*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.*
3105 Quentin Rd
Brooklyn, New York 11234
My husband and I utilized the services of Schwartz Accounting to prepare our tax returns this year. We worked with Michael Schwartz and found him to be highly professional, courteous, knowledgeable, and reliable. He was very detail-oriented and provided answers to our questions in easy-to-understand language. We valued working with an accountant with exceptional efficiency and integrity. Our experience with Schwartz Accounting was outstanding! We will absolutely use their services again in the future.
My family and I have been using Schwartz Accounting for years and we?ve always had a great experience. Reception is always friendly and accommodating. Both Larry and Michael are very knowledgeable and experienced across a wide variety of topics, for any need you may have. ??
Michael Schwartz has been doing my income taxes for over 11 years. He is an exceptional professional accountant and financial planner. His expertise far surpasses what you?ll find at your typical tax preparer office. Everyone in his office is attentive, professional, and nice. I highly recommend anyone to his practice.
The people at Schwartz Accounting are great! What really stands out to me is their level of service and expertise. They are professional, prompt and responsive to our needs. If I have a question, I am confident they will have an answer. They know the regulations and keep us up to date. Going through an audit or tax engagement isn?t exactly a party, but the team at Schwartz Accounting always makes it as enjoyable as it could possibly be. HIGHLY RECOMMEND THEIR SERVICES!
The only thing worse than the horrible experience I had was the actual accounting/tax services they provided. The way I was treated straight up felt like a con-job. I?m EXTREMELY dissatisfied with their service and would absolutely NOT recommend them!!!!
We have been clients of Schwartz Accounting for many years. They are knowledgeable, efficient and have always kept us informed . They have helped us make sound investments! The staff is courteous and helpful! Great Firm!!!
Larry has been doing our taxes for the last five years and I can?t say enough great things about him and the practice. They are professional, detail oriented and extremely knowledgeable. Every year they take the time to educate us on new laws and tax nuances. Can?t recommend them enough!
What can I say? Over 40 years of help in dealing with Uncle Sam's vast array of changing, confusing rules and regulations. Michael and Larry are the BEST.
Great experience coming in here to get my taxes done over the years. Convenient to get to and park. Michael and Larry are super knowledgeable about all things financial, enough that I moved my investment accounts over for them to manange. Staff was always extra helpful when calling in as well.
Mike and Larry are very professional and reliable. I have appreciated their help immensely for 20 years. If you need tax or investment advice, you will be in good hands for sure
Schwartz Accounting is an outstanding accounting firm that I highly recommend. I have been a client of theirs for over 10 years, and have always been satisfied with their expertise, and attention to detail.
We've been using Michael Schwartz now for 11 yrs. He is a true professional, very respectful and genuine. His staff as well are all very nice.
Trusted firm with years of experience. I?ve had Mike investing for me for years. He?s personable, available and extremely knowledgeable! I wouldn?t trust anybody else with my future! Thanks, Mike!
First tax return was done by Larry in his mother?s basement in the late 80s. 30+ years laterv still with Schwartz Accounting, they are high quality men.
I have been with Larry Schwartz for 25 years as well as others in my family. He is super knowledgeable, current with the rules and regulations and always a pleasure to deal with!
Very professional. Explained everything, paid great attention to details, clarified what was needed and filed promptly. I can really feel their experience and knowledge.
Best! Been going to Michael for years. My parents as well. Always professional and thorough.
Almost 10 years going to Larry. Always one on one, never rushed. But most important, he knows accounting.
The best in the business.
Been with them for over 15 years my accountant is mr. Larry he brings home the money for me
Professional services!!! Absolutely the best !!! I absolutely recommend to my family and friends !!!!
28 years and still going strong
Very dependable and knowledgeable
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.