Virjee Consulting

Virjee Consulting

Reviews Summary

Virjee Consulting receives consistently outstanding reviews for their expertise, responsiveness, and personalized service. Clients praise their ability to simplify complex financial matters, save on taxes, and provide strategic planning, particularly for healthcare professionals and small business owners. The team is described as professional, knowledgeable, and highly organized, often going above expectations to ensure client satisfaction. Many highlight the stress-free experience and significant financial benefits gained from their services. The firm is widely recommended for their exceptional communication, proactive approach, and ability to deliver tailored solutions.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Professional Services
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
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Professional Services
QuickBooks
Xero

Contact Information

Address

7820 Westglen Dr

Houston, Texas 77063

Hours

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

Customer Reviews

The team at Virjee Consulting is not only highly professional but also incredibly knowledgeable and patient, explaining every step of the process in a way that's easy to understand. I appreciate their transparency with pricing, and there were no hidden fees, which made me feel comfortable every step of the way.

Virjee Consulting makes everything so easy. They stay on top of things all year, not just during tax season, which takes a huge weight off my shoulders. They?re reliable, easy to talk to, and really know what they?re doing. I feel way more organized and less stressed thanks to their help. Highly recommend!

I had a great experience with Virjee Consulting. The team is super organized and responsive. I had the pleasure of working with Jes, and his expertise greatly helped me through the process. Their quick turnaround time and tailored strategies helped significantly. I would highly recommend Virjee Consulting!

We have two of our clinics managed by Virjee consults. Salman is my CPA at this firm and Salman does a great job. He is very patient and thorough in our monthly meetings!! He is very knowledgable and sharp!! - H

I have had an exceptional experience with Virjee Consulting. They are very well organized, responsive and knowledgeable. With their expertise, I was able to save thousands via tax deductions and strategies. I am very grateful to Bryce Garza, who has been my main point of contact, and the rest of the team as well. Would highly recommend and will be continuing to work with them in the future.

They are always prompt with doing my business taxes and flexible with payment plans. They are aware of new tax laws and work diligently to get me my max return and reduce my business taxes.

Amazing and professional people to work with. They?re super prompt and knowledgeable. They?ve been top notch helping me navigate tax planning and business ownership.

We are so happy we made the transition to Virjee Consulting and started working with them. They are very organized, knowledgeable and responsive. Lautaro and Humza are always doing great job giving guidance and discussing very helpful and smart strategies that help tremendously with planning and business growth. I would highly recommend and will be continuing to work with them in the future.

I want to thanks Bryce and the Virjee Consulting team for helping me with my taxes for the past 3 years, this year I needed to get my taxes return fast to purchase my home and Bryce dedicated I a lot of his time to get them done ASAP. Thank you

I just had my first annual tax planning meeting as a Virjee Consulting client. As with everything else Virjee Consulting has done, this meeting was very organized, productive, and efficient. The onboarding, payroll, and bookkeeping teams have made my dental practice's transition to Virjee Consulting seamless.

Great firm that does great work. I use them as I've got an LLC, other income sources, and work a non-traditional schedule. They set you up with a personal team member, but have a structure in place where you're getting lots of help and attention. My 'personal' accountant Rene has been especially outstanding - highly recommend!

The team at Virjee Consulting are unmatched to any other financial services I have worked with. Humza and Rene have been simply outstanding! They are professional, knowledgeable, transparent and make good, ethical decisions with client's best interest in mind. They have responded to my every communication in a timeous manner. I highly recommend Virjee Consulting!!

Been using Virjee for the last couple of years and can honestly say that these guys are best around when it comes to accounting services for dentists. Special shoutout to Carly and Bryce for their stellar communication and helping me reduce my taxes! 10/10

Virjee consulting has been helping me for 2 years and they are great. I?ve only been in business for two years and still learning quite a bit. They are immediately responsive to questions and needs I have. I?ve always been able to reach a team member right away. They are great at explaining and walking me through accounting and tax scenarios. I?ve relied on them for quickly supplying numerous accounting documents for various business and personal needs. Abdul specifically is always there when I need him. Th

Great service and communication. I've been using them for the past two tax years and Rene has been tremendously helpful in guiding me through the process, as well as helping me save a lot on taxes. Can't recommend them enough.

I have had a great experience with Virjee consulting so far. Rene and the entire team were very knowledgable and helpful.They are always available to answer my urgent questions regarding accounting and payroll. I highly recommend this firm to owner dentists.

The team at Virjee is outstanding. Humza, Lautaro and Rene have been exemplary in helping me with strategic planning and making sure my book keeping is correct. They're really great about explaining concepts and rules in a way that's easy for those who do not have an accounting or business background. They have a lot of experience working with physicians and dentists, which is why I decided to go with them originally. Highly recommend!

Recently, I met with Virjee Consulting for the second time since they took over accounting for my 2 companies almost 2 years ago. The entire team at Virjee Consulting has done an excellent job for me. Tax savings were achieved through a variety of strategies. I have always received prompt responses to any questions or concerns I had throughout the years. This is a company I would highly recommend.

Omar and the team at Virjee Consulting have been amazing to work with. They provide a truly personalized and professional service. I completely trust their ability to handle our books and tax planning allowing us to focus on growing our business. My only regret is that we did not find them sooner!

Highly recommended Omar, Rene and the rest of the team. They were extremely knowledgeable and professional. Their tax planning strategies is amazing and save me a lot of money. Everyone is very responsive and very patient with me. They always answered all my questions. I will recommend to my other colleagues.

I cannot praise Virjee Consulting enough for the exceptional CPA and tax planning services provided by Abdul and Senior Tax Consultant Humza. Their thorough approach to handling my financial matters has been nothing short of impressive. Abdul's accounting and bookkeeping proficiency and Humza's in-depth knowledge have ensured a meticulous understanding of my tax strategy, and their ability to communicate complex concepts in a clear and personalized manner has been invaluable. What sets Virjee Consulting ap

Our experience with Virjee consulting has been nothing but exceptional. We were recommended to them by several of our friends and colleagues. Everyone has been very knowledgable, professional and great with communication. We highly recommend their services to anybody!

I highly recommended Virjee Consulting especially if you are in the dental field. Omar and his team are extremely knowledgeable and professional. His tax planning strategies is amazing and save me a lot of money. Everyone is very responsive and very patient with me. They always answered all my questions. Best CPA firm!!!

Humza and the team have helped hold my hand as a business owner for four years. They have always been available to answer any question I have and made the accounting/payroll part of owning a dental office easy. I highly recommend them.

Virjee consulting is absolutely amazing! they're detail oriented and very customer driven. They handle my personal returns as well as all my small business affairs. They're proactive in protecting their clients, their financial expertise can help you find ways to lower your taxes. I run a small business, they've helped me get organized, as a result I've gained confidence and a better understanding of my finances and that's allowed me to focus on running the business. These guys are highly, highly recommend

They saved me thousands in taxes!! Virjee Consulting has been an exceptional CPA firm to work with, providing unparalleled expertise and personalized attention to my business's financial needs. Their team of skilled professionals has consistently demonstrated an impressive ability to identify opportunities for growth and streamline our accounting processes.

Excellent service and communication. Any questions or concerns regarding my books are handled immediately. Having a monthly financial outlook on the practice is immeasurable to seeing how the office is doing. Looking forward to future growth with them. Highly recommended!

We recently joined Virjee Consulting and so far has been a great experience. Lautaro had gone beyond our expectations in not only answering our concerns but making sure everything is clear and straightened if there's any questions that we may have in regards our business. We have a dental practice and they do have experience with this field. Lautaro is not only an amazing human being but a professional. In our very first report he was very thorough, making sure we understood the report and giving us excepti

You can be good at your business and know nothing about taxes. Our business experienced great growth and our inexperience with taxes put us in the hole with the IRS. Virjee has helped to lower our tax burden and organize our accounts so that we are finally getting out from under and even able to look ahead to increased prosperity. They are excellent partners and very knowledgeable and will get and keep your business on track.

I have had such a good experience with Virjee Consulting. I am a small optometry business that needed more specialized CPA services in the past few years. I reached out to Omar and his team and they really helped my business save on taxes. They even took care of my PPP loan forgiveness application. They not only helped me save money but also helped me with the stress and headache that comes with preparing your taxes. I would definitely recommend their services even if you are reluctant to spend the money f

Everything I have to say about Virjee consulting is positive, from the owner to the rest of his team and we have been with them for over three years. They are very knowledgeable, kind, honest, and call you back or reply to messages promptly. I highly recommend them.

Great service and communication. Omar has helped guide my decision making at so many growth opportunities over the years. Carly provides clarification and communicates fine details with ease. Cannot go wrong with this super team.

Second year working with Virjee Consulting for tax and payroll services. The team is very professional and knowledgeable in all tax and payroll related matters. They have helped us lower our tax obligation through multiple tax-saving strategies. Highly recommended!

Been using Virjee Consulting for the past year or so, and it has been great. Rene and the team have been responsive and informative throughout the process.

I?ve been using Virjee consulting for 3 years now and Lautaro came through when I really needed it. Last minute needed my taxes done on short notice (2 days) he managed to file my business and personal taxes and stayed late for the efile conformations. Without him going the extra mile I would?ve been in a huge bind. Couldn?t thank him enough and the Virjee consulting staff for always being available and working their hardest for clients. I have continued to use Virjee consulting while in AZ they are that go

This is my second year working with Virjee consulting and I cannot recommend them enough. This year I worked with Lautaro and couldn?t be more satisfied. Share file makes uploading all documents quick and easy. I also love that I can quickly review past years filings all within the same portal.

After using another two companies prior to discovering Omar and Virjee Consulting, I can honestly say that he and his company are the best kept secret a far as dental CPAs are concerned. Apart from being very personable, Omar is very professional and passionate about what he does. He responds to my questions promptly and does not think that $$$ are attached to the Dr in front of my name by nickle and diming me for each and every question. There are large companies out there who "sell" you their service, h

First time using a CPA and I couldn?t be more satisfied with the results. Virjee consulting has exceeded expectations and accountability. Would definitely, and have recommended them to my family and friends. Great job to this company and their entire team!

Humza, Helena and the whole team at Virjee Consulting have been a huge help in organizing my financials and have developed tax strategies suited specifically for my business. They saved me $21,697 when filing my taxes this year. They are extremely responsive and go above and beyond to get me what I need. I really appreciate how each person has an area of specialty so I have a go to for each specific problem. Thanks Virjee Consulting!

I moved from my former CPA to Virjee Consulting - a world of difference! Every team member is personable, professional, experienced and delightful to work with. As an entrepreneur it is mission critical to have every team member on the same page, enthusiastic and holding space for growth and success. This team is truly unique and I highly recommend them for licensed clinicians in private practice.

Very profesional and thorough dental CPA! They were recommended by a dental friend of mine several years ago and I couldn?t be happier with Omar & his team. They took all the stress out of tax preparation and payroll for us ! I am very happy knowing that all my taxes are done properly, on time and with my best interest in mind. Thank you Virjee Consulting for doing a great job!!

I have been with Virjee Consulting for almost two years now and they have been nothing but patient, responsive and quite helpful with all my tax related queries and concerns. They've made it look so easy! The entire team of Virjee Consulting is what you expect from a professional and trustworthy CPA firm. I mostly worked with Humza so far and he's been true professional help all this time. Big Kuddos to him! I highly recommend them!

I've Been working with Virjee consulting for a few years now. Great customer service, very responsive, they have a secured online portal to upload sensitive documents (which is huge for me) If you want to work with a team that's really organized and knows dentistry in and out, look no further.

Have been working with Virjee consulting for the last year. I?m impressed with how organized they have been and how they have kept me on track with our practice financials. I look forward to a continued relationship with them and would be happy to refer them to any healthcare professional!

Omar and his team are the best! Everyone is professional, knowledgeable and very responsive. I highly recommend them for bookkeeping and tax planning. I have been a client for 3 years, and they have made my life as a business owner much easier. Thank you Virjee Consulting!

I have had other dental CPAs and none of them have compared to Virjee Consulting for 1) GREAT customer service 2) impeccable attention to detail concerning tax management 3) Good, sound advise that is practical to my dental practice 4) Willingness to help me, as the business owner, to plan and execute protocols to achieve my financial goals. I would not hesitate to HIGHLY recommend Virjee Consulting to any and all of my fellow dental colleagues who are looking for a dental CPA of high caliber. You will not

As a dentist and business owner it is critical to have people on your team that help you stay organized and on top of things that you may not be aware of. I can rest easy knowing that these guys have my back! I just want to give a shout-out to Humza & the rest of the team for being lovely to work with the past two years. You guys continually strive to learn and provide more services and that?s what makes you great! The pandemic was financially smooth with your help! Keep being the best. I?ve recommended sev

Virjee Consulting recently took over accounting for my PLLC. Their team is professional, very knowledgable, great with communication, and they operate like a well-oiled machine right from on-boarding. I would highly recommend them.

Virjee Consulting has been very helpful in assisting me in the past year with setting up my small medical practice and understanding the back office business needs that are not taught in medical training. They are responsive with questions, promptly responding to calls, texts, and emails, and they don't nickel and dime you. Their fees and services are up front. They explain things in a way that a person with limited accounting and finance background can understand and trust the recommendations.

I have so many wonderful things to see about the Virjee Consulting gang but I'm going to keep this brief. I made the switch from another accountant and was BLOWN AWAY by these guys! They're so organized, professional, and break everything down in a way that I can understand. Helena has been my tax guardian angel! She is very knowledgeable, patient, and kind towards me. I'm very impressed with the time she has taken to explain things to me and ensure I'm taken care of. She treats me like a human being and n

Virjee Consulting is Amazing!! Humza is an exceptional CPA and is extremely knowledgeable. He is super helpful and always takes time to answer all my questions. I am really happy with their service and I am glad I switched over to them. I highly recommended them!!

Virjee CPA & Consulting does an awesome job and saved me thousands for my practice! Lautaro is also super helpful and responsive when I needed docs urgently! Great service indeed! Highly recommend to healthcare businesses! - [I'm a doctor owner.]

Virjee is the best CPA firm that I have used in my career. They are quick to respond and timely with all filings. I appreciate the expert tax advice and it's refreshing to know that they treat their business like I treat mine - built on a reputation of quality and relationship driven. Many thanks to all of the wonderful staff at Virjee!

Omar and his team are excellent at what they do! They are all very responsive, professional, efficient, and organized. If you are looking for accounting work for your practice, I would highly highly recommend Omar and his team without any hesitation. I would put names of all their team members, but I am worried that I may miss someone, because they are all excellent :) Give them a call, you will not regret it!

I would like to give Virjee CPA firm a five star review because they really are deserving it. Thank you for saving me money and most importantly time and headache. They are responsive and professional. Although busy schedule, thank you to the whole team (Omar, Abbey & Sarah, etc) for working around the clock to get my requesting service fulfilled in a timely and professional manner.

I switched over all of my accounting needs to Virjee Consulting in 2012 and have been extremely satisfied. Mr. Virjee's firm handles my corporation and personal tax needs. Mr. Virjee is responsive, diligent, and thorough. When I have questions, he doesn't simply answer them, he provides official IRS publications to back up his strategies and explains in detail so that I understand what we are doing. Mr. Virjee has helped me save money in several areas that my previous accountant was overlooking. His online

I can't say enough good things about Virjee consulting. Omar, Humza, Misbah and the whole team is amazing! They are very responsive will return your calls promptly. Always have answers to my million and one questions with insights on how to save money in the most ethical ways. Their advice and knowledge has helped accelerate my financial timeline by many years I am sure. If you are in doubt, don't be! Give them a try, a true small family owned firm the way it should be! Love them and look forward to being t

Omar and his team have been incredibly helpful to me since I started working with them last year. My questions are always answered in a timely manner and Humza is very professional and persistent at reaching out to me to make sure my business accounting is properly managed. He often goes beyond the call of duty to offer helpful suggestions, which I truly appreciate.

We had a lot of tax issues that needed to be fixed. Went to talk to someone at one of the big companies and they never took the time to educate us on our options. After a lot of shopping around I am so happy we found Virjee Consulting. I am more confident about the future of our businesses. We recommend them to everyone we know.

My husband and I cannot praise Virjee Consulting enough. A different CPA that we used to open our practice left us in a hopeless mess that Mr. Virjee was able to completely correct in 2 years. They are very organized and have a clear plan that is unique to your situation. Staff is always available and answers questions promptly. He is trustworthy, kind and client driven.

Very appreciative of the services provided from Virjee consulting. Working with Andrew Casas has been excellent and am looking forward to continuing to work with them!

I switched CPAs recently and moved my services over to Virjee Consulting. My only regret is that I wished I had done it sooner. I'm not very far into the process, but so far, I'm very impressed with the insight I have received regarding tax planning and improving my business through strategy and planning. I'm looking forward to seeing what other advice they have to help me grow and protect my business.

I engaged Virjee Consulting after a few years of being really frustrated by my prior CPA in early 2021. The difference in service level and responsiveness is shocking. I should have made the move a long time ago. I get immediate responses to my questions and they do a great job of keeping me on task when I am slow to turn things. I genuinely appreciate their hard work and efforts.

I fully trust Virjee Consulting with all the accounting, tax and regulatory filing needs of my business. Omar Virjee, CPA and his staff are extremely knowledgeable and take the stress out of the accounting functions of my business, which helps me keep my focus on the operations and building/growing my business. Many thanks!

I have bee working with Omar and his team for the last two years and they have done an amazing job in getting my taxes done correctly, on time and, best of all, have been able to save me a bundle of money in taxes thanks to their experience and expertise. It has truly been a pleasure working with Virjee Consulting.

Abdul and his team were very professional and assisted me with a subject matter that was very new to me at the time. I highly recommend this firm for all healthcare providers, as they will walk you through the overwhelming process. I will use them again!

Great company, great people. I've been with these guys for over a year now and couldn't ask for a better team. Very knowledgeable and always quick to reply to any questions I may have. I've recommended several dentists to virjee consulting and all have been more than impressed.

TEAM VIRJEE! Can't say enough good things about this team! Omar, Carly, Renee, Justin are hands down the best!! IF you are looking for professional services that will help you save money year after year than look no further... Thank You Team Virgee for all your hard work!

great service. I don't know much about the financial aspect of dentistry coming into our meetings, but as the weeks progressed I now have a firm understanding of my financials as well as how to save money. Virjee has saved me a lot of time and money.

Mr. Virjee has been my account for 2 years now and has done a wonderful job. Hes smart, fast and makes sure to take the time to always explain whatever he is doing. I would rather not deal with all the numbers and taxes and he does a wonderful job making my life easier!

The team at Virjee Consulting helped my family navigate the crazy financial year of 2020. Humza in particular has been wonderful to work with. I would recommend them to anyone looking for business and personal tax solutions.

Omar and his team really know their stuff. Makes the tax world of dentistry easy so my office and staff can focus on our patients. He was very helpful and always responds to emails.

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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