*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.*
65-30 Kissena Blvd hall 2
Flushing, New York 11367
Akshay and team are second to none. Top notch service, reasonable prices and long term investments in relationships. I never feel like I'm on the clock to ask questions and get help along the way while the whole team goes above and beyond at every turn. We are excited to do more and more work with Shay CPA and have already recommended to several other business owners who have been thrilled with their work!
I highly recommend Shay CPA firm. I have been working with the firm for a few years now, for both business & personal. Akshay is highly knowledgeable, and always has my best interest at heart. He is patient, takes the time to explain things, and also plans one step ahead - with an eye on the future. I feel in very good hands with Shay CPA! Highly recommend.
Akshay (and his team) are more than just our accountants, they have served as the backbone of our start-up's infrastructure. Helping us navigate all sorts of tax and regulatory requirements, technology and professional services partner selection, and general thought partners, they've really gone above and beyond in terms of their willingness to engage with us. While it's still relatively early days, I've been incredibly impressed and look forward to continuing to work with them!
What a pleasure it is to work with Akshay and his team. I have finally found a CPA that makes me feel like he has my taxes and books under control. They are always available for questions, and get back to me promptly with thoughtful and thorough answers. Akshay has been especially helpful through the COVID19 stimulus/loan programs during this very stressful time. If you're looking for high-quality CPA services, I highly recommend Shay CPA!
Akshay is the most incredible accountant! I've never had any other accountant be so diligent, knowledgable, and explain everything in my return to me so simply in a way I could fully and quickly understand. Akshay is very responsive and answers all of my questions immediately. He completely took the headache away from the tax process for me. Akshay is my favorite business professional to pay because he makes my life so much easier and less stressful! He delivers immense value. I highly recommend you use Sha
Shay CPA is the very best accounting firm I've had the pleasure to work with. Akshay is on top of what's important, and he's also very tech savvy which makes working with him seamless and efficient!
Shay and his team are extremely knowledgable professionals in their field. Moreover, their ability to resolve issues quickly and accurately all while keeping me abreast of the process greatly puts me at ease. Their service rates are good. I highly recommend Shay CPA services.
Akshay and his team have been fantastic to my biotech startup. They helped us set up the accounting systems and best practices, provided timely support on a frequent basis and also helped us file taxes. Two thumbs up!
Auctio has worked with ShayCPA since 2015. We're a B2B SAAS Referal management company. What we like about ShayCPA is that they understand the nuances of technology startups both for accounting and tax purposes. We also had some complexity with having foreign operations that ShayCPA was able to help with. We highly recommend any early-stage technology company raising Angel and VC financing to consider them.
As a solopreneur and single father, I have a lot of complexities to my tax situation that I don't have the time to figure out on my own. Akshay has systemized all parts of his business and makes it super easy to submit forms, sign returns and meetup even though we never meet in person. It's extraordinarily convenient and I really appreciate being able to do everything from my home. He's so patient and very willing to explain anything I don't understand, which makes the process/relationship so much more empo
Working with Shay was an experience I would recommend to anyone looking for concierge CPA services. You can trust this firm to handle your account with professionalism, confidentiality and respect. Don't spend time looking any further, give them a call today!
Akshay is amazing to work with and really cares about all the details. I have seen him mentor founders to success and I continue to trust him with all my accounting operations.
We have been working with Akshay and his team for more than a year and it has been excellent. They know their stuff and are always on time with deliverables. Tax season filings were a breeze.
It was an absolute pleasure working with Shay CPA. They were extremely helpful in helping me organized the first year of my business taxes and provided a beautifully seamless process for what would have otherwise been a very daunting task. I look forward to working with them again next year.
Akshay is a great and very professional CPA. We are glad to be working with him and his team. We recommend him.
Akshay is a terrific accountant. He and his team provide professional service at reasonable rates. I would definitely recommend him!
Shay is great, I have worked with him since 2017-- he is fast and efficient. He handles my company's yearly fillings! I strongly recommend him.
Have been an excellent help with our startup tax preparation, offering timely advice on our balance sheet/accounting structure and cleaned up my reporting. My balance sheets reports are actually usable now.
Akshay, Grace and the entire team are one of the best out there, they perfectly managed all aspects of our operations that includes finance, tax filing, payroll processing, board materials etc. Highly recommended and a pleasure to work with them.
Been working with Akshay for several years now. His team always has our back. Highly recommended.
Akshay was such a pleasure to work with! Could not have asked for a better person to handle this and could not have been made easier! I definitely recommend using !
Strongly recommend -- Akshay and his team are wonderful to work with!
Akshay and his team are great for our startup.
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.