*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.*
1515 8th Ave
Fort Worth, Texas 76104
As an owner of a small business that has experienced significant growth over the past few years, we quickly realized that our needs were changing daily; simple issues were becoming complex, and nearly every decision we were making had tax and legal implications. We needed a trusted advisor to strategically guide us through our growth, ensuring success. We chose Scharar Law Firm, PC because of its strong presence in both Fort Worth and Houston, TX and vast network of resources and contacts addressing nearly
I can say without a doubt that Ryan Scharar, at Scharar Law Firm, PC was committed to getting the best possible outcome throughout the entire acquisition process of a business I recently purchased. His level of commitment to the entire negotiation process was in no doubt to my benefit. He is very patient and yet someone who explains in detail all the necessary steps and how things work. I have never seen or have worked with a law firm that is so well managed, and focused on providing great client experience
Ryan Scharar and his team are outstanding professionals! They take the time to explain the current tax laws and have been very helpful with family and business entity formations. I look forward to continually working with them as my family and business grow!
As both an attorney and a CPA, Mr. Scharar has a unique and helpful skillset. He and his staff are friendly and knowledgeable. I highly recommend Scharar Law Firm.
Ryan's honesty and knowledge of the law just blew me away. He didn't tell me what I wanted to hear. He told me what I needed to do to clear up my problem with the IRS. Ryan helped me negotiate a favorable offer in compromise and worked with me day to day and achieved a favorable outcome.
?I would strongly recommend Scharar Law Firm, PC for all of your legal and tax needs. Ryan Scharar and his staff are very professional, and give the utmost service when dealing with their clients. ! I have been doing business with them for many years and have been extremely satisfied!?
Great CPA and lawyer. Handles everything thrown at him. Great guy too. Highly recommend.
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.