*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.*
25899 W 12 Mile Rd Ste 380
Southfield, Michigan 48034
My experience with this firm was hands over feet the best tax preparation experience I have had! Previously I had gone to some of the major tax franchises but was referred to Smart Tax CPA by a friend and am very happy I decided to use their services. The tax advisor I sat down with was very knowledgeable and helped me understand why certain items were taxable and vice verse. I was also happy to hear the CPA firm is open year round and deals with accounting / business clients throughout the year, so if I ha
I have been quoted less by accountants in the past, and I have been quoted more, but no one has done such a detailed job on my accounting. If you are looking for a professional CPA to guide your business in the right direction, this is the place to go. The fees are not astronomical, they are smart people, well versed in taxes, and they are very pleasant to work with. They are doing my personal taxes this year as well as managing my books and payroll for a monthly fee. I set up a bill pay, gave them accounta
Very impressed on the level of service this CPA firm provides. I came to them for a second opinion as tax season approached and realized I could be doing a lot more for my business. They now provide my business services on a monthly basis and handle all my accounting, bookkeeping, payroll and tax issues. I get updates and receive solid consulting and advisory over the course of the year.
Smart Tax CPA is Certified Advanced QuickBooks Pro advisors. They work predominantly with small and medium size businesses to set up their accounting and help business owners use their QuickBooks to effectively manage not only their financials, but also their operations. They are extremely knowledgeable and friendly staff. They deliver quality work at a tremendous value. I highly recommend Smart Tax CPA
I have been impressed with the services that I receive from Smart Tax Professional Services. Their flat rate billing is completely reasonable and they go the extra mile to take care of me. I know that my finances are in good hands and they keep me informed of the newest tax codes and any changes that will be helpful to me.
I recently went to this accounting firm for my business's accounting and tax work for 2012. Very thorough to say the least. Very professional, eager to help, and willing to go the extra mile. I now work with them on an ongoing monthly basis to help keep things in better order. Aside from my taxes, they gave me a detailed ledger of my transactions to reflect the corporate tax return. Highly recommended.
I have used quite a few tax prep services over the past years, but this is by far the best. Martin Bahl and his team are knowledgeable, frank and reliable. They saved me thousands last year. They are not the cheapest in town, but you will end up with more on tax savings and service. I would recommend them to anyone seeking high quality tax service for businesses and individuals.
Great CPA's, tax accountants and business advisors and we've been doing business with them for over 15 years. More than once they've come up with tax strategies that not only saved us a lot of money, but also taught our high priced tax attorneys something new at the same time.
I went to Bahl & Co. seeking help for my tax return. When I went in initially they were very courteous and straightforward in assisting me. After I decided to take my business there, they continued to show professionalism in all aspects of business. Anuj and the rest of the staff were consistently polite and helpful, and my tax return was handled very professionally. I think that they are very competent and skillful CPAs and recommend doing business with them.
Smart Tax was very helpful with solving my IRS problem. They were congenial and explained the process to me. I would recommend Smart Tax to anyone who is looking for a CPA.
Came to Smart tax with an employer problem on taxes.They helped me to understand,and provided the correct info to resolve my problem.
I was a new customer with a deadline and Ronni and Anuj took care of me promptly and professionally. Thanks again guys.
4 years of help and guidance
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.