The Tax Company

The Tax Company

Reviews Summary

The reviews overwhelmingly praise the tax professionals for their expertise, professionalism, and responsiveness. Clients highlight thorough tax preparation, strategic planning, and personalized service, often resulting in maximized returns. Many appreciate the prompt communication and ability to resolve complex issues, including IRS matters. While most experiences are highly positive, one negative review mentions an error and lack of responsiveness. The consensus is that the company delivers reliable, efficient, and friendly service, with strong recommendations for both personal and business tax needs.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers

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.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers

Contact Information

Address

1173 S 250 W Ste 201

St. George, Utah 84770

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

First time going to a professional and this was the best money I?ve ever spent. Took less than an hour to file mine and my husband?s taxes and it was the most pleasant experience. Shawn was so nice to us and saved us so much money and got us a big return. We will definitely be going back to see him next year.

Jamee at Tax Accounting is a shining example of exceptional customer service. Her tireless efforts to ensure that my tax filing experience was nothing short of outstanding left a lasting impression. With her remarkable efficiency and attention to detail, she turned a potentially stressful process into a remarkably smooth and hassle-free experience. I feel grateful for her expertise and warmly recommend her services to anyone seeking a trustworthy and skilled tax professional. Thank you so much Jamee. - Ciar

We sure have been happy with Nick Wilson and Mike Finch. Mike helps us with our Medicare. He is extremely knowledgeable and friendly. Nick takes care of our taxes. He helps us in a very timely manner and answers all of our questions. We would highly recommend them both.

In 40 years of using Tax services I have never had better service than with Scott Finch and The Tax Company. He always has a complete understanding of the latest updates in the tax laws and a way of explaining things that helps me understand. I have never been dissippointed using him, and would recommend The Tax Co. to anyone wanting competent and excellent tax services. Dave Hirschi

Best place to get your taxes done! Nick has done my taxes for several years. He does a great job and is always friendly and quick to respond. It's such a relief to know he knows what he's doing so I don't have to worry about it. He also gives us great advice for the coming year. You can know you're in good hands with this company.

I would highly recommend The Tax Company. Everyone I encountered was pleasant, helpful and efficient. Michael Finch was able to prepare three years of my taxes and untangle some sticky issues in a professional and efficient manner. Moreover, he was kind, understanding and easy to work with. I will be making an appointment with him to do my 2021 taxes next year. This was the best experience I have ever had with a tax accountant.

I was surprised and delighted by my experience with Michael Finch at the Tax Company this past year. My former tax preparer resigned and I was very nervous about selecting someone new. Michael was professional, personable, and completed my taxes during my appointment. I walked out with a completed return and a smile on my face. I've recommended this company to several friends. Can't say enough good things about my experience with the Tax Company.

Nick does an amazing job with our taxes. We have used him for the last 5 years and would not go anywhere else. He is friendly, professional, and responsive. I have recommended my whole family use him and they all have had great experiences.

This company does a great job! They were professional and were able to help us quickly get our taxes done. I highly recommend Michael Finch. He was friendly, helpful, and knowledgeable. I will definitely be coming back here to do my taxes again!

We are small business owners and after a year and a half in business we wanted to find a professional who could help us with our business versus taking care of it ourselves. Queue Mike! He has been awesome to work with and helped make sure our small business was setup the best way possible for taxes along with our personal filings. He is very responsive with his communication, which is very important to me as prompt communication as a professional is one of the things I look for when working with people. An

The Tax Company and Scott Finch are Amazing! Scott has really helped me with both my tax and financial and planning needs. He is great to answer questions, returns calls and emails timely, and help me navigate my retirement options with ease and confidence. Scott is knowledgeable and trustworthy. I highly recommend him as a financial planner and as a tax professional.

I have gone to The Tax Company for my personal and business accounting and tax needs since 2002. James, Scott and Brent have always been so helpful anytime I have questions, and believe me, they get questions from me all throughout the year!!! They are always quick to respond and take time to advise me so that I make the best financial decisions for the most optimal outcome. I have recommended them several times to friends, who are also extremely satisfied with their work. Ariel is the friendly face/voic

We love the Tax Company! Going to see Scott Finch each year makes doing our taxes so easy and not stressful at all. It is so nice to have a professional who knows all the details to get us the best return. We have been going there for many years and have always been so impressed and happy with our experience.

Mike Finch is the BEST accountant in the Nation! He was super responsive, extremely helpful, answered all of my questions with ease and professionalism, and was super affordable. As an entrepreneur, I struggle figuring out how to do ride-offs and expense reports, but he was right there to help me every step of the way. I could not run my business without him! I would recommend him to ANYONE!

After struggling for a few years doing taxes on our own, we decided to have a professional do them! We saw Mike, and had such a great experience. He was professional, fast, and dedicated to helping us even more then we thought. After this years experience we will NEVER do our down taxes again. The Tax Company is definitely the place to go!

Mike Finch is a very personable and knowledgeable guy, he made us feel comfortable. We have gone to him for 2 years and both years we?ve had an amazing experience. Mike is very efficient and knows what he is doing. We would recommend him to anyone! He goes above and beyond. He will always have our business. Kayleen and Nick Christensen.

I highly recommend Mike to anyone looking for a good accounting services rather for your tax return or filling quarterly report, which is undoubtably a stressful situation. I've rarely dealt with someone who is as knowledgeable, professional, and thoughtful as Mike and his team at The-Tax-Company. He is very responsive and was available to us any time we had a question. We will definitely work with Mike again!!

These guys are professional and honest. It?s obvious that they care about their clients both professionally and personally. I have been working with Scott Finch at the tax company for the last 2 years and he has proven multiple times over his ability to add value to my business. Recommend them to anyone. 100%

Scott Finch is the consummate professional. His knowledge of tax law and allowances gives one the greatest return. He also is able to help plan for the next year and what one needs to do to maximize deductions and not have a large tax liability. I highly recommend Scott Finch to anyone who needs professional and reliable tax services from a very honest person. I won?t go to anyone else other than Scott Finch.

The entire team, especially Jamie, is very attentive to our tax concerns. Ariel who keeps the place running (scheduling appointments, etc) is super friendly in person and very accommodating to our very busy lifestyle. Since coming over The Tax Company, Jamie has been handling our taxes. She had taken on reviewing prior years and helped us find ways we could have done better had we known better. Now we do know better and are doing better, thanks to her help.

I have been going to the tax company for the last few years and love them. Nick is my main guy who helps me and he is fantastic. He as been able to explain different things to me about some of my weird finances that others have had to go to their bosses boss about. I make a trip down there every year and will continue to. That?s just how great they are.

We are fairly new to the area and were looking for a good company to take care of our taxes. We were referred to the Tax Company by a friend. We called and even though they were very busy they made time to get us in and help us out. We were able to work with Mike and he very quick, efficient, and thorough throughout the entire process. We will be using the Tax Company for years to come and highly recommend them to anyone who is looking for help in this area.

We were new to the area and looking for someone to do our taxes. Mike Finch was able to answer our tax and tax planning questions. Our prior tax guy was a CPA, but always referred us to other people for tax planning, etc. so we were really happy to only be paying one person for all our questions. Done in one hour. Happy clients

Mike Finch is the man! He patiently took the time to walk me through each aspect of my tax return, despite being bogged down in the height of tax season. Being a young entrepreneur myself, I had quite a few questions for him regarding nuances in the tax code for special business entities, real estate, and other topics, which he handled expertly. I highly recommend him!

My husband and I were very pleased by the tax preparation that we received from Mike Finch. He took the time to make sure that we had not forgotten to provide him with all our deductible expenses even though we brought a list with us. He provided advice regarding future business possibilities to prepare for our 2021 return. He is someone we can count on as our financial situation changes.

Travis has done my taxes for me the last few years and I refuse to use anyone else now. He?s helped me fix my previous years returns because turbo tax sucks. 10/10 recommend these guys!

Always had a good experience with Nick when doing taxes. I always like when you package friendly and professional together. And even with only personally needing a tax professional once a year, Nick is on top of remembering not only much of my previous tax needs, but also remembers friendly interactions and conversations. Highly recommend!

Mike was awesome doing my taxes. He got me in the same week and done the same day with a much larger return then expected! I will always be using the tax company from now on! So much better to talk to someone in person then online! I got more return through them then I would have through H and R block! Use them today!

My husband and I have an S Corporation and when we moved to the St George area we were looking for someone who specialized in S Corporation tax preparation. We were referred to Scott Finch at the Tax company by our mortgage broker Brent Stagg. Scott has done our taxes for a couple years now and we have been very pleased with the service we receive. He calls us every quarter to check in to see how our business is doing. He is always very helpful when I have emailed him with questions as well. Would defi

From my first inquiry phone call to finishing our taxes, I have found this company to be professional, friendly, and knowledgeable. I am not a number person, but Scott Finch has answered my questions and built my confidence as I've learned how to manage the books for our business. I can't recommend him and his office highly enough.

Mike is very good at what he does and goes the extra mile, snd takes the time to educate you. Very professional and upbeat, and easy to work with. Mike is a good man with integrity and cares about the customer! Very fair priced does quality work! I would highly recommend this establishment and especially Mike Finch!

Travis always takes the time with us answering our many questions. He is extremely thorough and personable. We are assured when he provides us current changes to tax policies . He has earned our trust and we highly recommend his services to others.

Nick W. filed my taxes for me and I must say, I was beyond impressed! I normally go to the college to have my taxes filed because it is free. This year we decided to use The Tax Company because I was a 1099 contractor last year. Nick maximize my return! Something I know the college students wouldn't have been able to do. I was so impressed with his knowledge and his speed. Also, Nick really took the time to make sure he had done everything in his power to make sure I was getting my maximum return. Also, The

The Tax Company is hands-down the best place to get your taxes filed. I've been going there for several years and am always impressed with the level of knowledge, speed, professionalism, and friendliness of everyone I've talked to there. Jamee is a wealth of information on taxes (I swear she must read IRS code for fun) and always helps makes this unpleasant task of filing taxes become easy and painless, and even enjoyable with friendly conversation. I can't recommend her and this company more. They are wort

These guys are top notch. Scott and the staff have served my personal and business needs for the past 4 years. The service has always been prompt and the advice has been direct and sound. We really appreciate Scott's skill and professionalism. I would recommend these guys to anyone I know. By the way, I actually found them through an online search :)

This was my first year using The Tax Company. I had the pleasure of working with Travis Woodbury. The receptionist was extremely pleasant when booking my appointment and promptly got me scheduled with Travis. Travis went above and beyond to help me with my unique tax situation, he was extremely thorough and professional. I wont be using anyone other than The Tax Company in the future and feel lucky to have found such a great company to handle one of lifes few guarantees... Taxes!

Travis got us in same day for an appointment. We thought our tax returns would be complicated or take a long time because we had all these different incomes in all these different states and house purchase and sales. But travis got it all done in 1 hour. He was very professional and knowledgeable. He helped us decide on filing married or separate to get the best refund. We would definitely recommend and definotely go back.

The Tax Company and everyone who works there is amazing! It doesn't matter what question we have, they know the answer and are happy to talk with us. They're prompt with returning calls if they're with another client when I call with a question, and I'm always happy with their answers. If there's something I don't understand, they talk it out with me, and I feel good with the responses and what's happening with my money.

I am beyond satisfied with the service provided by the Tax Company. My questions are always promptly, thoroughly and graciously answered. While I am sure they serve many clients more high profile than myself I always feel important and valued. The office staff is friendly and timely as well. I would highly recommend without any reservation for both tax and financial planning needs.

Michael was an excellent accountant. He was fast, efficient, smart, courteous, and great at what he did. I would definitely use Mr. Finch again. This was my first experience with this company and will definitely use The Tax Company again. Sincerely, BDC, customer

The Tax Company has been amazing to work with! They have been super responsive and on top of things, despite the unprecedented delays with the IRS that are out of their control. Jamee has always been quick to answer my questions. She is extremely knowledgeable and I trust her expertise.

I have been getting my taxes reviewed by Scott and crew after several years of getting burned by mistakes I made on previous returns or high fees from other preparers. These guys know what they are doing. I have saved a lot of money thanks to the expertise and know how that the Tax Company offers. Definitely recommend getting your personal or business taxes done here. You will be glad you did.

My mother and I have been trying to do her tax returns for the last few months with no success. When we finally went about looking for a tax place in St George most of them are closed or didn't really sound like tax places in general. So he came to this one. And it was so fancy I thought we were in the wrong building. This guy comes up to help us and we have no idea what we are doing. And without worrying about any payment or what he can get out of it, he took our papers and helped us print out and fill out

This was our first and last time using Jamee and the tax company. We heard good things, but it was a total disaster. She told us 2-3 weeks for our return to be done in mid February, and after many excuses and no communication, she ended up filing an extension ?just in case?, and filed our taxes the night of tax day! Jamee even threw her own employees under the bus by telling me that if I want someone fast who isn?t as thorough as her, I can use one of her employees! This was the day before tax day after she

We have been using the tax company for all of our tax needs for several years. They are always very quick to return calls and answer any questions or concerns we may have. We highly recommend their services for your personal or business as we utilize both. We trust them and they continue to prove their professionalism and expertise time after time.

If you are looking for someone who is honest, thoughtful, insightful - look no further. The Tax Company does it all. Scott Finch is extremely knowledgeable in taxes, tax laws, and masterful in financial planning. He will take the time to explain and to give every scenario/option. I could not be more grateful for this company and this good man.

Jamee worked miracles for us with our taxes. I had some complicated tax challenges, and she was able to navigate them with ease. I was able to get an appointment to meet with her promptly, and she exceeded my expectations. I?ve been a client for over ten years, and she never disappoints! I always going away feeling relieved, and worth every penny!

Mike finch is exceptional at what he does. I used to do all my taxes with turbo tax (I thought the easy way) but after 1 experience with him I?ll never go that route again! Mike will do your taxes, AND give you a laugh!

Got my taxes done the same day as my boyfriend who was the one with the appointment. I was a walk in and Mike took very good care of us, got us in and out of there and was genuine about the whole experience. Gave us a killer deal and had us walking out very happy!! Thanks Mike!

My wife and I used H&R Block for years for filing taxes. Worst idea ever! Switching to Woodbury Mitchell&Finch was definitely a positive move. Mike filed our taxes within 30mins and was very helpful with any questions we had. I would definitely recommend them to everyone filing for their first time as a resident in Southern Utah or just looking for a new tax preparer. THX MIKE FINCH SEE YOU NEXT YEAR!!

Nick was so professional yet personable. He worked efficiently and managed all my paper work extremely timely. For best tax help I highly recommend!

Travis has done our taxes the last few years and he does a great job for us! Always attentive and knows what he is doing. He is the best tax preparer we have ever had!

Scott Finch of the Tax companyhas done my taxes for the last 8 years. He is a consumate professional and a CPA that I would recommend to all those seeking a reliable and trustworthy accountant. Have never had an issue crop up from his tax preparation. He offers very good and sound sound tax advice.

I love working with this business! Nick is our accountant and he is knowledgeable and quick to respond. I love that I can email him and get a response usually that day. Even if it?s deadline day. I feel the amount they charge is better than most accountants.

The Tax Company has provided excellent service for many years. I am very impressed with their knowledge and friendliness. They have suggested many insightful ideas and stay current on the latest tax law. I would wholeheartedly recommend them to my family and friends.

I have worked with Scott at the Tax Company for many years, he has always done a terrific job for us on both our personal and business taxes. This year he went above and beyond to help us resolve an issue with the IRS. I totally trust Scott and refer him to anyone needing tax help.

This year I switched My tax accountant over to Jamee to handle my business taxes. I am extremely pleased with the services and the responsiveness for their company. I would highly recommend Jamee and their tax company services. She helped me to save a lot of money and gave good recommendations.

Can?t say enough good things about Mike Finch. We had two States to deal with and he made a seemingly complex situation easy for us. Not only smart and professional but a great guy as well.

Nick was very knowledgeable, personable, quick, flexible (time wise), accurate and patient with my questions. He is now our "go to guy"!

Jamee had been doing our taxes for almost 20 years. She has helped us set up multiple businesses and is our go to person when we need tax advice. We have always been happy with the service we receive!

I highly recommend the Tax Company if you want affordable quality work. They have a great group of experienced people with a wide range of knowledge and skills. Amazing customer service. See Nick Wilson if you want to save money on your taxes.

We travel all the way down from Idaho to have our taxes done & have been doing so for over six years. We are extremely happy with how Nick does our taxes. And now all of our family has their taxes done also. We love The Tax Company!

This is the first time I have ever had a company do my taxes. I could not be more pleased with the professionalism, speed, and the overall great quality of The Tax Company. If anybody is looking for a tax place, you cannot go wrong!! They were wonderful

The tax company isn?t your average tax professional company. They give you options vs others who have told us what to do. They have given us the opportunity to learn and grow, which has saved our company in every since of the meaning several times. Scott has given us many resources that has allowed us and our business to thrive.

Mike did a great job at getting us the best return we could hope for. He was quick and responsive, and was able to easily work with tax documents that were stored in the cloud.

I have used the tax company for many years. Always doing their best to help me get the most accurate and honest returns. Advising for additional ways to make sure I'm not missing any possible deductions and helping me to plan ahead in all of my financial decisions.

I wish I had the same experience as others did, but sadly I did not. This was my first time getting my taxes done professionally because I had unique situations arise during the tax year. They did nothing to help me not have to pay so much, I never got a copy of my returns or any info once they were filed, and it cost me a LOT compared to Turbo Tax. I could have just done them myself on Turbo Tax for cheaper since nothing was done to help my situation. Would not use them again.

Mike was a pleasure to work with! He was professional and his response times were awesome. The filing was accurate and I appreciate all his help. I?d highly recommend the Tax Company!

I've been having James do my taxes & business tax planning for more than 20 years. He is friendly & helpful with anything to do with taxes or financial planning. I highly recommend The Tax Company. Wes Lounsbury

The Tax Company prepared my tax return after I suffered a tremendous loss during this pandemic. I was happy with the care they showed for my situation, the extensive tax knowledge they applied and the concern for my future welfare. I would recommend The Tax Company to anyone and everyone for your tax needs.

I highly recommend The Tax Company! They are friendly, professional and know what they are doing. Jamee was assertive and educated us on ways to save us money personally and professionally by leveraging the tax laws. Very knowledgeable and saved us a lot of money.

I've been with the Tax Company a couple of years and have been very satisfied with their performance and the service I've received. They've been very responsive and were helpful during Trump's tax reform changes. Much appreciated!!

I have worked with the Tax Company for over 20 years nowfor my personal taxes, for my small business, and to set up my corporation. They are simply AWESOME, and they stand behind all their work. They have saved me so much grief and money over the years - I can't recommend them highly enough.

Travis was professional, knowledgeable and helpful with our tax preparation. We will definitely go back next year and definitely refer others. Rates are reasonable.

Very prompt friendly service. Professional advice. I had no concerns about the accuracy. Travis knew what questions to ask and information he needed. I would definitely refer people to this group if CPAs and especially Travis

Jamee has repeatedly done a great job with our taxes every year. I have had questions answered, and gotten the most refund possible, and have felt like I never need to worry about whether or not I am missing out on any proper deductions.

This was our first time meeting with Micheal Finch for our taxes. I found him to be very professional, thorough, and experienced. We left feeling confident.

The Tax Company was very helpful and explained everything while preparing my taxes. I worked specificaly with Mike. Mike was timely and friendly. I highly reccomend The Tax Company.

Michael was great and thorough! He was very responsive, and helpful with the tax filing process. Will definitely use him again!

Scott and Nick are the best! We?ve worked with Scott for almost 7 years, and nick for 3, they are so helpful, prompt, and professional

I was able to get in for my taxes in a time when I needed them. They worked hard to get them done quickly and efficiently, I?m so happy with their professionalism and their customer service. I highly recommend them!

Mike at the tax company did me a really good turn, he was able to help me get the $1400 stimulus check it was failed to be sent to me my taxes were filed immediately?I actually thought the stimulus check was lost in the wind.The professionalism was spot on it was great to work with the tax company

Mike is the best! He takes such good care of us each year and gives sound advice for the year to come! Highly recommend!

I highly recommend the Tax Company! They've been doing our personal and businness taxes for years now! I'm so grateful for them each and every year. They make the proccess super easy and stress free!

A good tax person is worth way more than the cost. Tax Company has repeatedly saved me way more than I ever spent. It's been 23 years now and hopefully that many more!!!

Jamee was extremely knowledgeable and looked at every option available to us with accompanying advantages and disadvantages. Based on the information provided, we were able to make an informed decision that we feel comfortable with. Thank you Jamee for fitting us into your already crazy schedule!

Nick is not a reliable tax source . I got a audit letter for 2019 and I have reached out and no response back and we found in out taxes they put the wrong SSI for my daughter . Now I have to figure this out. Worse experience .. Thanks for nothing

Travis Woodbury was a pleasure to meet with as he prepared our 2020 taxes. He was knowledgeable and provided us answers to our questions and addressed our concerns about tax benefits.

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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