Sullivan & Company CPAs

Sullivan & Company CPAs

Reviews Summary

Sullivan & Company receives overwhelmingly positive reviews for their professionalism, expertise, and responsiveness. Clients praise their reliable, detail-oriented service, with many highlighting decades-long satisfaction. The team is described as knowledgeable, caring, and efficient in handling complex tax and accounting needs, including multi-state and international matters. Several reviewers appreciate their personalized approach and cost-effectiveness. While one negative review mentions a transactional feel, the vast majority emphasize trust, long-term relationships, and exceptional client support across both personal and business accounting services.

About This Listing

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.*

Contact Information

Address

4709 Montgomery Ln

Bethesda, Maryland 20814

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Highly Recommend Radka Windt and Sullivan & Company! I reached out to Sullivan and Company on the recommendation of my business partner, and I?m so glad I did. Radka Windt has been incredibly attentive, responsive, and professional throughout our time working together. She truly understands our business accounting needs and consistently provides excellent support. The entire team at Sullivan & Company has been great to work with, and I wouldn?t hesitate to recommend them to anyone looking for reliable and t

I have worked with Sullivan and Company for over 25+ years and have had nothing but positive things to say about the company. I've been dealing with Paul, Raj, Leah, Loida, Hazel, Colby and other's with our companies taxes and my personal taxes as well. They are extremely professional and responsive to all of our needs and am always impressed with their services. I Highly recommend Sullivan and Company!!!

We have been a client of Sullivan & Co Accountants for over 30 years, and my experience has been nothing short of exceptional. For the past 10+ years, I've had the pleasure of working with Monika, who has consistently provided top-notch service, professionalism, and expertise. She is knowledgeable, detail-oriented, and always goes above and beyond to ensure everything is handled efficiently. The entire team at Sullivan & Co is friendly, reliable, and truly dedicated to their clients. I highly recommend them

I've really enjoyed working with Sullivan & Co for the past several years to conduct our personal taxes. While not extremely complex, a bit of care has gone a long way including reviewing our past tax filings. I look forward to continuing working with them.

Sullivan & Co. has been our business and personal accounting firm for over 35 years. They have grown in size and services, but despite their expansion they continue to provide the same personalized and trusted expertise that attracted us in the beginning. They are quick to respond to our needs and questions and we highly recommend them.

My wife and I have been clients of Sullivan & Co. for over a decade and have been completely satisfied with the quality of their tax work for us, as well as their responsiveness to the occasional odd query about some tax obscurity. Honorable mention to Ms Radka Windt, our principal point of contact and tax counselor of long standing, whose expert guidance and advice have kept our records straight and returns true. I would recommend Sullivan & Co. for anyone (private individual or business entity) looking fo

As a new restaurant owner, Sullivan & Company has provided strategic guidance during every stage of our business journey. In addition to excellent tax saving advice, it?s nice to know we have someone in our corner that we can call or email with questions. They are patient & easy to talk to? we could tell immediately that Sullivan & Company truly cares about our success.

I have been with Sullivan & Co for a few decades. I have never had a problem with my accounting, business and personal. The confidence my wife and I have is priceless. You get what you pay for. Radka has been with us for years. If I need some advice, a question asked or whatever she?s always there. Personal communication in these times has gone the way of the Dodo bird. Never does a recording greet you when you make a call within business hours. If you do leave a message it?s returned immediately a

An incredibly professional team that has been advising and supporting our diverse corporate portfolio. A very cohesive group of highly responsive, credible, reliable and experienced accounting specialists with whom we have been working with over the past 4 years. They simply care. Thank you for all you do Sullivan Team.

The staff at Sullivan's are the greatest professionals. They helped my business and my personal taxes since 2009. They are cordial and very knowledgeable. They go the extra mile to make sure I comply with all the requirements to run a business smoothley. Always on top of my needs, they are simply exceptional.

I have been working with Sullivan & Company, CPAs, for several years, and I couldn't be more pleased with their services. They handle the accounting for my businesses with accuracy and professionalism, making my life much easier. The team is knowledgeable, helpful, and always available when I need them?they actually answer their phones, which is rare these days! I primarily work with Leah Mena & Radka Windt. Their expertise and attention to detail provide me with confidence that my finances are in good hand

This was our first time using a CPA firm to do our taxes rather than completing them ourselves using software. We were very pleased at how smoothly it went. Raj, Jen and Patrick were very helpful in guiding us in what was needed and making suggestions for future improvements. We look forward to working with them in the future.

I would not recommend this firm at all. We engaged them for our corporate and personal tax work and it was nothing other than a negative experience every step of the way. Once they have your money in hand, the professionalism stops and Paul will provide one or two word replies to your emails indicating why the tax question or issue that has been raised is our problem to deal with without the guidance of our hired CPA (Sullivan and Co). We hired them to be our tax advisors and this practice is nothing more t

Sullivan is a wonderful company! All my interactions have been positive. They have helped us with taxes and investments and the service is superb. We are grateful and glad to be clients.

Sullivan & Co provides a very high level of expertise paired with a tremendously helpful and supportive staff. Everyone I have talked to there have been extremely communicative and outstanding to work with

A wonderful company to work with?very knowledgeable and always happy to collaborate. We have worked with them as a vendor, and whenever I have accounting or tax issues, they are always happy to help. They are amazingly organized and strive to do their best for their clients

Sullivan and Company are a group of very trustworthy accounting and tax professionals. Paul Sullivan gives very good advice on not only taxes but also on payroll and employee benefits. I especially enjoy working with Rahul Kedia with whom I have now formed a rapport and who carefully and very patiently walks me through the steps each tax season. I felt this was crucial during pandemic years when every small business received government assistance for retaining its workers. Thank you for taking care of our c

Great experiences so far with Sullivan & Co. Tax services in the past have been greater than adequate and Koby is superb on the wealth management front. Sullivan & Co. for the win!

Rahul was very responsive and helpful in how to restore the accountant's copy of QuickBooks for 2024 after doing the tax return. The instructions for paying the tax amounts were very clear. He's always available to answer my questions.

Top tier tax accounting firm for both individuals and small businesses. Tax professionals are very knowledgeable, diligent, and personable. Support staff also very competent and responsive.

Paul has assembled a superb team of knowledgeable professionals with dedication, ethics, integrity and honesty. When we moved from small town Indiana few years back, we were worried about finding an accountant who was capable, compassionate, competent and caring. Fortunately we chose Paul and his responsive team to do our complicated returns; personal, and two corporations! The transition was smooth despite the usual challenges from IRS and state regulators. Thanks. We highly recommend Paul and his team.

The team at Sullivan & Co helped me solve an issue to get my business back "in good standing" with MD State. A very professional team that showed a lot of patience explaining the steps required to clear up all outstanding issues; as well as the associated price structure for their services. Easy communication with less than 24 hour turn around time on any questions/concerns I've had (either as a client or potential client).

I really love the Sullivan and Company team. They make my life so much easier and help me juggle all the complexities of tax filings and compliance. I can?t imagine working with anyone else.

Sullivan and Company is a great account firm. I have been using Sullivan and company for more than 9 years with no complaints at all. They have great team. I have specially worked with Radka and Dee from the firm and no doubt they are the best. Highly recommended accounting firm in DMV.

Sullivan & Company is always continually supportive even during very busy times for the firm. They keep us up to date and on track each year which is essential for such small business like ours to keep moving forward and to be successful.

Sullivan & co. always steers me in the right direction, no matter what! Patrick and the rest of the team are all an absolute pleasure to work with. I can?t recommend them highly enough!

I can't recommend Sullivan & Company highly enough! I've worked with Paul Sullivan for more than 25 years, and am so grateful for his steady, experienced advice. On accounting, business formation, and financial issues, his counsel is incredibly valuable. He has built a wonderful company, filled with talented, hard-working, honest people. Ryan Beckett, in particular, is a gem - he is incredibly responsive and very smart. This is an excellent accounting firm that delivers consistently excellent results.

Sullivan & Company is a superb accounting firm with a knowledgeable, efficient, and responsive team. We work with Raj for family's personal taxes, and he is thorough, has deep understanding of the tax code, and explains more technical issues clearly so that we can make the right choices.

Sullivan & Company has been a steadfast partner for 10+ years. In that time they have ensured that I have stayed in compliance with applicable Federal and State laws. They are a big enough firm that they can handle my foreign accounts, but small enough that I am assigned an associate to ensure my taxes are completed, verified, and submitted in a timely manner.

This was the first time I worked with Sullivan & Company. They were very professional, well-organized and responsive to all my questions thanks to Alan Gutierrez and Owen Jagucki.

Rahul Kedia and all the staff are very responsive and professional with our corporate and personal accounting. I look forward another year of their great work. I'd recommend them to anyone.

I was Introduced to this firm by my tax attorney who wanted me to get a very good accountant after dealing with tax issues with the IRS. I was given the opportunity to start a new business and needed to have a good CPA firm that handled advising small businesses. From 2016 to 2021, I worked with Mr. Sullivan, the owner, who helped and guided me on starting a second business. I also worked with Rahul Kedia at the firm. They both helped me with everything from a start-up perspective to getting the business of

We have been using Sullivan & Company for our taxes for a few years. They are so kind and professional! They always do a great job and explain everything clearly to us. If you need a CPA, I highly recommend them!

We have been entrusted our business to Sullivan & Company for decades and will continue to do so as we are provided excellent customer service, professionalism, and competency.

I really liked Raj when I interviewed him to see if he would be a good fit to complete my taxes. However, the quote I received from the firm was about 3x the cost of other reputable places. In an effort to understand the "fixed fee," I did reach out to the owner to inquire how that breaks down at a high level and they were not able to provide that to me or explain why my numbers were higher than typical. I actually didn't even get a response to one of my emails. I did not end up working with them due to the

I have known Paul Sullivan and his family personally for 25 years. His company became my accounting company during my divorce about 10 years ago when I wanted competent accountants of my own. Reviews of the firm at that time convinced me working with Sullivan & Company would be the correct choice for me. I have been extremely pleased with the services provided. They worked with me and offered helpful guidance during my divorce and afterward during some ongoing legal issues. Sullivan & Co handle my feder

My wife and I have used tax services provided by Sullivan and Company for many years. Their electronic tax organizer and tax questionnaire/checklist makes the tax preparation easy and ensures that all needed data and documents are included and addressed. Radka Windt, the Business Services Manager is very responsive and professional. She is very knowledgeable and experienced--a consummate professional. She addresses any issues and questions while making sure she has a complete picture of our tax situation.

Sullivan & Company has been my personal and professional accountant since 1990. They monitor our financials throughout the year and reconcile our QuickBooks and payroll expertly. Sullivan shepherded us through COVID with the PPP and employment credits. They have been continuously current and aware of all the nuances of personal and business accounting to our great benefit. I have never thought to go elsewhere.

A few years ago, I consulted with Sullivan about my small businesses and I was curious what their rate would be along with their customer service level. As an owner of multiple businesses I need extra explanations for topics that I am not familiar with so that I can make business decisions. Sullivan on day one said that I was welcome to come in on site to ask questions and I would have any questions answered thoroughly. I have visited the company multiple times over the years and also handled the majority o

Very thorough and professional, felt like I was in good hands from start to finish. I have used Sullivan and Company for past four years, often with very complicated returns that involved living and working overseas, sales of stocks, and student loan interest payments. They have always been very responsive and detail-oriented in going through my files and writing up my return. Even though I was just an individual client with a single tax return, the team always makes me feel that they value my business and

Outstanding service from scheduling my consult with Stephanie to my tax preparation with Raj. They made filing taxes easy.

There are not enough superlatives to describe my trust in and admiration for Rahul Kedia at Sullivan & Co. I?m not sure how long Rahul has helped me with my accounts and taxes (I?m sure it has been more than 5 years) but I can always count on him for sound advice and accuracy. His questions during tax season may sometimes be irritating but only because they challenge me to think and research; in the end I appreciate his asking them. I?m glad he is ?in my court? and looking out for me. Thank you, Sulli

Sullivan and co. were very helpful during the shutdown of my software company. they negotiated shutdown procedures for me in several states, saving me several thousands in the process. I also found the Sullivan organization to be very well organized in addressing all aspects of my tax and accounting needs, making the entire process effortless for me. and all of this was done at a cost that was less than half of me earlier accountants. I recommend Sullivan very highly for individuals with both personal and/o

Paul Sullivan's firm has been my accounting firm for 14 years. For 14 years I have been so well taken care of by this firm. Whenever I have had a question or an issue I have always received a prompt response. Every single person that works for this firm treats me as though I am the most important client they have....trust me I am not the biggest client they have. I know my taxes are taken care of. I know that any question I have will be pleasantly and promptly answered. This is not some big corporate accoun

Sullivan and Company has provided us with Tax services for over 25 years. Paul and his family of associates, first started doing our personal income taxes in the 80s. When my husband opened his own Insurance agency, Barr & Associates, Inc., Sullivan & Company became our CPA for it also. With a relationship that has lasted over 25 years, you know that Bob and I have the trust and confidence in the Team, that they are handling our tax needs, very well! The team is warm,friendly and very responsive to our ne

I have been working with Sullivan and Co for our (sometimes complicated) family tax returns for more than a decade, and my small business for the past five. They have provided excellent service and advice. They are thorough, communicative, and work hard to serve your best interests, not just in terms of tax prep and advice, but general financial health and options. I'm generally skeptical about vendors, but recommend this firm without qualification.

Best Accounting Firm in the DC area! My Physical Therapy Company with 2 locations in Maryland were well served by Sullivan for more than 30 years. We finally retired and they were competent and helpful throughout our existence. Couldn?t have done our work without them!

I have been a client of Sullivan & Company for over 20 years. I have had a excellent experience in working with our accountant, Monika Benkovic. She has been extremely dependable. She has responded promptly to any questions that we have had about our tax returns. Monika is very thorough in her approach to tax return preparation. Sullivan & Company has also been helpful with referrals to individuals that specialize in long term care insurance. I would strongly recommend Sullivan & Company to anyone loo

I cannot recommend Sullivan & Company more highly. Raj Goenka is a seasoned pro and has proven time and again how skilled he is at navigating tax questions and complex issues. The entire team is incredibly responsive, efficient, thoughtful and always a pleasure to work with!

The Kalas Funeral Home partnered with Sullivan & Company earlier this year. Admittedly, we were reluctant to transfer accounting firms because of the time of year. But Paul Sullivan assured us the transition would be seamless...and he has been a man of his word. He and his team have proven to be interested in our issues, responsive to our questions, supportive in his us with issues not to mention efficient. Our taxes were processed in record time. And Paul Sullivan has personally called me on the weeke

About five years ago when my husband and I were doing our own taxes we overpaid the IRS by $28,000,> The idea then came to me that hiring a professional tax expert would be a more sensible and cheaper option that continuing to muddle through by ourselves. This is when a friend recommended Sullivan & Company. We have been very happy with the advice and efficiency of the company, particularly Raj Goenka, and strongly recommend Sullivan & Company to others.

I have used Paul Sullivan for my tax returns since the early 1980s. Paul and his staff are experts in the accounting profession and totally reliable, responsive, efficient and friendly. They have handled my tax returns quickly and accurately. They make the yearly tax ordeal as enjoyable as possible. I think their costs are reasonable. I have no hesitation in recommending Paul Sullivan & Company.

I have used Sullivan and Company to do my personal tax returns for more than 20 years. I would recommend using Sullivan and Company to anyone. Paul Sullivan is a true professional, a very up to date business person, and his employees reflect his desire to do things correctly the first time you do business with him, and the 20th time you do business with him. The overall response from Sullivan and Company is very good, I have never had an issue with my taxes that has not been resolved in a timely manner.

Sullivan & Company is an excellent accounting/tax services provider. We have been very satisfied with their professionalism and expertise. Over the last few years, we have worked primarily with Raj Goenka, CPA -- his skill and attention to detail and personal service has been great. Overall, we would recommend Sullivan & Company highly.

I contacted the company in 2012 for help with my taxes after I had a terrible experience doing it myself online. I work overseas and having Mr. Sullivan and his team assist me with my taxes is fantastic. The team responds immediately to questions and they are always willing to help with a friendly, approachable manner, even when I ask the same question three or four times to make sure I understand. The team has been doing my taxes every year since 2012. I highly recommend the team to anyone needing help wi

Sullivan & Company have been wonderful. I would not trade Monika for all of the tea in England. Her expertise and knowledge have helped me navigate the challenges of accounting in various states. Sullivan & Company have helped my company save bundles on taxes and provided excellent advice on investments and other tax incentives. I highly recommend them for your accounting needs.

Our accountant of almost 15 years retired and recommended Sullivan and Company to us about 3 years ago. We have been working with them ever since and have been highly satisfied with their services. We have worked most closely with Rahul Kedia who has been very responsive, professional and helpful with our small business tax matters. We highly recommend their firm.

Sullivan & Co. was recommended to me by friends who have used them for many years and who have extremely complicated tax issues. I was somewhat intimidated when I first asked for help since my returns are fairly basic, but I was given first class treatment by everyone I had dealings with: Paul Sullivan and Raj Goenka knew instinctively that they were dealing with someone who was totally clueless about taxes. They were infinitely patient, always gracious, and very precise about what needed attention. Both th

I've been with Paul and his team for twenty-two years now and I wouldn't have it any other way. Sullivan & Company is, without a doubt, one of the most reliable, dedicated, and professional companies I've ever had the privilege to work with. Paul is incredibly knowledgeable in his field and I've never come to him with a problem and left without a solution. He is constantly catering to the needs of his clients and never fails to represent us so well with state and federal agencies. With his help, we've grown

As a small law firm we found that we didn't have the time nor expertise handle our business's accounting and tax needs in-house. So we sought out Sullivan & Company and we are very glad we did. We are happy with the service Sullivan & Company has provided us for the last two years. They take care of our accounting and tax responsibilities, allowing us to concentrate on law. The staff is responsive, informed, accessible, and most of all, patient. We enjoy working with Raj, Radka, Erin, and Rahul.

I have used Sullivan & Company for the past 4 years and I can't say how glad I am to have received their professional expertise. My travel business is based in the USA but deals with many international travel suppliers. Sullivan is always there to answer any questions I may have for both international and national matters. They are always prompt with all their reporting and I feel that they have earned my trust to continue working with them.

Sullivan & Co are very professional to work with. They communicate well and are organized, whether basic annual taxes or helping set up and advise on more complex business structures. Highly recommend to anyone in DMV area

For years now I have been meaning to write a thank you and share a wholehearted recommendation for the Team at Sullivan & Company: You have helped me catch up on and address multiple years of messy, backlogged tax issues and thereafter to consistently remain current and "wise." In addition your team, particularly Raj, have demonstrated to me for the first time the vast difference between uninspired tax preparation and the application of sound, ethical and forward-looking tax advice, for which I am immense

We've been with Paul Sullivan and his group since 2010. They are always professional and have always had the answers to all of our questions. The entire staff is friendly, extremely hard working and always there when you need them. Sullivan & Company's range of expertise is above and beyond most accounting firms and have solved complex issues for our two businesses over the years. Highly recommended for businesses of all sizes and needs. We can't imagine working with a more knowledgeable accounting firm.

I've been using Paul Sullivan for my accounting needs with my first business back in 1990. I've used him for my first business and now for the business. I have now (in 2021). Sullivan & Co. has prepared my business taxes for me for the last 31 years. I've never had an issue with the IRS or with the State of Maryland. Erin Schooley has kept me informed of any information Sullivan & Co needs from me and Erin is always available to help me with any problems I've had. Andrew Harting did my 2019 taxes for m

Sullivan (Raj) has been doing my taxes for over ten years. My taxes are complicated ( for me) by overseas living and multiple real estate investments. I could not be happier with Sullivan?s work. There are years when I?m so overwhelmed I don?t even open the envelopes, and they receive my paperwork with no judgement. And over the years I will have questions about how my real estate investments might affect my taxes, and Raj always responds quickly, and gives great advice. I can?t say enough positive abou

Excellent communication throughout the process of tax preparation and payments. Very expert guidance and supportive staff.

Sullivan & Co. have been taking care of my businesses and personal tax filing for over 20 years. Paul and his staff are always available to answer question regarding my personal and business matters. They are professionals and dedicated to provide excellent service to clients. I recommend Sullivan and company.

I have used Sullivan & Company CPA for 6 years and always been incredibly pleased with the experience. They have made themselves readably available, diligently and patiently answering all of my questions. Their rates have always been fair and affordable. In addition, they have brainstormed with me to increase my revenue, genuinely showing interest in my success as a small business. I will continue to use them in the future and happily recommend them to family, friends, and colleagues.

I had a first meeting with Sullivan and he wouldn?t answer any question until I paid all the initial fees. I?ve worked with multiple accountants before and have never felt forced to pay just to have a question answered. I was ready to pay all the fees but this felt too transactional. Since then I have found a better accountant that feels like a friend that cares about my business rather than someone that just cares for my money.

I have known and worked with Paul Sullivan for over 15 years. He is a very knowledgeable, honest, caring, and diligent CPA. He has been doing my company accounting for the past 13 years and I find his work and that of his team to be superior. Sullivan & Company's rates are very reasonable and I am comforted in the knowledge that my accounting is being taken care of in a competent and diligent fashion. Indeed, I regularly refer clients to Sullivan & Company for their accounting and return preparation n

We have been customers of Sullivan & Company for the past 15 years. They have helped us with our annual corporation and personal tax filings, monthly/quarterly payroll reports and various ancillary matters that have arisen. Would thoroughly recommend them.

I have known Sullivan & Company CPAs for approximately 30 years .They provided all of my accounting needs for my HVAC company then into my retirement and still do my yearly taxes to date. They are very well organized company and can provide all of your accounting needs .I would strongly recommend them

I have dealt with Sullivan and Company for 30+ years and have had nothing but great experiences personally and professionally. I usually deal with Leah, Loida and Erin and always have great results. I would highly recommend Sullivan and Company to anyone looking for accounting services and wealth management.

We have worked with Sullivan & Company for the past 5+ years. We have always appreciated their thoughtful and diligent approach. Their customer service is excellent and all of the accountants and support staff are first-rate. Highly recommend them.

We are very happy with the service Sullivan & Company has provided us for the last seven years. They take the accounting and tax responsibilities off my hands allowing me to run my business. Their staff is very professional and accessible.

This team of CPAs and staff have been amazing! My wife and I had troubles with our previous accountant, as we were still receiving bills from the IRS throughout the year, for two years running. Having to pay unexpecting fees a few times a year becomes very daunting and was causing anxiety. Sullivan & Co. was recommended to us by two separate friends, and we haven't looked back. Our assigned CPA, Raj Goenka, is friendly, considerate, communicative, and has blown us away with the filing results!

Paul Sullivan and I went to grade school together and I feel like he is family. Paul has been taking care of our family partnership accounting needs for years. Over the past several years, Paul has allowed me to work with Radka Windt, who is excellent, very professional and responsive. Radka is thorough and very timely when it comes to filing the partnership returns and issuing the K-1s for the general and limited partners. I highly recommend this firm to take care of all your personal and professional

Paul Sullivan and his team provide the highest quality accounting services. They are highly responsive and pleasant to work with. I give them five stars.

We have been associated with Paul Sullivan since 1995. In all of the time we've been using them, we have found him and all of his associates very professional, detail oriented, hands-on as well as personable. Every time I have had any issues that needed to be resolved, Paul and his staff have always responded immediately, analyzed my issue, figured out logical and efficient solutions to my problems and all while leaving me feeling completely assured that my needs were going to be met and my issue resolved

I have been a customer for over 20 years. Sullivan and Company is great Accounting Firm. They are reliable, honest, very thorough with both my business and personal accounting needs.

Sullivan & Company has provided tax services and advice to our business for over twenty years. Monika and Brian are professional and dedicated to providing the highest level of tax and financial services. Paul is always available and ready to assist with both tax and financial advice.

Outstanding firm. Everyone we encountered was both knowledgeable and pleasant. They were always available to answer any questions we had and they completed our taxes in a timely and efficient manner. In addition, they were extremely helpful in helping us set up direct payment of our estimated taxes. Highly recommend this firm to anyone in need of an excellent accountant and financial adviser. This was written 2 years ago and remains true today. We continue to be very pleased with their work and highly

My company has been with Sullivan & Co. for the past 20 years, and I plan to continue to use their services for as long as I'm in business. Paul and his staff are readily available to answer question regarding my personal and business issues in a timely manner.Sullivan & Co.is a winning team of professionals that really takes care of my accounting needs.They deliver results that is to the point, PERIOD. Longevity is a real test of being satisfied with a product or service. My 20 years with Sullivan & Co.is

I greatly appreciate the considerable help and strong support given to me by the Sullivan team, particularly so from Heather Lake and Raj Goenka. I presented this team with a significant challenge on my tax returns and they calmed my fears walked me systematically through the process. [Who doesn?t get nervous when one makes a mistake with one?s taxes!] With everything corrected I feel much better.

I have been using Sullivan & Co for over 20 years. They are and have always been very responsive and professional. I also like the fact that there are many qualified people, including CPAs to ask questions when someone is not available right away. They will always carve out some time for you.

It is likely I am one of Paul?s earliest clients, meeting him when a previous ?accountant/bookkeeper? disappeared, taking my records with her. Paul resolved what could have become a business owners nightmare,and I have been a satisfied client ever since, excepting when I sold my business and moved to SC. Thinking it would be easier to deal locally,I chose a large accounting firm to represent me, which lasted several years,until I became dissatisfied with errors they made on an annual tax return. This w

Need more stars!!!, I was in a jam, I needed 1099's asap because the the national chain payroll company I use lost the information a sent them. the 1099s never went out and tax filing date is approaching.The national chain told me 6 weeks to get them I contacted Paul at Sullivan and Associates one of his team got right on it and filed the needed paperwork with the IRS and had them in my hands in 36 hours! thank you

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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