*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.*
5731 W Lily Lake Rd
Harrison, Michigan 48625
MATT is The absolute best and the only one I would ever use for all my companies and tax return and accounting CPA needs. He is very knowledgeable. It has helped me with multiple businesses. I actually was referred to him by my business partner who has used him for years and we both always recommend MATT to everybody!! If you want things done and done right And to achieve the best financial outcome Then give me a call!! I will be using him permanently
Matthew is the best cpa. He handles my business and personal taxes. Very professional and has done excellent work for us. I highly recommend.
Matthew was quick and efficient and handled my multi-state tax return with ease. Even when I gave him last minute forms to add, he finished my return quickly and didn?t make me feel bad about it. He is also very reasonably priced. I highly recommend him for your tax needs.
Mathew has been doing my taxes for a few years, he does exceptional work! Walks you through what you need and how to find it, responds in a timely fashion. Educates you when it?s needed. He will continue to be my accountant for the years to come!
We have been working with Matt to keep our accounting systems in order for our restaurant. He's very responsive which has made things easy. He is also very detailed helping to document all our transactions and getting tax write-offs that we were previously not taking advantage of. Highly recomend.
Matthew has be a delight to work with. He is responsive and available when needed, even for last minute help. I would definitely recommend his services to others.
Matt has a lot of knowledge and always answers my questions, and he always resolves issues and problems I've known him a number of years you will never go wrong. Thanks again you're doing a great job!
I contacted Matthew regarding taxes for an estate. He was professional & prompt. I would highly recommend him for any of your tax needs.
Matt was extremely on top of our taxes and took the time to jump on a call to finalize everything. Would definitely recommend!
If you need help with your taxes Matthew is the man to help??very knowledgeable, patient and knows what he is doing! I highly recommend him to everyone!
Matthew is very professional and patient when answering all my tax questions. He's extremely knowledgeable and has taken the stress out of doing my taxes.
Matthew is extremely knowledgeable in his field and always has my best interests in mind. He also will go above and beyond to help me with any of my tax needs.
This dude is legit. Amazing work fast great representation and very knowledgeable hands down the best out there. I appreciate the work you do man. Keep it up.
I?ve been using Matt for seven years and he?s been awesome professional and knowledgeable about his work. Great job bro.
Excellent service and work product.
Has made my life & business so much easier, and is always quick to respond! Thank you!
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.