*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.*
36-51 Bell Blvd # 208
Bayside, New York 11361
Nancy at VJN has been doing the taxes for my businesses and my personal taxes for almost 10 years now. They've always done a great job and are very helpful with tax planning as well. I highly recommend Nancy and the whole team at VJN
Decided to have my taxes professionally done for the 2019 return year before moving out of state. This was the only year I didn't do it myself as I had a house sale and misc. things and didn't want to have any issues after we moved. We traveled between their 2 offices at the time, dropping off whatever document they needed and thought everything was fine as they stated our taxes were filed and completed. We started receiving letters from the IRS in 2021 as ONLY our income was reported. The house sale and m
VJN Associates has helped my business to become more efficient, organized, and on top of our finances. I have them taking care of our bookkeeping and day to day financial stuff, and they do a wonderful job. I meet with our accountant often and he is extremely professional, personable, and gives me the valuable information about my business that I need to keep things running smoothly and prevents any major issues come tax season. I started off meeting with them quarterly, but as my business has grown I've be
I called VJN associates days before my tax deadline, as I was having troubles with my previous accountant. They booked me right away, despite how busy they were. The staff is extremely competent, efficient and so very kind. Victor, was extremely thorough and helpful.. he booked me last minute with ease. Nancy, the CPA, has been amazing. A+ and totally recommended!
I am running a small scale business and I wanted to take more control over the financial by organizing the entire business. I wanted to hire someone in order to take care of the bookkeeping tasks, but my company did not have enough budget to spend on a professional. That?s where one of my colleagues recommended VJN Associates to me. They provided an excellent service to me and my company while staying inside our budget constraints. The accountants in VJN Associates are professional and they know how to get
VJN! VJN! VJN! I can't quit discussing this organization, so I thought leaving a review would be a superior choice and approach to advance the organization. This firm as offered my small scale business in zones of bookkeeping, expenses, some assistance with auditing, furthermore in completing different administrations. In the event that you are likewise like me who may be in need out such administrations, The customer administrations is so great, communication with customers is one of the best. I simply ado
As the owner of a small group of medi-spas, I take my customer base very seriously. My clientele comprises of high net worth clients who have very individualized aesthetic and therapeutic needs. At all times, I need to know my financials are in good hands and I rely on VJN to handle the back end of my company with 100% attention to detail. My trust in their accounting has given me time to grow and steadily increase my bottom line. I recommend VJN without reservation.
I reached out to VJN for assistance on my personal tax returns. Although it was extremely last minute, they were nothing but kind and helpful. While they usually work with B2B, they were more than happy to take on my personal returns. I cannot thank them enough, and would absolutely recommend to anyone!
As a Long Island native it was my first time here doing my taxes, very business savvy and excellent service. Ask for Nancy.
This is a great firm with excellent and well versed representative who have the best interest of there customers in mind.
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.