*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.*
1870 W Winchester Rd Ste 245
Libertyville, Illinois 60048
Ronda Landry has been handling both our personal and corporate taxes for several years now. She responds almost instantly anytime we have a question and is always thoroughly explaining any work she's doing or answering any questions. She's also very proactive with making sure we're filing the correct forms, making payments on time, etc. and I feel like I have a much better handle on our finances because of the information she provides. Couldn't ask for a more professional or better CPA!
I highly recommend setting up a meeting with Bill for your taxes. This was my first time using a CPA vs filing on my own. I needed to find a trustworthy CPA and did not want to go to someone at H&R Block that was trained for 30 minutes on yes or no questions on a computer program. Due to financial circumstances, I hadn't filed for 4 years. Bill was able to organize and file each year including my 2015 very quickly and accurately. I was very pleased with his service and attention to detail. If you are
This review is not about Bill since I never met or worked with him. This is about my experience with Ronda. This woman was unfriendly from the start. She put no energy into my account and was unable to answer many of my accounting questions, I had to reach out to her twice to get an update on my taxes because so much time had lapsed between her last correspondences. Finally, three days before my corporate taxes were due, Ronda tells me she didn?t want to work on my taxes. I highly recommend not ever g
We have been using Bill for close to 30 yrs now and have been completely satisfied with his help. He has taken us through planning for retirement tax wise, and now he's helping us with saving money in our retirement investments. He has always done our and several of my family members tax returns and has always been very reasonable. There has never been a problem with any of the returns. Bill is just the pinnacle of professionalism and experience. We've asked him many 'what if?' questions and he's always had
I had William E. Huml & Co. help me resolve a tax issue for a previous year's return. Bill was very helpful and I was completely satisfied with his professional and attentive approach to my needs. He quickly understood the issue, thoroughly examined my returns, and clearly laid out all the steps necessary to resolve it. His advice on my returns as a whole was also eye-opening, and made me realize the value of having a professional do my taxes. I have not had someone else do my taxes in the past, but giv
Bill and Ronda run a top notch firm. Last year we moved to KY and were afraid we?d need to find someone here. Nope, they have us covered! Ronda is extremely fast in responding to inquiries! I mean REALLY fast! She knows her stuff. We had questions throughout the year, not just tax time. Always on the spot with answers. They are really the best.
Bill and Ronda have been our accountants for many years. They always done a great job on our taxes. However they have done much more. At various times they have handled our financials, receivables, payables, payroll - everything our businesses have needed. And most of all, they have always responded quickly with excellent advice. I heartily recommend them!
Expert accountants -- we've worked with Ronda the past 4 years. She has handled our complex tax situation with ease and made our annual tax filing simple. Ronda has excellent follow up, provides expert level advice and listens to her clients. We highly recommend this firm.
Ronda Landry has been my CPA for several years. I have been highly satisfied with her knowledge, professionalism and great personality. She explains things thoroughly and is readily available to answer questions not only during the tax season, but throughout the year as well. I would recommend her to anyone looking for any type of accounting services.
We have been going to Bill Huml for several years for assistance with our taxes. He took the time to get to know us, and each year at tax time he spends time talking with us about our current and future plans. He is an expert at what he does, provides sound guidance, and we have confidence that our taxes are always done accurately and on time. I can highly recommend him!
I was a client of Bill and Ronda's for years when my business was located in the Chicagoland area. Then I moved to Ohio and found a local Cleveland accountant who I figured would be fluent in Ohio state (and municipal) tax codes and would be convenient to visit. HUGE MISTAKE! After utilizing this local Cleveland accountant (who I won't call out here) for three years I returned to WE Huml & Co and begged for them to take me back as a client even though I was 2 states away. They agreed and WE COULD NOT BE
Bill and his team are fantastic. We were introduced to Bill from my parents who have worked with his firm for a few years. It was the most seamless and easy process I've ever had. My only regret is that we didn't find Bill years ago!! He's quick, very responsive and their website is very easy to upload documents. Trying to wrangle all our documents from the past year used to be such a hassle, but Bill takes the hassle out of it.
When I started my business a few years back, I interviewed a few different companies. I like what I original heard while talking with Bill. How they approach the process, their values, and their attention to detail. I'm probably smaller than many of their clients but, I've never felt like my business wasn't important to them. Thanks Bill for your past and future years of service to my business!
I worked with Bill recently on a variety of questions on personal taxes. He was very knowledgeable, took the time to thoroughly explain my options and offered suggestions for things to consider for the future. I would strongly recommend Bill and his team for personal or business tax assistance.
This was our first time having a private CPA do our tax returns. Bill was very knowledgeable and helpful with our return. Never again will we go back to H&R Block or Turbo Tax. Our visit with Bill was an eye opener and extremely educational. Thank you so much Bill!
Ronda - the partner from William Huml & Company- has provided timely responses; accurate tax filings and great advice from time to time with deep expertise in personal taxation for past 7 years to us. Raj and Sonali S.
Probably THE BEST accountant out there! Extremely detailed oriented and efficient! I trust Bill to do an excellent job with my taxes. He has done work with our extended family as well and everyone praises his good work!
Excellent consulting and financial partner. Takes in a lot of info quickly and quickly assesses the best way forward. Very responsive and provides the right level of detail to suit the situation. Very easy to work with and delivery is timely and flawless. Totally confident in their expertise.
I recommend Bill! He went on and above what I was expecting out of an accountant. He helped explain my options, and gave direction. I am very thankful to have found Bill.
William E. Huml & Co. offers the perfect combination of professionalism, experience and personalized customer service. I have found them to be readily available for tax advise as well as answering any question I may have. A great find!
I have been with Bill for both business and personal services for more than 6 years and have had only excellent and competent service.
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.