Shah CPA Firm, PLLC and Shah Law Firm, PLLC

Shah CPA Firm, PLLC and Shah Law Firm, PLLC

Reviews Summary

Neeraj Shah is consistently praised as a highly knowledgeable, professional, and trustworthy CPA who excels in tax preparation and financial advice. Clients appreciate his thoroughness, efficiency, and ability to explain complex tax matters clearly. Many highlight his personable nature, quick turnaround, and proactive guidance for future tax planning. His expertise extends to business setup, S-Corporations, and retirement strategies, with numerous long-term clients emphasizing his reliability and exceptional customer service. The overwhelming consensus is that he delivers outstanding results, making him a top recommendation for tax and financial needs.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Local Tax Credits
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Local Tax Credits
CPA License

Contact Information

Address

2033 Penfield Rd

Penfield, New York 14526

Hours

Monday 10AM-5:30PM
Tuesday 10AM-5:30PM
Wednesday 10AM-5:30PM
Thursday Closed
Friday Closed
Saturday 11:30AM-2PM
Sunday Closed

Customer Reviews

Neeraj has done an amazing job getting my taxes organized. He is quick, responsive and focuses on educating the client so that they understand the whole picture when it comes to their finances. As a small business owner, I really appreciate the time and effort Neeraj has put into making sure I maximize my return and have clean, clear documentation of my finances. I highly recommend his services.

Neeraj and Cathy at Shah CPA Firm were fantastic! Neeraj?s CPA and legal expertise made my tax prep smooth and stress-free. Both were professional, attentive, and thorough. Highly recommend their top-notch services! Thanks, Neeraj and Cathy!

The Shah family has done my returns for over 25 years and have always been on top of all my needs. So glad Neeraj took the ball and ran with it after the loss of a great man. His dad. Thank you for your knowledge and support.

Excellent guy to do you taxes! Friendly, personable, and affordable. He is very clear and willing to explain all the small details to you and answers any questions as needed. I also appreciate that he always follows up with an email recapping your discussion.

Neeraj Shah is an excellent person, inside and out of the office, I am pleased to do business with him and he explains my taxes in a way someone who knows everything or nothing about money could understand. Transparent, fair, and straight to the point.

Neeraj and Kathy are great to work with! This was our first time utilizing their expertise and we were very happy with our choice. We will be using their services again.

We have been with Shah financial for over 20 years. Lalit who was the founder and Neeraj's Father has a special place in our heart and is truly missed. The transition to Shah CPA firm went smoothly. We immediately were impressed with Neeraj's professionalism, organizational skills, and honesty. Neeraj makes you feel like you have known him for years. Kathy his office manager who has has transitioned over to Shah CPA firm after being with Neerah's Father Lalit for many year is exceptional! Darryl & Julianne

Neeraj is always so helpful at tax time and If a question comes up during the year. He and Cathy are a pleasure to work with.

Neeraj always does a great job. Spends time explaining what has changed from one year to the next and always provides recommendations for improvement.

Neeraj has become one of my most trusted advisors and an invaluable part of my business planning concerning my taxes. Not only is he extremely knowledgeable and thorough, but he is also very kind and personable. Can't recommend highly enough! Neeraj is hands down the most respectable accountant in the Rochester area!

SHAH CPA FIRM is the place to go for tax prep! They are professional experienced and very welcoming. Dedicated to detail and follow up with phone call and email.

Friendly and attentive. Always been up front and truthful in their dealings with me, with no issues ever. Have questions, they answer. Honest people I will gladly use again.

I am delighted to add my recommendation for Neeraj & his tax services. This was my first year using him, but definitely not the last. He explained everything clearly and gave me the info I needed for good results in future years. Extremely fast turn-around on prep time also.

Neeraj is outstanding. Very quick turn around time for my taxes and he makes sure to explain everything in detail so that I leave the office in confidence. I'd highly recommend him for filing your taxes!!

My wife and I were extremely impressed with the service and knowledge Neeraj provided. He absolutely demonstrated outstanding proficiency and efficiency. I'd give higher than 5 stars if I could. We'd 100% recommend him to anyone looking for tax and/or financial services. Thank you!

I?m always skeptical of companies with only 5 star reviews on google, however after working with Neeraj I totally understand why everyone leaves great feedback for him. Neeraj is friendly and an expert in tax accounting. We visited Neeraj for a simple tax return and he was awesome! He got me more money back than I would?ve received doing it on my own, plus he offered great tax advice that will help my family save thousands of dollars for years to come. I will definitely be a repeat customer in the future.

I had the pleasure of working with Neeraj Shah, Esq, MBA, CPA for my tax needs, and I couldn't be more impressed. His expertise and attention to detail made the entire process seamless. Communication was prompt and clear, and he went above and beyond to ensure I received the best outcome. I highly recommend Neeraj Shah, Esq, MBA, CPA for anyone seeking top-notch tax services.

We just switched to using Neeraj this year after back to back bad experiences with other CPA's. He was recommended to us from some colleagues so we set up a consultation. We really appreciate Neeraj's fresh approach, direct communication and explanation and education of our tax situation. Right off the bat, we feel that we will be moving forward with such a better understanding of what works for and against us. We are both self-employed and have a lot of moving parts to our return so we've been looking for

Neeraj is the best..!! Always professional...knows his business...and updated with all the complexities of the tax laws. Always look forward to seeing Neeraj. His financial advice is second to none. And our conversations about local eateries and travel plans just make the visits always enjoyable.

Neeraj has been helping us with tax returns for years now. When we first moved to Rochester Ny, we wanted to find a CPA who?s knowledgeable, with legal backgrounds and trustworthy- he is just that! You will not regret going to Shah firm for your tax return needs and many more.

Neeraj Shah was very responsive in helping me set up a first time small business. The focus of our first meeting was pure education which he presented different tax/business entities including advantages and disadvantages without bias. This made setting it up quite easy and not so scary! He was able to really expedite the business setup within a few days. Our interactions have been always educational and professional. Will recommend to my friends.

Every year we get our taxes done by Shah CPA Firm. After working with Neeraj we won't go anywhere else. He is quick, efficient, knowledgeable and very easy to work with. My wife and I highly recommend the Shah CPA Firm!

Neeraj has been a life saver for our family! We had a problem finding someone to do our taxes after we moved from out of state back to NY and we were lucky that we were able find Neeraj. He was able to help us get back on track again. We love working with him on our taxes each year and we highly recommend working with him.

My wife and I have been using Shah CPA Firm for the past several years for our annual income taxes. Neeraj is an excellent resource and he has taught us IRAs, tax loss harvesting, and the optimum time to start social security. We actually look forward to the arrival of tax season. His annual tax planner booklet is a great tool for listing all possible deductions and income changes. Neeraj is a pleasure to work with and we would highly recommend him.

This is my first time using Shah CPA firm for my taxes. I recently went into business for myself and Neeraj was so helpful. He took the time to explain everything and what I need to do going forward. This is now my go to for all my tax needs going forward!

Another complicated tax year (2023) is behind us. We wanted to thank Neeraj for his tireless efforts, attention to detail, impressive tax/business knowledge and keeping us informed. As things evolve and change for us and our businesses, it is important to have a professional like Neeraj in our corner. This is our first experience working with Neeraj Shah CPA for our taxes (2022) and we are very satisfied. Our tax situation is very complicated including individual, multiple small businesses, out of state ta

I needed a new accountant after many years and Neeraj came highly recommended. After our first meeting i was very impressed by his credentials and professionalism. Neeraj is very friendly but at the same time i sense his dedication to getting the job done right and in a timely manner. I look forward to a long and lasting relationship with his firm. I already have recommended Neeraj to three friends and thats some of the best advertising you can ask for!!!

This was my first year working with Neeraj for my tax return and it was a great experience. The whole process was very efficient but felt personalized. Neeraj also went above and beyond to answer my questions and help me feel prepared for upcoming life changes that will impact my taxes.

I have been a client of Neeraj's for 5 years or so. He is always personable and professional. I feel very comfortable with his services and at ease when tax season arrives. He gives me good advice and I refer him as much as possible. I look forward to doing many years of business with him. Thank You Neeraj!!

A++++. Neeraj continues to be a fantastic resource. We've been using Neeraj now for 2 years as our taxes have increased in complexity. He's been a pleasure to work with and wished I'd done sooner. He always passing along great advice to maximize our return potential and has been very responsive. I would recommend him to anyone looking for assistance & professional tax preparation .

Neeraj has prepared our taxes for quite some time and is always professional and organized. He is diligent and efficient while also providing advice where he sees fit. He?s an pleasure to work with and I would highly recommend him.

Highly recommend! I have been coming to Neeraj for the last several years and he is incredibly personable and knowledgeable. He has helped me learn and internalize financial practices that have been extremely beneficial. Well worth it.

If you are in need of a knowledgeable, efficient, personable tax accountant, Neeraj Shah is your person! Neeraj is a great communicator who worked quickly to answer all our questions and complete our tax return. We highly recommend his firm.

My husband and I were fortunate enough to find Neeraj last year and we are so grateful we did. He is very thorough and efficient! He knows the best way to file your taxes to reap the most benefits. I have my own business and he shared with me some great insight on being a small business owner that helps with my taxes. You will have your taxes filed the same day of your appointment if you follow his directions. IF you need a great accountant Neeraj is your guy, you will be happy you did! FYI..he is worth

I was in need of assistance setting up my new business. I needed to have an S-Corporation formed with a quick turnaround. I walked in to Shah CPA firm and Neeraj helped me out between appointments. He not only completed the S-Corporation paperwork but also completed all my tax forms. I was impressed with the quick turnaround and superior customer service. I highly recommend Shah CPA.

February 2024 - another year, another outstanding experience working with Neeraj / Penfield Tax for my tax return! Quick turnaround and excellent service when answering my questions. Neeraj is very organized and makes the process seamless start to finish. No matter how simple or complex your taxes seem, Neeraj is the guy to help you! Thanks, Neeraj - until next year! March 2023 update - another great experience working with Neeraj this year. As always, his guidance and focus on my personal tax circum

Neeraj has been helping me with my tax returns for the last 8 years now. I am very pleased with his service. Neeraj goes the extra mile for you to analyze and let you know what you can do to reduce your tax bills for the current year and the following year.

Another tax season with great support from Neeraj for my family's 2022 returns. Neeraj is one of the most knowledgeable, professional and caring people I've had the pleasure to work with. We can't recommend him highly enough!

Neeraj did a great job with our taxes! He's professional, personable, flexible, and will help you with a variety of options and alternatives. We were delighted with his assistance!

Best experience ever. Our return was completed accurately and within the same day. Neeraj personally gathers your information, completes your return himself and then reviews it line by line with you. Very impressed. I?ll be back next year. Thanks for the great service.

I believe the Shah CPA Firm is the gold standard of excellence for strategic planning and detailed tax preparation. Neeraj Shah is the professional that I trust as a valuable ally, when tax season approaches. I like the disciplined process which Neeraj utilizes, because it is simply so thorough and efficient. Neeraj communicates effectively on issues which are important for my personal situation. For example, Neeraj recently gave me his informed recommendations for optimizing my future RMD'S. Working

Neeraj was very helpful in navigating me through the tax preparation process. His knowledge of the tax system as well as his willingness to educate along the way makes the experience so much more easier and interesting. Thanks Neeraj!

The reviews speak for themselves. It was our 1st time filing with Neeraj. He was extremely informative and educated my husband and I on certain aspects to help us for the future. He has earned our commitment for many years to come! Thanks Neeraj!

Fantastic experience. Considering this was the first time our family was filing with a licensed CPA as opposed to using more accessible tools, we were apprehensive, but Neeraj was extremely helpful and provided a ton of valuable information to help us be more aware of our tax situation year over year. Looking forward to working with Neeraj in the future!

Neeraj Shah has been doing our taxes for a few years and each year he is thorough, quick, and even found, and resubmitted, a past mistake from a prior CPA. We very much appreciate the time he takes to offer tax advice that may benefit our returns and money growth for the future. Thanks Neeraj!

Neeraj goes above and beyond to make himself available whenever I have any tax related questions. Not only does he make the filing process easy and straightforward, he also takes the time to walk me through how I can improve my return the next year.

Neeraj was referred to me by several real estate agents, upon our first conversation I knew he would be a great fit. Neeraj is definitely about more than being an accountant he loves to educate and has given me great advice. I highly recommend.

Knowledgeable, responsive and excellent communication throughout the entire process. Highly recommend!

Neeraj came highly recommended to me by several of my colleagues. I recently had the pleasure of meeting with him, and I was entirely blown away with his professionalism, knowledge, patience and the ability to educate as needed. I am thrilled he is doing my taxes this year and for many years to come. I feel very fortunate that I have met Neeraj.

When one of my parents recently passed away I became aware they haven't filed their taxes for the past two years plus the current year. I called Shah CPA and Neeraj was glad to help and scheduled a meeting fast to go over the details and paperwork. I met with Neeraj who was down-to-earth and gave a clear explanation of the paperwork and filings. He began work immediately and had the filings completed within days. I'm truly grateful he made time for our family's needs during his busiest of times. Thank you N

Highly recommend Neeraj! He is very professional, diligent and organized with his work. He offered advice and explain my taxes in great depth. Great experience all around!

Neeraj has prepared my taxes for several years. He does a great job and he has been able to offer me some financial advice through the years. I'm very pleased with his service.

This was our first time working with Neeraj and it was great. He was able to turn around our return in record time, and was knowledgeable about all the areas where we had questions. He did a great job with our tax return, and in addition, he gave us key tips on best places to put our money going forward, based on our particular situation. Thanks Neeraj!

I was referred to Neeraj through an employee. Neeraj was very efficient and fast with my tax preparation. He offered advice and explained my taxes in great depth. I?ve always done my taxes and felt like I was missing something. I?m so glad I went with Neeraj! I highly recommend. I?ll be coming back next year!

Our family has used Neeraj's services for several years now, and we fully trust him and his services. He really gets to know the entire family so that he can provide consultative tax and financial advice. We appreciate everything that he does for us!

We've used Neeraj's tax services for several years now and we are very satisfied with the quality of the services provided and his professionalism. Neeraj is always responsive and helpful. We recently recommended him to one of our friends and we would recommend him to anyone who is looking for great customer service, accurate , and timely tax preparation and filing. Neeraj makes the tax filing process very easy, and we appreciate it.

Doing my tax return is something I really do not enjoy as it seems like an unpredictable process because I am not verse in income tax law. This year I fretted over getting my return done as I have had many recent life changes. Neeraj was very patient with me and as always, answered all my questions. Neeraj is extremely detailed and is very clear on what he needs to do his best for his clients. Every year I leave Neeraj's office with more knowledge and gratitude.

My wife and I used Neeraj for the first time this year for tax filing services as we wanted to start consulting a tax professional. I had a great, simple, and easy experience. Neeraj answered all my my questions and provided us takeaways and action items for this next year that I wouldn't have thought of or realized before that will benefit our specific tax scenarios. We'll definitely not only be going back to Neeraj for the next tax season, but are happy we've found someone who we can consult between filin

Very Professional and helpful in all aspects of tax accounting and legal advice. He has a wonderful blend of knowledge. Neeraj is very easy to talk to and does not rush you. We were very happy with his work.

Neeraj was very speedy with our e-filing and saved us over $10,000 in taxes the very first year we saw him. He also found deductions and errors that our last accountant had missed. I am very pleased with our move to Neeraj?s firm and look forward to seeing him again - he also has a fun, professional attitude that we really enjoyed!

We filed our taxes with Neeraj for the first time this year and he was great. He always was very responsive whenever I reached out to him with a question and when working with him he never rushed us and was happy to go over our options as well as recommendations of how to manage our income in the future. Unlike other places in the area that forgot our scheduled appointments, we always felt taken care of and important. And unlike some of the tax prep chains I?ve used in the past, I am not worried that someth

My wife and I moved to the Rochester area in 2021. We needed to find a CPA to help with our taxes and searched online and came across the Shah CPA Firm. We read several positive reviews and set up the appointment. Neeraj was very professional and a pleasure to deal with. He answered all of our questions and completed our taxes accurately and quickly. Lastly he gave us some financial advice to help with next years returns. We will be returning to Shah CPA Firm in the future.

Neeraj Shah has been preparing our tax returns for many years. He is extremely knowledgeable in all aspects of tax filling requirements and tax law. I highly recommend his services for all your personal and corporate tax needs.

Neeraj Shah was a great CPA for me this tax season. He was thorough and ensured I had the appropriate documents to do a complete tax return. I enjoyed finding commonalities between his life and mine, which helped on a customer service level. When I came through the businesses doors, he started out as a vendor, but as I left, he became a friend. Keep up the great work!

Neeraj Shah has been a pleasure to work with. Very knowledgeable, patient and efficient. Very quick to respond and guide me as needed through tax questions and concerns. I would highly recommend him.

I needed a new accountant after 41 years, and Neeraj was highly recommended to me, and my Family. As a new customer, he listened to my needs, and made the experience wonderful. I am very fortunate to have Neeraj on my team, as an accountant, lawyer, and advocate! F. Aratari

Neeraj is very knowledgeable and trustworthy. He has been doing my taxes for a few years now, and I am very pleased. Also has a great personality. Highly recommended.

Neraj was great to work with. He keep me informed on the stats of my taxes and what I needed ahead of time so it went smoothly. He also helped me look at the future and think more about what I need to do for retirement. Will definitely see you next year. Thanks a lot.

Neeraj Shah is an honest person who really takes time to understand your tax situation. He asks the right questions and makes sure you understand your tax return before leaving his office. Moreover, he often gives a couple pointers on what to do so I can put myself in the best tax position next year. Good person. Good experience!

Neeraj was very responsive to my unique tax situation. He also sent me a checklist of things to bring well ahead of time. I did not feel like just another person showing up to do their taxes. He listened and gave advice.

Neeraj did an awesome job. He corrected mistakes and oversights that I had neglected to find previously using an online Tax program. He also gave great investment advice. I was truly impressed and will never do my own taxes again thanks to his terrific work.

We used Neeraj for the first time this year, based on a recommendation from a friend. We truly enjoyed working with him, especially how he took the time to thoroughly review our taxes, and advised on how we can do better and prepare for years to come. Highly recommended!!!!

Trying to find a CPA was a daunting task that I was not looking forward to. Weeks (maybe even months) of research led me to Neeraj and I'm glad I found him. His patience, knowledge, down to earth demeaner, and priority for educating throughout the process made working with him a delight. I am pleased that he will be doing my taxes in the future and will be recommending him to any friends/family in need! On a personal level I also appreciate his passion for local history

Always such a pleasure working and meeting with Neeraj for tax season. It is very obvious to me that he enjoys what he does. Neeraj is not only knowledgeable, he is a professional and he provides a great service. Good to see you this year, and I won't go to anyone else!

Very professional, thorough and excellent job with the tax preparation services. We were very impressed with the services received the first time we were there several years ago and have been going back there ever since. Friendly and courteous approach to services provided makes it a rather pleasant experience than a stressful one that it would otherwise be. We are continuing to receive excellent services at Shah CPA firm and we highly recommend his services. . .

We had a great experience when getting our taxes done for 2020 with Neeraj. He was professional and he explained things (and corrections from our last CPA from 2019), and was genuine. We will definitely be back next year! Thanks Neeraj!

Neeraj did an excellent job of helping with our personal and business filings. Very knowledgeable and was able to answer all of our questions.

You can tell that Neeraj not only knows how to do his job, but also enjoys it. This was our first year with him but we know for certain it is not our last. He not only helped with all of the paperwork to start our business, but also did our taxes and we could not be happier.

Neeraj is always very informative and does wonderful precise work.

Neeraj is an amazing resource for us. He's incredibly knowedigible, helpful and efficient. I look forward to our appointment ever year (sounds weird but it's true). I would HIGHLY reccomend his tax prep services. He is an absolute pleasure to work with.

Very knowledgeable and responsive. Neeraj gave great advice on ways to get the most out of my income investments. Highly recommend.

In 2023 I had sold investment property with capital gains and depreciation consequenes going back over 50 year. I knew my return would be too comlplex for me to handle and required a CPA and Attorney. Neeraj's background surfaced on the web and upon references from a friend, we engaged him to do our 2023 return. Neeraj developed and reviewed the returns with my wife in a week. The returns exceeded our expectations and we would have no reservations in recommending him. Bob and Maggie Hession

Neeraj is great and super knowledgeable. I really appreciate how he explains complicated topics and makes them easy to understand. And his responsiveness is awesome. Seems he's always available to answer my questions.

I began a consulting LLC in 2022. Neeraj took time to explain important details that helped me significantly when it came to offsetting my income. Moreover, his fees are reasonable.

They've been doing my taxes for a few years now. Neeraj digs into my financials to make sure I'm getting the best possible return. He also advises me on financial decisions that could impact future returns. He is very responsive!

Neeraj is the best tax guy! Very trustworthy, awesome personality! He will get you the most out of your tax return and always gives advice for better outcomes in the future!

Neeraj has done my taxes for about 6 years now. He is very professional and knowledgeable. He takes a true interest in improving my financial situation and is always willing to lend advice.

This was our first year with Mr. Shah and he was awesome! He's at the top of his game with tax law and preparation. He not only completes your returns but explains what you can do to help in future years. We feel so lucky to have found him!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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