*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.*
6905 Telegraph Rd # 300
Bloomfield Hills, Michigan 48301
Schreiber Advisors has been my go-to tax team for several years running, and I?ve been pleased at every turn. I?ve counted on them for tax preparation and advice, both personal and business, as well as trust and estate tax prep. Guidance is well considered, responses consistently swift, and every interaction friendly and professional. I wouldn?t consider going elsewhere!
I've been using Schreiber Advisors for the a number of years now and have been pleased with the support this team has given me. They've helped in my yearly returns as well advising on several other questions relating to personal tax planning and have always been helpful, professional and I would definitely recommend Schreiber to others.
Our company has been working with Schreiber Advisors for years. They are very knowledgeable with all accounting and tax matters. Whenever I have questions relating to our business, I am never disappointed by the timely manner in which a competent professional will contact me with relavant information that I am able to use. The team at Schreiber Advisors have always conducted themselves in a friendly, polite and professional manner. I would highly recommend them.
The tax professionals at Schreiber Advisors do a fantastic job filing my tax returns and answering questions in a timely manner. They are highly knowledgeable about the tax reform update in 2019. Very friendly and professional. I am highly confident in their ability to reduce my tax bill as much as possible.
I've been working with Schreiber Advisors, P.C. for a couple of years now, and I've enjoyed their professional and reliable service. They have a quick turnaround for returns and communications. I also like how they offer you a chance to further your financial/tax education.
The team at Schreiber Advisors, P.C. did an outstanding job filling our tax returns this year. On top of that, they reviewed our previous year tax return and uncovered a substantial amount of money that was owed to us. We highly recommend using the professionals at Schreiber Advisors and will continue to do so. They are extremely efficient, knowledgeable and prompt. Robert and Liz MacKenzie
The people at Schreiber are amazing to work with and helped me navigate the new real estate tax laws. Would definitely recommend to family and friends. They are knowledgeable, friendly and extremely professional!!!
I started working with Schreiber this year and they could not have been more helpful. They did a great job talking me through filing options and making sure that not only my previous year's returns were looking good, but the current year as well.
As a small non profit, the guidance we receive from Schreiber is so valuable to us. They are responsive, patient and understand our purposeful work. Very happy with everyone there!
Schreiber Advisors has been preparing our condominium association's financial documents for several years now, we are very pleased with their service.
Quick and responsive. Very helpful with filing each year.
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.