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WZ Accountants * Rose Woodworth, CPA

WZ Accountants * Rose Woodworth, CPA

Reviews Summary

Consensus: WZ Accountants, led by Rose and her team, consistently receive praise for their professionalism, expertise, and exceptional customer service. Clients highlight their responsiveness, attention to detail, and ability to simplify complex tax and financial matters. The online portal and efficient communication tools add convenience. Many appreciate their personalized approach, feeling treated like family. Long-term clients trust their meticulous, ethical work for both personal and business needs. Highly recommended for reliability, transparency, and saving clients time and money.

About This Listing

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.*

Contact Information

Address

130 N Front St #4

Kingston, New York 12401

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Rose and her team are amazing! Their communication is top-notch?they?re always transparent and quick to answer any questions. You can tell they really know their stuff and genuinely care about their clients. If you need a knowledgeable and reliable CPA, Rose and her team are the way to go!

This is our second year using WZ Accountants to handle our tax returns. They utilize an online client portal that provides convenience and efficiency with the exchange of all needed documentation. They provide a chat function and they have always responded in a timely manner. I also love supporting a local, woman-owned business. Thank you, Rose, Zach and all the staff at WZ Accountants!

Rose and her team at WZ accountants are fantastic, I highly recommend their firm for your accounting needs. They are skilled, responsive, and thorough in their services. As a local small business owner I am greatly appreciative of the service they provide!

Very helpful and easy to work with. Rose and her team were all so responsive and helped us with multiple state returns and business expenses. Highly recommend WZ Accountants.

Rose and her staff have made filing a complicated return so simple and given me peace of mind. The service has paid for itself over and over again because I'd be clueless about what can be deducted and how to go about it. Highly recommend.

First year using WZ for our taxes. Rose & her staff were amazing. Online portal made it so convenient & very easy to use. Couldn?t ask for a better experience. Thank you!

My taxes have been done by Rose for years never a mistake and the staff is wonderful. They have been voted best accounting tax prepares 2 years in a row in Ulster County So it is not just me that thinks so.

WZ accountants were very helpful and a pleasure to work with. They had my Taxes done very quickly and responded to every question quickly. I would recommend them to anyone.

Professional, courteous, responsive, detail-oriented--and they have a great and convenient new online system for communicating and organizing/uploading tax forms and information. Highly recommend.

I have been with Rose and her crew for almost five years now. They deal with my personal as well as business taxes and my payroll accounts too. They are very professional and polite and will take their time to talk you though the process as well as any questions that you may have! Everything is done on time, and if there is ever an issue it is taken care of immediately. Glad to have found Rose, as she keeps everything simple and on time.

I've used WZ Accountants for 3-4 years now and they have always provided great and easy service

I am so grateful to WZ Accts. for handling my taxes. It has lifted the annual burden from my shoulders. Plus Rose saved me a significant amount by recommending that I submit some amended returns for previous years. She has paid for herself many times over. Highly recommended!

We have been using Rose & her staff for years. Very professional & extremely helpful. They explain everything so well and go above and beyond. So friendly & kind. The best professional service I have used. We use them for our business & personal financial needs.

Very happy with experience. The office was well organized with helpful communication. Also very happy with meeting with Rose Woodworth. My taxes were done professionally and efficiently and completely. I would certainly recommend WZ Accountants.

Timely and professional. Answered all my questions. I felt more like family than a client.

We LOVE WZ Accountants. Professional, competent, helpful, personal and reasonable in price. My wife and I highly recommend Rose. She?s a gem.

Found out about Rose and her staff through my niece, who has been using her for a few years. This is the first year we had someone do our taxes and Rose and her staff were incredible!

I have been a client of Rose Woodworth and her team for over a decade. She's taken care of both our NYS non-profit payroll, accounting, 990 etc. as well as our personal taxes. Meticulous, ethical, and an excellent accountant, Rose and team is someone I highly recommend.

Rose and Craig are professional, knowledgeable and go above and beyond to provide quality service. Their friendly staff is attentive and efficient. I have recommended them to many colleagues, friends and family over the years with confidence.

I worked extensively with Rose when I was on the board of a community organization and was delighted with her careful attention to detail. Now she's doing my personal taxes and I appreciate her thorough and prompt responsiveness.

Rose and her team are great at communicating and can not only handle taxes in a timely mammary, but all your financial planning and accounting needs. Highly recommended!

Rose is great! She is so knowledgeable and patient. No matter what we bring to her, she is super helpful. Thanks.

Rose and her team have helped us tremendously with our personal taxes and business finances! Wonderful service!

Rose and her staff have been taking care of my accounting needs for many years. They are a professional and highly efficient team.

Best of the best! Fantastic team. They know how to run an operation while also feeling like you are their only client.

Rose and the staff at WZ Accountants are extremely knowledge and provide exemplary customer service.

Rose is very smart, attentive to detail, responsive, and reliable.

They go above and beyond, keeping me feeling safe and sound. Great group

WZ Accountants is always a great experience, I don't worry about my taxes.

Fantastic! Super helpful.

Greatest place for maths ever!

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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