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Source Team Tax & Accounting, Inc

Source Team Tax & Accounting, Inc

Reviews Summary

The overwhelming majority of reviews praise the exceptional service, expertise, and professionalism of the tax and accounting team. Customers highlight their efficiency, responsiveness, and ability to simplify complex tax matters, often saving clients money. Many appreciate the personalized approach, thorough explanations, and willingness to go above and beyond. A single negative review mentions being ignored after submitting documents. Small business owners particularly value the strategic tax advice and CFO-like guidance. The team is consistently described as knowledgeable, trustworthy, and highly recommended for both personal and business tax needs.

About This Listing

Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Contact Information

Address

190 Liberty Rd STE 3

Crystal Lake, Illinois 60014

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 10AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 10AM-1PM

Customer Reviews

Norman is a fantastic CPA. He prepared my 2024 tax return, as well as my mother's tax return accurately, promptly, and efficiently. Norman even met with me to explain my tax documents. This is the first time someone has ever taken the time to patiently walk me through what my tax documents meant. I am forever grateful for Norman's professionalism, tax knowledge, and fun personality while completing my yearly tax return. Thank you SO much, Norman! You're the best!

Norman is AMAZING!!! For being a small business owner he knew exactly what I needed and delivered 10 fold!! I am so glad I was referred to him!! If you are a small business owner and need help with taxes, write offs and much more, Norman at Source Team is your guy! THANK YOU THANK YOU!

Norm is such a value add for any business owner. As he?s committed to being available to his clients questions and concerns. He helps simplify the complicated. And informs so we know what to expect and how to make the best decisions to limit taxes owed. Can?t recommend him enough as someone who cares and informs! Thank you for what you do!

I don?t know why but Norman just blew me off..I was recommended to him by a few people and as soon as I uploaded all my personal information to their client portal he just ghosted and never messaged me back. It?s been 2 months and still haven't heard anything. Very odd. Definitely don?t recommend this company at all.

For the last several years, I?ve worked with Source Team for my tax needs, and I couldn't be happier with their service. They are incredibly professional and highly skilled in their field. What stood out to me was their friendly demeanor and willingness to go the extra mile. I highly recommend Source Team to anyone seeking top-notch tax and accounting services.

Norman was extremely helpful, knowledgeable and easy to work with. He worked quickly to help me amend and file my taxes. I highly recommend working with him. Thank you!

Norm and his team continue to surprise and amaze us with the individualized service and approach they take to tax returns and the IRS. They are very knowledgeable and give great advice when it comes to ways of putting more money in our pocket and less in the IRS's pocket. They've assisted us in resolving more than one tax issue and in all cases, were spot on with their guidance. We are forever in their debt. Thank you, Norm and Team!

My experience was absolutely satisfying. When I was referred to Source Team Tax & Accounting, Inc I was in a bit of distress with the person who was my current accountant, after working with Source Team Tax, I became relaxed, knowledgeable, and all my immediate tax needs were handled. The company was very efficient, available, and patience. If you are looking for a tax company that can satisfy your tax needs, I recommend Source Team Tax. I was very pleased with the level of service I received. Lastly, t

Norm has saved the day! I was so happy to connect with him and have him do the taxes for our four businesses. He was able to guide us through the process efficiently and have them quickly filed. Happy to be a Source Team client!

I have know Tony and Norm for years and have total confidence in their integrity. Norm is a veteran and he has been helping me with my vets post bookkeeping and is always around to give me advice and generally get me out, and keep me out of "accounting confusion". Thanks Norm and Tony :-)

Norm and his team are phenomenal. Not only are they amazing accountants they are up to date with new rules for taxes. They help you in a very balanced way. And they have lots of resources at their fingertips. I wish I would have found them sooner! I would recommend them to everyone I know

I was introduced to Norm Weirer by a bookkeeper 3 years ago after covid ruined my business. He got everything straightened out and saved me a ton of money. Since then, he's always been there with sound advice and always willing to help. Very helpful and professional.

Norm Wierer is a true professional and very knowledgable on tax strategies for local businesses. Find out if he would make a great fit as part time CFO for your business.

Norman is thorough, trustworthy, efficient and effective. He gets things done and is very service oriented.

Norman and the team is very responsive and helps keep us organized. I highly recommend his accounting services.

There are not enough words in the dictionary to describe how Source Team Tax & Accounting Inc have not only put my start up small business on the right track but also helped my personal taxes and my business partner taxes over this period of time , Norman has literally ( and i mean LITERALLY ) got my entire tax history past and present in a place I ve never seen it , I can now plan for a better business future and personal with the work he and his team has done ....If you ever need a company to put thing

Norm is incredible! I am amazed by his knowledge and timeliness! He is a wonderful resource for anyone that has questions about taxing or accounting.

Norman always goes above and beyond! I appreciate you!

Quick, helpful and efficient!

Frequently Asked Questions

What qualifications should I look for in a 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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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