*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.*
12900 Hall Rd Suite 500
Sterling Heights, Michigan 48313
UHY Advisors has been handling all of our accounting and tax return needs for all of our companies for over 10 years now. I along with our bankers feel like we are in great hands with them. We also enjoy our relationships with Scott Miller, Josh Kirkbride, Andy Gilbert and their entire staff. They are very knowledgeable in our industry (Gas & Oil) which makes it very helpful for us when making business decisions. I would highly recommend UHY Advisors to anybody that is looking for a top shelf accounting fi
I have had the pleasure of working with UHY on multiple levels. Our company utilizes their accounting services and we could not be happier! They noticed an error that our previous accounting firm did and saved us so much money (and got a tax refund!). On another level, UHY has supported and been a corporate sponsor (twice!) for a charity organization I am involved in '100+ Millennials Who Care' which shows they support their corporate responsibility statement as well. UHY is a very trust worthy company and
My company has been using UHY for close to 13 years now. They have an exceptional knowledge of the tax laws and many other aspects of business. They have helped us to prepare for upcoming changes as well as provide other services such as cyber security testing and training. The staff is great to work with, and even though they are a large firm, I feel like my account is the most important to them as they give me the proper attention. I would highly recommend.
The UHY Advisors Team, under the leadership of Tom Alongi and Keith Moore have been handling all of our accounting, tax and other financial service needs for our companies during the past 4 + years. Our team has been deeply appreciative of the high caliber work that the UHY team has done for us. The level of services that they provide our team and business entities has been truly exceptional. They have given us great support and insight and are highly knowledgeable in our industry. Their team has helped us
UHY has become a member of the Harmon Oil family. Being a family owned business, we have a tendency to make long term connections with outstanding companies. UHY has watched and helped us grow. Sometimes I think we couldn't do what we do without them. Fantastic and knowledgeable bunch of professionals !!!
The business and tax advice we receive from UHY is top notch and invaluable to the success of our company. We are happy to partner with their knowledgeable, professional, prompt and friendly staff and we are proud to highly recommend their services.
UHY has been helping our business for almost 10 years now. They offer outstanding service and knowledge. It is has been tremendous for us to have UHY guiding us as our business has grown and to know that we are making the right decisions through their advice.
Our company Custom Biogenic Systems has been working UHY since 2014. We highly recommend this accounting firm for all of your accounting needs. They are all very attentive, respectful and extremely knowledgeable.
We have been a satisfied client for Over 25 years. They have been a trusted advisor on many projects and The firm we rely on for all our tax needs. We would not have the success we have had without them. I highly recommend UHY.
UHY Advisors has been a tremendous asset to our business. We rely on the them for our audit as well as an advisor for many transactions. We view them as a highly valued partner in our business.
We have experienced great service working with UHY. They really know the petroleum industry and have been instrumental with guiding our accounting and tax decisions. We are happy to recommend their services.
For years we've swiftly expanded across the U.S. and international markets. UHY's audit, tax and staffing teams have been our key go-to every step. UHY differentiates because they truly do understand, execute and care. Kudos to Josh Kirkbride, Todd Bensley and so many others on the team.
We have been working with UHY for business and personal accounting for many years. We have always enjoyed a courteous and professional relationship with our advisors.
I have been working with Dan Markey and Aldi Bejkolli for the past three years. They have brought a level of sophistication and expertise I did not know existed. Correspondence is quickly returned seven days a week. I have been a practicing dentist for 34 years and can only imagine how different things would be if I was with these two CPA's sooner. You will be incredibly pleased working w Dan and Aldi.
My experience with UHY over the last 10 years has been excellent. The whole staff is very knowledgeable and great to work with.
Dan and his staff are amazing. Prompt service , Reasonable pricing and very knowledgeable.
Great company. Very knowledgeable staff. Would highly 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.