*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.*
30 Church St #331
Belmont, Massachusetts 02478
Since my first meeting with Nune 3 years ago, she has become much more than a CPA. She has done a great job in helping me understand some of the more complex aspects of the IRS tax code as well as helped me through different aspects and disciplines of bookkeeping. Nune really takes the time to understand what your real need is and what you are trying to achieve in the long term and works with you to develop a plan. Her mentorship and guidance has always been above and beyond my expectations and I walk away
This was our first year for which Nune prepared our returns. We were delighted to learn that the service was certainly as good as we'd been led to expect; it was outstanding. There were very clear instructions, immediate responses to questions and queries, prompt delivery of the returns; indeed efficient in all ways. (Preparation also included thoughtful suggestions about useful ways to minimize tax liabilities.) In summary, we cannot recommend Nune and her group more highly. David Pilbeam Lexington, MA
Nune Khachatrian is an exceptional CPA and we found her tax and accounting firm in our home town, Belmont. We have used Nune's professional services for several years for both our small business and personal tax returns. She is highly professional and has deep knowledge and expertise of tax law and accounting. She was able to save us a great deal of money on our tax return. She is a polite and intelligent professional, and always makes us feel very valued as a client. Her tax and accounting expertise we
Ms. Khachatrian is a highly qualified CPA, and an expert in a wide range of accounting and tax areas. She is an owner of small accounting firm located in Belmont, MA. She assisted me in the purchase of a rental property, and proved more knowledgeable than the attorneys involved in the transaction. She prepared my fairly complex income tax returns, including the schedules that dealt with a limited liability corporation created to manage the rental property. In all my interactions with her, she demonstrated d
I have worked with Nune and her team since 2012. They are detailed, informed, responsive and above all, professional. I highly recommend Town CPA to anyone seeking a personal and top notch accounting firm.
Back in the spring I was in a terrible situation where my investment property was completely destroyed in a catastrophic fire. I was working with my insurance and needed tax advice. I reached out to town CPA because they are in my neighborhood. First they told me they only provide advice to current customers. After I promised if I am happy with the service they provide, I will use them to do my taxes for this complicated year and going forward, I had an e-mail from Nune asking for more information, which I
Nune have been helping with our accounting for a few years now and I am very satisfied. She is a great person to work with and a great CPA.
Nune and her team are fantastic! They are super professional, super organized and super knowledgeable. The returns are done promptly. We are impressed ...
I enjoyed working with Nune and her team, she is extremely professional CPA, kind person and fair manager.
just hung up the phone saying we only talk to current customers
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.