes. I paid taxes in 2 different states. Both states sent me bills. I have received letter from one that he said I receive a refund but noooo. I now owe due to the fact this company never sent in my W2. Now if it had happened with one state I would it the State fault. this happened with 2 states and the federal government. I paid over 1000.00 for a amended return (2016) due to military disability. was rejected due to incorrect paperwork. when I called and ask
My experience with Rue and Associates started out on a positive note. I met with Steve and Neil to discuss an amended tax return. Neil, who i can only imagine was a junior associate, handled all of my interactions after the preliminary meeting. Neil was disorganized at best. He wrote his notes on scraps of paper and didnt follow up when he said he would. He frequently told me "i have to check with Steve" which didnt inspire much confidence on my end. After all of my paperwork was mailed off and the matter c
I was pleased with filing my 2017 taxes with this company they were professional kind and most of all I was in and out. I will be using them to file my 2018 taxes with that I would say to anyone looking to file there taxes fast and easy and hassle free I would reccomend Rue & Associates!
Jung Park is very unethical and did a horrible job on the IRS Representation on 11/12. I dissolved my business entity when I moved out of state. He lied to the IRS that I didn't make any money, even though I was continuing to make income as SE! Now I owe $250K to the IRS because of his incompetency!! I found another accountant when I found out I will owe $1M for 2+ years!!!
one of my good friends took me to do my taxes here and they are so welcoming and nice best experince yet... it was fast and easy thanks alot i will be back here for my taxes year after year
Very helpful with all my tax needs. The service was reliable, quick and they made it so easy for me.
Professional Tax service that can handle both the little and big jobs. Quick and efficient and would definitely recommend to the average person like me that has a huge problem doing taxes!
I was very pleased with the service provided and had no trouble getting the help I needed. Definitely would come back.
Had such a great experience with them, they were fast, friendly and very helpful. I hope others use them for all their needs
I don't go anywhere else to do my taxes. They are very honest, fast, and friendly.
Really really good they have taken care of all my needs will be with them for years
Great service, excellent communication and absolutely no problems with my taxes. All smiles!
they got me a nice refund this year when i didnt think i had one coming . thanks again
Been doing my taxes with R&A for over 10yrs in doing my business and personal tax accounting great job
Great with taxes and excellent team to help make it a hassle free appointment
Handled my taxes flawlessly and helped me get back on track.
Very Good service & nice people would Like to Give it a 5 star
Great and professional service. Will definitely use again.
Friendly and professional staff provides excellent service.
Great customer service you won't be disappointed
Very good customer service
Extremely helpful with business startup
tons of help words cant express
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.