*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.*
8751 W Broward Blvd #106
Plantation, Florida 33324
After 3 years of dealing with a very unorganized and unprofessional accounting service I have finally found one that is above the rest. Your Desired Advisors have within a short period of time have helped me get into a better position to help my business grow! I will definitely recommend to anyone looking for things to be done right!
I searched for several months to find the right accountant and advisor for my new business. I needed someone who was willing to take the moments to have a conversation. To take the time to answer questions. After my first consultation with Your Desired Advisors I immediately knew I found the write advisor for my business. Merrewilned was kind, listened to my goals and concerns, provided guidance, and made me a more informed and confident business owner. If I have a question, I never feel as if I am being pu
Desired accounting is absolutely AMAZING!!!!! I had no clue where to start, but wanted to make sure that I created a solid financial foundation for my businesses. They are assisting me with my business accounting, bookkeeping, taxes, and future planning. They are so knowledgeable, patient, communicative, and thorough. The entire process effortlessly. If you need CPA services, I highly recommended them.
Desired Accounting was very professional. They complete all my paperwork and the timely matter and answer all my questions. It was a great pleasure to work with them. She made me feel very comfortable and Explain everything, I will definitely recommend.
I have worked with Desired Accounting & Business Solutions LLC for many years, I have been so impressed with their professionalism, efficiency and customer service. They have extensive knowledge on all things financial and are a pleasure to work with. I highly recommend them!
I just had a free consultation with Your Desired Advisors, Merrewilned Nichols and I couldn't be happier with the experience. Merriwilned was incredibly knowlegeable, patient and answered all of my questions thoroughly. She provided valuable insights and suggestions tailored to my specific financial situation. I highly reocommend taking advantage of their free consultation services in you're in need of expert financial advice. I look forward to signing up for their services and expertise in the near future.
Desired accounting is absolutely that! We have worked with Mere and her team in both our personal finances, business and now Philanthropic ventures. Her team is actively assisting us with laying the best foundation for a huge Not for profit project! We are continually awed at the expertise and sheer wealth of knowledge, resources and innovative solutions that Desired accounting effortlessly provides. Top Notch service! This is waaay more than having your number crunched for you, lol. Her firm gives us conci
I am incredibly pleased with the exceptional service provided by Desired Advisors, CPA. Their expertise played a pivotal role in structuring my business for optimal efficiency and, most notably, in implementing strategies that significantly reduced my tax liabilities.
They make it so easy to share all your files and keep communication seamless through the private portal. I am very happy to be working with Your Desired Advisors and MM!
Thank you Desired Accounting for your help and services! Not only with my annual taxes but also my business goals! You have helped me streamline my direction and have been top notch with research and responsiveness! Looking forward to a longstanding professional relationship ahead!
The representation and the professionalism is by far the best within the CPA profession I have ever heard of, and received. I thank you for all you tax advice in saving me so much MONEY!!!
I highly recommend Desired According & Business Solution, for their exceptional service and professionalism. They consistently deliver outstanding results and go above and beyond to meet their clients' needs.
This group is amazing! They were able to show me my numbers and align my finances etc. Thank you so much!
They are wonderful to work with. I can tell that they really care about their clients and are dedicated to helping them.
Ever since I started my business this company has helped me and keep me on track. Thanks!
Very professional and attentive. Just what we needed.
Real professional experience.
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.