*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.*
2627 Redwing Rd Suite 180
Fort Collins, Colorado 80526
Sheryl is personable and easy to talk with. She is both knowledgeable and efficient. My taxes were filed promptly within days of her receiving them. I look forward to many more years of her service.
Sheryl made having my taxes done an easy process, from beginning to end! She?s knowledgeable and helpful? I would highly recommend her!
Sheryl's approaches are concise, accurate, with fantastic turnaround times. We've been using her for years and have been very happy!
Sheryl has been a knowledgeable and trusted source with the utmost professionalism! I highly recommend her services.
Sheryl has been great has been doing my taxes for a couple of years has made it painless love her to pieces ??
Sheryl has done my taxes for the last 3 years and it's so convenient and thorough!
Sheryl is knowledge and has done a great job with our complex Federal taxes.
Sheryl is extremely helpful and knowledgeable. She took care of years of taxes I had neglected, got them filed and got me a return in 2 days. She quickly responded to, and thoroughly answered all of my questions. Looking forward to continue using her business.
Sheryl was not thorough, nor did she pay attention to detail, especially in dealing with numbers valuing my business. She testified in court I did not provide her with key information to value my business, yet we proved all was provided to her 7 months prior and she had to admit she just didn't pay attention to it. The judge threw out her valuation based on her inadequacy. She held my payment for her services for 7 months, and then cashed that check without warning once she "found it". She then credited my
Sheryl is absolutely great! We (family of 4) have been working with her for 4 years and our taxes are fairly complex. We have multiple properties in two states, and we relocated to Germany. She has been very thorough and answers questions quickly. She has been able to navigate the complexities of our situation with ease.
I have had Sheryl Dryer evaluate my business twice. Once several years ago when I needed to buy out a minor partner, and recently to evaluate my business for a potential sale. Both time Sheryl worked closely with my book keeper and accountant to get accurate values.
I was such a pleasure to work with Ms. Sheryl. Taxes are not my thing, and I struggle to find good tax help. I had out of state real estate income that was very confusing and she put me at ease and understood my situation very well. Look no farther!!!!
Sheryl's expertise as a qualified CPA is enhanced by her down to earth manner and the care she takes to insure your filings are accurate.
Sheyl was extremely detailed, providing valuable future tax planning. All of this with an amazing turn around time. Thanks.
Responded very quickly. Listened and was very patient. Answered all my questions and was honest and helpful.
Extremely friendly! Very knowledgeable and great communication! Highly recommend!
Great business valuator and 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.
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.