*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.*
20801 Biscayne Blvd #304
Aventura, Florida 33180
I have had the privilege of working with Oren for a number of years, and I can attest to his exceptional professionalism as an accountant. His unwavering work ethic, meticulous attention to detail, in-depth knowledge of accounting principles and patient approach have consistently impressed me and set him apart from others in his field. I highly recommend Oren's accounting services to anyone in need of professional, high-quality accounting support.
It is a pleasure to recommend Dayan & Associates. Oren is knowledgeable, and responded to all of my queries with very good advice, and was always friendly and professional. Look forward to doing future business with this eager and energetic firm.
Mr Dayan is a phenomenal accountant. He is proficient in his tax trade with the highest caliber of integrity and efficiency in this industry. Would definitely recommend to people. Look nowhere else . You found your place. He is very knowledgeable by ensuring the maximum savings for your personal and business tax needs.
Dayan & Associates have been super easy to work with, and have helped me navigate complicated tax matters with ease. I am confident I selected the best firm to help launch my startup successfully.
Oren is the nicest person to work with. Not only is he professional and very knowledgeable he is patient. It is important when u have a few business and many many questions. If you aren't using them (especially Oren ) then you are using the wrong people.
I trusted Dayan & Associates to handle my husband and I?s taxes and am so grateful for how smooth and easy the process was! Highly recommend them for all your accounting needs.
Only good, positive things to say about this accounting firm! They have taken care of all of my needs and beyond with such ease and professionalism. I am so happy to have found Oren and his team.
Great experience working with Dayan & Associates! Efficient and fairly priced with a nice personal touch. I highly recommended them!
Quick respond, high class service. Mr Bets, and his team are go to attorney ! Big thanks Nerijus
Professional, diligent, and knowledgeable, the staff were incredibly transparent and accessible! BY FAR the best experience I?ve had with getting my books and taxes up to date!
Who would?ve thought filing taxes could be made so simple! Thanks to Oren for making the process so seamless.
Best accountant, highly recommended.
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.