Strategic CPA Accounting and Tax Solutions

Strategic CPA Accounting and Tax Solutions

Reviews Summary

Strategic CPA receives overwhelmingly positive reviews, with most clients praising their professionalism, efficiency, and expertise. Customers highlight their excellent communication, user-friendly digital portal, and personalized service. Many appreciate their responsiveness, accuracy, and ability to handle complex tax situations. Long-term clients express strong loyalty, noting consistent quality over years. A few mention minor issues like timing delays, but the vast majority highly recommend them for tax preparation and financial advice. The team is described as friendly, knowledgeable, and detail-oriented, providing both business and individual clients with reliable, stress-free service.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Construction
Contractors
Professional Services
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

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Construction
Contractors
Professional Services
QuickBooks

Contact Information

Address

800 E Ellis Rd Suite 206

Norton Shores, Michigan 49441

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Highly recommend Strategic CPA; Jason and his team are all wonderful! I started in their Concierge Tax Program after my business grew pretty big, pretty fast and I realized I needed some help with the financial side of things. I am so happy I did! Hannah (who I communicate with the most) has been so helpful, always happy to answer any questions I may have, and has never made me feel judged or incompetent for this not being my area of expertise and for needing lots of guidance as I learn. She also went above

They can do taxes well but don't expect them to back you up if there is any complication. I have used them for around 5 years and this year was a disaster. It was getting close to April 14 I had heard nothing from them, so I contacted them. Found out that they were not going to get my taxes done on time and had decided to file an extension without contacting me. It wasn't until we complained that they reached out and explained to us what had happened and took 10% off the bill...which at least covered the

If you're looking for a tax professional that will make the process easy and clear - go with Strategic CPA. They have been doing our taxes for years now and I would highly recommend them. This year, I appreciated the summary of our past and current taxes and how we can make adjustments in the future. Thank you!

Every year we are so pleased with Strategic CPA Accounting and Tax Solutions! They are always professional and easy to work with. The online portal makes accessibility a breeze! And yet we are still able to conduct business in person drop off documents in person that are easier to do that way. We appreciate the wealth of knowledge to our unique situation and the accuracy with which our returns are prepared.

Strategic CPA Accounting has definitely been my highest ROI purchase. Such a dramatic difference with a CPA vs self filing. The app is quite user friendly and uploading documents is easier than I expected. Staff is friendly and professional. I?ve already sent 2 others their way. Fully recommend

We have been using Strategic CPA Accounting and Tax Solutions for 3 years now and haven't been happier. They make filing taxes so easy and seemless. We have referred them to several other family members and we are proud to use their services. Thank you!

Strategic CPA did a wonderful job on our personal and business taxes! Very thorough, efficient, and great communication. We will continue to use them for our tax needs and recommend them to others!

Outstanding personal service and attention to detail. This company has been a huge relief for me in filing accurate taxes. They have saved me time and money in looking for tax liability savings. Also, Jason has been a valuable resource for insights in selling and buying my next home! Thank you Jason and staff - looking forward to work with you in future. TL

We have consistently great experiences with Strategic CPA. They have a user friendly portal, a friendly staff with great communication, and are very timely in getting our returns completed and filed. I highly recommend using them!

Having some changes and anxieties in our 2024 tax needs, Jason and his team guided us through in flying colors. Jason continues to exceed our expectations. We highly recommend Stategic CPA Accounting and Tax Solutions for all your accounting and tax preparation needs.

Excellent and efficient tax service! We always receive written communication & checklists prior to tax season which is of tremendous help to us. The smooth process has kept us coming back for at least ten years or more!

Jason and the Team at Strategic Accounting did a great job on our taxes. They were thorough, responsive, and looked out for our interests. Would highly recommend!

The team at Strategic CPA did a great job with my taxes. I recently moved back to Michigan and had more things going on with my taxes than I could manage. Strategic CPA's team took care of that for me. Thank you!

Chris Brown and the Strategic CPA Team have always been highly professional and have provided great customer service to us. We strongly recommend them.

I am extremely satisfied with Strategic CPA completing my taxes. This was my second year filing with Strategic CPA. They made it painless. I was able to see the process and communicate with staff through the online portal and the app. I appreciate being updated and kept in the loop!

Strategic CPA Accounting has been my tax preparer for 5 years now. They are always friendly and prepare my taxes accurately and quickly. When I have questions, outside of tax time, they are still there for me with a quick response. I really appreciate and enjoy working with the friendly staff. I definitely recommend them and the team as a Top CPA firm.

We've partnered with Strategic PCA for the last 4 years and they've been consistently professional, helpful and patient! Our tax situation can be a bit tricky, but Jason and his team have helped us avoid any issues; their Maintenance Plan covered us for an unexpected consultation and again, no issues! I appreciate the portal, never any problems, I can easily upload documents, review forms, etc. We highly recommend Strategic CPA for all of your financial and tax services. Access to my historical reports

Jason and team did a fantastic job with my taxes. They are professional, patient and detail oriented ensuring everything is sorted and filed in the most efficient way possible. In addition Jason is always available in case I have any questions or concerns with my filing or tax strategies. I strongly recommend Jason and team they are the best!!!

Jason and the team at Strategic CPA have been wonderful to work with on both the tax preparation and financial planning fronts. The team clearly cares about their clients and have been consistently responsive and helpful through tax preparation season. During the year, Jason has been invaluable in helping us navigate key tax-related financial decisions. His expertise around the tax code, combined with his ability to explain things clearly, has given us considerable confidence throughout the years. We?re gra

Have been working with Strategic CPA for close to 10 years now. Chris and his team communicate well and are very thorough. I appreciate their process which keeps me informed of this years changes and prepares me to walk through all necessary steps to produce the needed documentation. To top it all of, the Strategic CPA team is quick - my filing documents are typically returned in a week.

Their team is very communicative and on top of everything! I?m grateful to feel much more organized with my taxes this year.

We have used Chris and his teams for many years, they are always timely and answer any questions we have. Super helpful team here!

They gave me great service and went above and beyond to help me figure out our quickbooks account. A little pricier than others, but great work!

I highly recommend Strategic Accounting for your tax preparation needs. I used to do my own taxes but as tax law seemed to get more complicated, I turned to Strategic. They have been doing my taxes for decades. They are thorough, communicate quickly and personally, and always check to see if I am satisfied. Delany Morris was my personal preparer. She does great work.

Strategic CPA accounting and tax solutions are the best. They are easy to work with and have great communication skills. They stepped in and did an amazing job of getting my taxes properly handled. I highly recommend them for your accounting and tax needs.

I have been using Strategic CPA Accounting and Tax Solutions for more than 10 years. I run a small business and they have always been helpful and efficient with all my accounting needs. They are honest, dependable, and affordable. I have no desire to go anywhere else.

Our tax preparation was/is not ideal or typical for filing taxes. BUT, Strategic CPA Accounting & Tax Solutions did wonderfully, & quickly had our documents ready for review & signing. Their expertise & professionalism, as well as, friendly service, helped make our experience easy & stress free. As tax laws change (per state), its so confusing & difficult to sift thru all paperwork, laws, deductions, credits, etc. Delaney & staff are awesome! We're looking forward to continuing with these amazing & patient

Strategic CPA has handled my end of year and quarterly taxes for the past 2 years, and the experience has been great. They are professional and easy to work with and have a simple but effective online workflow. Would highly recommend!

I am very impressed with the service and knowledge Strategic CPA Accounting provides. Last year we had a complicated return to prepare. Jason and Allison were able to sift through all of the nuances of our return with ease and had my income taxes completed. They are very easy to work with. We are so thankful for their help!

We are very happy with the service. Strategic CPA are professional and they use secure platform for handling the tax information. They found the best options for us and were very kind and patient to go over the details. We will be back next year. Thank you

Excellent customer service and always fast and efficient. I have been using them for 4 years and highly recommend them!

I asked Strategic CPA to do my income taxes for 2022. I found the staff to be friendly, knowledgeable, and responsive to my questions. Their secure portal made it easy to send and receive documents electronically. They were able to file partial-year returns for two different states as well as our federal return, all at a very reasonable price considering some of the complexities. I'd definitely recommend them based on this year's experience.

By FAR the best accountant we have ever used. We have tried several and they always fall short and I end up having to do our taxes for us. Strategic CPA's team were very thorough and have made clients for life. Thank you for taking this daunting task off our plate!

? 2023 - This is the first year I have significant real-estate holdings, so I decided to engage a firm with that specific discipline. They asked me more questions than I had answers for, so I'm confident they have my back and are making sure all my ducks are in a row. I chose this company because of their real estate experience and local proximity. Although, I haven't had the need to go to their offices. So far everything has been digital, using TaxDome, which makes me happy. So I'm sorry to say, I can't

After our old Accountant retired we went with an Accounting firm that he recommended. They wound up making huge mistakes three years in a row. I did some research and found Jason at Strategic CPA. What a difference! We are so relieved to have such a competent, dedicated and knowledgeable group of people working on our taxes. Alison is a wonderful communicator and always responds to our questions quickly and with patience. I highly recommend them.

I am so thankful for the hardworking team at Strategic Tax! They are knowledgeable, always willing to answer questions, and their team has been patient and helpful with some complicated tax situations. Jason took time to really understand my small business when I got started with them a few years ago, and Hannah has been just incredible this year. I highly recommend them to anyone!

We have been using Strategic CPA for several years now and highly recommend them! Chris and his team are very responsive and always do a wonderful job for us, answering any questions we have.

When we moved to the Grand Haven area in 2009 we needed a tax accountant service due to the move and the complications of changing jobs and selling homes. Strategic CPA was the first we tried and we've been happy ever since. Jason has handled things for the past several years and he is great to work with! Timely and thorough results will always win repeat business.

Excellent service from beginning to end! Will continue to recommend Strategic to anyone looking for great folks to get the work done quick and accurate! Thanks to all at Grand Haven office

Strategic CPA Accounting and Tax Solutions has prepared my mother's federal, state, and city tax returns for three years now and it has been a godsend to her. The returns are filed in a timely manner and she receives documentation, instructions, and advice that help her to take care of and otherwise manage her tax obligations.

I have used this company for years and am very happy with their service and expertise. They always answer my questions quickly.

I would recommend Strategic CPA to anyone in need of a CPA. I was able to drop off my taxes last minute, and they took care of everything. Thank you guys for being quick, accurate and professional.

We had a very complicated return which involved disability overpayments, reimbursement of overpayments, with various tax issues thrown in the mix. Chris, at Strategic CPA Acct. researched and spent countless hours analyzing how best to approach the challenge. Other accountants we approached had no idea how to prepare the return. We were extremely pleased with the end results and very agreeable fee for services. We will definitely be utilizing Strategic CPA Accounting services from here on out.

Jason and his team are outstanding and very efficient. So professional and easy to work with!! I really appreciate the ease of doing business with them.

Strategic CPA Accounting and Tax Solutions has been my "go to" for personal taxes for many years. Clergy taxes are a bit unique, and Strategic has so efficient, timely, helpful, and accessible for consulting on a wide variety of questions. I highly recommend them to everyone, and especially my clergy friends.

Chris, Rachel, and Delaney, as well as the rest of the team, are invaluable help to us both in our tax filings and our tax related questions. We recently met with Chris to discuss and plan for qualified charitable deductions from our IRA distributions. Chris, listen to well, asked great questions, and made helpful suggestions. We have always been pleased working with the team. Bill and Claire

Excellent choice for tax and accounting services! The staff at Strategic CPA are always hard at work taking care of their clients and especially small business owners. Highly recommended A+++

I absolutely love Strategic CPA! I?ve been using them for years now and have referred many friends here. Jason always answers all of my dumb questions in depth & the entire staff is super helpful. Delany in particular helped me a lot with my taxes this year & was very quick to respond, which I appreciate! Thank you for all your help and I hope you guys can enjoy a well-deserved break this summer!

Jason and staff do a great job. Will continue to use them next year as well

Chris has done our tax returns for a few years now, and he always does an excellent job of reviewing our financial data and providing recommendations for how to structure our exemptions to ensure there are no surprises at tax time. He is patient, explains complexities well, and takes time with each client to be thorough. I highly recommend Strategic CPA for your financial services.

They have been doing all of my business accounting for awhile now and we absolutely recommend their services

Chris is wonderful to work with. In the past I had a CPA that wasn't always doing things that were within the tax guidelines. Exposing me to possible tax issues and costs. Chris has cleaned up that past and made recommendations that have had a positive impact on my business's bottom line. Chris is very responsive... I can depend on him to both handle my tax's properly and address any questions I may have quickly. I would recommend anyone looking for a CPA to consider this firm. They have been great to work

Chris and his team are top notch professionals in what they do. I have been using them for four years now and I am always happy with the experience and breadth of knowledge they possess. I highly recommend Strategic CPA Accounting and Tax Solutions.

Our tax situation this year required some additional expertise to deal with annuities, trusts and a death in the family. Strategic CPA staff were able to meet and exceed my expectation. They helped us pull together all of the information needed and then executed the 4 sets of tax returns we filed. Thank you for all the help. We will be working with you again next year.

Great service. They know their taxes. Answers questions timely and professionally. Wouldn?t go anywhere else.

Chris and Delany were excellent to work with - not only did they surpass expectations of speed, quality and communication they were able to add value to the process ensuring the best outcome for both the businesses as well as personal tax burdens. Compared to our last firm, the Strategic CPA team ran circles around them and am very pleased we made the transition to using Strategic CPA. Taxes are all filed for both businesses and personal - and its only Feb 24!

We worked with Strategic CPA for quite a few years now for our family and my husband's personal small business. They are quick and professional. Never had any mistakes come back. They know their stuff!

We have been using Strategic Accounting and Tax Solutions for several years to prepare our city, state, and federal tax returns. They have consistently been thorough, prompt, and professional. I would recommend them to anyone needing accounting and tax preparation services.

I have used Strategic CPA Accounting and Tax services for several years and have found them to be always thorough and fast. They are also helpful with questions throughout the year.

Once again, Jason & Strategic CPA has exceeded my expectations with our 2023 Tax Return Needs. This year we also signed up for their Platinum Tax Service program so that we have a strong peace of mind that if any additional tax needs arise from 2023, Jason will be there to get us through it. I highly recommend Strategic CPA and Jason Lillmars for all you tax and or accounting needs.

I have been a client of Strategic CPA Accounting for several years and I have always been pleased with their responsiveness to my questions and their knowledge of the tax law. As a retired clergy person, the tax law for our profession is somewhat complicated and the firm has always been an excellent resource for my financial decision making. I recommend them highly.

We could not be more happy with our experience with Strategic CPA Accounting and Tax Solutions these past six years!! Their advice and counsel has been and continues to be perfect, and at the same time, their service is timely and right when we need them! I advise all my friends to give them a call when they are looking for expert financial advice.

Strategic CPA Accounting has provided us over the last several years timely and professional tax preparation. They respond very quickly to provide clarification and advise. We have appreciated the service they have provided us.

I?ve been having Jason do my taxes since my parents recommended him years ago. Great company, amazing staff and communication is awesome. Highly recommended!!

This is our first year with Strategic and are very pleased with every aspect of their service. They identified my last accountants errors and corrected everything very quickly. It is March 22nd and they already have everything filed for the year!! Friendly and Knowledgeable staff and that is a great combination for an accounting firm.

Strategic CPA has done a wonderful job with both our personal and business taxes. All of it's staff have been a great help to our growing business, and Jason in particular has went above and beyond in ensuring we receive the best service possible. :)

My husband and I were very impressed with how quickly our taxes were filed. This group does a great job answering any questions you have, they respond in a timely manner, and we will definitely be working with them again for years to come!

Been using Strategic for my business for about 3 years and they always are great to work with. Easy filing with their digital portal and great communication!

Very happy with this Accounting firm. I started back in the 2000's when it was just a small company. Then when I got married, my husband and I used them. They have really grown and have more employees now. My husband has his own business and they do our business taxes too.

I have used this company the past few years for my family's tax prep and will continue to do so in future years! They were quick to prepare my tax returns and the overall process was easy and stress-free.

We have been very happy with Strategic CPA. They are prompt, accurate, and professional. We are confident in the services they provide for us and appreciate the consistency from year to year!

Great service and very responsive. They stay up to date on tax laws and regulations and provide suggestions to minimize your future tax obligations. Their "Platinum Tax Service Maintenance Program" is an excellent value.

My wife and I searched the web for an accountant as we just started a business. Found Chris Brown, what can I say about him and his wife. Very personable, friendly and quite knowledgeable. He added a gentleman by the name of Jason Lillmars. Jason's back ground involves Masters Degree in Business Administration and Masters in the science of accounting from Gand Valley State University, and then obtained CPA certification. I would highly recommend Strategic Accounting & Tax Solutions.

Team is super helpful, thorough, and make filing easy. Will continue to work with them and recommend to family/friends for year to come. Thanks to the entire team at Strategic CPA.

Professional, Accurate and Courteous best describes the team effort that I received from Strategic Accounting and Tax Solutions. From getting acquainted. gathering the pertinent information, through processing the submittal to the IRS, this is an A1 team led by a true professional, Chris Brown.

Trustworthy to a fault. These folks have been doing our tax preparation for years; we are fans. I don't expect to go back to doing my own taxes any time soon!

They were able to get me from a $2500 projected tax bill (based on personal calculations) to a multi-hundred dollar refund. Great experience with them in the 2024 tax season.

Very professional and knows a ton. Has taught us so much on how to run our personal finances better. A little bit more expensive than where we used to get our taxes done, but definitely worth it for his knowledge and professionalism!!

I am very happy I switched from previous accounting group. Strategic always has my best interest in mind. They keep track of things I should be doing, even when I don?t. Always very helpful and quick to get back with any questions I have, and with what I feel is very fair pricing. Highly recommend.

Strategic CPA Accounting is our back bone to successful business practices. We can consult with them at any time regarding any financial issues we have, including complicated taxation. Our relationship is one based on financial trust and transparency.

Great company! Very helpful and timely with processing returns and communicating any additional documentation needed. User portal is very user friendly, and appreciated their itemized checklist as I was preparing my documentation. Would highly recommend!

We've been using Strategic CPA for years and have been extremely satisfied with their services--personable, flexible, always quick to respond. Highly recommend!

We?ve been using Strategic CPA Accounting for years! They are reliable and speedy! We are confident we are receiving the best refunds available.

I really love my accountants at CPA. Always helpful and thinking ahead. A little pricy, but worth every penny.

I've been working with the team at Strategic CPA for over 10 years, and I've been thrilled with their service. I've literally recommended them to family and friends, and so I recommend them to you as well.

I have worked with Strategic CPA for a number of years. I am an American living in Brazil and they have worked very well with me and my unique situation and needs. I have been very please with every aspect of their work.

We are a small business and they have handled both our personal and business taxes. They are fast, helpful, and extremely knowledgeable. The entire staff is very friendly. We feel like we are in good hands and that piece of mind is priceless.

Taxes were done in a timely manner. Very helpful

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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