*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.*
800 Park Offices Dr Suite 3318
Research Triangle Park, North Carolina 27709
I own a business and have had many experiences with CPAs over the past 30+ years. I used Adi?s services after having a bad experience with another CPA, who left me with a tangled mess. Adi helped me straighten the mess out, which took more time, I?m sure, than he expected. Despite that, he kept to his price quote. In general, working with Adi was a pleasure. He was always responsive, answered my many questions patiently and thoroughly. He got the job done accurately, and promptly. I will definitely use him
We filed our taxes this season by leveraging tax and QB guru services. Adi was professional, transparent and took time to meet to discuss the needs. I typically have questions on the return when I review it. Adi responded quickly with answers and was also thorough. I would definitely recommend him.
No hesitation in giving Adi and Tax and QB Guru 5 stars. Professional, patient, and on-time for submitting our return just provided this week. I look forward to working with Adi again next year.
I can?t say enough about the exceptional service I received from Tax and QB Guru (Adi) for filing my 2023 personal taxes. Adi exceeded all of my expectations! The entire process was incredibly efficient ? and timely ?, making what is usually a stressful time so much easier. Adi?s professionalism was matched by a personal touch ?? that made me feel valued and cared for. Communication was clear, and every step was handled seamlessly. If you?re looking for a smooth, stress-free tax filing experience with someo
Adi is thorough and organized, I'm very happy with the quality of his work.
We called Adi rather last minute (professional procrastinator here) in the tax season, and he jumped in to help. Despite a heavy workload, he was very quick to communicate and respond promptly to our questions. He was very thorough and helpful throughout the process. I would definitely recommend his firm and look forward to working with him in the future!
Adi was an absolute pleasure to work with. The whole process of tax preparation and filing was very easy and smooth. I ask a lot of questions and Adi always answered my questions in a very prompt, thorough, and easy to understand manner. He is very knowledgeable and professional. We will definitely continue to use his services.
Adi is super professional, timely and knowledgeable. I had an older tax issue that had a tight timeline for response and he jumped on quickly and helped me through even over late December holidays. I don?t review often but this team deserves it.
Adi is a great professional to work with. This is my second year with Adi for filing my taxes. He has been very helpful with my questions, as well as getting everything completed in a efficient manner. I had been away traveling last month and he communicated with me to make sure everything was completed before the deadlines near. I would like to express my gratitude for being very patient and understanding. I highly recommended his accounting services.
My wife and I used Adi after being referred from our financial planner. Adi was great to work with. He made the process of getting our taxes done this year very easy. He was prompt with all communication and made sure that he got all the right information before completing our taxes. We will continue to use him in the future and would recommend him to anyone.
I have had a great experience both with Tax Guru! Adi has been very helpful both with my business and personal taxes. I have and will continue to recommend him to others!
Adi was very driven. I was traveling while I was getting my taxes done, so I was very scattered. He was also very patient. He stayed on top of me to get the things that he needed from me, so that he could get these taxes done on time, through constant and consistent follow up. He was very thorough and I will be using his tax service again next year. Adi- I promise to be more responsive next year if you will have me back. Thank you so much.
Working with Adi has been great. Our personal and business taxes have become more complex and Adi has done a great job helping us. It is clear he is highly knowledgeable and a great resource for helping simplify the tax reporting process. Would certainly recommend Adi for business or personal taxes.
Adi was a pleasure to work with! He was quick to respond after my initial inquiry. He was able to prepare my federal and state taxes virtually as well as give me advice for the next year. I highly recommend him for all your CPA needs!
Glad to have found Adi through Dave Ramsey - his professionalism and knowledge made decisions easy. Appreciate his service to my family and me and look forward to working with him in the future. He prepared my personal tax returns for 2021 and did a fantastic job. Also assessed my tax situation and provided recommendations for possible changes. I Highly recommend him!
I used Adi Mahajan to file my 2020 tax return and I couldn't be happier with that choice. He was a very clear and prompt communicator, very thorough and detail oriented. He took the time to understand all of our circumstances to make sure we got the best possible refund. He kept in touch throughout the process, and his turnaround time was so fast, even in busy season! Will definitely be working with him again in the future.
My husband and I were in need of an accountant to handle our personal and business finances. I contacted Adi and asked many questions about his services. Adi was very responsive and we were able to schedule an appointment within a few days. We met at his office and he took the time to listen to our concerns and answered additional questions. My husband and I left his office relieved that we had finally found an accountant with CPA credentials. I would recommend Adi for your financial needs and tax prep
Adi was very helpful and quick to respond in regards to my questions. He took the time to explain the specifics of my situation and made sure I understood what he was doing before moving on. I look forward to working with him next year,.He definitely helped me sort out my complicated tax situation which I am very thankful for!
Adi was amazing he answered all my questions and worked with me on my taxes I will continue to use his services and recommend him to all my friends. He was always willing to help and responded fast! He went above and beyond to give us excellent service!!
Adi is fantastic. He is prompt and responsive, works quickly, and provides good guidance. Thankful for his assistance and would highly recommend for business and personal taxes.
Adi was extremely responsive, thorough, and easy to work with for tax preparation. Appreciate all of his timely responses to any questions, and very reasonable fee structure. Will certainly be using his services moving forward and highly recommend to all.
Completed my 2020 tax returns with Adi's help. Adi has been extremely responsive and helpful with all my personal tax needs. He responded fast, and clearly explained all my questions and truly a professional with a wealth of tax knowledge. Highly recommend Adi for your tax needs.
From the first time Adi and I communicated whether by phone, through texts or email Adi was friendly, kind and professional. Adi understands his business. For me, a very important factor was the response time in our communications. Adi made me feel that my business to him was important. He didn't have me waiting and wondering what was going on and that is important to me along with the respect Adi showed me. Thank you Terry Meier
Adi is very knowledgeable CPA in the RTP area. I got lucky to work with him. He not only corrected the mistakes in my previous returns, but cleared all my doubts. The entire process was smooth and he is very quick in his responses. Highly professional.
This was our first year filling taxes with Tax and QB Guru. With the ever evolving tax laws, Adi did all his due diligence. I will recommend him to anybody with all there tax needs.
I had a great experience work with Adi Mahajan. I needed to get my taxes amendment and Mr. Mahajan got the job done for me. He was knowledgeable about the process, answered all of my questions, and got it done in a timely manner. I will use his good services in the future!
Adi has been immensely helpful to me and made my tax preparation so much easier than prior experiences . He has also become a great asset to have help with accounting services. I highly recommend him and his services.
Adi was extremely helpful and responsive with all of our tax matters. I recommend his services to anyone that is thinking about using his services.
Adi is very knowledgeable and patient. I?m glad he was recommended to me. He handles my personal and business tax need. I feel I am in secure hands.
Adi is easy to work with and very professional. His knowledge on tax filing for startup business was deep and was very helpful. The process to get started on his website and usage is simple and efficient. Keep up the great work!
Adi is extremely knowledgeable about taxes and takes the time to help you figure out solutions to complicated financial challenges. I like the fact that he not only is helping me clean up past mistakes but is advising me on how to meet my financial goals and anticipate possible obstacles. A trusted and true professional!
Aditya is five-star. He completed my personal and business taxes within days. His communication level was excellent and he educated me on all of my business expenses that would be proper and improper to claim as deductions. I bombarded him with questions and received answers in a timely manner concerning the development of an S-Corp. Through calculated analysis he provided the pros and cons for creation of an S-Corp. I am just getting my feet wet in the world of small business. Through our conversations,
Adi is professional, personable, extremely knowledgeable and answered all my questions. I previously submitted my taxes myself and I would say going through Adi was much easier and quicker! I highly recommend Adi for any and all tax needs.
Adi did everything he promised and was on top of it. We are pleased with his service and feel confident that our books are in good hands.
I have hired Adi Mahajan for several jobs for both my personal and business affair. I am highly impressed with his professionalism, knowledge as a CPA, and quick turn around for the most desired and efficient solution. I would highly recommend him and will continue to patron his services as needs arise.
I am very satisfied with the personable and professional service I received from Adi. He's extremely patient and explained my taxes.in terms I could understand. I've delt with other tax professionals and have never been given the time and service Adi provides. Top of the line CPA.
My father and I had a wonderful experience working with Mr. Adi Mahajan on our business tax return and accounting software. He is very professional, and knowledgeable about the Form 990 and QuickBooks software. Mahajan was extremely patient with helping us gather the information needed to file the return and he had a quick turn around. I look forward to a long lasting relationship.
Availed Adi's services remotely to file my tax return, he's prompt, communicates clearly, and was available to answer all of my questions. I had an excellent experience, will be returning for next year.
To All, Adi was an amazing CPA and he was very professional. His expertise in taxes helped our tax liability and we are forever greatful. Dave Ramsey would be proud of his endorsement. Very Respectfully, Jaime Alarcon
Adi Mahajan CPA, very professional, detail oriented and patient. I know he is on top of everything. Patient to take care of me. Since I completed my 2018 taxes with him, there is no way that I need to look for anybody else to help me with my taxes. Thank you so much Adi!
Adi has provided excellent advice and helped me navigate through a complicated income/tax season. I highly recommend him for his professionalism, responsiveness, and level of expertise.
Adi did our taxes this year and did an excellent job. He took the time to speak with my wife and go through all of our concerns. He will be doing our taxes from this point forward.
Due to my tax situation becoming more complex, this is the first time I had to seek the help of a CPA to file my taxes. I didn't know what to expect, but Aditya Mahajan guided me along the entire process. He is very professional, knowledgeable, and detail-oriented. And, yes, just like many of us, I waited until a few days before the filing deadline to start the process, adding extra pressure. I highly recommend him.
Adi was great to work with. He called promptly after getting my info from the ELP website. Then, sent secure Dropbox which made it extremely easy to upload my documents. From meeting to filing taxes it was 5 days (prob sooner if I had gotten everything to him right away). He even cleared up a discrepancy from the prior year that I requested. Billing was easy with a link and many payment options. Only con is that he is occasionally hard to understand when talking due to his accent, but we texted and emaile
Easy to work with, responsive and thorough. Highly recommend!
Adi is a trustworthy, customer-driven, detailed oriented professional. I look forward to working with Adi on both my personal and business accounting and tax needs.
I have worked with Adi this past year with my husband?s business and for personal finances. He has been a great help navigating requirements and forms for federal/state. I would highly recommend his services!
Adi is awesome and I look forward to working with him in the near future. Again he is awesome and on top of everything with, on time with communication, five start all around.
Adi is great! He?s been doing our bookkeeping for a full year and returns for 2 years now. Always diligent, thorough, and timely.
Adi, was beyond helpful with our complicated financials and he helped us maximize each opportunity to utilize appropriate write-offs. I highly recommend Adi for all of your accounting needs!
We have moved to Wilson, NC from Brooklyn NY. We searched for CPA and finally we found the Right one. He is knowledgeable with tax law. Professional, extremely reliable, he treats people With respect and dignity. We highly RECOMMEND his service.
Mr. Mahajan is awesome. It is the second year that he has preparado my taxes and I'm satisfied how quick but very thorough he is. I will continue to trust him for our income preparation.
This is my second year with Adi for filing taxes. He?s extremely patient, efficient and knowledgeable. I will continue to use him for all of my tax/accounting needs.
Adi was very helpful and patient throughout the process. He is very responsive to our inquiries and always available.
I was very pleased with his work and professionalism, he was also very personal. Adi took the time to explain the work that he had done for me.
If you need someone to look for every deduction, Adi does. He is endorsed through Dave Ramsey's link to tax preparers. I would recommend him.
Always fast and professional. They caught an error my employer made on my W2 which could have cost me additional fees and a possible audit. Very happy with their services.
This was a five star experience. I had no idea what I was doing or how to do it. I was walked through every step calmly and with reassurance. And the end result was much better than expected. I appreciate it so much and look forward to a long and profitable arrangement with Taxandqbguru!
Adi was willing to mentor me on our initial meeting, advising me on the best strategy for my business based off future projections.
I'm giving Adi Mahajan CPA five stars, due to his prompt, professional service. The attention to detail and taking time to answer all my questions, was unsurpassed. Thank you so very much, Adi.
Adi was great to work with! Very informative and quick turnaround time. Highly recommended!
Adi is very knowledgeable and easy to work with. He presented options that benefited my situation.
Adi was very knowledgeable, friendly, and efficient. He completed the return very quickly and answered all of my questions.
Adi is thoughtful, careful and to the point. He has done an exceptional job on our taxes.
Excellent to work with. Answered all my questions for personal taxes and filing a business. Always available. Will be using all year for business and the coming years. Highly recommend!!
QB provides a wonderful timely service. Adi makes sure he answers your questions and gives great resources too!
I had a problem getting a tax form from an investment in Ca. Adi was very patient and suggested an alternative. Everything was completed and correct.
Informative, helpful, professional, and patient. I look forward to doing more business with Adi in the future.
Asked questions to make sure we got the best return we could get. We plan to stay customers as it was so easy, cost effective, and friendly to work with.
He did a great job of saving me time and helping me figure out what I could and couldn't do with my taxes. He did a great job and saved me a lot of time that I didn't have.
Adi is very knowledgeable and pleasant to work with! Thanks for all the insights !
Adi provided excellent tax service. I look forward to working with him in the future.
Responsive, competent, timely. Great experience. Highly recommend Adi!
Fast, efficient, and helpful. Adi does a great job.
Detailed, knowledgeable, friendly, and prompt. Highly recommend utilizing Tax and QB Guru?s expertise.
He was able to answer all the questions I had in a very timely manner. I will continue filing my taxes through him.
Great help with my taxes and was really quick to get it done once I got all the documents to him
Very knowledgeable and professional, answering all my questions.One of the best I've had the pleasure of working with.
Adi did a great job! Was professional and efficient.
Great customer service, answered all of our questions and finished our tax return in a prompt manner.
Responsive professional accountant
Great experience, Professional, Personable and most of all responsive. See you next year!!!
Excellent experience! Very knowledgeable and helpful!
Truly a professional, and very kind person.
Good communication. Easy to work with
Very knowledgeable on our tax questions.
Very Helpful and Professional!!!
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.