*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.*
111 N Orange Ave suite 800 512
Orlando, Florida 32801
We have had Marc at Sexton & Schnoll doing all of our tax preparation for 20 years. Our returns are completed promptly and we always enjoy visiting with Margaret whenever we stop by.
Marc and his team are a valuable asset to my business. Tax planning and attention to detail are superb! I highly recommend them for your business!
I have been using Sexton & Schnoll's accounting services for about 4 years now, and they have been excellent! Marc and his colleagues work very hard and produce great results during tax season! I plan to continue utilizing his tax expertise as my medical practice grows. I highly recommend Sexton & Schnoll!
I?ve been fortunate enough to be a client of Sexton and Schnoll since 2015. They are incredibly professional, timely and thorough. I feel completely bride t and relieved about my business?s financial state with their team in charge. In addition, I don?t think I could find a nicer, more caring group of people to work with. I?m very grateful to have found them!
I started using Sexton & Schnoll a few years ago after having done my taxes myself. They are easy to communicate with and have processes in place to exchange documents securely and effectively. I am more than comfortable with the results they deliver.
Marc Schnoll has done a terrific job with my family?s personal taxes. He?s made himself available for all my questions regarding the taxes for my parents estate and how this affects my own taxes as recipient of some of their investments. I?ve relied on him heavily throughout this process and I?m very thankful.
Mark is absolutely on the ball. He takes the guesswork out of doing taxes. He is there EVERY step of the way. Helpful, courteous, knowledgeable, scrupulously honest! We have total and complete confidence in Mark, and we trust him absolutely.
I've been a client for years. The firm's service is outstanding. Marc and his staff are always quick with a reply when I have questions. Would highly recommend.
Excellent yearly tax preparation. Very happy with their services. Have been using them for 7 years & will employ their services this year.
This was my first year of using this firm. I was very impressed and had no problems communicating.
The most detailed oriented and effective tax firm I have ever worked with! I highly recommend Sexton & Schnoll!
S&S has been very helpful in managing my business needs, and promptly and professionally addressed all my concerns. Will recommend.
Sexton & Schnoll have provided our non-profit with prompt, professional service for several years.
We appreciate your team Marc, and everything Sexton & Schnoll does for us.
Our company has been working with Sexton and Schnoll since 2010 and they have went above and beyond to help us with our accounting needs.
Marc and his team are consummate professionals. Easy to work with. Deeply knowledgeable.
Marc & staff have been incredibly professional and helpful when asked planning questions.
Highly recommend. I appreciate their commitment to customer service and professionalism.
Worth the price. They saved us a lot of money
Excellent response to answer any questions. Always responds quickly. Offers suggestions and options.
Great company and people to work with!
Quality service and kindness
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.