*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.*
3120 139th Ave SE Suite 500
Bellevue, Washington 98005
Luke has done our taxes since 2022. He's very organized and has a great process in place. We're happy with his work and recommend him highly.
It was such a pleasure working with Luke for my recent tax filing, and I couldn't be happier. From start to finish, the experience was smooth, efficient, and highly professional. Luke demonstrated an exceptional level of expertise and attention to detail throughout the process. They were incredibly thorough in reviewing my documents. Their knowledge of tax laws and regulations was evident, and I felt confident that my taxes were being handled with the utmost care. Luke also exhibited wonderful communicati
We have been using Luke for many years as our CPA. Because he embraces secure, modern technology, he's able to efficiently do our taxes every year in a way that's clear and organized. We receive automated and personalized emails from Luke in a timely matter, but what I appreciate is his patience and willingness to hop on the phone and simply answer and explain anything you need. A lot of CPAs pay attention to details, but many lack the service and consistency Luke provides.
I have used Luke for my taxes for about 5 years now. It has been exciting to watch him grow his business. My wife and I always have our taxes done by Luke and his staff. They are always done efficiently and correct. I recommend Weissgarber, CPA, P.C. whenever I have someone ask if I know a good accountant.
Luke has been my accountant for over three years now. He has consistently, conscientiously, and carefully dealt with the many tax intricacies that come with international work. I consider him to be very professional as well as personable, patient, and personalized in his approach to his practice and services. Luke offers informed tax knowledge, a solid international perspective (he speaks Spanish!), and a genuine interest to understand the issues that come with working abroad. I highly recommend Luke Wei
I've been working with Luke on my taxes for a few years now and he's the best accountant I have ever had. His service is professional and personal. He does a great job of staying in contact, being on time, and educating me about the nebulous world of tax policy. I highly recommend Luke Weissgarber, CPA, P.C. to anyone
We started working with Luke early 2020 when he filed our 2019 taxes for us. We were impressed with his diligence and knowledge, it was the obvious choice to make him our CPA and soon to be bookkeeper for our small LLC (which he helped us file for) The whole process of working with him has been streamline, efficient, direct, and he's very clear about what he is doing and why. We 100% trust his advice and believe that he has been the most valuable addition to our business starting endeavor. Business owners,
I highly recommend Luke and Weissgarber, CPA for your accounting needs! I work with Luke to do my corporate + personal tax returns. He is incredibly thorough, responds quickly and walks me through each of my returns to make sure I understand them fully. I'm so grateful for the peace of mind it gives me to work with him!
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.