*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.*
109 S Walnut St
Kimball, Nebraska 69145
I would highly recommend Ryan Bourlier for your tax and financial planning needs. Ryan reviewed a family member's tax filings from the previous year and found a number of deductions that were not taken and filed an amended return - resulting in a significant tax refund. Ryan also provides thorough assessments of financials and savings plans with "no pressure" recommendations. I firmly believe Ryan works in his client's best interest. If you are wondering about the accuracy of your returns and refunds,
We have had Ryan do our taxes for 2 years now after moving from out of state. He is just what we need and reasonably priced. Ryan is professional and has excellent correspondence, helping us get our best return and some refund too. We highly recommend him.
Ryan was very thorough and efficient getting my income taxes done for this year. He is very personable and professional also. I highly recommend him for all your tax or investment needs
This was the first year Ryan had done our taxes and we thought he did a great job. He was available pretty much 24/7 via text, phone call, or email for any questions we had. He?s very knowledgeable and does a good job explaining what he?s doing/why he?s doing it that way.
Ryan has done our taxes for almost 10 years, and we?ve recently moved all of our other finances to him management as well! He answers all of our questions with patience, and he is flexible with our schedules and the fact that we live in Lincoln! We highly recommend him to anyone in need of an accountant or financial advisor!
Ryan was thorough and efficient at processing our taxes. He knows his work well and communicates clearly from beginning to end. We definitely recommend him!
Ryan is professional, thorough and very knowledgeable. He has given us some great suggestions for investing and has helped us with effective strategies for taxes. Highly recommend his services!
Ryan is very professional, yet approachable and easy to communicate with. His advice is helpful and we have enjoyed working with him on taxes and investments.
Ryan has been open and honest about where we are financially & what we can do to better our financial situation & future retirement. His understanding of retirement plans and investments and has been extremely helpful to us!
I have had several accountants but Ryan is by far the best since he provides sound advice regarding managing my money. He promptly responds to my queries. I have no hesitation in recommending his services.
Ryan is very professional and has helped me tremendously with our small business, He is always willing to help with any questions you would have and spends quality time with each client. I would highly recommend Ryan to anyone looking for CPA or Accountant.
Ryan did an excellent job with a tricky tax year due to changing circumstances with my parents. Highly recommend!
Ryan is very professional and intelligent. He takes the time to answer all of your questions and makes you feel comfortable with your financial decisions.
Ryan has been my CPA for a number of years and does an excellent job with communication and planning for the future. Would highly recommend!
Ryan is very thorough. We have been very pleased with the time spent and advice he has given us over these past few years!
Ryan is truly as good as it gets. He is extremely knowledgeable and supports you every step of the way.
I?ve been doing my taxes with Ryan for a few years now and I appreciate how thorough and thoughtful he is.
Professional, organized, and knows how to maximize tax benefits. Would highly recommend working with Ryan.
Highly recommend helped us get taxes straightened out for my son overseas saved us $ thanks again
Highly recommend Ryan, great accountant and financial advisor.
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.