*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.*
8401 73rd Ave N Suite E-1
Brooklyn Park, Minnesota 55428
I've had Ralph prepare my taxes for personal and business. He was always prompt and met deadlines. When I have with IRS because Ralph didn?t provide detailed on my tax prior to that, I tried to called and Text Ralph I even stopped by his office Ralph stopped taking our calls and responding to our emails and text. Don?t use his service go somewhere else even if you pay a little bit more but it?s worth it.
I've had Ralph prepare my taxes for personal and business for a number of years. He was always prompt and met deadlines. Never had a issue getting a hold of him. Always available to explain situations and answer questions. He is a great guy.
Ralph has been my CPA since 2012 for my business ($3-5 million). Ralph has been on-time and accurate in communication and tax filing. He has helped me successfully transition from selling one business to purchasing another. When the IRS made an error in my filing (that almost cost me a home purchase), Ralph was on the phone getting it fixed asap. Ralph was referred to me by another client and it has worked out great for me personally and for my business.
There are no words to describe how bad of an experience I have had dealing with Vix. I have hired Ralph Vix three months ago to file a fiduciary tax and I have been told it will get done with in "a couple of weeks." After a few weeks, I called multiple times but didn't receive an answer. After emailing him, he returned my call and started giving me short answers like "it's not done" "working on it" etc. On September 15th 2021, he emailed me and my lawyers and said "I've been slammed with work and everything
I've used Ralph Vix as my accountant/CPA for the past several years (and chose to utilize him after he left his previous employer, Bayerkohler & Graff). Ralph came highly recommended from my financial advisor. He's very communicative and patient with my numerous questions (as I'm not tax/financial savvy!). He's brilliant and has been super helpful with both my small businesses. I've since recommended him to over 6+ people!
I've been working with Ralph for years. He's accurate, prompt and always staying current with the latest tax laws. Plus he's a super nice guy.
Ralph did a great job explaining tax questions during our 30 min phone. He cleared a lot of questions up for me.
Ralph has been our CPA for many years and will continue to be. He does a great job for us!
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.