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2900 S Quincy St Suite 360
Arlington, Virginia 22206
????? Wendroff & Associates has been handling my and my spouse?s tax returns for years, and they consistently do a phenomenal job. Their team is professional, knowledgeable, and always ensures everything is accurate and optimized. They make tax season stress-free with their clear communication and attention to detail. Highly recommend their services to anyone looking for top-tier tax professionals!
Wendroff & Associates has been an incredible partner in preparing our small business taxes. Their team is patient, knowledgeable, and truly understands the unique needs of small businesses. They take the time to explain everything clearly and ensure we feel confident in our filings. Highly recommend their expertise and exceptional service!
Wendroff & Associates is always responsive, reasonably priced, creative in their thinking, knowledgeable, and professional. I've been the Managing Partner of a large law firm that had a long term relationship with a high-profile accounting firm. I've also been the Managing Partner of a smaller law firm that has its accounting services provided by Wendroff & Associates. We could not be happier with Wendroff & Associates, and they are head and shoulders better than the big Accounting firm. Our business h
Wendroff & Associates is a real pleasure to work with. Their tax preparation is super well-organized and efficient, with clear instructions, well-functioning systems, knowledgeable professionals, and excellent customer service well beyond ?9 to 5?. My husband and I made the switch to Wendroff three years ago and have had a lower cost for tax preparation without any sacrifice in quality.
Hire this amazing service! I've worked with Wendroff for 5 years now for our annual business tax preparation, filings, and closing our books. The Wendroff team is so fabulous - organized, professional, fast, and worth every penny. Highly, highly recommend!
I've been working with Wendroff & Associates for years, most recently with Olivia Melton on tax planning and tax preparation. Olivia and team are thorough, knowledgeable and a pleasure to work with. She's helped greatly with scenario planning. While the response time can be a bit longer than I might like, the quality of their work makes up for it. I recommend their services.
We have employed Wendroff & Associates, CPA, for our personal joint tax filing and our company tax filing. They performed efficiently and were great to work with, very communicative and helpful. We plan to continue to be with them for the foreseeable future!
Always a pleasure to work with the team at Wendroff. We've been working together for years and I am always impressed by their knowledge, expertise and professionalism. They make it easy to be a small business owner!! Thank you!
I cannot recommend Wendroff & Associates highly enough! They recently prepared both my personal and business taxes, and the experience was nothing short of outstanding. From start to finish, their team was incredibly thorough, professional, and efficient. They took the time to carefully review every detail, ensuring that nothing was overlooked, and even identified deductions and opportunities I hadn?t considered. I truly appreciated how they explained everything in clear terms, which made the entire proces
My wife and I were very pleased with the Wendroff & Associates CPA Organization in regard to facilitating our tax preparations for 2024. Their attention to detail, customer service and willingness to work with the client. Wendroff & Associates, CPA Team, thank you very much for your assistance, guidance and support. Very much appreciated!
Wendroff & Associates was great to work with, they answered all my questions, explained the process (this was the first year of my small business and I wasn't sure how to proceed!), were fast with their responses, and reasonably priced. 3/31/2025: Update - Wendroff & Associates continues to provide excellent service in a timely fashion and at reasonable prices!
Wendroff & Associates are a professional, effective and client oriented team. I am a relatively new client but have had numerous interactions with Brian and his team of professionals. From business formulation advice to tax planning and preparation every touch point with W&A has been excellent.
Excellent firm we have been working with for many years. Highly recommend their tax planning services, which saved us time and money.
First experience working with them remotely. Work was done clearly and efficiently and to good effect. Especially comfortable when I met with my CPAs directly via Zoom. Thanks.
I am a business owner who reached out to multiple accounting firms to inquire about tax services for my company. Within minutes of reaching out, Jordan Glaze had responded and set up a time for an initial meeting. During the meeting, Jordan answered all of my questions clearly and concisely. She also introduced me to one of the partners, Tariq, who was also phenomenal. I did not hesitate to engage Wendroff. Jordan and the rest of her team are the epitome of professionals, well acquainted with everything tax
We have been very pleased with our experiences working with Wendroff over the last almost ten years. They have been responsive, collegial, and so helpful with our corporate and personal tax matters. On the corporate side, we really appreciated their guidance dealing with both DC and Virginia tax and registration, and being able to work directly with the partners when needed. Highly recommend!
I have now used Brian and his W&A team for 3 years and they've provided great service each year. They were prompt in answering all my questions and their answers were clear and complete. I enjoyed working with each of the associates that assisted me, Huyen , Christina and Jennifer.
I?ve been working with Wendroff & Associates for over three years. Brian and his team were able to help me figure out how to address the income I received for rental units. The team at Wendroff are responsive and the process for filing is so easy with the paperless resources they have. I have recommended Wendroff & Associates to many people I know for their tax planning needs.
Wendroff & Associates have been my accountants since 2006. Their services are so personal and professional. They're immediately responsive to my questions and inquiries. They make me feel as if I'm their only customer. My tax planning and preparation has been impeccable. I will continue to work with them as long as I'm paying taxes! That should give you an idea of how long Intend to remain with Wendroff & Associates.
I've been a business owner for the past 2 years and I didn't know the right way to manage my books. I came across Wendroff & Associates through a networking event and liked what they offered then decided to get my finances up and running. Last year, Chen took over my paperwork and helped me organize all my expenses. I have been with Wendroff & Associates for about a little over a year now. They were very thorough and helpful with setting me up with a system to keep track of everything. I have been very plea
My company has been using Wendroff & Associates for our accounting needs for approximately 12 years. When I first met Brian Wendroff, my company was only a couple years old and he offered invaluable advice that was very helpful in getting our company on track and set up for growth and sucess. Through the years as we grew, his team continued to support our often changing needs. It is a pleasure working with a firm that makes you feel they are truly on your side and excited about your success. I very highly r
There was some initial delay but really appreciated Olivia?s responsiveness after being assigned to her.
I was referred to Wendroff & Associates, CPA by my attorney in Northern Virginia. One of the best tax experiences I?ve had, hands down. Not only were they extremely responsive, but offered a tremendous level of detail into my 2019 taxes and even reviewed 2018. They assisted in my return, and found that I still was eligible for a $7,500 Tesla vehicle credit - something that was missed by a different tax office in the past. I highly recommend Wendroff & Associates to anybody looking to maximize their return,
Wendroff & Associates is one of the very best CPA firms I have worked with. I use them for my personal tax returns as well as accounting services for my business. All of their associates are friendly, communicative experts and are thorough in their service delivery. I recommend them whole-heartedly!
I have always done my own accounting and tax work until a few years ago. My situation just became too complex to do myself. A friend suggested Wendroff & Associates. I contacted them and spoke with the owner, Brian. He was able to make sense of my records and help me out. I have been using their firm ever since. Brian is very professional and easy to work with. I am extremely pleased with his work and glad that I found them. I would highly recommend Wendroff & Associates for all your accounting and tax need
I wanted to find a CPA with great reviews after a couple of bad experiences. When problems from a previous year's return started affecting this year's return, Tariq and Olivia spent a tremendous amount of time helping me clear up the issue. It was quite a relief to get that piece of mind!
Wendroff & Associates had consistently provided excellent advise and submission of my tax returns over the past 10 years. Very professional and proficient tax firm. Highly recommend.
This is our first time working with Wendroff & Associates. We have learned a lot! Previous experience with tax preparation never took us so deeply into understanding the technicalities of the process. It was educational and rewarding. Wendroff & Associates are thorough in their execution. We are pleased with their expertise and service. Thank you: Ron and Carmen
Wendroff & Associates has been awesome to work with. We originally hired them to help our company reconcile Quickbooks with our actual bank balances. They went through 3 years worth of transactions and did an excellent job. After balancing our books, we hired them to do our company taxes. Brian was able to identify a tax deduction that our previous CPA had overlooked. This deduction saves us several thousand dollars each year, and he was able to amend our returns to take advantage of this deduction for
We have used Wendroff & Associates since 2010 to prepare our tax returns, and have been extremely pleased with the level of service we've received over the years. They never miss a beat through all the curveballs we've thrown at them, including moves to various states around the country, rental properties in different states, small businesses we've started, home sales, etc. They've always had our backs when various entities have had questions, and their expertise is such that they can expertly handle any
Wendroff & Associates have done a great job preparing my taxes. After the company I work for went public, Brian and his team helped me to understand the complicated tax rules around exercising stock options. For the last two years, he and his team have helped me put together a plan so that I'll be able to anticipate the tax impact of selling shares and earning capital gains. Even though I've since moved out of state, I stuck with Wendroff & Associates. The team has been responsive throughout the year, answe
Wendroff & Associates assisted me preparing and filing 2020 and 2021 taxes for a family member?s Estate. I felt overwhelmed by the task but after a consult with Darren, who explained the entire process and then followed up with all details in writing, made me feel confident I made the right choice with Wendroff & Associates. I would highly recommend this firm.
I have been using Wendroff & Assoc as my tax accountant for my business and personal needs since 2009. I have worked with several members of the team over the years and everyone has been professional, responsive and great to work with. I?ve used the firm for a range of services including of course annual tax preparation for personal and business returns, monthly accounting for the business, guidance through the reclassification of my business from S-Corp to LLC, end of year tax planning for personal taxes,
My husband and I used Wendroff & Associates for our tax preparation needs and we are so impressed with their customer service and efficiency! We received an IRS correspondence and they were very helpful in assisting us with all our questions and issues. They also provided us advice for my husband's rental property. We also love getting their newsletter because it contains very insightful and relevant information on taxes and businesses. We will definitely use this company again!
My relationship with Brian and Wendroff & Associates began 5 years ago and I've been entirely pleased with their aptitude, professionalism and efficiency. My tax profile is more complex than average; throughout Brian has made sure the appropriate mix of man-power and expertise has overseen my account. Beyond the annual tax preparation activities, they do a great job of connecting with clients on important wealth management and tax topics & dates without bombarding you with emails. They have never missed a s
Brian Wendroff & team have exceeded all my expectations relating to professional tax services. I've been a client since 2017. Their level of professionalism, care and thorough follow up is unmatched. Even after relocating to NYC metro, I have continued to trust W&A's with my tax return prep. Also, I enjoy their structured start-to-end process that include an annual tax organizer and a secure online drawer to upload backup and receipts. it gives me a good sense of where my documents are. I simply can't tha
We have been working with Wendroff & Associates for over two years, and they have done an outstanding job for us. In every aspect of their accounting services for us, both business and personal, we have received accurate work, excellent support, and timely responses to our questions. They have also gone above and beyond their role as our accounting firm, providing additional support and counsel in terms of how to optimize our business (and their suggestions have been relevant and valuable). I highly reco
Wendroff & Associates are truly outstanding. As a business broker I get to see hundreds of tax returns each year. Many have not been prepared with accuracy and thoughtfulness. However whenever I had encountered a return prepared by Wendroff I had a much higher level of confidence. I decided that I had outgrown my accountant of 5 years and so it was an easy decision to switch to Wendroff (given my previous exposure). The transition was painless! Moreover, I had a tight timeline this year due to needing my
Wendroff & Associates have been my CPA firm since 2015. They are responsive, timely and know me and my husband as clients. They understand the needs of planning and managing our taxes and have helped over the years overcome obstacles. They make taxes fun!
We are new clients of Wendroff & Associates, they assisted us with an issue on previously filed taxes. We found the firm to be very responsive to our needs, prompt in the work, and thorough in their approach. We will continue to use Wendroff for our ongoing needs.
From I started to work as a 1099 individual, to now owning my LLC, I have been with Wendroff & Associates for years. I am very happy with Brian and his team, they are very professional, knowledgeable, and responsive. They helped prepare my tax return and saved me substantially on my tax bill than had I done the tax by myself. Brian and his team kept me informed with the recent law change, particularly helped me with questions on PPP and EIDL. I highly recommend Wendroff & Associates without any reservation.
I have relied on Wendroff & Associates for personal and business tax services for over a decade. Not only have they handled my returns, they provided tax advisory services for complex business transactions, including both the formation and sale of my company and international sales. I highly recommend them.
I am beyond?grateful to Wendroff & Associates for their services. Tariq Majeed was able to take a call on a Friday afternoon, quickly assess my time sensitive issue, and give me a clear path forward (also giving me peace of mind for the rest of the weekend). I cannot thank Tariq enough for his calm and expertise. He and all of the Wendroff team have been wonderfully supportive and helpful. I highly recommend their services!
Wendroff & Associates, CPA have done a phenomenal job for me and my company over the past 2 years with our taxes and book keeping. I highly recommend them if your looking for professionals that know what they are doing and care about their clients.
I don't know what I'd do without Wendroff & Associates. I've always been someone with a lot of jobs, therefore come tax season, I have many 1099s to make sense of. Brian and his company have helped me breathe easier each year when my taxes are due. Naturally, I turned to him when I started my own business. His team's expertise and insights have helped me become more organized and more efficient during tax time and throughout the year. Everyone is professional, experienced, and a pleasure to work with. Not
Wendroff & Associates are utter professionals. I came as a new client and have been totally impressed by professionalism, patience and insight. This has been true of everyone from the person who greets you in the door, to the accountants, business manager and Brian himself. All great. Highly recommended.
We started using Wendroff & Associates three years ago for tax preparation and it was one of the best decisions we have ever made. They are incredibly helpful, responsive, and detail oriented.
I have been using the services of Wendroff & Associates for several years now. They have helped me maximize my tax deductions every year. They have been very helpful in gathering information for use by mortgage brokers when refinancing my house and making investment property purchases. They also have referred me to realtors and insurance agents to use during acquisition of properties. Wendroff & Associates further provide quarterly newsletters with tips and tax strategies to help me throughout the year.
I've finally found a true accounting partner for my small one-person company! Brian, Aubrey, and team are excellent to work with: always helpful, very knowledgeable, and extremely professional. Each year they help me plan ahead so there are no surprises at tax time. They've also assisted me in changing my business AND personal financial habits for the better through Quickbooks trainings, financial advisor referrals, and straightforward advice. I floundered for years feeling completely over my head when it c
Detailed, comprehensive and professional work by the group at Wendroff & Associates. Kudos to Tax professional Iris Wang for her preparation and attention to detail. Second year of using them. Both years they worked with us to coordinate and upload our documents, as well as to facilitate the signing (via e-signature) of our tax documents. I'd highly recommend them to do your tax filings.
Been working with Wendroff & Associates for many years now and have never had any issues. Very responsive, timely, and doesn't cost an arm and a leg. Great service provider!
Wendroff and Associates has been providing a full range of bookkeeping and accounting services for my company for the past three years. They are easy to work with and are very professional. Brian Wendroff has been acting as my outsourced CFO and his bookkeeping staff help me to manage my company's cash flow. They are very responsive as well as flexible in assigning the right personnel to meet my company's specific needs.
Wendroff & Associates, LLC has changed my life. After years of using a patchwork system to handle both my personal and business taxes, having the Wendroff team step in and complete my tax returns, provide templates to help me get information in an organized format, and begin tax planning early, has been a game changer. They even successfully assisted me in getting a major IRS penalties abated! The Wendroff team have been responsive in answering questions and they always provide solutions that are grounded
Wendroff and Associates have been preparing my tax returns for the past several years. They provide highly professional and knowledgeable service while offering personal attention. I highly recommend this firm.
Wendroff and Associates weren't able to find a single tax credit or deduction beyond what I had been doing myself using an affordable DIY online tax software. The good: the accountant we worked with was very friendly and patient. He worked with us to compile the tax package and answer any questions. That said, this firm charges extra for any "tax planning" services and refused to set up a 20 minute discussion with us to talk about what we could do for tax planning (actually ignored the last few emails we
I found Wendroff & Associates using Google and then reading the reviews. They lived up to every word in the reviews. I had to have my taxes done and there were some complexities to them that the Wendroff team easily navigated. Ms. Kim Barrow was awesome and very receptive to my questions and needs. I highly recommend the Wendroff team and will be using them again for next tax season.
I have worked with Wendroff and Associates for three years now and could not be happier! Brian and his team are responsive, friendly, and most importantly when it comes to taxes and planning, PROACTIVE ! I have referred numberous friends and business partners to Brian and they all come back saying THANK YOU. I've seen his team handle new business start ups to struggling small businesses, Brian and his team will develop a plan and put a System in place to help any person or business succeed. They are incre
We've been working with Wendroff and associates for almost 10 years. They've handled our tax preparation, and have been there to help us with our books and answer questions that come up in the course of our business. They're always very responsive - I've recommended them to others on numerous occasions.
I have relied on Wendroff and Associates to prepare my taxes for several years. But, they are more than just a tax service. They work closely with me to provide me with advice and peace of mind on what to expect to pay in taxes. They approach taxes as part of the big picture in my financial household and give me strategic advice on tax saving scenarios. Emails and phone calls are always returned promptly and they are available throughout the year, not just at tax crunch time.
I've worked with Wendroff and Associates since I moved to VA in 2016. They have provide full wrap-around services for three businesses that I own. As a small business owner- bookkeeping, accounting, taxes, tax preparation, and other consultative services are so effective in supporting growth of an organization. I would, and have, recommend Wendroff and Associates for any of your accounting needs.
Wendroff & Associates informed me of various tax deductions regarding our personal situation, as well as within my business, and my investment property. They also provided insightful newsletters to each quarter, keeping me informed about new tax changes and how to make the best of them. They even take it a step further, and inform me about tax credits, such as the VA land preservation tax credit, which saved me a large amount in taxes. 2017 update... Outstanding work!!! Saved me over $1500 in taxes by s
Wendroff and Associates did a wonderful job. Efficient, professional, and timely. Communication was excellent. This is the first time we ever paid someone else to do our taxes and would not hesitate to do so again after this experience. Highly recommend, and if you're unsure, don't be. This group will not let you down!
I came on board to this firm two years ago and I am very happy I did. I researched and found them on Yelp and decided to talk to them about my needs in accounting services. Bryan made me feel he cared about my business and his associates are top rated professionals that really do their job well. Highly recommend this Wendroff and his firm.
Since leaving the military, my tax returns started getting more complicated. I sought out help for tax planning from Wendroff & Associates. They were so quick and helpful that I decided to have them prepare my returns as well. Everything went smoothly. They we very kind and professional throughout the whole process. I would highly recommend them!
Marsha helped me find the appropriate accountant to work with & helped me figure out exactly what type of services would be best for my business. She connected me with Tariq, who spent an hour and a half with me weeding through my tax return and planing how I should do my taxes moving forward. He explained everything very thoroughly in a way that I could understand so now I can very easily move forward feeling confident in my business. I highly recommend Wendroff & Associates if you are a small business jus
I have worked with Brian Wendroff for over 7 years. They consistently provide excellent service, and follow up for my business taxes and my personal returns for my wife and I. The firm has a team of accountants and professionals to help with every step of the process. Brian is very engaged in the community and strives to provide the best quality accounting solutions for individuals and small businesses like mine.
This was my first time using a CPA to prepare my taxes. Wendroff & Associates provided thoughtful, timely and informative service. I received feedback immediately (within 24 hours) from team members whenever I had questions. The process was surprisingly swift and easy. I highly recommend them, my experience was great!
I've been a client of Wendroff & Associates for about 4 years now. I've found the entire staff to be responsive, helpful, and timely. While no one wants to do taxes, the folks at Wendroff have made it an easier chore for me.
Brian and his team, especially Aubrey, have been supporting my corporate and personal taxes for about 3 years now. I have nothing but great things to say. They send out tax organizers with clear instructions on what info I need to provide and are always timely in their completion of my returns. Whenever I have a question, they are always available. I would recommend them very much.
I was having a really difficult time understanding a required form on the OTR website regarding obtaining a business license. The reps at OTR were of no help and I trying calling many CPAs and tax preparers to no avail. I then scheduled a consultation with Darren at Wendroff & Associates and he diligently checked within his team and external resources until he could point me in the right direction to get the answers that I needed. This type of assistance where someone will research and work hard to get you
This firm is everything I needed and more. We?ve had quite a bumpy ride trying to find the firm that best fit our companies. We found Wendroff & Assoc. on a list that highlighted the best CPA firms in the area. My how they?ve lived up to it. We?ve been working with Mu. He is, by far, the best accountant I?ve ever worked with. He is patient, attentive and thorough. Most of all, he is very knowledgeable. Thanks Mu! The whole team is great with following up and helping you stay in top of your company?s accou
As someone who deals with business owners on a daily basis Wendroff & Associates has been a huge help to my clients. In sharing mutual clients, I've been able to see first hand the interest and engagement that the firm takes with business owners, starting with the Managing Partner, Brian J. Wendroff. Brian is a truly genuine individual, and makes himself accessible to all clients, prospective clients and colleagues. The firm's segment and market expertise stands out, especially in Non Profit, Technology,
Good tax prep CPAs are far and in between. Good tax prep CPAs who can also prepare international tax forms [1040NR] are very very rare. I found myself looking for one such CPA a few months ago. Although filing taxes using the Non Resident form is something I've done for the past tax seasons, I had some complications that needed an eagle eyed CPA. After doing some searching on Yelp and Google Places, I found Wendroff and Associates. All I have to say about them is, they are AWESOME!!! Brian, Kim, Jennifer,
The pros at W&A know their stuff and are a pleasure to work with! The team is thorough and walk you through each phase of tax filing or bookkeeping services. Highly recommend and I look forward to continue working with them.
Brian and his team have been helping me with my personal and professional tax filings for over 10 years. Wendroff and Associates have always responded professionally.
Wendroff & Associates CPA are truly the best! I was SOO happy to have someone help me with the worst part of being an adult - taxes - I LOATHE taxes but Tariq and the team made it so painless. Trust me, the money you pay for an accountant is so much better than trying to do it yourself and finding out you owe IRS even more money ?? Also they will make sure you aren?t overpaying, because who wants to do that? They have a very streamlined online system that also makes it easy to keep everything in one place
I'm extremely happy that I discovered Wendroff & Associates a few years ago. They are very responsive, friendly, and do excellent work. I've had to file tax returns in multiple states, with a rental property in one state and a business in another, and they handled the complexities with ease, answered all my questions, and completed the work quickly and thouroughly. They also make good use of technology to streamline the tax filing and payment/return process. In addition to e-filing, they'll also send you a
Hi Brian and team. Thank you again for all your help. I wanted to take this opportunity to especially acknowledge Julia. This time last year we had just started Lee?s business and she prepared us perfectly for how to manage and account for our expenses and income, so much so our tax owed estimate matched what came out to be reality. It is such a privilege to work with such great professionals. Thank you again for partnering with us on this very important task.
The entire team is proactive, professional, and provide my company, a small Government Consulting firm, with expert CPA advice and support year after year. After finding a CPA online and having it not go well, we were referred to Wendroff and have not had a moment of doubt since. They get my recommendation on a regular basis whenever anyone needs a CPA firm.
Brian and Tariq have been my personal and business accountants for 6 years and have never let me down. They are responsive to my requests when I need additional accounting information for my clients, they are proactive in addressing tax changes, and have always been fair and easy to work with. There isn't a professional I work with who I would give a higher recommendation!
Not impressed. First of all, I had to call them because they were 10 minutes late to our initial phone call. When we spoke, the guy was clearly not paying attention and was busy doing other things. This in and of itself is not a big deal. Just a bad first impression (and indicative of the level of service I could expect). Mr. Wendroff consistently?and with an arrogant tone?mentioned how he couldn't give me any advice during this call since I wasn't a client. To which I replied, "I understand that. I'm not
I've worked with Wendroff for about 3 years now and they consistently disappoint. I pay them between $1k to $2k for my taxes and my principle complaints: 1. They switched accountants on me this past year and didn't notify me 2. There wasn't a formal handoff when they did switch accountants so some questions were never answered and new accountant wasn't given all the proper notes 3. I've never felt like a priority. They make you feel like they're doing you a favor if you talk to them on the phone. 4. I gav
Have assisted me with my consultancy for more than 3 years now. Tax preparation has been easy with them and they provide great value. Always available to help with questions, structuring my online bookkeeping, and making tax saving recommendations for my family as well. The staff is very personable . . . I could not be more pleased.
Brian and his team are the BEST!!! Brian assisted with accounting processes to help me keep track of my finances. He worked with me to understand the importance of financial statements, provided solutions regarding vendor and member management and provided assistance with the formation of a new business. I have talked with Brian several times in the past and asked his advised on many topics. He has always made me feel like I am his only client and I never felt rushed. He is thorough and takes the time to
When a lawyer setup Execware, LLC for me several years ago, I asked about a CPA. He recommended Wendroff. I made an appointment, and although I it was essentially a start-up, Brian himself spent an hour acquainting himself with my situation and explaining what they could do. There was no pressure, simply guidance. I followed their advice re QuickBooks Online, and they created in it a chart of accounts from my predecessor corporation in another state. Questions I had were quickly and thoroughly answered. At
Wendroff and Associates are a great choice; they are responsive, thorough, and always very professional. You'll be in great hands with them!
Came to Brian and Darren with my company finances in disarray. They took the time to review my business and personal taxes and fix them both even after I came to them in the middle of tax season. They have a great and knowledgeable staff that has helped me with: Retirement and investing W-2 review - they even found an issue where my payroll company made a mistake Monthly accounting reconciliation
Brian is a great accountant! He's been very helpful with tax issues. Most importantly, he's been very professional and responsive even during the busy tax seasons, and I can't stress enough how much of a difference that makes.
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.