*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.*
759 SW Federal Hwy Suite 218A
Stuart, Florida 34994
Have will filing taxes with Tyler for 5 years. Very responsive and knowledgeable.
I was referred to Wolf Accounting & Tax Services, Inc. years ago, but it wasn't until these past two years that I decided to stop the headache of "trying" to do my taxes myself and let a professional CPA handle them. What a relief and a wonderful decision that was! I have zero regrets, except that I should have utilized Wolf's tax services much sooner in my life. The professionalism, technology, security, and communication at Wolf are stellar. I truly appreciate Tyler and his excellent team. They make me f
This was our first time using an accountant so we didn't really know what to expect. Very happy with our choice! Tyler was great to work with and communicated promptly with any questions we had. He helped to get us set up for the upcoming tax year as well. Looking forward to continuing working with him to get our small business running better.
Tyler Wolf at Wolf Accounting & Tax Services was so helpful this year in filing my income tax return. He was patient and full of information as this was my first year filing as a independent contractor and I had one hundred and one questions. He helped walk me through everything so I know what to expect each year moving forward. I can't say enough about his service overall.
Tyler is wonderful and efficient! He is so kind and answers all our questions on text and email. We?re very thankful for his services!
As a small business owner I needed reliable and competent advice. Tyler took my call, made the appointment and got me right in the next day. He started immediately and handled one issue after the other until all my questions were answered and all my needs were met. He came highly recommended and I sure can see why! I was facing a substantial financial outlay and Tyler turned that loss into a gain! I can't say enough great things about this firm. Do yourself and favor, give them a call. You'll sleep better!
Tyler makes the complex world of taxes much easier to understand. His process is thorough and valuable.
Tyler was great. As a last minute client scrambling to get taxes completed I was not so sure I could get it done. He was patient and understanding, very knowledgeable and professional. He had had everything completed just in time. Well done!!
Highly recommend. Fast, efficient, and extremely easy to work with. Thank you!!!
We've worked with many accountants and Tyler Wolf ranks up there with the best. He's knowledgeable and responsive, keeps you updated through the process. His firm also has a suite of technology tools that keeps him and you organized and helps make tax time and guidance easy.
Tyler is incredibly professional, helpful, and knowledgeable. He's always willing to answer my questions and provides sound advice and strategy. I'd happily recommend him any day.
Tyler is great to work with. He was very patient with us while helping with our parents taxes. Now we use his services for our family. Wolf Accounting and Tax Services has taken all of the stress out of filing our taxes!
Several accountants do not take the time to do things correctly and also seem to take a significant amount of time to prepare your tax returns. Not true at Wolf Accounting & Tax Services! Mr. Wolf was very cordial on the initial meeting, and efficient in preparing our taxes (business and personal). One week later, the returns are filed and we are awaiting our return! Also, very reasonable with the fees. Would highly recommend to any of my friends or business associates!
My experience with this company is excellent. From the support with setting up my small business budgeting plan to completing my taxes with ease, the quality and attention to detail was refreshing. I recommend supporting Tyler and his company with your business to anyone that?s looking for high quality care.
Very efficient and quick to respond. Had a great experience with Tyler. Made filing taxes a breeze. Will definitely be using his services next year!
I highly recommend Tyler Wolf for all personal and business accounting and tax needs. He is so responsive and helpful with any questions as they come up during the year- and just a great guy to work with.
I am also an accountant that not only refers my clients to Tyler but also utilize his services myself. He is knowledgeable, friendly, and efficient. I highly recommend for your tax needs.
I came here after being recommended by a friend. Tyler made filing my taxes smooth and easy this year! He was helpful with finding out all of the information I needed to file. I would highly recommend!
Tyler is great! Super responsive and helpful. Very pleased with his service!
Taxes are a breeze when you have someone as wonderful and attentive as Tyler Wolf! I never worry about missing something because I know Wolf Accounting has my best interest in mind. Highly recommended!
Clear, concise, and professional communication for our business and individual tax returns! Tyler is great to work with!
Tyler is very helpful and responsive to any of my questions. I highly recommend him and his firm.
Tyler provides excellent guidance for both personal and business related matters and has great patience for questions and exploring scenarios and options.
Always helpful in getting what I need done
Very Professional and Fantastic to work with and answered all questions quickly and thoroughly. Really did a great job on both Corp. and Personal Taxes!
Very happy with Wolf Accounting, professional, no nonsense and they get the job done!
Friendly and excellent service. Continue to use them and extremely satisfied. Always great service and timely
Thorough, professional and efficient. Very nice people and reasonable as well.
Wolf Accounting was extremely helpful preparing my taxes and answering all of my questions!
My small business would be lost without Wolf Accounting
Great communication and thorough in their work!
Tyler was prompt, professional and helpful.
Easy to work with, quick responses, great communication
Super nice and responsive.
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.