*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.*
8875 Hidden River Pkwy Suite 300
Tampa, Florida 33637
We have retained this firm many years now and have been nothing but highly, highly impressed by the service we?ve received. Alex brings a wealth of expertise in all business accounting aspects, as well as providing each and every client with his personal attention to detail. His knowledge of tax laws is incredible. He has saved us considerably more money than the fees we?ve paid and is worth his weight in gold! Alex is kind, respectful and has a work ethic that is unheard of these days! If you have an
If you decide to work with this company, keep in mind that they do not provide a written schedule of their billing structure. So you have to ask them to detail after each meeting. They also bill infrequently. Privacy concerns, high rates for simple tasks, and a "my way or the highway" client approach to conducting business, resulted in ending the business relationship with this otherwise knowledable small firm.
Mr Moghadasi is the best CPA and consultant in Tampa. He is hands-down the most proficient and detail-oriented, honest professional whom I have come across in my career. Alex manages our $5M company with a level that is equivalent to that of a large corporate firm but with the feel and passion of a small firm. I attribute all of our company?s success to Mr. Moghadasi because without his guidance and expertise I would not be where I am today. I must note that I write this review from a purely professional s
My experience with this CPA was deeply concerning, characterized by significant professional lapses and a breakdown in communication. Notably, the only tax document completed and filed was a power of attorney form which was initially rejected because they used the wrong form. The response to this error was dismissive, undermining the gravity of the mistake. I expect a CPA who claimed ?I have never made a mistake ever,? to understand what IRS forms to use. Despite providing all needed information before the
Alex at Ryan Consulting has handled my complicated business and personal tax situation since 2019. He knows more about tax law than anyone I have ever known. Great service and quality results, every year.
Alex is the best CPA I?ve met. His dedication to excellent service and expertise is exceptional. He?s not an ordinary accountant.
Fantastic, professional CPA and tax attorney. They have done superb work fixing, filing, negotiating, saving money, all in more than acceptable time frame. I honestly could not ask for a better job. A+++++++!!
Alexander was very professional he was there for moral support, and financial support and he knew just exactly what to do while was falling apart. Very kind and considerate I trust him in all my finances.
What a great experience! Saeed Moghadasi helped me find a better way of financing to save money in interest rate. I was impressed by his reliability and professionalism.
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.