ToledoCPAs.com

ToledoCPAs.com

Reviews Summary

Overwhelmingly positive reviews highlight exceptional professionalism, expertise, and personalized service. Many praise timely, thorough tax preparation, uncovering significant refunds or savings. The team is commended for responsiveness, clear communication, and treating all clients as VIPs regardless of business size. A few note minor delays or perceived lack of attention, but most emphasize long-term trust, educational guidance, and solving complex financial needs efficiently. The consensus: highly recommended for both personal and business tax services.

About This Listing

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Law Firms
QuickBooks

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
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Law Firms
QuickBooks

Contact Information

Address

1811 N Reynolds Rd #201

Toledo, Ohio 43615

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Excellent work from CPA Tom Baird and his staff. Mr.Baird is extremely knowledgeable, personable, prompt and professional. Each time I had any question, Mr.Baird personally returned my calls very quickly. His entire manner of dealing with mu husband and I indicated he truly cares about his clients. The attention to detail he showed was exemplified by his handling of some complex accounting matters we had. His entire staff was also welcoming and also efficient. . My husband and I highly recommend Toledo C

Kevin and his team are great! Our previous accountant didn't want to assist us after we had closed our business mid year so we had to go elsewhere. ToledoCPAs took everything, asked a few questions and put together our business and personal taxes. They were very upfront with the price and they got everything filed within a few weeks of them receiving everything they needed. Can't ask for more!

Extremely professional accounting services. ToledoCPAs was able to get my tax returns done for me in a timely manner and made sure I was able to get the maximum credit possible. Highly recommend using them.

I messed up my taxes so bad I was embarrassed to even go to an accountant. I am so glad I found these guys. Tom, Jeanne, and Nathan are amazing and worked on, corrected, and finished my taxes in a fast timeframe I wasn?t expecting. Very impressive! Not going anywhere else and neither should you if you?re reading this.

Nathan and everyone at toledo cpas has been so easy to work with. We own 2 small businesses so things can get confusing when it comes time for tax prep, but they make it so simple and take great care of us. Very responsive too which is much appreciated.

Fantastic service from start to finish. I could not recommend the whole team highly enough. It has been a pleasure to work with you this tax season and I look forward to the next one. Thank you very much!

Great office and staff! Lina is always on top of the emails and responds quickly. I?ve been using this company for my taxes and I highly recommend them!

Nate, Tom and the team at ToledoCPAs have always been great to work with! I have been using them for years and will continue to do so!

Nathan went above and beyond for a small issue I was having and he resolved it very quickly! Very knowledgeable and responsive. Much better customer service compare to many companies. Looking forward to using their services years to come.

Nathan, was a great help getting things filed on behalf of our company. He was very knowledgeable and professional. I would recommend this Company to any looking to get personabd or business taxes done. 10/10

This is my first year not doing my taxes myself and I was blown away with the service provided. Extremely professional and prompt on their responses no matter the time of day. I would highly recommend ToledoCPAs to anyone looking for help with their taxes/tax questions. Nate Baird and his team were absolutely phenomenal.

As a newer business owner and entrepreneur, I knew the importance of completing the taxes correctly was critical to starting the right way. Through many word-of-mouth recommendations, I partnered with Tom and ToledoCpas because I trusted they would ensure everything was done correctly. Tom and his team made the process simple, clear, and much easier than I expected. They care about you as a client, not as a "number," and are there when you need them! I would highly recommend them! Thank you again to ToledoC

I had an extremely positive experience with every person in the process. I have done my taxes using software and for a few years used other preparers and Toledo CPAs was the best at communicating what they needed and how to get it to them, they finished my taxes way faster than I expected, and were true to their word. I highly recommend them to anyone who has a unique or complex tax situation.

This is my first year working with ToledoCPAs and they have been incredible to work with. I worked mainly with Nathan and he was extremely prompt and knowledgeable in answering all my questions about my personal and business taxes. He went out of his way to assist me and I will absolutely be using them yearly to file my taxes going forward!

This is my 2nd year working with Toledo CPAs and they have been great to work with both years, will definitely be back next year as well! They are extremely responsive to every question I have and thorough in letting me know what files they need from me as well as what I need to do on my end, highly recommend!

Excellent communication, worked fast and efficient! This was my first time using them and I plan to use them for many years to come.

I have been using Toledo CPAs for filing my taxes for the last 3 years. I am really impressed not only with their professional expertise but the way they treat their clients. They are very patient and courteous and really take care of their client . I had a little problem filling my tax return because my son made an error on his tax return claiming himself as independent, but he is not. To correct the problem my son had to submit an amended return to correct it. That took 5 months to complete. ToledoCPAs es

I am a realtor, and it was very nice to have an accountant handle all the numbers.

To anyone on the fence about where to go for exceptional tax services: look no further than Thomas Baird and the phenomenal team at Toledo CPA's. From the very beginning, Thomas took the time to genuinely listen and understand my unique financial situation. It wasn't just about numbers for him?it was about real conversations and building trust. Thanks to their meticulous efforts and deep expertise, they uncovered significant tax savings from the past three years that I hadn't even anticipated. I can't expre

I will most likely not go with them next year. While I will admit that they were fairly quick with responses. I can not help shake the feeling that I was unimportant to them and more than likely forgotten or overlooked. As I was the one that initiated an ensured the progress of my return and getting the information felt forced. They talk a great deal about building a relationship and a partnership with someone you can count on. However, actually experiencing the interactions they seemed to simply want to c

Nate provided a great experience getting through my tax filing! Very diligent while answering all questions accurately and timely. Highly recommend Nate, as well as the business in general!

My experience has been exceptional and would recommend these guys for their professionalism and service.

After having a terrible experience with our first time having a professional do our taxes two years ago. Toledo CPAs was recommend by our financial advisor and exceeded expectations. Tom put us at ease after such a terrible experience with another firm and this year Nate was outstanding. Their systems to keep documents organized is easy to use and communication is quick. If you?re looking for a tax professional, you will be more than pleased with the services provided by Toledo CPAs.

Recently had the pleasure of hiring them to assist with my taxes among other things, their staff are fantastic! I unfortunately was filing for the first time my business back taxes and had many difficult hurdles come my way however their staff helped and frankly went above and beyond to help me file accordingly also saving me plenty of time and money! I highly recommend them I plan on using their services for the foreseeable future. Special thanks to Lina, you were incredible efficient polite and profession

Tom and the team have been a pleasure to work with. Since starting my own business, Toledo CPAs, has guided me in the right direction and have been very professional along the way.

Toledo CPAs have been an absolute blessing! I've never felt heard by someone preparing my taxes before meeting with this team. My wife and I are not big business owners paying them the big bucks, yet they treat us like VIPs. They answer questions and even encourage us to reach out to them when we have more. Toledo CPAs, thank you so much for your patience and for having the heart of a teacher.

I was looking for a CPA to switch my business to who would keep me informed of where my taxes owed were during the year and who not charge me for every little thing they did. I was happy to pay a flat fee as long as all services (with a few minor exceptions) were included. I have been with Tom and his crew for about 3 months now and we have had a few issues pop up, as they always do when dealing with accounting, but they were taken care of right away...fast and professional service. They always looked into

Working with Toledo CPAs has been a great experience. They have freed up a lot of my time to be able to focus on other things that matter when running a business. Well worth the cost and the peace of mind.

I have worked with Toledocpas for over the past 4 years and I've had nothing but amazing experiences. All of the staff is extremely professional and kind. I recently started a S-corp . I had little knowledge about S-corps in the beginning. Nathan was very helpful in explaining what it was and the benefits of setting it up . The process was seamless and he made sure all my questions were answered. I have also set up several LLCs with this company and each time the turn around time was very quick and t

Toledocpa has taken care of me for a few years now. Nate is the one that assists me with my taxes. Very professional, very helpful, shows nothing but love and respect. Helps out with every aspect, loves his job helping people. Would rate 5 out of 5 everytime, everyyear. Will continue too use toledocpa to do my taxes. Thanks Nate for all your help everytime. See you all soon.

I went to Tom for help with an issue with my Toledo local taxes, as well as a question about a settlement check I had received. I am very pleased with the help I received and would definitely come back to him for any further CPA needs. Compared to what I was going to pay filing by myself, Tom ended up covering his fee and saving me about an extra $100. We had a quick meeting (15 minutes) to go over the basics of my taxes, I gave him my paperwork, and then I just had to pick up my taxes once they were done.

Being a new company owner can have bring on a ton of new stress, financials being one of them. Tom and his crew has taken away all of that stress by doing everything they can, leaving me to be able to focus on bringing in new business and growing stress free. They are extremely helpful and have wonderful response times with any questions. I highly recommend them to anyone just starting out, or even looking for a new accountant.

Professional and knowledgeable staff. We had several issues filing our small business taxes and they were very helpful with everything.

The service was great, and also the staff was friendly and knowledgeable. My tax concerns were handled in a timely manner. Any concerns or questions I had were addressed immediately. I highly recommend TomBaird CPA to take care of all your tax needs. Will I return again and again? Yes most definitely!

I have trusted Toledo CPAs to handle my returns and provide occasional guidance with my investments throughout my professional career. I have always been impressed with their professionalism and attention to detail. Over the past 20 plus years Tom and his team have always been helpful, timely and diligent with all my financial needs. I rely on Tom and the rest of his team to keep me on track and if required provide the kind of advice that has benefited me over the years. I also appreciate the fact that Tom

A group of true professionals. I cannot say enough about the level of service provided. I feel confident with their work and appreciate the value of an experienced professional navigating complex tax law on my behalf.

Professional, speedy and accurate. Toledo cpas will continue to help me with my tax prep needs.

I had a great experience with Toledocpas! Regardless of the individual I was dealing with, I received prompt, courteous, and professional service. They've help me on both personal tax returns as well as payroll. Great job and thanks again!!

Toledo CPA's has been a great move for our company. They are very professional and efficient at what they do. They handle our pay roll and IRS tax payments plus they will be doing our tax returns this year. If you want a one stop place to take care of your tax and pay roll with no hassle Toledocpas.com is that place. The best thing their is response time in answering any questions you will receive a phone call or email promptly. Nathan Baird handles our account with the greatest efficiency. Sincerely Mike

Nate and Tom both provided an excellent service and made for a very personable experience. Toledo cpas takes the time to put your needs first, would recommend to any person in need of tax help. Thanks!

Kevin is great to work with. He is passionate and trustworthy person who will guide you in the right direction with your taxes. He is very educational and has taught me more about taxes then any person in this field that I know. It is a great experience to work the with him and you can tell just working with him he really cares for people and he is just different then any other tax guy out there. I highly recommended going to get your taxes or book keeping done through this firm!

Tolido CPA's was referred to me by a business associate. I had to fire the firm that was handling my business dealings. On my first call, Nathan actually picked up the phone. I was amazed to find he was not hiding behind multiple gate keepers. We had a terrific 1st meeting phone call. Free advice: Our call was about foundational issues regarding a new Llc I'm forming and I had some pointed questions about how the structure should be laid out. Nathan gave me free advice during this 1st meeting call. Thank yo

I am very pleased with as a new client with all the help the entire team has been given me. They have been very patient with all my questions and made me feel comfortable with there company. I do believe they are very professional and knowledgeable as CPA's Thank you all of you, Kurt

ToledoCPA's team has been responsive to requests. Their use of Internet / Cloud technologies has also made working with them remotely very convenient!

Incredible Service, super friendly staff, and my god they are fast. Nate was great to work with and had no issue answering any questions I had. I wont be going anywhere else. 5/5 only because I cant rate them any higher.

I can?t even begin to explain all that Tom and the team have done for us. Given that we are in Aust, Tom takes care of all of our USA business entities and their tax requirements. If there were 6 stars I would give it. He also gets your out of a crisis, which is has done numerous times. Highly recommended for their great service, can do and will help company ethos and their in depth knowledge and expertise.

This was my first year using Toledo CPAs and they were incredible! Staff was delightful and they made the process so easy for me. I got a better then expected return and they set me up with tax estimates for the year to come. Needless to say I will be going back to them every year!

I started a small business during covid and decided to hire a tax person to help me because I knew it may be more complicated than my turbo tax days. However my entire experience was terrible. He legit forgot to file my taxes. Is that not the entire reason someone hires you?? It was a nightmare, he never took ownership of the mistake or offered a refund. I am so bothered to this day. I got a new tax person and I am serious when I say---NIGHT AND DAY. it made me realized just HOW unprofessional this guy was.

I originally went to Tom to advise me on opening a new business. He now does my payroll, business, and personal taxes. Upon review of my prior years tax returns, prepared by one of the large tax companies, he also found a 5 figure refund I was owed.

Toledo CPAS recently completed setting up two LLC's including payroll and other services. It was also an added pleasure to pay less in taxes in 2021, than I have in years. Thank you for your prompt service and fair pricing!

Working with Toledo Cpa has been a wonderful experience. Both Tom and Nate have done so much for our company and have gone above and beyond their expectations. We couldn't have picked a better accounting team if we tried!

Nathan was great helping me with my payroll needs. He was very quick in being able to gather all of the assets needed to do the job correctly. Highly recommend.

strong sense. of ethics and professionalism . Tom , Nathan and Lina manages all aspects of my business from accounting , taxes and payrolls in a highly efficient and timely manner for over 6 years now. did a lot of business over 20 years with too many accountant and they are the best I dealt with.

The team at Toledocpas is absolutely fantastic! As a client who uses them for 2 separate businesses (Payroll, taxes, and all other accounting needs) and my personal taxes, I couldn?t be happier. If you are looking for a CPA to be quick, efficient, informative and willing to spend the extra time to learn about your needs, you want to call Toledocpas!

The amount of stress Tom, Nathan, and the staff has taken off of me has been a blessing. I can run my business and they take care of everything on the financial side. Knowledgeable, friendly, helpful, informative and affordable are only some of the many great things this company has to offer

This team is extremely helpful and knowledgeable. When I say team, I really mean it. They work with you to help you navigate complex problems and give you real solutions. They also take everything off my hands and handle it for me so that I'm not stressing about taxes, payroll, fillings, etc. If you need a quality CPA with extremely competitive rates, then look no further.

Very please with the service I received at Toledo CPAs. Tom was very thorough in explanation that even I could understand. Once my returns were done, everything was packaged nicely in a folder with explanation of what to do next. Highly recommend them for any cpa needs.

Toledo CPAs is fantastic. Nate does our payroll and is super flexible and understands the busy nature of entrepreneurs, allowing me to focus on the business and my family instead of stressing about payroll. Their services have helped out tremendously during a time where this information was needed for PPP not once but twice so far. The financials are one of the most important aspects of a business. And often times many entrepreneurs keep the financials in house but I can assure you that by hiring this out

They have a very clean and professional building with very nice and helpful staff. They are always answering any questions I ever have and give great help with all my financial issues with my business. They have a great price for the huge amount of work I always give them. They are a great CPA and would definitely recommend to others!

Tom made the process a breeze and kept it wonderfully simple for my filing. It's great to have someone nearby who is readily available to discuss anything and who gives good direction and knows the tax laws. Thanks for getting me through another tax year!

Fast and friendly service, very responsive and patient with my many questions

If I could give 6 stars, I would! My wife and I attempted to do our personal taxes on one of those "do it yourself" tax sites. After completing the forms, it claimed that we owed over 20,000. I knew this wasn't right, so I asked Toledo CPA's for help. After Tom reviewed my documents, it turned out that the IRS owed me nearly the same amount. That's nearly a 40,000 turnaround. Don't trust your taxes to anyone but the professionals at Toledo CPA's!

Attentive, professional, knowledgeable, fair prices, and get's the job done right. What else is there to say? If you own rentals or a small business, I would highly recommend ToledoCPAs rather than trying to navigate complex tax situations yourself.

First time working with both Tom and Nate. On top of being very knowledgeable, they're both very personable. I walked out of our meeting with some great information and a gameplan. One of their suggestions is going to save me a lot of money. Quite frankly, I wish it had been suggested a long time ago.

Extremely pleased with the experience I have had with Toledo CPAs. Nathan is knowledgeable, friendly, helpful, and has went above and beyond for the organization I work for. Would highly recommend to others!

I called after receiving a large tax bill from the City of Toledo. Nathan was able to give me some great advice - hopefully it works!

What I appreciate is that a real and courteous person answers the phone if I call with any questions. The final tax print-out/ copy is very professional looking --but it's all Greek to me! I have confidence they know what they are doing.

Tom reviewed and approved documents that I had prepared in response to a letter from the IRS, and, instead of suggesting that I pay him to deal with the IRS, he had the integrity to tell me that there was nothing more that he could do that I hadn't already done. The outcome with the IRS was very favorable.

Very professional, and fast. They sent encrypted links and kept me up to date on everything. Will definitely use them again.

The team was efficient, communicated well, and were timely.

Toledo CPA'S are hands down the go to for effective accounting practices. As small business owners managing financials can at times be frustrating and time consuming. The staff at Toledo CPA's confidently allows us to manage our business with them managing our financials. Helping us grow and to be a more successful business. (Note, we have had 2 other CPA's neither have had the drive or passion to help as Toledo's CPA's)

Talked with owner about situation. He listened and within two weeks had the taxes done and ready for filing. Awesome work!

Always a pleasant experience in every visit. I bring to their office sensitive material that lay heavy on my shoulders. During and after my visit the stress is relieved and feel safe that all will be in good hands.

being a new business owner tom and the whole staff at ToledoCPA's have been very helpful with all my tax needs and has offered other serves that i might need. i am so glad i found them.

After calling and asking for information 1/21/19, prior to confirming an appointment, I asked what was a ball park figure it costs and that I didn't want to waste anybody's time. They wouldn't give a price so I mentioned how I wasn't obligated upon being told the price at my appointment 1/22/19 to follow thru with it. So, now its day of appt, After dropping the kids off at the sitter and enroute to my appt they miraculously called and asked if I remembered about me calling and not wanting to waste anybody'

This is my 10th year with Toledocpa and looking forward for more to come! I want to thank you Tom and your staff for all those years! Congratulations on your new office Downtown! Wishing you the very best always!

Even though there is handicap parking when you enter the building there is a second story staircase to climb. Staff was very friendly professional and clean office area. Thanks guys for your help filling my multi state taxes 2019 montana girl Cheryl

Tom and Lina consistently maximize my return and provide exceptional customer service, turning around my requests in a matter of minutes. Their professionalism is exceptional!

Great crew to work with. Professional tax preparation, along with business advice, and professional courtesy. Highly Recommend.

Very responsive to my needs. Incredibly thorough; took a tad longer than other places but very much well worth it when I saw how thorough they were. Highly recommended.

Very down to earth and efficient! They also ended up saving me more than I expected to prepare my taxes! Top notch service! Thanks Toledo CPA's!

Amazing staff that provides great amazing service. If you need a CPA for your personal finances or business then ToledoCPAs is the company for you!

Tom Baird is fair and very effective. He is my tax guy for the rest of my tax life. The "Guru" of eliminating headaches and sleepless nights with resolutions that are equitable for all concerned but highly in your favor.

Prompt, Professional, Personable. Knowledgable and Accurate. Couldn't ask for more! They have managed our professional, personal, and corporate accounts for more than 20 years.

Toledo CPAs has your back...for taxes, quickbooks training or a regular review of the accounts to work with your in-house bookkeeping. Thanks Tom!

Best Tax experience of my life. I live in NYC and I never got the kind of personal attention, smarts, and rapid service. I'm a believer.

A great company to work with. Very easy to get a hold of them, they are very responsive and extremely helpful with all of the questions I had for them. Highly recommend!!

Very helpful and open to answering any questions you have.

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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