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White Wolf CPA

White Wolf CPA

Reviews Summary

The overwhelming majority of reviews are highly positive, praising the accountant's kindness, professionalism, and expertise. Many highlight her thoroughness, patience, and ability to simplify complex tax matters, particularly for small businesses and specific professions. Clients appreciate her hands-on approach, QuickBooks assistance, and proactive advice for financial growth. A single negative review mentions poor service, incorrect filings, and unhelpful responses to issues. Overall, satisfaction is exceptionally high, with numerous long-term clients commending her ongoing support and up-to-date tax knowledge.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
State-Specific Experience
Multi-state Experience

Contact Information

Address

8515 Cedar Pl Dr Ste 106 Room B

Indianapolis, Indiana 46240

Visit Website Call Now Get Directions

Hours

Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday 10AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

I had a terrible experience with this tax service. Not only did she file my taxes incorrectly, but when I reached out for help in resolving the issues, the customer service was incredibly unhelpful. I was left with little to no clarity on how to fix the errors or even what went wrong in the first place. Instead of fixing the problem she continued to put the blame on me... It felt like once she had my money, I was completely ignored. Not to mention was late to every meeting after I had paid her and was look

If you are a Licensed Massage Therapist, look no further for tax and accounting help, for real! After just a simple discovery call with Diana, I feel so much relief about my finances. The fact that she is an LMT herself and also practices as a CPA means that she has insight and awareness that is beyond helpful for other LMTs and small business owners. I?m so excited to be on top of my taxes and bookkeeping with her from now on.

My initial 30 minute meeting with Diana was highly informative with the addition of explaining things with clarity for my new business. If she can deliver this level of expertise in 30 minutes, my business can?t afford not to use her company as we grow.

We were introduced to Diana over a year ago as we searched and interviewed tax preparers for our client that had to file international taxes. When we met w/Diana, she had gone above and beyond during our interview. We've been working w/her for nearly a year now, the knowledge and care is matched by very few.

Diana is a true professional. She has always provided my company - The Liveish Agency - with top notch service. She is consultative and supportive in all things accounting.

I have enjoyed my experiences with Diana. She is transparent, professional, and very well versed in her field. I am confident working with her.

I loved my conversation with Diana. Her insight was incredibly helpful in my overwhelming situation and helped demystify things and calm my worries way down. I highly recommend working with White Wolf CPA!

Diana has been great to work with. She is very kind and knowledgeable and encourages asking questions to make sure you also understand exactly what is going on.

I am really satisfied with my experience with White Wolf Accounting. Diana is very helpful with Quickbooks and it?s great having someone assist me in navigating this program and building my confidence in using it.

This wonderful woman makes me feel like I have a completed team! I have never had a CPA who is so hands on and has such great suggestions and insight on how I can save money and build my business in an efficient and productive manner. I look forward to many years with her as my business grows! Seriously, YAY TEAM!

Diana Has been my personal and business accountant for the past 6 or more years. She is helpful and keeps up to date on all the newest changes in taxes.

The owner of White Wolf CPA is a kind person who generally cares about people. She is very knowledgeable and does a great job on my taxes every year!

Diana is patient and thorough and a pleasure to work with!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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