*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.*
636 Great Rd
Stow, Massachusetts 01775
I have been a customer for three years and Ruslan and the team at Stowbrook are a huge asset to my business. Not only have they helped me with my tax preparation, but I have learned how to do my own bookkeeping in very little time and they have given me skills that have made my business more profitable. The return on investment has been enormous and I would highly recommend SBS!!
Stowbrook has been doing our taxes for more than 20 years. They're knowledgeable and thorough. Very responsive and patient with questions, too. We have a more complicated tax situation than average, and they know their stuff. Well worth it!
Ruslan is our new accountant and he did a great job! He is thorough in his efforts to help us save money and warm and easy going which reduces the stress I always have about taxes. The materials he provided were clear and also very thorough. He worked up several options for us which was great. My father adored his accountant who also was at Stowbrook until he passed away several years ago. This place is excellent, has integrity and heart. We are sticking with Ruslan for the future.
I have worked with Ruslan Burshteyn and Stowbrook regarding systems for my small business,, and have referred a family member to them for tax preparation. We both have had very pleasant and positive experiences. In particular, Ruslan was able to explain clearly and carefully the best approach to my business finances, and the follow-up steps we needed to take.. Regarding the tax preparation, they received very good advise and a more reasonable and personal approach than previously with a New York City fir
Ruslan is proactive and knowledgeable in his field. My clients who I have referred him to are always impressed with his responsiveness and solution centric mind set. It is clear that he cares about his clients and looks out for ways to help them benefit most at a tax savings perspective.
I run a small business and was desperately seeking an experienced accountant who would take the time to walk me through the essentials of bookkeeping and tax preparation. When I met Ruslan I was blown away by his patience and willingness to go above and beyond. I have always been intimidated by the bookkeeping/tax process and tend to get embarrassed by my lack of knowledge in these areas. Ruslan took all of those worries away, got my books in order and continues to patiently answer ALL of my questions. My
Terrible customer service. I met Ruslan in mid 2018 about solving my personal and business tax issues. He was kind at the time and later requested me to submit necessary documents, which I did. However my good experience ended right there as well. Now six months have passed. Nothing has happened. Countless unanswered emails and phone calls just proved their inability of taking care of their customers. Don?t waste your time. Better bringing your business elsewhere.
Great company, reliable accountants.... I have worked with Ruslan Burshteyn. He is a great accountant and takes ownership of his work. Try Stowbrook, you will never regret.
Ruslan is thorough and attentive and truly has your best interest at heart. Would recommend him to anyone.
Very professional tax preparations. We have used SBS for years and have not been disappointed. Recommended to all.
We've worked with SBS for several years, and they have been head and shoulders above anyone with whom we worked previously.
Attentive, thorough and highly professional, Stowbrook delivers every time. Highly recommended.
Stowbrook tax consultants are very professional and provide excellent service.
Very anemic and non-motivating tax advice, wildly imprecise projections. Communication is subpar, too. Disappointed.
Very professional concerned about detail Thank you very much
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.