W SCULLY CPA PC

W SCULLY CPA PC

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, expertise, and responsiveness. Many emphasize the accountant's deep tax knowledge, ability to resolve complex issues, and clear communication. Clients appreciate the stress-free experience, timely updates, and significant financial savings. The reviews frequently mention thoroughness, reliability, and a willingness to go above and beyond, making strong recommendations for tax-related needs. A few note the value despite higher costs, while others highlight patience and educational guidance. Overall, satisfaction is overwhelmingly high, with near-perfect ratings.

About This Listing

Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

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

Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Contact Information

Address

108-14 72nd Ave 2nd floor

Forest Hills, New York 11375

Hours

Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday Closed
Sunday Closed

Customer Reviews

Wayne did an excellent job handling my family?s trust taxes. He is very thorough and has ensured to educate my family and I about tax laws as well. I would highly recommend Wayne Scully CPA to anyone looking for tax preparation, especially if they have a family trust.

I?ve had an amazing experience working with W SCULLY. He?s not only incredibly knowledgeable and detail-oriented, but also patient and easy to communicate with. He made the entire process smooth and stress-free, answering all my questions and making sure everything was handled correctly and on time. I feel confident and secure knowing my finances are in such capable hands. Highly recommend to anyone looking for a trustworthy and efficient W SCULLY.

So I found Wayne online, from the beginning he asked me, How can I help you? I had a NY State Tax warrant for $27000, for 3 years, yes, personal income tax, crazy right! So we discussed my options and he went to work, he is a great guy and knows his stuff, he has over 20 years plus dealing with Tax matters. So if you feel like your back is to the wall, reach out to him, I'm sure he will try his best to help you,like he helped me, he helped me save over 11,000 dollars! What do you have to lose?

Wayne is a caring and brilliant man. He took out lots of time to guide me on my tax issue. He fully explained the process, positive and negatives and helped me make a decision on remedying the problem. I deal with many professionals and he is easy to speak to and communicates well. He responds personally and quickly. Highly recommend.

As a small business owner and W-2 employee, I couldn?t have asked for a better CPA than Wayne Scullyy. He prepared and filed my 2024 taxes with incredible thoroughness and care. From reviewing my profit and loss statement to identifying hidden deductions I didn?t even know I qualified for, Wayne made sure I maximized every opportunity available to me. He was kind, courteous, and extremely knowledgeable?offering clear, patient explanations for all my questions. What stood out most was his responsiveness and

I am in the process of having Wayne file my un-filed state & federal tax returns. The initial meeting went so well I had to immediately post a 5 star review. If you need help with your tax problems I highly recommend working with Wayne.

I ran into a major problem while trying to start a new business. I was lied to by my accountant , when I explained to Wayne what was going on he gave me this look of disappointment as if he knew that what I was being told was false. Without hesitation Wayne sent me a link and advised on how to finish what was necessary to move forward with my business plan Wayne is definitely the go to CPA for no nonsense results! If you want your Tax affairs to be A rated Give Wayne a call he won?t let you down

Mr. Scully has been extremely helpful in resolving my tax issue. He is knowledgeable, patient, and thorough, ensuring every detail was addressed. His professionalism and ease in communication made a complex situation much more manageable. I highly recommend him for anyone needing expert tax advice and reliable support.

Mr Scully saved me from continuous IRS stress! My complicated taxes were becoming overwhelming, but with Mr. Scully?s years of experience and expertise, my stress was alleviated. He was not only professional, but timely, attentive and extremely knowledgeable about changing tax codes and provided advise on what I should be doing throughout the year to make things easier. Thank you Mr. Scully!

I highly recommend Wayne Scully, CPA for all your tax and bookkeeping needs. Wayne provided exceptional service to my company, helping us get back on track with our S Corp returns. We were severely behind on our filings, but Wayne worked diligently to bring us into compliance. His expertise, professionalism, and attention to detail were impressive throughout the entire process. Thanks to Wayne, we're now up to date and confident in our financial reporting. If you're looking for a reliable and knowledgeable

I had a brief encounter with Wayne which was enough to expose his pompous, condescending, and overzealous nature. Upon contact, I introduced myself & stated I would like to file my taxes for 2024. Wayne responded with ?what documents do you have?? .. I said ?just a w2.? IMMEDIATELY he goes ?you can?t afford me.? Not knowing anything else about me or my situation. I asked why would you assume that? Along with a passive aggressive sigh he responds with ?my fee is $650.? I said thank you but that was very off

I have been working with Wayne Scully for two weeks and he has been very attentive, responds to my questions promptly and i am very satisfied with his services and recommend anyone with tax issues to talk to Mr Scully

Wayne is excellent. Using him for the first time was a little nerve racking as we didn?t know him or know what to expect. He has exceeded our expectations. For him to be able to handle so much work in such a little time is amazing. He was patient and walked us through every step. He left no stone unturned and gave us all of the information needed. We plan on using Wayne every year for our taxes.

This is my second time with Wayne. He makes the process super simple and effective and is very communicative. I def recommend him and will be coming again next time!

Wayne was great. As a first year full time entrepreneur with a lot of different things going on, it was essential that I find an accountant that can handle my paperwork, and also understand how to make the tax code work in my and my businesses' favor. He completed taxes for myself and a couple of my referrals, who are also business partners of mine. We approached him late into tax season and so we just missed the deadline for business tax filing, meaning we were hit with late fees. No worries though. Being

Mr. Sully was very helpful with my call and questions, highly recommend him as he's able to communicate and help without expecting anything in return! He educated me on some book keeping notes!

I have been working with Wayne Scully for a few years now. I originally chose him because he was local and had the knowledge and experience to handle my family?s tax situation at the time, even when nationally-recognized consumer tax preparation services somehow did not. I have stayed and recommend him because he: has good knowledge and experience, takes the time to explain everything, responds to questions with thorough answers, listens to concerns and quickly helps to correct things when we have identif

I spoke with Wayne Scully about my tax issues and he was so helpful. He listened before he gave advice and actually enlightened me on some tax issues I had no knowledge about. I will and have recommended him to my family members and friends 2 of which I know needs his expertise in his subject matter as tax issues is what he has solutions for. Thanks Wayne ??

I wanted to share a note about Wayne. After years of dealing with a tax issue involving NYC and sales taxes , I was at my wits end. It seemed no one was hearing me or helping me. I went to CPA?s, tax attorneys, tax relief organizations and nothing seemed to help. Wayne was different. He was patient, methodical and professional. He heard me and in some cases spent hours on the phone guiding me through the process as well as explaining in detail his strategy and reasoning. He never made me feel like I was bei

I reached out to this gentleman because I had many questions concerning my taxes. He was so patient with me and was able to answer everything in great detail. He made it all so easy to understand and I'm very thankful for that. His kind and positive attitude makes tax season significantly less daunting!! I would highly recommend scheduling a call with Wayne Scully if you're looking for someone who's easy to talk to and gets the work done.

I highly recommend Wayne Scully for your next tax services! My entire process with filing taxes was very smooth and easy. Wayne is a very professional, knowledgeable accountant who can clearly explain anything you might be unsure about. He is very quick to respond to any questions or concerns, and had my taxes filed promptly! There were no delays or hiccups along the way. Five star review!

Wayne Scully provided invaluable assistance to me as I navigated the process of filing taxes for the first time on my own. His expertise and guidance were instrumental in ensuring that I completed the process accurately and efficiently. I am extremely grateful for the exceptional service he provided and the peace of mind he offered during what can be a stressful process.

I appreciate y?all?s support when it comes to doing the work. It?s always a pleasure doing business with you guys and at the end I?m very thankful for the hard work you do. Looking forward to working with you guys next year.

Working with W SCULLY CPA was a fantastic experience! The expertise in tax matters really shone through as he expertly navigated my complex tax situation, ensuring everything was accurate. The attention to detail and dedication to client service were beyond compare. Highly recommend for anyone needing a knowledgeable and reliable CPA tax professional!

Really loved working with Wayne on my complex tax return. I did not need to go to his office, everything was uploaded securely to his portal and he was always a call away , available to answer any question. I liked that he recorded a video going thoroughly through the returns and explaining everything. Will recommend for anyone.

I love Wayne! It?s very clear he has extensive knowledge of all things taxe related and loves his job. I?m a freelancer and new to the country and I couldn?t have asked for a better person to help me file my taxes. As someone who is still learning about the American tax system and coming from a country that doesn?t have income tax at all, I HIGHLY RECOMMEND him!

Wayne was prompt, thorough and clear in explaining my choices when I got a letter from NYS asking me to file past year taxes. I would highly recommend him for all your tax and accounting needs.

My husband I had a great conversation with Wayne about our taxes. Wayne is very knowledgeable and was able to communicate the tax structure , rules and regulations in a clear manner that I was able to understand. For me, a recent immigrant, the US tax structure seems quite complex. I would HIGHLY recommend new tax payers to engage Wayne and his team for guidance and support to ensure they are compliant with the law.

I called because I need help setting up the tax structure for my LLC. Wayne took my call and was willing to help me with all questions I had. I never felt rushed and he listened to all my concerns. He even went so far as to call me back with some additional information. Furthermore, he took the time to reviews my documents and provide further assistance. He didn?t even charge me! He said it was his good deed for the day. Not only was it a selfless act, but he really gave me the guidance I needed. I am rea

Very reliable and easy to communicate with! 2 years with Wayne and no regrets.

Wayne is AMAZING! Navigating the complex world of taxes can often be a daunting and overwhelming task. Many of us feel lost among the myriad rules and regulations, unsure of how to make the most of our financial situation. That's when I stumbled upon Wayne Scully, a true tax maestro, and it turned out to be a life-changing experience. Wayne Scully, a Certified Public Accountant, is a highly skilled professional in the fields of tax resolution, tax planning, and tax preparation. His expertise shines throug

I reached out to Mr. Scully for help with a complicated and difficult tax issue, and I only regret that I did not contact him earlier. He is by far the best CPA I have ever worked with?not only experienced, knowledgeable, and thorough, but also patient, empathetic, and humane. He has a rare knack for explaining complex issues in layman?s terms, and he has made a stressful situation infinitely less so. Mr. Scully is also a tireless advocate on behalf of his clients. He saved me a great deal of money by spott

In 2021, I made the transition to become a business owner. Everything is new to me. Mr Scully is very knowledgeable about his profession. He has the patience to understand, explain and expand my knowledge about tax preparation process. His responsiveness is great- he gets back to you in a timely manner. I know that he is the right fit for my business and feel safe in his abilities to get my taxes done along with other accounting services. Very cool and down to earth!!! Respect.

I would recommend W Scully CPA to anyone looking for an attentive cpa, who will listen to your concerns and offer tax advice.

I needed a tax problem solved and Wayne Scully was able to help us with an IRS issue that we had been working on for months. I was amazed at how efficient and knowledgeable he was and they were able to help us close a new account. I am so grateful that Wayne was able to help me and I am so glad that we found them. I highly recommend this firm to anyone who needs tax or accounting help.

I reached out to Wayne via social media, because I had concerns in reference to my taxes. He got back to me ASAP. He gave me sound advice and guided, step by step instructions on how to resolve my issues. He definitely put me at ease. Thank you!

Mr Scully is definitely your guy for Business and Personal taxes. He is very knowledgeable in the latest tax laws. He is a reservoir of knowledge and goes above and beyond to help his clients. Professionalism is a standard and he is always timely and can be contacted with any all of your tax question needs. He comes highly recommended and is excellent with providing advice for small business owners.

I was on the look for CPA to handle my taxes but also offer financial guidance regarding my business. Before settling on his services, I arranged a free consultation call with Wayne where he answered all my questions & concerns. Wayne was very humble and down to earth but extremely knowledgeable. In addition, he was very responsive and professional. I will continue to utilize his services in the future.

I had a unique and tough situation with my taxes and Wayne was able to help me in a time crunch. He is super professional and very knowledgable. He answered my question in terms that I was able to understand. He not only provides advice for your current situation, but also sticks in a couple of gems for future potential situations that can occur. Excellent service. Highly recommended!

I talked with Mr Sully regarding my tax situation and he was extremely knowledgeable. He was able to explain what options I had and what might be the best course of action for me to take. He was very easy to talk with and took his time explaining the sometimes complex issues when it comes to taxes. I am still deciding on what I want to do but going forward I plan on working with Mr Sully in the very near future. Thanks for everything

Mr. Scully is great at what he does. He has taken care of my personal and business tax needs for the past 2 years and is the most thorough, knowledgeable CPA I have worked with. He will take the time to explain tax guidelines plus recommend steps to be taken. He gets the job done!

I have been working with Wayne since 2012 when I brought him some complicated tax issues to resolve. Fast-forward to 2021 and I've never needed to even consider finding someone new. Wayne is extraordinarily thorough, responsive, kind, understanding, knowledgeable and ethical -- and works so quickly! I can't say how far out of his way he has gone to make sure I have what I need and leave no stone unturned and accommodate any limitations I may have. If you come to him with a big problem, he is non-judgmental

Mr. W. Scully has handled my taxes for over 3 years. He is professional, reliable and efficient. Taxes can be difficult to understand but with Mr. Scully?s knowledge and patience he helped me to fully understand my taxes. I would definitely recommend him to others!

I was looking for a new tax preparer this year. Wayne was highly recommended to me and I am so pleased that I decided to give him a shot. He is super professional and very knowledgeable about his trade. Any questions I had, I was able to call him and he thoroughly addressed my concerns. No complaints - definitely 5 star experience!!!

I contacted Wayne after a thorough internet search to replace my previous accountant. We spoke for about an hour and I was certain that he was the right person to provide services for two of my companies. After working with him for 4 months, I am happy to say that he has exceeded my expectations. Not only is he a true professional, he is also relentless and very knowledgeable. I previously did not enjoy bookkeeping and navigating the tax codes, but now I look forward to our strategy sessions and feel that

I'm a Real Estate Broker and filing my taxes could get very complicated when working with someone that just click buttons and finish in a hour I was introduce to Wayne a few months ago and let me tell you he made me look at the other tax guys like they were jokes. Wayne took his time he was very Responsive very professional and gave excellent service. He even found extra money for me I guess he was showing off now LOL to prove to me he is the Best I just want to say Thank you Wayne JOB WELL DONE .

Mr. Scully is the best at what he does! He is very patient and walked me and my business partner through the process of filing our business taxes. This was the first time we did it and he explained everything to us step by step! There is nobody else I would have rather worked with. Thank you again!

Mr Scully was very professional in his approach to resolving my tax problem. He was very patient in His research and his explanation of the situation. He made me feel very comfortable working with him. I will definitely recommend him to anyone that I know that may have a tax problem.

When you have tax troubles it's the worst feeling you can have. I was referred to Wayne and we spoke briefly over the phone and setup an appointment time. With me being on the West Coast and Wayne being on the East Coast he was able to meet my schedule and was on time, something that shows professionalism. We went over my liabilities and finances to help determine the best strategy for me for an Offer In Compromise to the IRS. Even though my case was not a good candidate Wayne did not ask me to pursue

I highly recommend the CPA's advice on penalty abatement. Wayne provided clear and concise guidance, demonstrating expertise in tax penalties. With Wayne assistance, I successfully navigated penalty abatement. I would confidently seek his guidance again in the future.

Wayne is fantastic to work with. I literally cannot say enough. He managed to file my return in record time and saved me more money than I even thought possible! He is super fast and thorough and honestly 5 stars is not enough!!

Mr. Scully is very professional I was looking for a Poc to assist with our taxes and he was a great choice. He was very fast with his communication and making sure we were taken care of through the whole process. specially being military he is familiar with how all of our taxes work state by state cases. If your looking for someone to get it done he is the one!

I reached out to Mr. Scully during a very stressful first-time audit for my home-based business. He was patient and thoughtful when listening to my concerns and gave excellent advice during the consultation to help me navigate the unfamiliar waters of my audit. He also served as an intermediary between my business and the auditor to help expedite a resolution.

W Scully cpa pc services has been more than amazing . Talking to wayne scully helped me solve a problem that I needed help with .Talking to Scully was also very informative. Mr Scully is an expert in his field. I would definitely recommend his services to anyone that is interested in getting assistance with tax related issues and financial services as well.

Mr. Scully has made a very trying and seemingly impossible task of resolving my tax issues promising. He is extremely knowledgeable and keeps you updated regularly on progress that is being made. If you're having any type of tax issues, I definitely recommend you use his service.

Mr. Scully is both compassionate and competent (there?s no trade off with this professional). He works diligently on my case all while keeping me abreast of status and updates. I came to him needing urgent help; his expertise calmed me down, his follow up added hope and confidence that all will work out. Don?t hesitate, seek Mr. Scully out!

Wayne gave me a very valuable information regarding best practices for business owners. I appreciated his passion for what he does and his eagerness to not only do a good job but to also make sure everyone he encounters is well informed on his services and on business tax as a whole.

Wayne was great, thank you so much for helping me out with my taxes. ???? thank you thank you thank you.

Mr. Scully is very professional and responsive to any questions you my have when taking care of your taxes of anything financial. I had been with one tax preparer for so long, when he past, I had no idea who to use. But someone I trust, recommend Mr. Scully and put all of my apprehension to rest. Keep up the good.

As a true credit to his craft, Mr. Scully is an asset to have on one's side. His knowledge in this field is as commendable as his patience, whilst tirelessly working above and beyond to help his clients. Recommended for business and personal taxes.

Mr. Scully has been my accountant and financial adviser for a few years now. He is extremely knowledgeable, professional, detailed, kind, a great listener and always goes above and beyond the call of duty. He always responds to me no matter what time of the year it is (he isnt a turbo tax type of guy) He hasn't steered me wrong yet. Actually he did my taxes last year and then went over them again and found that the state and federal government owed me MORE MONEY!!. NEEDLESS to say I was very happy. Trust m

I found him when doing a Google search for black accountants. Best thing I could have done. He's thorough, detailed and honest. He's patient and set expectations. He's not cheap, but worth every penny. You get what you pay for. He sent me informative links and all information i could have needed without me even asking. You won't be disappointed. He's also professional and that's big to me when conducting business!

1st time customer with overseas tax implications that Wayne was able to manage our experience very well. Highly recommend him

Doing business with W Scully CPA was quick, easy, efficient and top of the line. The service is virtual which was a plus for me considering the times that we now live in. I would recommend this tax service to my family and friends.

I have had major tax issues and after speaking to Mr.Scully I saw that there is a solution to my problems.He was patient and strategic as he went over my taxes from the previous year. We spoke for a while and came up with a solution too my problems. I did not know what I was going to do before I had this conservative with Mr. Scully. Whatever tax issues you may have Mr. Scully can help. Thank you,

Wayne Scully CPA, is one awesome accountant, my wife and I have for quite a while tried to find a good trustworthy accountant, low and behold my wife found Mr. Scully, and we couldn't be happier, Wayne is extremely professional, attentive, helps one to understand fully what he is explaining, he gives you good helpful information, a top notch person to prepare your yearly taxes, in short, my wife and I, highly recommend Wayne Scully CPA to anyone who needs a great accountant. Randy and Bobby Seabrook

Mr Scully is goes above and beyond to meet our needs. He is very proactive, very courteous and knowledgeable. All our questions and concerns were answered in a timely manner. I would not hesitate to recommend anyone that needs his service. Thank you Mr. Scully for all your help.

Wayne is an absolute pleasure to work with his knowledge of the tax process, ability to stay current with new tax laws and policies gives me the utmost confidence using him as my tax service going forward.

Highly recommended. True professional and very knowledgeable. He took time to thoroughly explain the entire process and answer all my questions. Best experience dealing with such a stressful IRS situation.

Mr. Scully have been doing my taxes for 4 years now and his Very dependable very knowledgeable.

Wayne my accountant is very articulate in his practice of the tax business.Not only are my tax services prepared professionally he was able to advise me how to structure my business venture with some business partners from a tax perspective that proved to very helpful.It is clear to me he stays up to date on new tax laws and that is what you should use as a shaping factor in selecting an accountant.

This was absolutely a stress free experience. I found Mr. Scully to be very professional and sensitive to my tax needs and issues. I would recommend his services.

Mr.Scully is knowledgeable and efficient. I recommend him to any who wants a stress free experience . He enjoys informing his clients about regulations and policies .

He is an absolute professional and extremely knowledgeable. He will break everything down for you because he wants to make sure you feel comfortable and confident in the task at hand!! Highly recommended.

WOW There are no words to explain how grateful I am to this man to help me through my struggles with back taxes n future. This man is the best. One of a kind. He doesn?t disappoint.

I contacted Mr.Scully regarding a audit issue and he guided me down the right path to get my issue solved. I will definitely refer friends to his business. A+

The work was amazing and I had contact with him the whole process. this is a great place where I can recommend people to do their taxes.

Very trust worthy, a man of his word. They work dedicated to getting the best resolutions for your all problems. Bless

IF YOU NEED A COMPETENT AND KNOWLEDGEABLE CPA FOR YOUR TAX NEEDS, I HIGHLY RECOMMEND W. SCULLY CPA PC, A WONDERFUL AND INTELLIGENT MAN WILLING TO GO THAT EXTRA FOR YOUR NEEDS.

I highly recommend Mr Scully as my CPA. He answered all of questions thoroughly and my tax was done correctly and efficiently.

Extremely professional, caring, and knowledgeable. Took the time out to help me understand my issue and pointed me towards what I needed to do to resolve it.

Very detail oriented and helpful. He will cal clarify tax law for you if you need the help.

Wanye was a pleasure to work with very helpful & insightful thanks again!

Mr Scully is very knowledgeable about what he does..... I will definitely refer him to a few of my friends

Excellent job on my taxes and thanks again for helping my mom as well with her small business tax related issues.

Working with mr Scully was great he made everything easy and understandable I would recommend him ????

Great service, very professional. Helped me very much, I would recommend to my friends or family members! Carol

Overall great experience. Able to reach anytime, and fast efficient service. Definitely a satisfied customer. Highly recommended.

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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