The Ark NPS

The Ark NPS

Reviews Summary

The reviews consistently highlight exceptional service, with praise for deep expertise, clear communication, and professionalism. Many note thorough explanations, patience, and a passion for educating clients. The reviewer’s energy, responsiveness, and ability to simplify complex topics are frequently mentioned. Clients appreciate the personalized attention, trustworthiness, and tangible results, often exceeding expectations. Workshops and classes are also commended for being engaging and informative. Overall, the service is highly recommended for both personal and business needs, with many planning to return.

About This Listing

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.*

Contact Information

Address

501 Independence Pkwy #102

Chesapeake, Virginia 23320

Hours

Monday 10AM-3PM
Tuesday 10AM-3PM
Wednesday 10AM-3PM
Thursday 10AM-3PM
Friday 10AM-3PM
Saturday Closed
Sunday Closed

Customer Reviews

Dr. Lilly is extremely knowledgeable and transparent, which made me feel more comfortable in my search for a new CPA. She assisted me with my annual tax filing and provided guidance on processes needed for my LLC. It was easy to schedule time for the initial consultation and the physical location is easy to access, should you need to meet in person. Chelsea kept me on track with next steps via the client portal. They both made me feel welcome and provided a seamless experience!

I honestly couldn?t be happier with the service I received. Dr Lilly and The Ark NPS made my whole tax process so much easier for me and took the time to answer all my questions without rushing. I really appreciate how thorough and professional they are. I?ll definitely be coming back next year and recommending them to friends and family!

Dr. Lilly is truly the best CPA you could ever hope to meet! Her expertise and dedication are unmatched. During our one-hour session, she went above and beyond to help us understand how to effectively manage our finances and file our taxes with confidence. She explained everything in a clear, approachable manner, ensuring we felt informed and empowered. Every single question we had was answered thoroughly, leaving us completely satisfied with the experience. If you?re looking for a knowledgeable, profession

I had thought I would send a proper review later but let me go ahead and do it right away... I was introduced to Dr Lilly and in less than an hour, she was already sorting me out. Very kind and understanding and I am at ease when I speak with her. Thank you for taking your time to work with me and my family.

Ark NPS is a top-notch accounting firm that consistently exceeded our expectations with their proactive approach, in-depth financial expertise, and exceptional client service. They not only handled our complex tax situations with ease but also provided valuable strategic advice that significantly improved our business operations. I highly recommend Ark NPS for their professionalism, responsiveness, and genuine care for our financial well-being."

Having known the owner of The Ark NPS, I can vouch for her promptness in helping and serving others. Her great spirit and commitment to client satisfaction have been instrumental in my learning journey about taxes and accounting. Thanks to her, I now feel more confident in making financial decisions. I highly recommend this place, as I am sure you will receive excellent service that caters to your unique needs.

I had the pleasure of taking a corporate account class with Dr. Mbinglo. Her presentation style and enthusiasm was only exceeded by her knowledge of the subject. Not only was she able to answer an array of questions from students from many different business backgrounds, but did it in a detailed way that made sense.

I?m so blessed to have crossed paths with Dr. Lilly and her team. I was referred by a long time fellow business owner/friend. After many years of going with my old tax preparer and now having to deal with the stress of being reviewed for the past few years, I feel I am at ease after a few consultations with Dr. Lilly. I know that once all of my tax concerns both personal and business is resolved with her help - she said it herself ?there?s life at the end of the tunnel?. I?m excited for a new season wit

Amazing and friendly staff, knowledgeable staff, professional and polite. Excellent location and clean, upscale and professional space. Seamless portals for documents. I could go on and on. Let The Ark NPS take care of your business and personal tax and financial needs!

Dr. Lilly and her team are absolutely amazing! Very professional, responsive, & very knowledgeable. Best tax experience I?ve ever had!!

Praise be to God for connecting me with the incredible Dr. Mbinglo! Her exceptional knowledge, impressive education, vibrant energy, and unwavering honesty have profoundly impacted my understanding of corporate accounting for nonprofits. As a leader of two churches and a small business owner, I've witnessed significant growth in my expertise, thanks to Dr. Mbinglo's guidance. Her teaching style is not only informative but also inspiring, imbuing me with confidence and optimism. Dr. Mbinglo's passion for ac

The detailed explanation and knowledge she provided was nothing short of absolutely amazing. But the best part was her integrity, she will compromise her faith, ethics, or any laws just for money. She will definitely receive my endorsement!!!!!

She was very friendly, and helpful. She explain everything to me. answer all my tax question.

I was feeling really stressed about a tax issue, but Lilly Mbinglo at The Ark NPS was a true lifesaver. Despite some technical hiccups on my end, Lilly stayed calm, patient, and incredibly understanding throughout the whole process. She not only resolved my concerns quickly but also made sure I felt completely at ease the entire time. Her knowledge and professionalism are top-notch, and I can?t recommend The Ark NPS enough! Thank you, Lilly, for turning a stressful situation into a positive experience!

It was an absolute pleasure to hear Dr. Mbinglo present on financial forecasting. Her expertise, paired with her energy and enthusiasm, made the topic approachable and easy to understand. I highly recommend The Ark for any financial needs your business or nonprofit may have.

The class session taught on today was amazing! The instructor was extremely knowledgeable and patiently guided us in how to structure our business finances. As a doctoral student of Business, this information is critical to my success and the least appealing part of being an entrepreneur. Yet, her presentation was not repugnant, but intriguing and gave me desire to tackle the financial/bookkeeping aspect of business?Thank you!

Lilly and the team at the Ark really put people first! Lilly has been great about explaining things to me that I would otherwise never understand. She wants to be sure you understand why she is doing things the way she is doing them. It?s such a good feeling to work with someone I can trust!

Lily is the best. She is very knowledgeable, patient and helpful. She did not once make me feel like any of my questions were stupid and took her time to explain the benefits of an LLC vs Corporation to a first time business owner like myself. I'm making better business decisions now, thanks to Lily. and of course I'll be using the Ark NPS' services for anything tax/business-related

Dr Mbinglo was extraordinary in teaching small business owners about her expertise. She is electric and commands the crowd even via zoom! Thank you

I'm super grateful for Dr.Mbinglo. Within just 15 minute she was able to assist me in my seemingly simple but BIG for me tax preparation questions (I'm in my 20's and learning). She helped me to pinpoint the issues of why I've been owing and has given me the actionable steps I need. Thank you!

Best place to go to before you start your business, expertise advice from Dr Lilly.

I'm eternally grateful for the patience and understanding that Lilly Mbingo has displayed as I enter this new area of my life called entrepreneurship. Lilly is very knowledgeable and efficient when handling the financial needs of small businesses. She not only gives detailed advice on how to increase the profitability of your business but also explains the numerous benefits and reach that would come as a result. So full of nuggets of wisdom, she is well equipped for this modern technologically driven world

MS Lilly all i can say is OMG!!! Once i met with her i had a better understanding to the point where there was no question of confusion. I love her excitement and her articulation of the answers she gives to the questions being asked. The accent is lovely. Overall a great experience.

Lily and her team have been absolutely incredible!! She has assisted myself and my 3 partners start a Business Partnership, and her relationship training WAS PRICELESS!!! We hired her to help us start up something in an official manner that we previously had no clue how to navigate, which she totally fulfilled and then some!! Her partnership/ relationship training course is a game changer!! 100/10 would absolutely recommend!! She will save your future business before you even start it ;)

yet again another great experience with the ARK NPS. I have been with the ARK since 2021 and through and through they remain highly professional, diligent and go above and beyond to ensure my piece of mind with all my taxes. I cant thank you enough for Dr Lily Mbinglo. She goes above and beyond for her clients and is truly and great gift to humanity. I highly recommend.

I'm so happy that I met Dr. Lilly she's knowledge and pleasant to talk with. My matters involved understanding tax implications as to if my retirement funds shouould be rolled into a Trust. She reviewed my Trust documents to ensure that the verbage was clear and that my wishes were hinored. She's detailed, took the time to explain in a way for me to have clarity, the meeting wasn't rushed. I have a better understanding of how to proceed with my affairs. Thanks to Dr. Lilly.

Lily and team are absolutely great. Lily is informative, professional, and goes above and beyond to communicate and share the best course for whatever your tax planning needs are. I highly recommend this provider and team!

Need cpa advice regarding individual and business taxes. Appointment was scheduled days prior online. We had a free 15 minute Zoom meeting with Ms Lilly. She is very friendly and knowledgeable. Gave me some excellent advice on excelling my business. Thank you for taking time out your busy schedule to help me regarding personal and business taxes.

Lilly was seriously amazing to work with. She went above and beyond in every way. She was very professional, yet passionate and communicative when it came to every little question I had. She got back with me very quickly and was a joy to work with!! I will be using her for many year to come. Not to mention she knows her information so well and was able to get my husband and I a refund that was 5x more than we?ve ever gotten back in previous years. Do yourself the favor and book Lilly!

The best CPA. Very knowledgeable and very professional. Always in a good mood and very willing to help.

Lilly is amazing! She truly cares about what she does and helping people achieve their personal as well as professional dreams. She has a heart of gold. I am so happy I found her. She helped me successfully set up my Travel Agency business within days! I couldn't believe it. Thank you Lilly & The Ark!

I must first say I can't thank lilly and her team for all the great advice and guidance. If you are a business owner especially a small or new one please do not hesitate to contact them, they are the best of the best. Each time i have a question or i feel lost in something, as soon as i reach out i get an answer/ a way forward. Thank you all so much. Lilly to me is the best CPA she is so knowledgeable and above all God fearing. Yes it matters.

Dr Lilly is such a good spirited and knowledgeable person. I know she talks taxes mostly but the joy with which she speaks makes you want to listen to her all day.

I got a chance to speak to Lilly this past week. I?m a fellow CPA and starting my own practice & she?s guided me through the process! Her passion for her clients and her work is contagious. She?s knowledgeable and strives to serve with impeccable professionalism! Absolutely love learning from her in matters of client service and tax strategies! Thanks Lilly!

Lilly is incredible! She is super professional. She takes the time to go over each detail until everything is just right. I am so impressed! This company is a true blessing to the community! If you?re looking for an accountant with integrity, this is the place!

Lilly was wonderful!! She was knowledgeable and very easy to communicate with. My taxes were done a few days after she received all of my paperwork and I received a larger refund than I have in the past doing my own taxes. I will definitely be using her in the future!

This was my very FIRST time filing taxes for my business and Lilly was literally heaven sent! She answered all of my questions, provided me with thorough insight on the process and I never felt confused or worried! Not only that, her response times were profound, I didn?t have to wait hours for a response, the process was very organized and professional. Lilly and her team really took the stress off filing off my back! Forever a client of theirs. Truly a happy and satisfied client!

Lilly is outstanding to work with, extremely professional and really cares about her clients. She guides her clients and explains everything so clearly and wants to make sure everyone is happy and successful. Her positive energy radiates to everyone she meets. You will be SO happy you met Lilly and I urge you to work with her!

Lilly Mbinglo is a phenomenal advisor. She is patient and focused on making sure you get exactly what you need. I HIGHLY recommend the services.

Ms. Mbinglo was an amazing instructor. She made approaching financial forecasting fun and less scary. I look forward to working with her in the future.

One of the most Energetic people I have meet. She put all the energy in her work.... completely amazed at her timeliness, flexibility and customer service. Made me feel like I was her only customer, but I know she has many other clients. She came recommend through friend of a friend and she may be one of Norfolk best kept secrets that needs to get out. 6.1 of 5 stars. Thank you Lilly, I will be a long time customer.

Lilly is such a sweet TRUSTWORTHY & OUTSTANDING individual ! She was very patient with me when it came to gathering everything I needed for my taxes. She also gave me information on them so I could better understand what I was getting back and why. What I love the most about her is how fast she was with filing them, it took her no time at all. I would HIGHLY RECOMMEND her !! You will not be disappointed??

Lilly was amazing to work with. She was knowledgeable and helped with our business and personal taxes as well as straighten out a complex S-corp matter. I highly recommend her to others.

I cannot express how amazing Lilly is! She has taken the ?headache?, the stress, and the confusion out of working on our taxes. She is a wealth of knowledge. She takes the time to explain everything , review everything and educate you on what may be in your best interest for the future. I highly recommend !

After my zoom call, am super excited for next tax season. She said everything I needed to hear! It's good to know that I can write-off the trips I have been taking and so much more! She took time to explain the various business entities and also suggested what would best suit my needs. The packages she offered we?re just perfect fit!

Lilly has a mastery of her line of service but goes above and beyond to educate so that her clients are well informed and don?t repeat any mistakes of the past. She is the best CPA I ever had and just the person I needed to help me start my Non-profit Organization.

The Ark Team was great!! Very knowledgeable, thorough, and professional. Lilly made sure I understood everything and walked me through the process. Very easy to work with. I?ve used other COA services before but I will return to this company because they make you feel like a friend. Their service is personal... I never felt like just another number to them. Highly recommend!!

The ARK NPS saved me from getting in to trouble with IRS due to the recklessness of my previous tax preparer.Lily took the time to review all my documents and explained every detail on the document.She amended my taxes and was very responsive when ever I have questions or need clarification.Despite her busy schedule,she always responds back to me in a timely manner. She is very knowledgeable and honest. One thing I was very happy is that they have a secured system to send and receive documents.Rest assured

I?d been working with Lilly from the ARK NPS to file my 2020 taxes. She?s been very detailed, responsive, and careful from step 1 till the final filling. This company does not want to charge you extra money and they make sure to give the fee and other payments related details very clearly so you have all the information on hand to make a decision. There?s complete transparency with the process which is very important for earning trust. Definitely thinking about using them for upcoming years!

I attended an AMZING course that was so informative and helped me understand the in's and out's of accounting for small businesses. The facilitator was very engaging, responsive and the information was so detailed and with so much time and space for questions. I highly recommend any workshops or classes they provide and look forward to taking more to help grow my business.

I was impressed with the detailed explanations and expeditious preparation of my tax returns. In addition, I appreciated the advise that was provided on business records keeping, building credit score which will allow me to take a loan with better interest rates to grow my business. I highly recommend "The ARK NPS" team. Great professional public accounting services team!

Ohhh my goodness.... Lily is amazing. She brings this energy and vibe to your business that is out of the world. She knows her thing and she is passionate about what she does. She is a perfectionist and most of all she makes you relax... take a deep breath and everything just falls in place. Thank you girl. You are amazing.

Lilly?s presentations to our newly formed Joseph-Mary Foundation on ?The responsibilities of Board Members? and ?The importance of fund raising and fund raising methods? were very informative, insightful and on target. She has a superb knowledge of the workings of not for profit organizations and her willingness to share her expertise will provide great future benefit to our Foundation. Thank you, Lilly

The information Dr. Mbinglo shared was so good and she actually made accounting fun for me, which is no easy feat! Definitely recommend her.

Lilly steps into your business to give you clarity and position you for success. I am so glad that her company is working on our book keeping, business accounting and taxes. We are setup for greater success!! I definitely highly recommend The Ark to colleagues and friends. Thank you Lilly! Thank you The Ark !!

Lilly does an amazing job at explaining everything that u have a question about as well as teaching you about everything you need to know about running a business financially and she is an amazing woman with a great personality.

Just finished the 2 day free ?Course for healthcare business: Tax, Business, and Compliance Tips? offered by CEO-Lilly, who was confident and quite knowledgeable. Session was very engaging and informative; and presented in an easy-to-understand manner. Loved it!????

Lilly is clear, competent, and encouraging! She set our nonprofit?s board of directors up for transparency and integrity in the tax season and gave insightful ways to better accomplish our mission.

The Ark team met me at the point of my need. I had registered a business and wanted badly to be in compliance with my taxes. Lilly was wonderful. She walked me through every request and made time to respond to my questions. I particularly loved their secure document upload portal which contrast other service that request documents by email. I highly recommend the Ark NPS for you tax solutions.

Dr. Lilly is an amazing CPA. She?s really fast, responsive & genuinely cares about her clients. Had a great experience with her.

OMG!!! This was the most educational, professional and informative meeting ever. Thank you kindly Lilly for the invitation. I came out with the knowledge that I have been seeking for the past couple of years. I greatly appreciate it. I would definitely encourage anyone starting or who has a nonprofit to attend it. It is inspiring, guiding and motivating. I really felt a push and felt absolutely confident to take off. Again thanks for looking out for others.

Lily had our best interest in her mind at all times. As a dual military family with 2 newborns helped us get our max returns and made sure we didn?t miss any opportunities for the money that was ours. Explained every detail of the process and answer all 100 questions of mine. Will be returning next year and the year after. 10/10 recommended!

Lilly is the best! I?ve been a part of organizations and never realized exactly what it takes to be a board member or a productive member. Her program explains everything in detail and I know we will be more effective for the community because of her training!

I appreciate the speech Lilly gave during our Foundation meeting yesterday. I want to compliment you on your eloquent speech. We are grateful you took off time out of your busy schedule to address us. Your presentation was stupendous.keep it up.

The Accounting and Financial Forecasting courses offered through the VWIEC by Ms. Lexie Mbinglo were very informative. They have given me a great start for my new business. Thank you.

The Ark NPS worked with my organization, The Immigrant Mom, INC to obtain a tax exempt status from the IRS. Lilly Mbinglo, CPA is very professional and knowledgeable. We got word that The Immigrant Mom is now a 501c3 organization. We are so thrilled and happy. Thank you so much Lilly and The Ark NPS. We will be working with this firm for a very long time. They are capable and competent

Mrs. Mbinglo is one of the best professionals I've ever met.

The overall quality of her service, the way she listens, and answers to questions clearly is so refreshing! Perfect mastery of her job. Awesome customer services Lilly! Definitely a five star!

Very professional, trustworthy, and punctual. Had our business set up effortlessly. Took the time to go over different options with us and gave us recommendations. Continue to monitor and educate us new tax laws and changes that can affect our business. We enjoy working with the Ark and will highly recommend.

The Ark is amazing! I went because I had a complicated tax situation and had A LOT of questions. Lilly was patient with me and she walked me through every step of the process. She answered all my questions, gave me great advice, and really helped my complicated situation so much easier! Highly recommend for anyone looking not just for professional tax services, but kind & caring CPAs.

I first learned about The Ark on Facebook when the owner Lilly made a post giving people some tax tips. I reached out to her and told her I needed help with filing my taxes. Her response was swift and she set me up on her client portal where I securely submitted my tax documents. Security guaranteed! I got notifications whenever I needed to review and to me that?s neat. I was able to review everything before submission and within days I was paid. The fact that this company doesn?t only help you get your re

Lilly was lovely to talk to and work with, and she took care of everything my non-profit needed for our first tax year! Very excited to continue using her services as we grow.

Incredible ! Omg. She?s absolutely amazing. The Ark is definitely the best. You made my business what it is today - outstanding, globally successful, ahead of its time and I truly believe I have Lilly (The Ark) to thank for that. Gushing in-person gratitude... you?ve been so helpful.

Professor Mbinglo is the best accounting teacher I've ever had. Her passion for accounting really shines and she will tell it like it is!

Dr. Mbinglo taught me a Financial Forecasting class and she made it very easy to follow and put me at ease with accounting concepts for my small business. Thank you!!

The Ark NPS have been incredibly helpful and understanding in helping our non-profit file our annual taxes. An otherwise confusing and complicated task was made more manageable as the CPA's and staff at The Ark helped with the whole process and made clear exactly what was needed to make sure everything was filed correctly.

Mother?s Dialysis Care, Inc. is truly grateful for Lilly Mbinglo, CPA, MBA at The Ark. We received our determination on the very first attempt. I want to thank Lilly for her professional, patience and guidance provided through this process. We are elated to officially be classified as a 501(c)3 non profit organization.

Lilly has been a GODSEND. I had 2018-2019 taxes to sort out and I was so lost but I found her through a friend and I am so grateful. She was super understanding with payments and walked me through everything I needed to know. I can?t thank you enough!

One word that describes Lilly - F A N T A S T I C. Not only does she care about her business, she cares about the people utilizing her services, wholeheartedly. Please do not shy away from contacting her. You will be in great hands. Thank you so much Lilly!

the financial class for small businesses held at the end of the year was what I needed to gear me towards good record keeping and understanding business taxes.Lily was very professional and breakdown everything to a lay mans understanding. continue the good work Lily.keep it up

Lilly was amazing she was very helpful. Onces she received my information my taxes was done within a timely matter. I would recommend MS. LILLY to anybody. She also beautiful person. ??

Lilly is just so phenomenal. She is very inspirational. A great motivational speaker. Thank you for the services offered. We very much appreciate.

Professional and courteous service! A pleasure to deal with this organization.

My experience was nothing short of productive and professional. Lillie worked diligently to provide the services that I was seeking and delivered beyond the expectations of what normal services would do. I highly recommend this company to all people.

Dr. Lilly was friendly, experienced, knowledgeable and thorough. She went above time just to help me understand different options. I would definitely recommend her.

Great service received during the first free call with Lilly, she answered my questions in depth and with professionalism. Looking forward to our next meeting!

Lilly is very professional, and possess great knowledge in her field. S.T.A.R. Haven INC has been structured properly with training and guidance of The Ark NPS.

Lilly's contribution is a great boost to growing and giant Foundations. What I admire most is the consistency of the ideas she presents. Each idea identifies a problem, the need to solve this problem, then steps to solve the problem in question. She's a value maven.

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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