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Sunrise Accounting & Taxation

Sunrise Accounting & Taxation

Reviews Summary

Most reviews praise the service as professional, efficient, and trustworthy, with many highlighting quick, accurate, and friendly assistance. Customers appreciate the expertise, clean environment, and personalized attention. However, a few negative reviews mention poor communication, lack of follow-up, and delayed service after payment, which significantly impacted their experience. The majority strongly recommend the service, citing long-term satisfaction and reliability.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
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
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

2035 Broad St

Hartford, Connecticut 06114

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed

Customer Reviews

I had a fantastic experience working with Miguel Correa at Sunrise Accounting and Taxation. He did an outstanding job?professional, efficient, and thorough. Miguel has a sharp eye for detail and handled everything with precision. His expertise in accounting truly stands out, and he made the entire process smooth and stress-free. He?s got an excellent arm for the work and delivers results you can trust. I highly recommend him and will definitely be referring others his way.

Miguel is the best. Very responsive, attentive, and efficient. He had our complex taxes done the very day I sent him all documents. We couldn't be happier.

Absolute worst tax experience of my life, once my taxes was filed and he got paid they stopped helping. I owed 5300 in taxes after selling my condo I asked what to do about payment plans and Miguel stopped talking with me all together after filing and his office ladies where Absolute zero help. And in-between stopping in and calling the office he of course had a week of vacation.This man filed my taxes on April 7th it's now May 23rd and again I went into their office for the 3rd time and he wouldn't step ou

Having Miguel do my taxes was a breeze! He was quick and informative and took the time to make sure all of my questions were answered. Miguel was also very professional and welcoming. I will definitely be going back to him next year!

I would rate my experience at Sunrise Accounting as excellent...service and friendliness is just perfect. Miguel and his staff are very professional and prompt about keeping their appointments. I completely trust sunrise with all my tax needs, they are by far the place to go!

We tried out Sunrise for the 1st time after using H&R block for years. So glad we made the transition. We always felt like our taxes were complicated but Miguel made it so simple. He was quick and efficient. We will definitely be using him going forward for our personal and business taxes.

What a shame. I wrote to this business based on reviews read here and received a response email the next day to set-up a meeting either in person or over video conferencing to discuss my accounting needs. I responded the very same day but have yet to hear back, and the initial time proposed has now come and gone. I feel a touch wrong leaving a bad review for a small business in my city over something as menial as a non-response, but if your business wants my business and can't even get the customer service

Sunrise Accounting & Taxation Services LLC is the best choice for all your accounting needs. The personalized service you will receive from the owner Miguel Correa is second to none! Highly recommended! Dr. Luis Ramos

If you are looking for tax services for personal or business, stop searching. Always a great experience. Professional, efficient and high quality tax services. The new space is clean, modern, and spacious. I have been using them x9 yrs now.

Sunrise Accounting is by far the BEST place to get your taxes and accounting done. Miguel is the best in CT. The office is very clean and the staff is very friendly. I definitely recommend Sunrise Accounting.

I would highly recommend Sunrise Accounting to any of my friends and family. Staff was welcoming, friendly and professional. Extremely happy with my experience here.

Friendly staff, service is excellent we enjoy working with Miguel he is a first-rate professional and highly personable as well.

Miguel is very knowledgeable and always willing to give me advice. I appreciate the help and follow up.

Is a pleasure to meet with them

Best accountant in the state. Great services and environment. A place that aspires trust.

Terrible the worst place to ever get your taxes done I gave this place my paperwork almost a month ago to still have nothing done I took my taxes else where

Highly recommended! Great service .

Fast, accurate and courteous service!

(Translated by Google) Excellent. (Original) Excelente.

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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