*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.*
358 NE Winchester St
Roseburg, Oregon 97470
After being with Elain King for my tax prep for over 20 years and suddenly given notice, she no longer wants me as a client and look somewhere else, I was recommended to see Becky at Wicks Emmett. She is very pleasant and knowledgeable to all my needs and questions. She took over as if I'd been with here for years. I wish I had made the switch years ago!
I highly recommend this company. They helped me in dealing with an estate - with taxes, disbursement and my personal taxes. Becky and Jamie were so helpful in me understand everything that needed to be done and making sure I had everything I needed. Awesome team!
They are easy to communicate with and for me it's a simple process. Becky always answers my questions and helps me to understand my options. I trust them explicitly.
Becky Smith is very well-informed and professional. She has done a magnificent job for us for several years. I trust her completely.
Becky Simpson gives us clear directions on what she needs from us, stopping to ask questions to ensure we are getting the best possible advice. She's sharp, quick, personable and on-target. She's a great communicator and a pleasure to work with. In addition, the staff at Wicks Emmett are courteous, efficient and warm, pleasant people. High marks all around.
Wicks Emmett has handled a smooth take over of the business they inherited from Doyle, Poole and Roots several years ago. I have been pleased with their thoroughness and efficiency in handling my tax preparation. Thanks to all.
We've been treated professionally by everyone. Our needs are always addressed in an extremely timely manner. After our move to the Willamette Valley, we continue to entrust Wicks Emmett LLP with our tax filing.
We made the unfortunate decision to go with these people after Doyle, Pool and Roots sold out the business to them. Not only did they charge three times the amount from our 2020 tax return but they don't seem to have a clue what they are doing. No response when you leave a message on their unattended phone and they were not able to get the tax returns done on time even with the extension this year.
Steve and his team are extremely diligent, professional, knowledgeable, and friendly! It's been a pleasure working with them and we look forward to continuing our relationship.
I have received quality service and customer care for years with Wicks Emmett and see no reason to go anywhere else.
After using an out-of-state accounting service for 25 years, Wicks Emmett stepped in with a seamless transfer of service.
Everyone was helpful, professional and gave us the confidence that our taxes are being handled properly!
Always professional, helpful, kind and quick.
I get the help I need and with all my different accounts,and the help and answers I get from Chuck.
Quick turnaround, instructions to us for submission were clear and concise.
Fast efficient and great customer service. ??
Exceptional customer service and knowledgeable staff!
each time I call, I get immediate attention.
They are always friendly and helpful.
Top notch work from whole staff!
amaizing, they know how to do it right
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.