*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.*
19 Spring St
Cary, Illinois 60013
I?ve had an excellent experience! The entire team is professional, knowledgeable, and incredibly responsive. They took the time to understand my specific needs and offered clear, practical advice that made a big difference for my business. Tax season was stress-free thanks to their thorough work and attention to detail. It?s rare to find a firm that combines expertise with such a personal touch. I highly recommend them to anyone looking for reliable and trustworthy accounting services!
According to their website they offer support in starting an LLC. When I called initially I was told that due to it being tax season they would not be able to talk to me until April 17th. I understand - tax season is busy. Later that day I received a call back saying that they do not help with starting an LLC. I explained that that was not what their website stated. I was told to reach out to an attorney instead. Maybe the company should update their website.
This is the second year we have used Scott & Monfeli CPAs to handle our personal and business tax returns. Anthony did a terrific job. He's very knowledgeable, professional and quick to respond. It's great doing business with a another local business owner. Highly recommended!
Ken has saved me so much in tax dollars over the years, I don't know where I would be in business and in my personal financial situation if it wasn't't for him! I think it has been about 30 years and now he is guiding us as we are approaching the retirement stage and planning all the necessary things to prepare. He is the best in in his field.
I have been a customer of Scott, Monfeli, & McDonough for 3 years now and can say they provide excellent customer service compared to other firms I have worked with. They are attentive and very detailed in their review, offering valuable advice as well. Highly recommend!
Anthony and Dylan's large accounting firm experience in a local accounting firm is very unique. Highly recommend them for their tax service
Ken Scott is wise beyond his years. His knowledge of both business and accounting make him a valuable asset for any business! I would and have recommended Ken on a number of occasions.
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.