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Sareen & Associates CPA

Sareen & Associates CPA

Reviews Summary

Sareen & Associates receives mostly positive feedback, with many clients praising their professionalism, expertise, and friendly service across accounting, payroll, and tax needs. Long-term clients highlight consistent reliability and helpful staff. However, a few note issues like price increases, billing errors, or occasional unfriendliness. The majority strongly recommend their services, emphasizing responsiveness and problem-solving skills. Negative experiences are rare but include dissatisfaction with communication or pricing changes. Overall, they are seen as a trusted, knowledgeable firm with excellent customer care.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

4620 Plank Rd

Fredericksburg, Virginia 22407

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

What a fantastic company!! They have been nothing but accommodating and super helpful with my business taxes. Bipin Patel is fantastic!! Absolutely great to work with him.

I really like to share my experience. I did my taxes with SAREEN for the first time this year, I have tried many places before and I?m not going to say anything bad about any firm, but by far, this is the best tax firm I have dealt with, they are so professional, from the beginning to the end, they made me feel welcome and I was so confident with their work, I surely will keep on dealing with them in the future. Thank you so very much to everyone, thank you Mr. Dan?

I've been using Sareen & Associates for over a year now. And what a difference compared to my previous accounting experiences! They offer numerous bookkeeping and taxes services and advice. Iva knows her stuff! When Stephanie says she's gonna do something for you, it gets done! Unfortunately, they have decided to raise thier prices significantly and I had to move on to another accounting company. I kept the payroll to the end of the year. They continued to bill me for payroll into the new year and charged

we have been using Sareen & Associates for over a year for all our bookkeeping and accounting needs. Iva-Laura is always available to answer and resolve any concerns that I may have. Corby provides excellent services when it comes to all my payroll needs and quirks. Stephanie handles all my bookkeeping matters and is very knowledgeable and answer all my concerns and questions. The entire staff is very friendly and professional. They make bookkeeping and accounting a pleasure and not a chore. I am so

We have used Sareen since 2000 for all of our business and personal accounting. They are always quick, helpful, honest, down to business and in your corner. Wouldn't go anywhere else! We frequently communicate with Iva-Laura, Stephanie and Corby and they are all top notch!

Sareen & Associates has been our accountant for our small business since 1998 when we first started. I cannot speak highly enough of every person who works there. There's no question they can't answer or problem they can't fix. Excellent people and excellent service!

I started a small business in 2008 and Sareen and Associates have been with me from the very start. The staff is very knowledgable, friendly and helpful. They handle my taxes, payroll, and planning on a regular basis. I would highly recommend them to anyone.

Have happily used this company for approximately 15 years for annual taxes that included difficult issues requiring an experienced tax professional. Highly recommend. Alana and Don provided great customer service.

I have been using sareen for many years now .they handle all my taxes pay roll ect very pleased would recommend them to every one thank you

I have been a customer for 2 years, They manage my two businesses and they always have an answer! Iva and Stephany are always very helpful and professional I highly recommend them.

Strongly suggest the Fredericksburg branch Iva-Laura always has a positive attitude and has been extremely helpful anytime I call or email I receive a quick response and overall very professional

They left me waiting outside for over a half hour to the point I had to leave..I felt humiliation

The accountant I worked with wasn't very friendly.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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