*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.*
1016 Mill Creek Dr
Feasterville-Trevose, Pennsylvania 19053
Steve was unbelievable. I had a several years of unfiled taxes and was at my wits end. I called Steve and he put my mind at ease. I gave him my documents (as unorganized as they were ) and we had a resolution in a very timely fashion. He communicated with me every step of the way ! We even had a celebratory toast to commemorate the resolution. I can not thank him enough. I will recommend him to all my friends and family!
I was connected with Steve through a mutual acquaintance who knew I had been looking for a new tax account for the past year. Steve was super! He was efficient, reliable and reasonably priced. He was also helpful when I called a month later with a few additional questions. I'd highly recommend Steve to my contacts.
I contacted Steve with several years of complicated tax return issues. I was met with a calm reserve, that he would handle it all, which in fact he did. I was completely satisfied with the results as well as the costs to complete the process. Steve is very professional and I greatly appreciated the quick responses to any concerns I had.
After searching for a tax prep professional, I contacted Trusted Tax Resolution to get my returns back on track. I am really glad that I did. Steven was exceptionally helpful and professional. He told me the cost upfront and completed my returns quickly. I am very happy!
Trusted Tax Resolution Services I had a complicated tax issue hanging over my head for over 11 years. I heard an advertisement about Trusted Tax Resolution Services on a local radio station. I have always been cautious about such things, but I gave Steven at TTRS a call. We made an appointment, and I brought all the relevant information needed to address my issues. Steven provided me with accurate and useful information in a very timely manner. He proceeded to execute the requisite steps to resolve my tax
Steve is great! He?s helped me immensely during my first year as a business owner! Very professional, down to earth and quick to respond with any questions I have. Highly recommend!
I was a few years behind in my taxes because of the changes with the tax laws. I contacted Trusted Tax Resolution and they help me resolve all of my tax issues, if you're in over your head with tax issues, I recommend you contact Steve at Trusted Tax Resolution.
Steve was very professional and diligent in getting my taxes completed in a timely manner.
Steve is very knowledgeable on current tax rules and was great at explaining to me a complicated situation while mitigating the negative effects on this years return.
Steve is great. He?s quick to respond and very knowledgeable. Highly recommend!
The best very Professional tank you STEVE
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.