*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.*
123 South St #112
Oyster Bay, New York 11771
RJ Virk has done an outstanding job in preparing the tax return for my charitable organization. He was prompt and accurate in filling out all the forms. I would like to highly recommend RJ to anybody who needs a reliable and honest tax accountant.
Shawn is an amazing CPA. He always answers my emails/text very promptly. He is always willing to provide information and is very knowledgeable about the information he provides. He takes the time to make sure I understand what is going on with my taxes. I would recommend all of my family and friends to him as well. If I could give 6 stars I would. It is a pleasure working with him.
We?re so glad we found Shawn Tracy through google search. He provides 5 star quality of tax services with quick correspondence, dependable experience and trustworthy supportive personality. We strongly recommend them to all, especially fellow oyster bay neighbors and nearby towns!
Shawn is great! He has been doing my taxes for over 4 years now, and I have recommended him to friends and family, anyone in need of a great accountant. He is prompt, professional & always gets the job done right. Always a pleasure.
We were referred to Shawn by a total stranger feeling skeptical being short in time we took a chance and we could not of been more pleased than we were. We always filed early in the tax year except this year and we met with him last minute with a few days to spare and he not only fit us in but he filed for us before the July 15th deadline. Shawn is very friendly, informative and very accommodating about dropping and picking up paperwork, and a real pleasure to do business with. We will definitely return to
Shawn has been my CPA since I started my company over 5 years ago. He has become a valuable asset to the company and regularly goes above and beyond when I need assistance. He is extremely knowledgeable and patient. You will be in good hands with him. A true professional.
I highly recommend Shawn! He answered all of my questions in a quick and timely fashion. He is very personable and easy to talk with. Shawn worked diligently and filed our taxes quickly. I can?t say enough positive things!
Shawn has been an amazing CPA for my family. He has guided us on numerous situations and the outcome was always positive! Shawn is extremely patient and professional, he takes the time to not only answer our many questions but also asks us many questions and thoroughly gets to the bottom of things. I highly recommend Shawn for all your accounting needs!
Shawn works incredibly hard at his craft. He provides necessary and intelligible advice year-round so that tax season for his clients is worry-free. I would highly recommend Shawn to anyone seeking a trusted CPA and tax advisor.
I received a referral to use ShawnTracy, but not knowing him went to him with a bit of trepidation . Well from the 1st visit to the follow up conversations, he was so very knowledgeable and a great communicator. I would highly recommend him and his firm for business use as well as business and personal tax returns.
I was looking to switch my CPA from the previous year and Shawn was extremely accommodating in taking on a new client at the 11th hour of the tax season. Flexible, he was willing meet me after normal business hours and at the expense of his personal time to work with my schedule. Shawn was professional, knowledgeable, prompt, and thorough. Looking forward to utilizing him as my CPA for years to come!
The office staff is always pleasant and helpful. Sean has always handle my taxes very professionally. He is a very knowledgeable and has handles all my business in a timely fashion.
Shawn and his team have been providing us with the best accounting service for years. Never lets items fall by the wayside, quick to respond to concerns. Highly recommended and very confident in their integrity.
Taxes were always a burden and a broad, vague, system of fees. Shawn Tracy showed me how to align my business and personal accounts. Helping me maximize my daily operations, and securing my assets. He has always been responsive and effective. Personable and a pleasure to work with.
My business has been with Weintraub, Traub, Tracy & Virk, CPA's for about 3 years now. They are a great team of knowledgeable, courteous folks who are extremely reliable and responsive. A real pleasure to work with.
I have been a client of RJ?s for years and have always received great service with my taxes and financial planning to help pay down my student loans. He?s given great advice when it comes to making decisions with my 401k and 403b and has helped me achieve some of my financial goals. I recommend him to friends and family for everything!
It is rare to have business professionals put as much passion into their efforts as family members. The crew at WTTV has been doing that for me, my family, and a family business for years. An example is when I had a large tax refund due to me, and Shawn worked tirelessly to ensure I got this meaningful sum of money. This was above and beyond the call of duty. Additionally, the crew at WTTV is always available to give a point of view on all things related to my financial well-being. WTTV is the type of bus
Shawn was a pleasure to work with! And took his time to explain everything and make me feel comfortable since it was my first time filing with him! I feel comfortable knowing my business is in good hands!
Shawn was very polite, professional and courteous toward my tax and accounting needs, for me personally and my business. I highly recommend Shawn for his outstanding services.
Shawn has been extremely helpful with my taxes for the last four years. He always exceeds my expectations. Highly recommended!
RJ is a fantastic CPA! He has helped me and my family file our taxes for years now and is always friendly and professional. I highly recommend this firm and will continue to turn to RJ for my future CPA needs.
Having successfully used this reliable firm for more than 30 years to do my family taxes, I had no hesitation to hire them for the non-profit business I manage. They are knowedgable of the regulations, consistently helpful in answering my questions and a pleasure to work with at all times. Caroline S. DuBois, President New York Marble Cemetery, Inc.
My family business and shareholders all use Shawn Tracy. He is really efficient and effective. You will definitely feel that he knows how to manage your taxes.
We've been using RJ from WTT&V for about a year now and we are extremely happy with RJ and everyone we have dealt with there. RJ is very knowledgeable, helpful, and responds rapidly to all of our questions and any issues that arise. Highly recommend!
Excellent service, courteous and thoroughly professional. Would recommend it to anyone looking for a CPA to handle their account, large or small. Trustworthy and reliable to a fault. A+ all the way!
Shawn is great. Extremely knowledgeable. And if there is something he doesn?t know, he will find out for you. He is extremely easy to talk to, which is very helpful. I highly recommend him.
I enjoy working with Mr. Tracy, I've found him to be friendly, knowledgeable, professional and reassuring. He has answered all of my questions and has things done in a timely manner.
Thank you Rj. With the difficult times of Covid-19, you were able to get us financial assistance with the SBA. Your assistance has kept my business alive. We are blessed to have you in our corner. Add another notch to your belt.
Simply the best Shawn has been help me and his professionalism attention to detail,and effort to assist with all of my tax needs,I?m consistently impressed with Shawn assistance
Knowledgeable reputable firm. Full range of services with an efficient and effective process. I highly recommend using WTTV CPA.
Very reliable and knowledgeable, he got me more money back then I was expecting and he goes above and beyond for my business. Any time I have any questions or need information, he is a phone call away.
Shawn is an absolute pleasure to work with. We have been working with him for few years and couldn't be happier.
Shawn quickly helped me with a corporate tax matter. I highly recommend him.
RJ has been doing my taxes now for 4 years, he?s clear, helpful, prompt, and overall makes a painful process totally painless!
Hi shawn i just wanted to take a minute to thank you for a wonderful job that you have done for my company and us on the last couple years. You?re a good person and you do things from the heart thanks again
I highly recommend Shawn. He does a job in very professional way and answering all my questions
They have always been professional, responsive and helpful when I needed their services.
Excellent advice and service. They take time with customers and are responsive and efficient.
When it comes to integrity, responsiveness, value and transparency, this firm is it.
Excellent staff would definitely recommend.
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.