*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.*
4655 Nicols Rd #200
Eagan, Minnesota 55122
I had an excellent experience working with Terron, He provided outstanding assistance with my tax return and offered valuable tax advice throughout the year. His professionalism, attention to detail, and deep knowledge of tax laws made the entire process smooth and stress-free. He was always available to answer my questions and ensured I maximized my deductions while staying compliant. I highly recommend Terron to anyone looking for a reliable and knowledgeable CPA. I will definitely continue using his ser
Terron is literally a tax super hero. He is extremely thorough, quick, and best of all, he explains everything in a way that is straightforward and helpful. You can tell he cares about his clients and wants to help them maximize their earnings while staying on the right side of the law. I found Terron using a Google search to help with my personal and business taxes. I feel pretty lucky to have met him and to work with him. A+ human who is excellent in his field.
Five minutes into our first meeting and I knew I was dealing with the right person. Terron instantly showed his grasp and depth of tax knowledge. The work he did for me was efficient and accurate. I am pleased with the outcome and I expect we?ll work together again in the future.
Terron Moss CPA, LLC It is owsome, work with this company, they were super professional and helpful to me with my tax return. Explained and processed all necessary elements from step one till end. No doubt that we need in our community, businesses that assist and provide a high level of professionalism. Nelson Domingos.
Mr. Moss has been preparing my Taxes since 2019. Mr. Moss is detailed, knowledgeable, through, well educated, and fair minded. Mr. Moss takes the time to ensure all deductions are received and more importantly substantiated. I will continue to have Mr. Moss prepare my taxes for my family and future business endeavors.
Awesome experience! Terron is very knowledgeable and easy to talk with and was able to do ALL of our taxes on time!
Terron prepared my taxes this year and was prompt, communicative, thorough and professional. Highly recommend!
Terron, I appreciate your help and your service is excellent, thank you ????????
Thank you Terron... appreciate your help and getting my extension filed on time. Look forward to working with you going forward!
Quick response. Very professional. Willing to explain and answer our questions.
Trustworthy, professional and detailed. Did a great job.
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.