*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.*
7525 Assunta Ct
Fairhope, Alabama 36532
Wes did a fantastic job preparing my personal and business taxes. I was most pleased that he was able to help my maximize my SE401k contribution and saved me thousands in taxes. He always got back with me promptly and even discovered a mistake from my previous accountant that required an amended filing for a previous year. I highly recommend!
Have been using this company for a few years now and have a fantastic experience every time. The service is excellent and very personal. He is also very efficient with his documents and website which makes the whole process much smoother.
Have used Wesley for 6 years and he has always been a pleasure to work with and prompt in his work and communication. Highly recommend
Wes Jones is honest, hard working and super knowledgeable?highly recommend!
Wes always answers the phone when I call and is very knowledgeable, helpful, and quick with preparing my taxes.
Wes is very professional and very knowledgeable about tax savings and tax laws. We have used him to prepare our corporate and personal taxes for several years now and he always reminds us and follows up so that we do not miss any deadlines. Highly recommend!
This was my first tax season using Wes, and I am extremely happy with my experience. Last tax season I used a very well known local CPA , and he did an excellent job preparing my taxes and was very professional, but was extremely difficult to communicate with, and for me having a new business, I had a lot of questions that went unanswered or that took a long time to get answered. Wes was extremely easy to get ahold of, answered emails within minutes, and always answered the phone. He was very friendly and e
We found Wes by recommendation from a friend and could not have received a better referral! He helped me gather all the information I needed to file taxes for myself and my self employment. He's quick to return phone calls and gets your work done quickly and efficiently. If you live on Eastern Shore, Wes needs to be your "go-to" guy!
Wes has gone above and beyond to make sure we receive great service! He is very knowledgeable and aims to please! He will save you money on your taxes!
Really Enjoyed working with Wes. He was quick to answer our calls and extremely helpful. Very accommodating. Will work with again.
Wes has done an amazing job at advising my business and filing my taxes in the best way for myself and the s-corp that I co-own. He is very responsive and knowledgable! I would recommend him to anyone looking for a great CPA!
Wes Jones has been our primary corporate accountant for 10 years. Wes has always exceeded expectations in promptness and service. I high recommend Wes Jones. Rene Pollet
I called Wes to assist with a tax issue for some real estate transactions & his expediency & professionalism was superior! Very pleased with the results that came ahead of schedule. Highly recommend Wes Jones, CPA.
If you're looking for a down to earth CPA that is extremely knowledgeable, give Wes a call. I've used him for several years and have always appreciated what a great job he does. Not only does he make sure I am covered for my taxes, he has great suggestions on what I can be doing better. Great resource to have for your business!
I recently started working again after a long absence. I called Wesley Jones from a list of three others and was pleasantly surprised at his extensive knowledge of tax laws and business requirements regarding finances. I?m going back to him again because he gave me a summary of what I?d need for my job and told me if I ever needed help again to call him. I believe he will be my accountant now, as I am in need of one. I?d gladly refer anyone to him for sound financial advice and tax help. Thanks, Wesley!!
I had a impeccable experience with Wes! He was kind and patient with me. He was incredibly professional, knowledgeable and efficient in helping with my tax needs.
As my accountant, Wes is a crucial component to my business team. He takes the time to make sure I understand what is going on in regards to my accounting needs both personally and within my business. If you need help with your personal or business accounting needs, give Wesley A. Jones, CPA a call. You won't regret it!
Wes Jones was always responsive with answering my calls, and tax questions, along with being patient with me providing all the information.
I've been using Wes for 6 years now and have never had an issue getting my taxes filed on time. Highly recommend!
Knowledgeable and doesn't mind all of endless questions.
I have worked with Wes for over a year now. He is always easy to work with and very knowledgeable. I have recommended him to several friends and colleagues.
We have been with Wes for several years now. Saved us money compared to our previous accountant and is quick to reply to questions and timely advice.
Wes is very knowledgeable and easy to work with! I highly suggest working with him.
Wes is professional, knowledgable, and quick! Highly recommend!
Wes does a wonderful job and is extremely knowledgeable. We are very impressed & highly recommend!
Wes had done a great job for us here at Pro 1 Painters and we recommend his services to anyone looking for a CPA!
Our accountant is exceptional, demonstrating a keen eye for detail and a strong commitment to accuracy.
A friend referred me to Wesley Jones CPA LLC 4 years ago. He is always quick to get back to me and communicates with me through out the process.
Great Accountant!! Used him for the last 10+ years and he is always quick to help with questions and prepare my taxes each year.
Couldn?t recommend more, super helpful, informative and takes care of everything i need :)
Always show urgency and provides great service!
Very professional & knowledgeable. I highly recommend Wes Jones, CPA.
Great CPA!! Very responsive and timely. Will not use anyone else
Easy to work with, gets things accomplished in a timely fashion, been a client since 2015
Great experience! Fast, sufficient, and professional! This is my guy!
Timely and efficient
Awesome service as always!!
Awesome firm to work with.
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.