*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.*
400 E Diehl Rd Suite 550-C
Naperville, Illinois 60563
Amazing customer service. Very easy to work with and very friendly as well. 100% would recommend to anyone who is interested.
Stenger is extremely welcoming. They also do excellent events. All in attendance are taken care of. All the Stenger staff are around to welcome, make conversation and help in any way.
Awesome service and staff! They answered all my questions very thoroughly.
Great service. I would recommend to anyone who asked me to. Thanks for such an easy time. 10/10
Grateful to know this family! I've had the opportunity to work with them over the years, and their work ethic is unmatched. It is no surprise that their name holds a special place in the heart of Naperville, so to see them serve the community with such a high level of care and expertise is admirable. To have a Financial Advisor is one thing, but to have a team who offers a suite of professional support for your family in all walks of life is everything.
Stenger Tax Advisory in Naperville is simply exceptional! From start to finish, their team provided impeccable service, guiding me through complex tax matters with ease and professionalism. They were thorough in their analysis, ensuring every detail was accounted for. Their expertise and dedication are truly commendable. I highly recommend Stenger Tax Advisory for all your tax needs. Thank you for your outstanding service!
I used the Stenger Tax Advisory service for the first time recently and the experience was great. Chris is very professional and personable. In the past I handled my own taxes and I was looking to have someone take over. Chris had some great advice for some amendments and go forward plans. I would highly recommend Chris and the Stenger Tax Advisory service as part of the Stenger Family Office.
What a fantastic place! Will always have my business and have some great people that work here with a great head on their shoulders!
This place is great. The customer support is phenomenal for a change, and I genuinely felt cared for by all of the employees I worked with!
They do excellent events. What is presented is current and relevant. All in attendance are taken care of in every way. All the Stenger staff are around to welcome, help and just talk to all.
The service was incredible and the people made my experience wonderful. Would totally recommend!
Great service & so easy to work with! I?m very impressed.
This place is great! Service was excellent! I genuinely felt cared by all the employees that I worked with!
Really enjoyed the service. The people were even better. Couldn?t give a higher recommendation
The service is awesome and they are easy to work with! Would totally recommend to anyone!
Stenger has been so helpful in rebalancing my 401k and explaining the benefits of doing so. No other place will you get such clear communication!
This team is awesome! Very knowledgeable, helpful, and easy to work with.
This place is efficient, well run, and very reliable. Would recommend this to anyone.
I highly recommend this team! They were great to work with.
Super great service and amazing people to work with!
The best service I have had in this industry! Definitely recommend
Best service I?ve ever had! I just wish I had heard about this place sooner
Super awesome people and the best service! Love this place
Great service, and I trust thier counsel on investment. Super people to talk to.
Great experience and highly recommend! Fantastic team
Really great group of people who made me feel valued and found a tax situation I didn't know about before - saving me money. Thank you Stenger!
great service and these people are just wonderful individuals!
Great people to be around! Amazing service!
Doing your taxes is no fun. Stenger actually enjoys working with you so turn your tax filing over to them. And then do something that is fun.
I trust their advice and think they're a great group of people!
Absolutely recommend working with Chris. Wonderful staff!
Incredible experience and fantastic customer service! Thank you!
I?ve always been a fan of how this family has held themselves to such high standards of responsibility towards their clients.
Stenger is an excellent, highly professional, and helpful organization. I would recommend them to anyone
Great financial advice and tax assistance with friendly and attentive service. I would recommend them to anyone.
Great team to work with! Made this tax season a breeze- would highly recommend
Cannot wait to start working with Nick and his group again. Hoping to set up a meeting in the near future.
I found I've learned a lot during this lunch session and I enjoyed the venue very much.
Great people and very reliable. 10/10 experience.
Great place to invest, customer service was above and beyond!
Nick and his associates are fantastic. I cannot wait to start working with them in the future.
Unbelievable service and a place I can rely on and trust!
Great team to work with, Chris is a true professional
Incredible experience. Top notch customer service.
Chris does a great job at serving clients and brining sound tax advice to a level they can understand.
Chris was phenomenal and made it such a great experience!
I've known the Stenger family for decades, I trust no one else more!
Great services & team!
Great company, and great people to work with.
Super smooth process and great people!
great people to work with and very trustworthy
Very professional & easy to work with!
Great service and people!
Excellent team, highly recommend!
Easy to work with, and great service!
Good service, easy to work with!
Great experience!! Highly recommend !
Very nice people to work with!
All of the speakers today were energetic and easy to understand!!
Great group appreciate working with them
Now this is a place I'd give my money to.
Great staff, great service!
Trustworthy and knowledgeable people to work with!
Great team to work with!
Great place to invest your money.
Stenger Family Office is always friendly and helpful.
Awesome group to work with!
Great people and great service!!
Keep up the good work!
Very comprehensive and knowledgeable team.
Solid investment strategy, terrific staff.
Great presentation by Dr. Siegel.
It was simply put, incredible.
Great people to work with.
Great place to invest!
The service was amazing
A great team to work with!
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.