*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.*
319 N 4th St #608
St. Louis, Missouri 63102
I?ve been following JT and Thornton Financial LLC for several years and have referred multiple family members to him during that time. Most recently, my mother was dealing with some issues related to her taxes, and I knew she needed a true professional. I had no hesitation recommending JT. She set an appointment, and I went with her for support. We met JT at his downtown office?he was taller than I expected! As an insurance agent myself, we ended up in a passionate debate about whole life insurance, and I?
Met with Mr. Thornton on April 8, 2025. We went over things I didn't even expect in regards to estate planning and it was an eye opener and very informative. I was told that Mr. Thorton does not work for himself, but he works for you and that is true!! He knows his field!! Thank you Mr. Thornton!
I retired early last year from a profession that I worked nearly 30 years in. I came to St. Louis on a fixed income and some uncertainty in retirement. Jayson was not only responsive and prompt for our meeting, but very professional. Jayson?s knowledge of state and federal income tax put me at ease. He was expeditious in handling my taxes while I waited and filed them immediately. He provided me with a professional copy along with projections for future tax years. Additionally, he answered other tax quest
My experience with Mr. Thornton yesterday was every bit worthy of 5 stars! He went out of his way to help me with my out of state taxes, obtaining a substantial refund for me and my wife. He was very nice and helpful. I definitely recommend his services to anyone seeking to work with someone who gets the job done and works well with people.
Jayson is a class act. He is a master teacher. Any question you present, he will break it down to first principles. Also the team he has is very pleasant and kind. I had to call the front desk to get help with my setup and on both occasions the ladies were very helpful and patient. When I patronize a business I particularly pay close attention to the customer service that?s provided cause it?s a big deal for me. Jayson and his team do a great job.
I have been a client with Jayson for the past 2 years. Within that time, he has managed to get me tax refund amounts I was unaware were even possible. Also, he was able to manage to amend my refunds from previous years where I was not given the correct refund amount or I owed. Jayson has given me great financial advice over the years as well. I have recommended him to many people and will continue to do so
Jayson Thornton is the best! I am a attorney who originally had Clayton, MO firm Hauk Krause & Assoc. do my returns. They totally had me overpaying taxes. Thanks to Jayson Thornton, I just got a $20, 000 refund from 2017 for overpayment on the sale of my building because H&K did not know how to deduct properly. I would have never known about this until my new Accountant Jayson Thornton reviewed their returns and was shocked by what he saw. H&K accounting firm did just the bare minimum with no regard for
Mr. Thornton is a very knowledgeable and effcient tax advisor. I will be continuing to work with him in other financial areas as well. My husband and I were impressed with his knowledge , and how fast he was able to prepare our taxes. His prices are fair and he is an all around good person. I wouldn't trust my taxes to anyone else!
Jayson is by far the best accountant I've ever worked with. His knowledge and ability to help protect + guide my personal finances and business finances is top-tier! If you are a small business, he is a great long term resource! Tell him, Real Estate Bae sent ya!
JT was very informative and showed outstanding professionalism. His process was flawless in helping me understand the bigger picture of planning a future and reaping benefits along the way. JT has giving me great insight and advice on how to properly budget & put my money in the places where it truly matters. His patience and communication skills allowed me to be comfortable talking about my financial situation. He didn?t rush to cut the meeting short utilizing the full 1 hour session & I am absolutely sati
Jayson was very thorough during my consultation. He took time to answer all of my questions and didn?t make me feel rushed. I can tell he really cared about answering all of my questions accurately. He is a real expert who knows what he?s talking about. Rest assured you will receive accurate information when you seek his counsel !
Great communication and work I'm looking forward to working with Jayson again!
Impeccable service, fast response time regarding questions and concerns, very attentive to each client's needs. Mr. Thornton is very professional and knowledgeable. A wonderful man with a heart of gold to teach and equip each individual with financial knowledge. This is a place that I feel like family and not just a number. Thornton Advisor Group, L.L.C. is the place that I recommend for all of your financial needs.
JT got right into business head first and made me priority one. Not only did I receive the answers I was looking for, I was given a thorough education on the issue I contacted him for. I was so thoroughly impressed with our first session I immediately scheduled another session at the close of it. I can see the beginning of a long professional relationship with JT as he will be my go to and I am definitely referring all of my friends to him. I thoroughly confirm he is the best option you can choose for a fin
JT is the best Accountant. He worked with me and fixed my tax problem, he saved me. Then he worked with me to create a financial plan, I actually feel like a real adult now. I actually have a budget, a savings plan, a investment plan, and a retirement plan. If you need help getting your financial life together, book a consultation with JT.
Ive been a client for years! He is very professional, and does an awesome job explaining boring tax laws. I recommend him if you have a tax problem or just looking for an accountant to prepare your taxes. He's the BEST!
Mr. Jayson Thornton is a gem! He gets right to the point as he... 1. assesses your situation. 2. answers your questions. 3. gives practical advice with various suggestions. By the end of our conversation, I was clear as to my next steps! Thank you.
He's the best Tax Accountant in St. Louis! He handles my personal taxes and helped me setup my Nonprofit organization. If you have a tax problem or want to start up a small business or nonprofit call his office.
Jayson helped us navigate through a very challenging tax matter. His calm demeanor and professionalism helped to keep my sanity. Jayson is awesome!
Mr Thornton is a life saver!!! He got me out of a horrible tax situation and then created a financial plan to help me save money and invest. BEST Accountant Ever!!!
Mr Thornton is always professional and really care about his clients. Always have the answers to my questions and is a family man. I will continue to have Mr Thornton complete all my accountant needs
We went to Mr. Thornton because there was something wrong with three different years tax prepared by HR Block..Mr. Thornton tackled each years previous tax prepared and discovered gross negligence in all three years. I am thankful for his help..
I've been with Jayson for 3 years now, and he has been great! I'm locked in for life! He works hard for me and always gives me great advice.
Jayson is an excellent accountant. I highly recommend, he?s a true professional and an expert and what he does.
Professional. Reasonably priced. Will definitely use more services in the future!
VERY PLEASED WITH MY VISIT TO MR.JAYSON THORNTON OFFICE
Very professional, Fast, and polite. Would recommend to everyone.
Good with communication and has been helpful so far.
My brother is the BEST Accountant!
We have a goldmine in Missouri.
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.