*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.*
626 RXR Plaza
Uniondale, New York 11556
A great CPA at any price and a true gentleman . My wife and I have always be impressed with such fine service. We will be retiring next year but I will be sending my work to Tom from Florida he explains everything to make it understandable and he says he has many people that move and still use him. Now i domt have to worry about finding some new guy
If you haven?t called Tom Browns office yet what are you waiting for?! His staff is courteous and efficient and Tom has helped us tremendously with our finances. I would recommend him to anyone and everyone!
Tom and his staff are top notch! I have been a client for the last couple of years both for my personal returns and also my corporate as well. They are prompt and knowledge of our needs. I would highly recommend them .
Tom and his staff are so helpful and knowledgeable. Tom was very patient with me and explained my tax situation so I could understand what I needed to do. He is a very good accountant and saved me a lot of money.
tom brown and his staff did a wonderful job getting my taxes together this year. His whole staff were very efficient in gathering all my information and putting everything together. I highly recommend using his services
being a recent college graduate, I didn't think that a CPA would really make a big difference in my financial situation, but I was wrong. Tom sat and helped me better understand the importance of planning and organizing my money and I actually feel very confident and hopeful. Thanks to Tom and his entire staff.
Thomas Brown CPA is the best! Financial advice, tax returns - you name it and he will have an answer. We still use Tom and we live in MA. You want the best go to Thomas Brown CPA??
The entire team at Thomas Brown CPA is friendly, patient, and knowledgeable. Call are returned promptly and he explains everything - so there are no surprises. Competitive fees & and a more personable experience compared to H&R Block.
Thomas and his staff all care about your concerns and issues when it come to taxes and financial matters. If you need a call back or a response, you get it promptly from Thomas or the staff. I highly recommend Thomas Brown CPA.
Tom has been a trusted adviser for year's and has provided valuable guidance for both business and personal tax strategy.
Thank you Thomas and your wonderful staff for putting my taxes together. Very professional personable and knowledgeable. Looking forward to continue working with you.
I have been using Thomas Brown for a few years now with excellent service and reliability! I always recommend Thomas Brown whenever possible!
The search ends here!!!! You will not find a better accountant than Tom!!! I promise, you will be very satisfied with Tom and his team
i would definitely recommend this company. very professional. handles my whole business and personal taxes. none better!
Very thorough and professional. Will continue to use Tom forever..
Absolutely the best! Saved me so much money! Would definitely recommend!
Great experience! Will definitely keep coming back
Tom and his team are great to work with.
Tom and his team are top notch!
Highly professional and courteous staff. Recommend to all
Extremely impressed. Highly recommend !!
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.