*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.*
393 S Oak St
Spindale, North Carolina 28160
As a new business owner, I was new to the whole idea of filing taxes on my business. I had a LOT of questions and Daniel answered them all! He is professional and knowledgable, going the extra mile to explain every nuance, and even helping me take advantage of tax savings I didn't know were available. If you need someone you can trust to do the job quickly, friendly, and excellently, I highly recommend Daniel at Staton CPA! Looking forward to working with them for many years
my husband and I had our 2018 taxes prepared by Mr. Staton, and even thou we live in Florida and his office is in another state miles away, we got treated special, his office made the transaction as easy as possible by using the latest technology. His service was professional, courteous and most of all our taxes were completed timely and professionally. We will for sure continue being his customers. Thank you!!
I have used Staton CPA for over 7 years and have always found them to be extremely well versed on the intricacies of the tax code for both business and personal tax issues. In addition, Samuel and Daniel are two of the nicest and hardest-working young men you?ll ever meet. If you are in need of competent tax professionals, you should hire Staton CPA?you won?t be disappointed.
Samuel is the best, most helpful accountant. We have used his services for years for tax returns and only had stellar, highly professional results. Also, interactions with Daniel and other staff were always beyond helpful and accommodating. They are definitely the best choice in considering accounting needs.
A very professional, courteous group of people. Staton CPA has prepared my taxes for years and I have always been very pleased with the timely manner in which they do business. I would highly recommend them.
We had a last minute financial situation. Got a quick appointment. They were quick and efficient and able to help us without us having to come back!
Found Samuel Stanton on YouTube Researching Someone to do My Taxes that was Familiar with SSDI Lump Sums Payments Covering a Period of Several different Tax Years .... I was Nervous about the Tax Liability and Taxes and When it was All Said and Done Samuel had Me Owning No Taxes and My Only Payment was to Him which was Far less than I Expected and Since then I have been Able to Call Samuel at Anytime and Ask Other Tax Questions with him and his Staff always having Time and Getting it Always Right !!! It doe
Highly detail oriented, I have used various CPA Staton is by far the most thorough and customer focused. Highly recommend. Thanks Bretton Norris
I have been using Staton CPA for many years and I e never been disappointed ! The staff is friendly, professional and willing to answer any question I might have. I highly recommend Staton CPA!
Very courteous, professional, and timely assistance with preparations of taxes. I have been a client for many years and they have always done a superior job.
I highly recommend Staton CPA. They are highly trained and always up to date on tax laws. I have complete trust in them and will always use them.
Nice staff, nice work! Love it and would recommend to anyone. Very polite, professional and knowledgeable account. If I could leave 10 stars, I most definitely would.
This accounting office is great! I would recommend him to anyone! Samuel does an excellent job!
Wonderful people, excellent service. My go-to for accounting and tax prep.
Excellent and very professional CPA!! I would recommend him to anyone!
Samuel did a great job! Highly recommend him!
I was very pleased with the professional way they handled everything. Very pleasant experience.
Great job! Quick and qualified services! I recommend!
Samuel Staton is a 5 star accountant.
They?re not taking new clients?
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.