*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.*
572 NW Van Buren Ave
Corvallis, Oregon 97330
Bill and his staff were extremely responsive and supportive when we needed an estate plan fairly quickly due to a serious illness. He was very knowledgable and took the time to help us, even though he had family visiting. Would highly recommend Bill and his firm!
Bill was incredibly rude. I showed up for my appointment to start as a new client ontime. Bill greater me into his office then asked me what I do in agricultural processing. I replied that I work with both cannabis and hemp. I was then assured out the door with no explanation other then we don't work those industries. This took all of about 30 seconds. I've never been treated with this kind of disrespect form a buisness. I pay taxes and I need help with that, I am no criminal. These guys should take some mo
I have used Witt Consulting for legal and accounting services over 15 years involving personal and various business entities. They have been a very reliable and professional organization. They are fair and responsive. Most importantly, they offer thoughtful advice
Witt Consulting has done my taxes for years and they just saved me a ton of money in taxes - what else do you need from your tax accountant? I would highly recommend Witt Consulting - they are always there when you need them.
Slow exhale! I have been in the industry for over 30 years, I have an MBA and an undergrad engineering degree I started an ran 2 companies and one corporation, I took a full time job at a company years ago and my former biz counsel and accountants have all moved on and WAY up. I still am in touch with them but needed another hungry, creative, capable resource to help me start some new businesses. My wife gave me an ad she found that I had on my desk for weeks, and I finally found the time to call them. I ha
Witt Consulting has been key to helping our business grow. Their knowledgeable staff has been wonderful to work with and continues to help us navigate all the difficulties that come with tax and financial management as a growing company.
Professional, great to work with and incredibly knowledgeable about how to navigate my self-employment tax items. Highly recommended for anyone who needs help and wants to ensure their taxes are done right.
Would highly recommend. Bill was a great help and made sure all our queries were answered. Its been a very pleasant and straight forward proccess with these guys.
Calling to seek advice they said they weren't able to take any new clients, which is fine in itself, but also could not offer any suggestions on alternative service providers.
Absolutely great. I highly, highly recommend Witt Consulting.
they are not taking new clients and do not advertise this information
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.