*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.*
1227 W Devon Ave
Chicago, Illinois 60660
Last year, I consulted ACT Group because I started a small business and wanted to get guidance for properly filing taxes. I also wanted to support a local business. ACT Group (working with Kevin) was extremely helpful in guiding me through different deductions and making sure I submitted everything necessary. They also assisted me in calculating an estimated payment for both state and federal taxes. They had a straightforward online platform to upload documents and to also receive documents from them. I p
The ACT Group has handled my business and personal accounting and tax accounting for over 10 years. They have always been the perfect partner for me and my small business. The ACT Group understand the unique needs of a small business. They are responsive, responsible, flexible and service-oriented. They?ve provided me with invaluable guidance and insight over the years. As a small business owner and create professional, their service and support provides me great peace-of-mind and allows me to focus on
I do not recommend the tax preparation services of the A.C.T. Group. The initial quote they provided me was quite high ($350 personal, $450 nonprofit) but at first I was impressed with their consultation and bit the bullet. Unfortunately, when my taxes were complete, I was billed for an amount substantially higher than I was originally quoted (for both my personal and nonprofit's taxes). I found their communication with me to be spotty and often quite delayed. My nonprofit paperwork wasn't completed until l
The ACT Group has provided timely, courteous and professional service to me for several years. Their flexiblity has been a huge help and their fees are extremely fair and competitive. I will continue to recommend their services to my various business contacts.
We had a very bad experience with A.C.T . Here werewhat happen to us/ Condo - 1- Our tax was submit with an extract 0 in the end . Yes, an unbelievable mistake with an accounting firm. We found out as our bank charged us penalty. We contact the firm, they DIDN'T return us the penalty cost due to their mistake and they didn't apologize but only told us that we will get refund form the government. Just image if your company will short cash flow for no reason. 2- They had sent email to someone who is not one o
I own several businesses in Rogers Park/ Edgewater. I would never use them. They disrespected me. When I brought over some information to do our taxes I was trying to explain to him our issues and he clearly stated to me in our meeting that I need to learn to grow up. Now I am a mature adult and if this individual would have listened instead of making a judgement without understanding the nature of our business he would have understood but the one that needed growing up with the owner. Now I wanted to sup
BEWARE of this firm. Used them for 1 year got tax advice during the second year that was incorrect and costed me tens of thousands of dollars. They said oops sorry, gave me my paperwork back along with a tax filing saying self prepared and deleted me out of there system saying they would not file my taxes. Very unprofessional and thinking of filing a ethics grievance. Thank goodness I found a great new accountant that filed a amended return and got all my money back.
I have used ACT Group for accounting and business advice for 20 years, through all my ups and downs, business-wise. I have found them to be reliable, helpful, accurate, wise, on top of govt regulations, etc., AND fun to do business with.
In short, I have had a tremendous amount of exposure to ACT Group over the last 10 years. This is a TOP firm. The testimonials on the ACT Group's website are very representative of my experience with the firm.
They are experts when it comes to dealing with things like quarterly estimated payments and advising on certain write-offs. With them, all of my worries and concerns regarding filing and paying taxes are long gone. it has always been a pleasure working with them.
I can boldly say I?m relieved and confident that there is one less thing to worry about when it comes to making my businesses work. They worked quickly and were very responsive whenever I had questions. Look forward to using them soon.
They had a calm sense of urgency and deep desire to what was best for me. Looking forward to a long term business with Kevin and his team for years to come.
Reliable and on top of everything, Kevin and his staff answered all my questions promptly and I felt I was in good hands. I highly recommend working with The A.C.T. Group!
Love this firm and will continue to trust my business with them. Never made a mistake once, they are professionals and take care of you no matter what business you run.
Very trustworthy guys. Always kept me informed with my personal filings. They are the best to go with. Highly recommended.
This is by far the best accounting service I?ve ever gotten. They are so helpful and informative that it makes the whole process seamless. Just try using them, you won't be disappointed.
Definitely recommend them highly to anyone looking for any help or advice from knowledgeable and an account.
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.