*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.*
6 Roberts Rd #104
Asheville, North Carolina 28803
I was hit with a sizable proposal of changes to a previous year's tax return. Working with Wayne Roddy Associates, I was able to knock it down nearly 80%. They're responsive, fast, and diligent. I will continue to work with them for any tax needs moving forward.
Wayne is a top-notch accountant who really knows what he's doing. He's personable, easy-going, and incredibly knowledgeable. Wayne and his team will go the extra mile in making sure all of your family's accounting needs, including taxes, are met. I highly recommend this firm!
I am super impressed with the knowledge of this firm. The quick responses and personal care is greatly appreciated. We needed immediate assistance with our bookkeeping and payroll and Wayne and Melanie saved the day! I look forward to working with this team for years to come. Thank you for your hardwork.
We have been customers of Wayne Roddy CPA firm for several years. Our experience has been nothing but fantastic. Karen is super responsive and patient in answering our questions. Definitely recommend this firm!
We have used Wayne Roddy CPA for 8 years for our personal and business taxes and have had an incredible experience with the knowledge and professionalism I have received from the whole team. If I have a question it is answered immediately. If you want a GREAT CPA you found one!!
Wayne and his staff have done a great job for me in the past with my personal taxes. Wayne is extremely knowledgeable and stays current with all of the changes in tax laws for 2018!
Great folks! Karen handled my call earlier and was so helpful! Really recommend these folks, they're awesome.
Have used for our personal and business tax prep for several years. Thorough, informative and patient; a great experience!
I've known and worked with Wayne Roddy for several years. Not only does he know his stuff, he and his staff are a pleasure to work with.
Great people! Will take the extra time you help you out. They really are professional and get the job done better than anyone!
Have used way for almost 10 years and will never use another.
Trustworthy and experienced, personable and kind.
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.