*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.*
663 Trade Center Blvd
Chesterfield, Missouri 63005
I was originally referred to this company by my financial advisor as a firm that could help with individual tax planning. Based upon the experience that I have had so far, I would never recommend them. They have a nice website that lists the team, their services and advertises free consultation. I called and left a message trying to schedule an appointment. After a week with no return call, I called again and this time talked to an office manager. Later got an email from them asking for my previous yea
Been in business 13 years. Switched over to working with Thousand CPA a little over 6 years ago after being disappointed with a few others. I've never looked back! I wanted an accountant that would help me strategize specific ways to lower my tax bill, expand my business and better take care of my employees. Nicole and her team have accomplished all 3. I now consider them a critical member of my team that will help me continue to grow for years to come... since starting with them we've expanded from one l
We have worked with Thousand CPA for over 10 years. Their team has assisted us with establishing financials and accounting processes when we opened in 2013 and educated our team on how to manage and maintain. All of which we still use today. They are always happy to help when we need them, which provides assurance that we are always performing at our best. Additionally, Thousand CPA goes above and beyond to dig deeper into our financials and operational routines to help us discover areas of growth and great
Many of my business clients and I have used Nicole Thousand and Thousand CPA for many years. The firm blends perfectly a high level of expertise with a customized and client-focused approach. Nicole, Matt, Zoey and team are knowledgeable, professional, and resourceful. They take a consultative and personalized approach to tax planning, accounting, and wealth management and I cannot recommend them enough.
Nicole and Colleen are a valuable asset to my small business. Their counsel has helped me many times navigate the tricky world of taxes and expansion. Before I make a major decision in my business, I always make sure to ask them how it will positively or negatively impact my business from a tax perspective. I won't make a move without them. They have a client for life.
Nicole and her staff are incredible! The entire team is so welcoming and easy to work with. They make you feel comfortable and explain everything as many time as you need ;) Top-tier service that I couldn't recommend more!
Matt, Zoey and Nicole are amazing at what they do! Our small business has been working with them for years. They have amazing customer service and always answer all questions. Best CPAs around!
I couldn't be happier with Matt Ott and the staff at Thousand CPA. As a Realtor (1099) I don't know where I would be without Matt's guidance and expertise in working with small businesses. Matt is a CPA you can trust 100% to look out for your best interest. Do yourself a favor and give them a call.
They helped my small business during the pandemic and are still helping by sending me helpful information regarding the upcoming stimulus package. This company truly cares about their customers. I recommend them and if you?re in need of an accountant or any tax help check them out!
Very happy with the attention to detail and level of service I receive from Thousand CPA?s! We utilize them for both personal and business and find them very competent and timely. I highly recommend them.
Nicole & Zoey have been fantastic to work with. Thorough, friendly, and professional. Would recommend to any new business.
We have worked with several CPA firms over the years and stopped here. Matt and the entire team are knowledgeable and responsive!! Highly recommend!
Pro: TaxCaddy and SafeSend were easy to use, very convenient, although I wonder why two systems were needed. Con: I would like some transparency on how the invoice is determined.
We have worked with Thousand CPA for 10 years and have found them to be professional, efficient, accurate and extremely helpful in tax preparation and guidance.
I handle my mom?s taxes for her with Thousand CPA, and they are great to deal with. Very professional and efficient, and I?m so glad we drowns them. .
I would give a zero if I could, scheduled out an appointment months out, then day before sends email not taking new customers. I sat for Months waiting to get all My accounts straightened out when I could of been looking for other firms, so I would advise don?t bother going here.
Everyone at Thousand CPA does a great and very professional job. I feel we are in good hands every year getting our taxes prepared and filed.
Working with Thousand CPA has been an a game changer for my company? Sincerely appreciate what the entire team brings to the table?
They helped us during the covid-19 pandemic to help us secure the PPP! They are awesome and very helpful. 100% 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.