*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.*
5608 17th Ave NW #1146
Seattle, Washington 98107
I have been using Termulo and Associates for several years now as my CPA and not only has he and his administrator been courteous and timely and accurate with my returns, they are very generous with their time and expertise. I heartily recommend them.
Edwin was most helpful with my questions regarding capitol gain taxes. I will choose him as my tax accountant when the time comes.
We have been using Termulo and Associates services for our household taxes needs since 2019 and I can't recommend Edwin enough. I especially appreciate Edwin's high level of professionalism, knowledge, organization, and communication. Termulo tax preparation process is very thorough and easy to follow. When preparing our tax packets Edwin takes the time to understand our situation and provides valuable recommendations on tax considerations that we should make when making financial plans for the following ye
I use Termulo and Associates for my personal income tax guidance and preparation. Edwin and his staff are effective, efficient, and responsive. Their willingness to listen and respond knowledgeably to my questions helps me understand and take ownership of my tax-related finances.
Termulo and Associates PLLC were super responsive and helpful when my brother had a stroke. My brother's finances were a mystery. We are forever grateful for Edwin's empathetic support and professionalism in navigating a very challenging situation.
Edwin is a great CPA! He?s very knowledgeable, helpful with answering questions, and sets you up for success to avoid any tax issues when it?s time to file your taxes. Highly recommended!
Edwin has been a reliable and knowledgeable asset over the last 4 years of growing my business. He is patient and kind when fielding all my questions. I trust that he is always going to steer me in the right direction for my tax return and save me large sums of money in the process!
Edwin has done an amazing job helping us with our taxes. He is very professional, has always done our taxes in a timely fashion, and responds promptly to our questions. It is a pleasure to work with Edwin and his team!
Edwin was introduced to me by another accountant who wasn't taking new clients. Edwin was quick to reply and provide guidance for my tax questions, and with his help, I don't think I'll owe any additional money. What a relief! I plan to ask for his services again once we hit next year's tax season.
Edwin has done both our business and personal taxes for many years. Always professional, timely and personable. We sold our business last year and he was so helpful with closing up the books for a clean finish. Thank You Edwin!
Edwin is the best CPA, period. I cannot say enough about how insightful, helpful, and truly caring Edwin. His attention to detail and expertise is above and beyond and I cannot be more thankful to have the opportunity to work with him! Thank you Edwin I appreciate you so much!!
Edwin came referred to me by another CPA that wasn't accepting new clients. He contacted me within the hour and was able to resolve my issue and walk me through next-steps in under an hour. Really appreciate all of Edwin's help!
Mr. Termulo was flexible scheduling a call, listened carefully to my tax-planning situation, asked good questions, and provided advice that immediately helped me better navigate my financial/tax situation. I would definitely use him again!
Edwin and his team are my go-to for any tax services - very professional, helpful and a pleasure to work with.
I have worked with Edwin for years, and always found him to be helpful, fair, well informed, and responsive.
Superb services, took great care of both personal and business taxes with quite complicated setup, 100% recommended!
Quick and practical advice, Edwin and his team have done great work for us for several years.
Errors in my tax filings. Pleasant and helpful office manager though.
Fast, professional, and has saved my business lots of $$$
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.