Trail CPA - Tax & Accounting Kirkland

Trail CPA - Tax & Accounting Kirkland

Reviews Summary

Trail CPA receives overwhelmingly positive feedback, with most reviews highlighting exceptional service, expertise, and responsiveness. Trent and his team are praised for their deep tax knowledge, proactive advice, and ability to simplify complex financial situations. Clients appreciate their clear communication, year-round support, and personalized attention, particularly for small businesses, tech professionals, and real estate investors. While most reviews are 5-star, a few note occasional communication gaps or higher pricing, but these are outweighed by consistent praise for their professionalism, efficiency, and stress-free tax experiences. Many clients report long-term satisfaction and frequent referrals.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Xero

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
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Xero

Contact Information

Address

105 Central Way #200

Kirkland, Washington 98033

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I've had the pleasure of working with Trail CPA for several years now, and I must say that their professionalism and expertise in tax rules are truly impressive. Their team has consistently demonstrated a deep understanding of the complexities of tax law, and they take the time to explain everything in a clear and concise manner. What sets Trail CPA apart is their commitment to working closely with their clients to ensure they're set up correctly for long-term success. They don't just focus on preparing ta

I?ve been working with Trent and his team for both my personal and business finances, and they?ve been a tremendous help?especially with the complexities of real estate, W-2 income, and running a small business. They take the time to explain things clearly, are always responsive, and make tax season feel far less stressful. I really appreciate their attention to detail and the peace of mind they provide.

We've been working with Trail CPA for the past year and have consistently been impressed by the exceptional service and integrity of everyone we've interacted with. We're truly grateful for the partnership and look forward to continuing our relationship in the years ahead.

I use Trail CPA for my bookkeeping and tax needs. They are very responsive and make the process super easy. I highly recommend them to anyone who is looking for a great tax accountant and bookkeeper.

Trent and Daniel were very efficient and great with their work! My wife and I really appreciate their services. Price point is slightly high, but the team did great work with the returns and made the e-process very easy!

I've been using the Trail CPA team for a few years and they've been great! Travis Riley especially has been so helpful and patient with anything I've needed help with.

Travis has been amazing to work with! He's friendly, diligent with a good eye for details, and quick to respond. I highly reccomend him!

Really pleased with the attention to detail, organization, and timeliness of the Trail CPA team. You actually made tax season not stressful, streamlined, and dare I say, enjoyable. As a small business owner, tax season is always dreaded and this has been the first year I've felt at ease and taken care of going into a tax season. Really appreciate all your hard work!

Great with numbers, poor with communication. I was a client with Trail for three years and never had any problems; they were always on time, focused with their services, professional, and I learned a lot from them as a small business owner. They did my taxes for the year 2023 and when I went to sell my business in early 2024, I went to them to make sure everything was prepared for the sale. They quoted me a price for services higher than anything they had ever charged me before and when I inquired about the

Great service! greatly enjoyed worki with Jeremy this last tax season. He made look easy for both my taxes and my moms.

We've been using Trail CPA for a couple of years now and are happy with their services. They are responsive and easy to get a hold of.

Trail CPA was one of the BEST choices I have made! They were experienced, efficient, and patient with me when I did not have everything online but handed them hard copies. I am so grateful for Trail CPA and their hardworking staff. Trent completed my 2022 & 2023 Tax forms and I was so pleased. I already have my 2024 Tax folder started and I look forward to meeting with Trent in the new year.

Fantastic service! I was in a situation where a tax estimate for next year was crucial to make other financial decisions on my end. Trent and team were quick to setup a call, connect me with the correct person on their team, and give me the information I needed ASAP. Outstanding team and cannot recommend them enough.

Trent and Sean and the team are professional, organized and very customer-focused. It was my first time filing tax with an Airbnb rental and i'm so glad I found them!

Trent and his team at Trail CPA are outstanding at what they do. Not only do they knock it out of the park when it comes to your personal and business taxes as well as bookkeeping but they also take the time to go out and educate the public on options they may have to improve their tax situations depending on their business or income type. They also suggest alternative business formation types in order for you to lessen your tax burden!

We've been working with Trent and team for a few years now and it's been great! We wanted to work with a CPA once we bought a house, had a child and added more complexities to our tax return - and we've been in good hands with Trail CPA ever since. Trent is responsive, gives great advice and does everything he can to ensure we have strong returns during tax season. Highly recommend working with him and the Trail CPA team!

When I originally reached out to Trail CPA for help with my 2023 filing, I was admittedly a little late in the tax season. Trent was super fast with responding and meeting with me. He offered a great service package which includes guidance throughout the year as needed. During the entire process he was super helpful, communicative, and timely with everything. Highly recommend the Trail team!

Highly Recommend! Trent is a fantastic accountant and more importantly, a honest and kind person. He and his team are professional, efficient, and extremely knowledgeable through and through. He takes the time to make suggestions about both your taxes and your overall financial strategy, and makes you feel comfortable asking questions. Thank you Trail CPA!

I highly recommend Trail CPA. Whether a matter of assistance with tax prep or any other accounting matter both family and business oriented, I always receive prompt responses and their staff are professional and efficient.

Just recently worked with Trent @Trail CPA. He is incredibly knowledgeable and thorough. Right from the introductory call to tax filing, they have a well defined process and there is no ambiguity. Trent is responsive and he understands RSUs/vesting really well. He gives individual attention, has amazing advice and is genuinely vested in helping his clients. Highly recommend Trent & TrailCPA.

Filed here for two years?no proactive insights or guidance, even for real estate, small business income, or high-income W-2 scenarios. If you're expecting strategy or support, you might be better off saving money and using TurboTax.

Trent and his team were nothing short of wonderful! They were quick, efficient, straight forward with exactly what was needed from me and how much it would cost. I feel taken care of and set up for success with my taxes and future financials. I have a solid team on my side with them. They have reduced the stress that is typically tied with filing your taxes and financial goals. I would highly recommend Trent and the Trail CPA Team!

Trail CPA provides growing businesses with necessary information to make decisions. Not only do they offer audit readiness services, they also provide financial analysis and valuations. Trent Trailov and his team take the time to get to know you and ask you the important questions to move forward from a solid understanding of where your company has been and where it is right now. The more that I work with Trent the more I am glad I took the time NOW instead of waiting. Their expertise will tell you all you

Highly recommend Trail CPA the team has always gone above and beyond to look after me year after year. They are responsive and always willing to provide me with the right guidance. I have a great peace of mind knowing my tax filings and accounting is being managed by them.

Trent and his team at Trail CPA are professional, responsive and most importantly, highly capable. I've trusted him with my taxes for a couple years after he went above and beyond in April to file a last-minute return for me. Highly recommended.

Great work, solidly responsive, and gracious about all the back and forth getting the tax information together.

Trent and the team at Trail CPA have been an absolute pleasure to work with. Going into my second year of operating a business, dealing with taxes was not my favorite thing to look forward to, but with the help of Trent and Trail CPA, they have simplified the process and left my mind at ease. I couldn't recommend them enough. We were able to do everything digitally and Trent has been quick with responses on email to any questions I have had as well as easy to book for a call for more in depth conversations.

I would highly recommend Trent and his team. I have known Trent for several years and referred several of my clients to him for his tax services. He works especially well with those in the tech industry. He understands the ins and outs of Restricted Stock Awards and how to plan for the tax implications that come from them.

I filed both my personal and business taxes with Trail CPA and the experience has been a showcase in high-level and professional tax support. Trent was knowledgeable, accommodating, and responsive. Meeting virtually, Trent was prepared and gave very well-organized and easy to follow steps for me to complete my side of the process. He was transparent and clear on his words to ensure I understood what and why he was doing in every step. As a first year business owner, I was nervous about the tax and bookke

Trail CPA has been very responsive and knowledgeable for us to work with!

As our business has grown in recent years, I came to the realization that I couldn?t do it all myself. Having a gifted and professional tax preparer in Trent and Trail CPA was a HUGE win for us. Not only did we no longer have the stress of filing our own taxes, but we had gotten a significant amount of our time back. I feel we received significant value for the price we paid. The processes Trent and his team have in place made it very simple for us to get him the required information and get our returns

Trent and his team have been a great resource for us, since we were connected to them via our financial advisors. As a small business owner with an increasingly-complicated tax picture over the past few years, I needed to move away from self-filing. Trail CPA was a great solution. Easy to work with, super timely and communicative, and fairly priced -- the experience has been all good. Kelly Haas was a great addition to the Trail CPA team for us, too. Highly recommend!

Trent is a true professional. He and his firm provide top notch service and advice you can trust. It?s hard to find a CPA firm with this level of responsiveness and care. I cannot recommend Trail CPA enough.

Sakshi and her team have been outstanding to work with getting the accounting systems for my small Real Estate business set up and streamlined. She is very knowledgeable, highly efficient, trustworthy as well as easy to work with.

I used to be afraid and fearful to file my taxes until I met Trent and his amazing employees. I have used them for the last three years and I now look forward to filing. I still owe money every year but the way they handle every question and concern always amazes me. they are all so kind, nice and most importantly extremely knowledgeable about how to deduct and save me the most money which is why I keep coming back! Thank you Trail CPA for another easy tax filing!!

I couldn?t be more pleased with the service that was provided to me by Trent and the entire CPA team! Last year was my first year owning my own business and I had a lot of anxiety thinking about my taxes that would be due the following year. Fast forward I was recommended to Trent from a good friend of mine and all that anxiety I carried went away. Trent was very professional and walked me through out the entire process of what they will handle and really assured me I would be taken care of. The entire proc

Trent and the Trail CPA team are beyond amazing. From working with Trent on a business and professional I would 100% recommend him to clients as well as personal friends and family or individual tax returns. Trent?s knowledge of wealth management and tax implications is amazing.

It?s been such a pleasure to engage with Trent (and the Trail team) over the past several years for my business and personal taxes. Trent has carried such diligence, care, and knowledge into everything he has put his hand and mind to for me and my business. I?d recommend Trent/Trail in a heartbeat! In addition to the great work/support they provide, they?re sociable and a pleasure to communicate with!

After selling our home last year, we knew we would need a tax accountant to help us with our capital gains tax. Trent reached out to me by phone within hours of me filling out a form on the website to discuss our needs and which forms would need to be filed. He immediately gave me a quote for rates (which were very good comparatively), turned around our taxes in a few days, went through our return thoroughly at a level that I could understand and let us know he will check in during the summer. So happy we f

They are very nice and helpful. They respond in a timely manner, correctly and effeciently.

Trail CPA has always been prompt and professional. I've personally worked with 4 other accounting companies and NONE of them do as good of a job at being transparent and detail oriented. It's apparent to me that Jeremy and his partner Trent really do care about the people. It shows! It shows with the team, our meetings and the level of details at which they answer questions. All I can say is 5/5 give them a call :-)

The team at Trail CPA have been quick, thorough, effective, skilled-- and so understanding! I've run my own business for 20 years and worked with several CPAs over the years. These guys stand out. The entire experience with Trail CPA has been good, from the beginning right through to filing. They're careful, they provide good support materials so I can provide the best information, they're comfortable asking the hard questions-- but where my business journal entries weren't perfect or my reasoning different

Trent does great work! He and his team were able to advise me correctly on how to file, what items I may consider with all my business expenses. Very good communication, and is always helpful. Have referred him countless colleagues over the last few years. Highly recommended

Trent and the team at Trail CPA have consistently been amazing for us - even our most complicated, esoteric questions and issues across multiple entities, they figure it out. Highly recommend.

One of the best accountants I?ve worked with. I started a new business in 2020, and decided to switch to Trail CPA. Trent and his team worked with me throughout the year making sure I was prepared for tax season and business was up to code. He answered questions almost anytime of day and let me tell you there was a lot. So happy I decided to move in with Trail CPA.

Trent and his staff were very knowledgeable and diligent. They provided proactive advice to reduce my future taxes and helped me navigate the current tax landscape to have a very effective year. Highly recommend working with this company and suggest not waiting until the last minute to contact as they will definitely get busy early in the season.

Trent at Trail CPA is help my wife and I through the process of purchasing a business and will continue being the only CPA my buisiness will use. Trent has been amazing at responding to all my E Mails and phone calls and has always had sound advice and instructions. We would recommend Trent and his Tram at Trail CPA to anyone that needs Tax or Accounting advise in the futre.

Trent & his team made a complicated tax season go by without a hitch. They handled everything for me and made a traditionally maddening season pain free. Incredibly prompt and thorough responses and efficient delivery time. 100% recommend!

Great experience working with Trent and the Train CPA team. They were able to quickly and confidently help us get our annual business taxes in order. Especially appreciate their willingness to answer questions and uncover the root of all our reconciling errors. Thank you!

I?ve worked with Trail CPA for my tax returns since 2019 and they are a fantastic locally owned company that I highly recommend. I used to go with HR Block, but quickly realized they bring in seasonal ?tax pros? with little to no experience and routinely made mistakes on my returns, especially with RSUs. Trent and the team of actual tax professionals at Trail CPA give me peace of mind that my taxes are done right.

Trent and the Trail CPA company have repeatedly blown me away with the customer service, attention to detail, and knowledge of taxation and accounting. With hundreds of real estate transactions a year Trent and his staff are always available to assist whenever needed. Thank you!

Trent and Team do my personal taxes and always do a great job, he doesn't wait until the last minute which means a lot to me. More importantly, I've referred him to multiple business clients of mine and have received rave reviews. He saved one of my clients over 100k their first year with him and made me look like a hero. Top notch CPA firm.

This was my first year working with Trail CPA and it was a great experience. Trent and Kelly were easy to work with, quick to respond to communications, and did exactly what I was looking for. Would recommend to others and will be a return customer.

I can?t speak highly enough about Trail CPA. I?ve used TurboTax my whole life and it always felt like maybe I wasn?t doing things quite right. After some life complications made my taxes even more confusing I decided to make the switch based off of a recommendation and was wonderfully surprised with how easy they made the whole process. I uploaded my documents, answered any questions they had and my taxes were done, it was like magic. Highly recommend.

I have run businesses for several years and have used many CPAs. Trail CPA is unique. They're really good at what they do. I trust them and have good reason to after years of great service. But the "customer care" aspect really stands out. It feels like they're on your team. They reply in a timely manner and are always willing to figure out whatever issues may arise. It's hard to find help this good.

I found Trail CPA by chance and so glad I did. They provided excellent service and everyone on their team is very professional and incredibly knowledgeable. Trail CPA will be doing my taxes from now on!

I was referred to Trail CPA by a friend a while back, and I've used their services for a couple of tax years now. They have an awesome job throughout: They are responsive, they have met or exceded timelines discussed, and most importantly: they got me a larger refund than I had expected! Finally, I'm the type of guy that wants to understand things so I've bugged them more than the usual client and they have been patient and kind to teach/explain how some of these things work. I'll continue to work with Tr

Had a great experience with them for our 2022 taxes. Trent Trail got our return prepared very quickly and had a good understanding of our general tax situation. Would definitely recommend!

Trent is amazing! He has supported me the last few years with respect to my taxes. Last year was a complex year from a tax perspective and Trent was super helpful in making everything seamless for me and helping to strategize a plan for the subsequent year. Highly recommend!

Trent is fantastic! Highly recommend for any of your tax needs. He was very personable, professional, and filed our taxes in a timely manner. It was so great to trust someone to take care of the stress that comes with taxes. Thanks Trent!

The team at Trail CPA is great. I switched to them due to a bad experience at my previous CPA, and I will be returning next year to Trail CPA for my tax needs. Great customer services, easy processes, plain language in explanations, and just plain easy to work with.

Trent provides great service and is always willing to answer my tax questions whenever they pop up throughout the year. He's an excellent guide and overall a great resource to have on your personal finance team.

Trent is amazing; super knowledgeable and a great communicator. This is who you want doing your taxes. If they are taking new clients, get in quick because the window closes during tax season.

Trent is wonderful! I was so overwhelmed when I first hired him for our small business, but he calmed me down and was so patient with all my needs and questions. He has helped so much and I will continue to use him. Highly recommend!

Trail CPA did my mother's very complicated 2021 tax filing. They were most professional, responsive, thorough, helpful and patient every step of the way. I highly recommend using this firm!

Trent is a consummate professional and was fully present, helping us along the way as we structured our LLC. Additionally, he acted as our agent as we bootstrapped our business. Thanks Trent! We will likely start another business in the not distant future and will again call you for advice and support.

Trent and his team have done an excellent job helping with my business accounting and tax preparation. Highly recommend them to anyone looking for courteous and clear communication.

From start to finish Trent and his team were awesome. They were fast and answered all my questions. Most importantly they were able to get me a tax refund. Can?t wait to work with them again next season. 10/10

Trail CPA was incredible to work with. I reached out late in the busy tax season and the team was quick & efficient to bring me up to speed and very knowledgable in answering my questions. I would highly recommend working with them.

I?m never using turbo tax again! The people at Trail CPA are very friendly and were able to claim several tax credits on my tax return as well as deductions that I didn?t know were available for me. I completely trust them!

Trail CPA has been an invaluable resource the last couple years. Our taxes have been more complicated than in the past, but the team at Trail CPA helped make the process simple and fast.

I worked with Trail CPA for first time after filling my taxes by my own since I?m in the US. Definitely will continue with them. Their services are professional, fast and they?re very approachable.

Great experience with Trail CPA. Trent was such a professional and helped me through every step of the process. HIGHLY RECOMMEND!

Everything you want in an accountant. Knowledgable, thorough, professional, and responsive. I'm actually a CPA, myself, and even though I could do much of this work myself, Trail CPA gives me confidence and comfort that it's being done right by people with expertise and care.

Horrible! Made multiple big mistakes on our taxes, and what's worse they don't figure out what they did wrong and don't learn from mistakes or apologize. Still trying to sort out the mess with the IRS for our 2021 taxes, and they are threatening a lien on our house.

Big thanks to Trent! He knows his taxes and was able to tranlate them so i could understand. Saved me a bunch of time and expense. Recommend you check them out.

Jeremy has been an excellent guide and mentor for our business this year. His skill and insight with our finances has been a huge boon and helped us to drive towards increasing our profitability, and understanding our operations, in a short window.

I have used Trails CPA now for several year. They are very responsive and easy to work with. Makes the tax season a non-event. Highly recommend!

Huge thanks to Trent and their entire team for working on our taxes each year and making it a smooth and painless experience! I would highly recommend them!

We've been super pleased with the service and expertise Trent and his team have provided us. They've been easy to work with, and are super knowledgeable!

Trent was extremely helpful with the entire tax return process. Highly recommend.

Wow, how helpful can a CPA be? My wife and I had a complex case for taxes and Trent helped us out tremendously. I can't recommend enough!

They were great - helped me confidently navigate a complex tax season and were really pleasant to work with. Definitely will return next year.

Jeremy was very helpful in correcting a mistake with my taxes and actually refunded my fee for the year. An unexpected gesture and greatly appreciated by me.

Great professional service! They were very knowledgeable and responsive to all my questions and completed my taxes in a timely manner. I will be a return customer and highly recommend this company.

Nice guy and knowledgeable. Not trying to sell you anything, but you can tell he'd be a good guy to have on your side.

This was the most convenient and painless tax preparation we?ve had in 20 years. Appreciate your great work! Thank you!

Very quick, responsive and competitive. Highly recommend.

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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