*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.*
451 Gladstone Blvd
Shreveport, Louisiana 71104
HIGHLY recommend this team! Great customer service!! Best in Shreveport! They?re friendly, fast, & super reliable. I?ll trust White Olive with my life they?re SO amazing! Thanks you guys for all y?all help!
I had the pleasure of working with Daniel and his team at White Olive, and I can?t recommend them enough! They were incredibly professional and attentive, uncovering mistakes that our previous firm overlooked?mistakes that amounted to thousands of dollars, not just a few hundred. What sets them apart is their expertise, which rivals that of larger firms, but they still maintain a personal touch that makes you feel valued as a client. I truly appreciate their dedication and thoroughness. If you?re looking f
Daniel and his team have been incredible. We have used him for a couple of years now, and experienced nothing but reliable, transparent, and thoroughly proficient tax services. There is one else I would trust with my finances!
Daniel takes amazing care of my business. Would recommend 10/10 to my friends for personal or professional use. His service goes above and beyond!
I joined White Olive a little over a year ago and have referred everyone in my family and church to Daniel and the team. They are quick, honest and reliable.
Their professionalism and customer service exceeded my expectations. I highly recommend this business!!
Fast, reliable, trustworthy, the best in town. Answers all my questions with care! Highly recommend!
Daniel and his team have always been great! I highly recommend them.
10 out of 10! Definitely where I?ll be taking all my tax and accounting business from here on out. Fast AND efficient! Ask for Daniel. Would recommend!
Fast, friendly and efficient! I am highly recommending to all my friends for personal or business.
Fast, clear, and exemplary service with my taxes. Best experience I?ve had so far.
Have used him before on another business and loved it. Definitely recommend!
White Olive was fast and dependable with my small business and personal taxes. I highly recommend.
White Olive did my personal taxes and the services were fast and friendly. I would highly recommend!
Fast, Dependable and answered all of our questions. Highly recommend this firm.
Daniel is professional, knowledgeable and efficient. Highly recommend using him!
Highly recommend for any tax purposes. Super fast and dependable!!
Very professional. Fair price. I will be using them for future projects.
Service was quick and people were friendly. I?ll definitely be back
The firm was responsive to my inquiry and showed diligence and care in their understanding of my situation.
My experience was great. Very professional & friendly.
Great service will recommend to friends.
This place is great! Great customer service!
I highly recommend, great service!
Fast & reliable! Highly recommend!
Can?t recommend this firm enough!
Great Firm, Professional and quick.
Highly knowledgeable with questions I need answered. My go to CPA guy
Very helpful, fast and dependable!
Very knowledgeable, with great service
10/10!!! Definitely would recommend!
Great small business!
Good and efficient work
This company is great!
Solid team top to bottom
Wonderful experience!
Professional tax preparation services
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.