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32813 Middlebelt Rd # B
Farmington Hills, Michigan 48334
I?ve been a client of Silver Tax Group for over five years, and their expertise and professionalism have always come through. They?ve done all aspects of my taxes year after year, giving me confidence knowing everything is done correctly. And they?re available for any questions you might have. This year, they went above and beyond by preparing my daughter?s tax return at no charge? that really spoke to me about how much they value their clients. I absolutely recommend Silver Tax Group to anyone looking for
I was really overwhelmed trying to figure out my taxes and had no idea where to start. Silver Tax Group made the whole process so much easier. Their team walked me through everything step by step, came up with a solid plan, and took care of everything seamlessly. They even saved me more money than I expected! It was a huge relief, and I?m so glad I reached out. If you need help with your taxes, I definitely recommend them.
If I could provide more than 5 stars, I totally would. Silver Tax Group totally saved me with my 2024 taxes and business planning. They actually took the time to figure out my mess of a situation and made it so easy. I was stressing hard, but they sorted everything out and even found ways to save me some cash. Plus, they walked me through the differences between taxes for an LLC, S Corp, and C Corp?super patient and clear about it. We ended up switching from an LLC to an S Corp which will save us a bunch
Attorney Silver did a great job of explaining our options to us! He was well prepared and answered our questions.
I had a great experience with Silver Tax Group. Their team was very helpful and they made my tax filing process smooth and stress-free. I didn't know I was being double taxed until they reviewed my file. They saved me a lot of money by changing my business tax filing to an S-Corp. They were even able to get it to apply to the previous year. Their attention to detail and dedication to their clients really stood out to me. I also appreciated their quick response whenever I had questions or concerns.
Chad and his team at Silver Tax Group got my IRS lien released fast! I was not in good standing with the IRS for years & finally called them for help. Handled it quickly, communicating every step. No judgement, just great service. Lien was released within 2 months! Feel so relieved not having that over me anymore. If you need tax help especially with IRS liens, call Silver Tax Group now. Will recommend this team of tax attorneys to anyone needing tax relief!
I was defrauded out of money back in 2021. My accountant told me I owed money to the I. R, S, even though I lost that money, to scammers. I reached out STG Korey, who then hooked me up with Dennis Kent. Dennis did an amended return for me. The IRS, finally, accept my return. The amended return flipped the amount I owed to a refund. Thank you Dennis for all your help.
I had been doing my own taxes as an independent contractor for 5 years when I got an audit notice from the IRS. I felt that I was pretty organized and did all of my tax work well, but when I got that letter I honestly freaked out a bit. I wasn?t ready to handle the audit myself, and my old coworker/friend recommended Silver Tax Group to me. Best. Decision. Ever. Without going into detail, they did the heavy lifting for the entire process, all of the paperwork, and completely put my stress to ease. I highly
I paid Silver tax group $8500 for their service 5 years ago. I have got nothing but the run around every since they got paid. First off they filed my claim wrong and expected me to pony up the money for their mistake. The IRS says we owe them $15,000 and Silver Tax assured me they could get this significantly lower. Over the last few years I kept hearing the IRS is backed up it will take time. Well my neighbor hired a tax attorney and had his issue resolved in a year. Now they wont even return my emails or
I received a letter from the IRS stating that my business owed payments due from 2020 after they "made changes" to my F941. Feeling overwhelmed and unsure about how to navigate this situation, I reached out to Silver Tax Group for assistance. Thanks to their hard work, I was able to resolve the issue with the IRS quickly and efficiently, saving me valuable time and resources. I am beyond grateful for the team at Silver Tax Group. Thank you!
If you're looking for an experienced and knowledgeable Tax attorney to help with your offshore assets and taxes related to offshore assets, the guys at Silver Tax are awesome. Dennis has been a great help and a tremendous asset in understanding the complexities of taxes related to our overseas investments and bank accounts. It wasn't easy finding the right tax lawyer for this job, but I'm extremely lucky that I found him. Dennis is very professional and attentive, always taking the time to explain any quest
Silver Tax Group's proactive approach saved me from so much additional headache with regards to my IRS issues in Florida. They took immediate action and brought my case to a close faster than I could have imagines possible.
I haven't really had trouble with the IRS before until in 2018 when my business was audited for the 2016 year. Our business tax situation was less than ideal and we were trying to expand our operations, but were afraid to if we had to pay a lot of back taxes. The IRS was haggling us and we didn't know where to turn. I was recommended by a friend to contact Silver Tax Group. They were very cordial in their communication between me, my business partner, and the IRS. They kept us in the loop through the whole
Absolutely recommend Attorney Silver and his team. Silver Tax Group not only assisted me with amending my tax return, but helped me to understand how the system worked and what to do to avoid similar situations in the future. They remained responsive and eager to help throughout the COVID pandemic, and are all in all an outstandingly profession team. Throughout the whole process, I felt safe and in good hands. Would wholeheartedly recommend the Silver Tax Group if you want tax-related issues resolved with p
I hadn?t filed my taxes in more years than I?d like to admit, and the IRS was on me for it. I called a few companies and Korey really helped me understand how he could help and ensure I was good to go, including for future years filing. I owed over $50k, and Silver Tax Group helped set up a payment plan that I now almost fully have paid off. It feels so good that I can?t even describe it in words. Thank you.
I approached Silver Tax Group in a very tough situation, with little understanding of how to correct it. Having lived overseas for nearly a decade and then learning I had past due taxes was one of the scariest things I've dealt with in my life. The team at Silver Tax Group explained the situation to me, in a way I could understand. First, they eased my fears this could be corrected and then they set up a plan to do so. in a matter of months we were making clear progress and they significantly reduced my
Absolute Best Service Possible! Silver Tax Group walked me through my tax issues one step at a time, and were extremely patient. What a relief they have been for me. They are professional, understanding, efficient, and thoroughly knowledgeable. For your own sake, do not continue to worry, Call Them Today!
Silver Tax Group and all of its employees are the best in their businesses. The attorneys are extremely helpful and knowledgeable when dealing with the IRS and other government agencies. Korey and Dan are both extremely friendly and easy to work with whenever I need questions answered. I would highly recommend anyone that needs tax help to give your business to Silver Tax Group because of their reasonable prices, quick action taken, and professional team of lawyers.
There are two sayings that come to mind with the Silver Tax Group, the right tool for the right job and hindsight is better than foresight! Don't waste the effort or the time contacting firms that are not the one. From the initial call to getting services rendered, the Silver Tax Group is unmatched in service, knowledge and results.
Great Lawyers here! Amazing staff! Silver Tax Group is a law firm that you can trust. We hit many obstacles such as, covid shut down, and miscommunication within the IRS departments. It was as if one department of the IRS, did not know what the other IRS department was doing. However, the office of Silver Tax Group in particular (Attorney Nathan), overcame all obstacles; he put my case right on track to a successful outcome.
Silver Tax Group delivered top-notch service on every level for me. Resolving tax issues can be an intimidating and stressful process and Silver Tax Group had my back every step of the way and even afterward when I needed guidance after the issue was resolved. Their team made me feel like I was their only client and their consistent professionalism, knowledge and responsiveness allowed me to move forward confidently and sleep well at night. Silver Tax Group was the perfect choice for me.
Would definitely recommend this firm. I was hesitant at first as I was picking someone sight unseen (online). My reservations were quickly assuaged. They were very quick to respond and were very clear with their instructions and explanations on how the matter would proceed. In my case forms that I had submitted to the IRS had been lost and I was therefore being charged a penalty. The Silver Group processed an appeal for me which had my penalty cleared after my own attempts had failed. I am very happy
In 2018, I was audited by the IRS for 2016 back taxes and were requesting a lot of difficult to obtain information. They threatened to levee my bank accounts and garnish wages. I was so stressed because I had never had this kind of situation occur and I had just hired new employees for my business. To say I was scared ****less was an understatement. I met with the guys at Silver Tax Group and was thoroughly impressed throughout the whole process. First of all, they provided me with a free consultation duri
I started an at-home business at the start of Covid. My business has grown immensely since then, so I knew it was time I hired true professionals to handle my taxes. I met with a few different companies but after my consultation with Silver Tax Group I knew I?d be hiring them. Incredibly knowledgeable, professional, and put to ease all of my stress. My only regret is not hiring them sooner!
I spoke to Korey about hiring the tax firm he?s at to help me with my back taxes. He took his time to fully understand my situation and then provided me honest feedback, which was tough to hear - but hey, owing to the IRS in back taxes is tough no matter what. He certainly put my interest first and was very knowledgeable about how the whole situation works. After patiently listening to me complain for almost an hour, he told me what he thought made the most sense in my current not-so-great situation. I 1,00
I had a very inconvenient situation with the IRS lately and I truly had no where to turn to. I look around in the internet, never had to deal with the IRS before, and Silver Tax was the first group that called me back. They had decent reviews on google, but after talking with Korey I knew that they were the group to turn to. Then after everything that was already happening got even work the Covid-19 situation happened and the world shut down. With no fault of Silver Tax there was no one that we could even t
Very pleased with Silver Tax Group! They walked me through the whole process and answered all my questions. The employees are great, and working with them is such a relief. I feel lucky to have discovered these people after having a horrible tax experience with another company. They have been very responsive, caring and always act quickly to get things taken care of. Can?t recommend enough!
They did tell me that the problem would not be solved overnight and I understand that it takes time to get this thing taken care of. I tried myself and was on hold for a few hours before being hung up on by the IRS. I talked with Korey first at Silver Tax Group and signed up, I spoke with the Owner of the Firm Attorney Silver a few days later. It was worth me knowing what I was into and how to get out of it. Everyone I spoke with at this Firm was knowledgeable about tax issues and I did look at other fi
I felt confident working with Silver Tax group until the money changed hands and then all sense of urgency stopped. Also, I paid $995 for an investigation that was not necessary, because it turns out the IRS did not have the ability to seize my 401k. It took me one call to my benefits provider to uncover that, yet Silver Tax spent days looking for a solution that was not necessary. Not very good research nor investigating.
Silver Tax has done an outstanding job seeing that we get all business tax deductions we're entitled to. Ten times better than the CPA firm we fired who apparently was "the best". The IRS was demanding we pay an additional $38,245 for our 2016 taxes. With Chad's help we ended getting back $5,879, with interest. Who knew you could have gotten the IRS to do that? That's why I'm always going to work with Silver Tax Group from here on out.
I have been so frustrated with the lack of help with an audit that was established 3 years ago . I was convinced that the irs works with intimidation to solve audits! I was told my case was new enough to be resolved! After paying over $20,000 + I didn?t hear from them in 2 years. None of my phone messages were returned during that time! When I received paperwork from the IRS they didn?t even have them on record as representing me. I had to send the documents to them. By that time there was nothing left to s
I am extremely impressed with this professional lawyer tax team. They closely listened to my every meticulous detail and provided down-to-earth feedback. I am so glad I choose them. You get what you pay for, and they are of the finest quality. I would give them my best and strongest recommendation. My issues were quickly and most efficiently resolved. Thank you Silver Tax Group!
I got a demand letter from the IRS for almost $125,000 because an H&R Block employee forgot to fill in ONE LINE on the Schedule D which in my case was related to the sell of a home. I had already sent the IRS the documentation proving that I was well within the allowed guidelines for capitol gains on a home and owed nothing-but they ignored it! Attorney Silver contacted the IRS and told them I owed nothing, he had all the documentation and he was going to win this case. Immediately I received an IRS let
Chad and the crew at Silver Tax Group are the best, period. We were in a very tight tax bind that I won't get into here for obvious reasons and these guys saved us. After having one terrible tax experience after another, year after year, it was a God-send to find these guys. They were responsive, caring and quick and thorough to act. Couldn't recommend these guys higher.
I contacted this firm for my IRS issues, they took payment from my accounts right way but no one will even return my calls. when I finally got someone on the line months later they told me the layer is very busy that was the reason why he hasn't been able to work on my case. 6 months later and I still haven't hard from them. My question is if you are too busy, why do you take my case and my money? I am writing this review because usually I read reviews before I do business with anybody. When I read the few
Silver Tax Group has been an answered prayer in helping us with an urgent need of ours. They took immediate action and got our issue resolved fast. I would highly recommend Silver Tax Group for any tax/IRS assistance you need.
When I got a notice that I owed the IRS $430,000 in capital gains, I knew it had to be wrong. I called Silver Tax Law on a holiday weekend and they immediately got the ball rolling with an amended return. Due to Covid, it took the IRS a whole year to get the point, but Chad held his ground and we won. Thanks Chad and crew for your excellent service and reasonable prices.
Thanks to everyone at the Silver Tax Group! Helped me resolve a very stressful tax problem. Told me the exact amount of time it would to take IRS to correct my taxes. I would recommend them to anyone that has any issues with the IRS. Yes, it costs, but I could not have done any of this without their help.
I was frightened when I received Letters from IRS. I was going through hard times and IRS was another nightmare. I shared my situation with one of my friend and he recommended Silver Tax Group, Chad and crew. I made a call to STG and I got a free consultation. When I entered STG , that was the moment of relief for me. The attorneys at STG took care of my problems and made sure I am satisfied. I got chance to meet Chad himself and his consultation and procedures to take me out from tax debt made me feel aliv
NO!!! NO!!! NO!!! NO!!! NO!!! These people are no good. They charged me for filing my 2017 taxes and never filed them. I had to pay and hire a second company to file my taxes, and I had to pay late fees with the IRS in my 2017 taxes because of Silver Tax Group. All of those happy reviews are fake!!! When you put in a bad review on them, they send you a cease and desist letter. Last year there were a lot of bad reviews. Today they?re all gone. Use them at your own loss!!!
I would highly recommend the Silver Tax Group! I was looking for answers to a confusing and potentially very costly tax matter involving a house sale and other assets. Prior to speaking with Chad Silver, I had received unclear and contradictory responses from other lawyers and tax professionals! Mr. Silver was able to break through with clear and precise steps necessary to solve my dilemma in preparation for the next tax year. I can't say enough about how important that this peace of mind means to me and
Life events can over whelm Seniors. I was forced to find a tax group that could resolve my situation with a LIFE ESTATE, change of address several states away, and normal taxes. Silver Tax group took the terror out of my life. They walked me through to the end. NOW... we can take a breath and enjoy retirement.
im a high stress person so when my audit started i called silver. its been a 5 years now but my case is tricky. no they dont hold my hand and call me every month but neither does the IRS. and i do understand when i cant get a hold of them. they have a lot more customers than me. i do appreciate the hard work they have put in to resolve this issue. if you get a lien from the IRS well thats going to happen and any firm who says otherwise is lying. they have been straight shooters with me. thanks again for pu
Mr. Silver and his elite team of top-notch specialists are the most knowledgeable and experienced in the field nationwide! I was treated right and advised wisely every step along the way through my *very* sticky situation. This team is quick, honest and trustworthy with powerful follow-through. One of the best decisions I've made in my life was going with this firm, and I highly recommend them to anyone who needs help.
Silver Tax Group is excellent to work with. Smart, knowledgeable, and able to explain a complex tax situation. They greatly helped me and a few other business owners. I would work with them again.
I don?t leave reviews, but I feel that people need to know! They will take your money and will have a very condescending attitude. Saying what do you think you are paying me for from a representative from Silver Tax Group! $20,000 later no response and No resolution!
STG got my tax debt down to a very acceptable payment. IRS wanted close to 600 a month and STG negotiated my account down to well under 300 dollars. STG has made my life much better by dealing with the IRS and making sure that it didnt ruin my life, as we know the IRS can and will. Thank you STG for doing what was needed to make sure I was in a good place with the IRS! I thank everyone that worked with me at STG and would recommend to anyone that are over their head in tax debt.
Korey was exceptional, I wish I would have used Silver Tax Group two years ago when this issue with the IRS first arrose. Very professional, laid out the process step by step and relieved me of my worries. Without Korey I do not believe I would have attempted this uphill battle. He reasured me.
I hadn't filed in over 25 years and have been looking over my shoulder the whole time. Lot of bad choices early in life. Anyways I finally decided to get right and reached out to Silver Tax Group. While every thing is still in process it looks like I won't owe a thing. Thanks Silver you helped me get right and will defiantly recommend you if someone needs it.
Korey helped with a mistake a tax preparer made. I can not thank him enough for the valuable advice he gave me. He is at the very top of his game. STG is very fortunate to have him on their staff.
Korey Waggoner spent over an hour with me on the phone going over in detail my situation. He was very knowledgeable, proactive, and honest. I offered money for his services, but he politely declined. After a great first impression, I would trust this group without hesitation with any tax issue.
They charged us for more than $500 plus and $6k+ for fee, they filed our tax refund once, then sent us bills for IRS we paid it off. They?d ask for more documents after submitted, they never call us back or any response to our emails. God Bless you Silver Tax Group
Chad Silver and Korey Waggoner were professional and personable and honest. They save me money with their honesty and are helping me through an audit caused by a previous accountants mistakes and malice. They are trustworthy and won't take your money of they can't help. That was a breath of fresh air. A genuine thank you to both of you! Danny Corso
My wife and I had pretty scary IRS back tax-related issues and Chad stuck with us literally for years working through, and ultimately resolving our issues. Chad is a great communicator, a zealous advocate and just an all-around professional attorney. If you have tax or debt issues that are keeping you up at night, work with the team at Silver Tax Group, hands-down.
On a Friday morning, S.T.G. explained to me precisely what they needed to resolve my problem, and by Friday afternoon I hand-delivered exactly what they requested. Less than 96 hours later, this outstanding group of Legal & Tax Professionals delivered resolution & finality. They worked through the weekend and remained in direct contact with me at a level of professionalism I've never witnessed through my 20 years of legal & business dealings. Understand,.... this was the Super Bowl weekend, and I was sti
I am so grateful for this outstanding group of people! The respect, compassion, concern & patience that Mr. Silver & Mr. Waggoner, personally afford to me each time that we speak is invaluable., I must also tender my appreciation of their staff. During our dialogue, I didn't feel rushed as Mr. Silver stayed with me on the telephone, guiding & advising me on my best options as befitting my circumstances. I can't say enough about their professionalism & empathy. In closing, thank you once again Mr. Silver
The Silver Tax Group provides outstanding service, in both the legal and accounting aspects of tax compliance. I thoroughly recommend them. Our tax laws are tough to navigate, with jargon, gratuitous complexity and continually changing rules. But we're all expected to comply, even in gray areas where the authorities themselves are not clear how to interpret the law. Nevertheless, STG somehow keeps up with all this and provides expert advice and excellent assistance, including the thorny area of internati
Dan Russell is very knowledgable in all things taxes. He helped get me a clear, concise resolution on my injured spouse claim as well as help me understand why when I sent an amendment to the same place that I did my injured spouse that the amendment wasn't processed at the same time. Highly recommend him to anyone needing a resolution on a tax issue.
Attorney silver really helped me with my issues against the IRS and would definitely recommend him to anyone dealing with a very difficult situation with the IRS
STG are good people you can trust. I had a consultation with Mr. Korey Waggoner about an attempted tax fraud and although I was able to solve it without power of attorney the advice he provided really helped me understand what was going on and to take the right steps to protect myself. I would've gone forward with STG if I'd needed to.
Working with Silver Tax Group was great! They were all very professional. I saved a lot of time and money working with them and would recomend them to anyone! Thanks for everything!
My sister was going through a terrible ordeal and this corporation was recommended to her to help her. She paid over $10,000 and it has been over a year with NO results. I would think twice about hiring them. She can not even get a hold of anyone by phone or email. I really did not want to give any stars but had to to post this,
Ever since I got my first W2 I tried doing my taxes on my own, but I decided to get some professional help and saw that I was missing out on money that could have been going back into my bank account. Give them a chance to help you out with your finances.
I?ve tried a few different tax preparers before but will definitely only be using this group of tax attorneys from now on. With multiple sources of income, I have very complicated taxes, but this group made things simple for me, charged a fair price, and made sure I got the max deductions- even things I never thought of!
I highly recommend Silver Tax Group. I had a complicated tax question. Contacted Silver Tax Group they organized my thoughts and put together the best strategic tax plan possible.
Did a great job with my case and became a go to resource for all my IRS problems, questions and needs. They performed beyond what was asked for! Great company!
My favorite tax experts for personal and business. The best advice when setting up a new entity or joint ventures. Before I do anything I always run it by Silver!...
Great to work with. Mr Silver assured me he would take care of my issue, and he did! Very trustworthy.
These guys are the true definition of team work. Korey Waggoner helped answer our questions and gave us clarity on our tax situation. Highly recommended.
Very friendly. Walked me through the entire process and explained as we went along. The staff is wonderful and a pleasure to work with. They even put up with me and that's saying something. No one is perfect hence the four stars. I would definitely recommend them.
Paid them to file some paperwork with th IRS. Paid them again when they recommended using their accountants. It?s been several months and I can?t get a return phone call. Don?t trust them!!
Love the speed of delivery during the investigation part of the process. Having a chat feature on the website is really helpful for out of town clients or those of us who are too busy to step out of work for an appointment.
DO NOT USE SILVER TAX GROUP. They charged $12,000 and did not do a thing. When we contacted them at the end over and over and over again... no reply. They will not answer, email or reply back. SCAM
they have helped me so much with my taxes with the IRS I can't explain in words what they meant to me and they call me to check on me you cannot beat these people
I found Silver Tax Group to be very professional, and a great help in resolving my tax issues.
Incredible team of experienced professionals!!! Saved me a lot of money and time, was a huge weight off my shoulders, highly recommended.
They took care of my tax issues! If you are looking for someone to help you file paperwork on old taxes and work with the IRS for you, choose them!
I am extremely grateful for their help! Their professionalism, wealth of information, compassion and time for my problem was priceless. Once again, THANK YOU!
Silver Tax Group is extremely helpful and very timely in all of the services they provide. Very friendly.
They had the most professional staff and they were so easy to work with. They treated me like I was their only client. They really are educated and thorough.
I've always just done my own taxes but these guys looked at my previous two years of tax returns and saw that I was missing out on a lot. 5/5.
KOREY WAS AMAZING...if you need legal assistance this company is the way to go... very honest and cares about their clients.
They litteraly suck ,,months and not a word,, thousands of dollars taken from my bank acct,, no return calls ,,,please ,,think about it , do not hire them you will be sorry
0 stars. Terrible service. Took $7800 from me and never responded. Now I have a tax lien on my name. It's a scam.
They are Relentless about helping their clients. You guys Rock!!! I?m Theslotguru and I approve this firm!!! TSG
It?s has been a year now and no progress on my case paid in full 6000 no one returns my calls no one returns my email what a joke
A very good experience. I would recommend friends to go to Silver Tax Group.
Great wonderful staff willing to go the extra mile will use again thank you silver tax group
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.