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Yudichak CPA PC

Yudichak CPA PC

Reviews Summary

Damon receives mostly positive feedback as a skilled and professional CPA who provides excellent service, with many clients praising his responsiveness, expertise, and ability to improve their financial outcomes. However, a few negative reviews cite significant errors, lack of accountability, and financial consequences from his oversights. While most recommend him highly, some express strong dissatisfaction due to costly mistakes and unfulfilled promises.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Real Estate
QuickBooks

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.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Real Estate
QuickBooks

Contact Information

Address

1772 STE 202, 27587, Heritage Center Dr

Wake Forest, NC 27587

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

We used Damon for our corporation for over a year. When we started our contract, we thought we were happy with our current model and were expecting Damon to simply pick things up. However, he analyzed our model, suggested an improvement, and helped us spend the next several months implementing it. The changes we made with Damon have helped us better prepare for future taxes, better analyze our profit in real time, and gave us a greater piece of mind as we work on the business day-to-day. For us, it wasn?t

I am an owner of a small business and our tax liability is very important to us. Damon has worked with us for the last five years. Damon has prepared our business and personal taxes. Damon has done an outstanding job for us! Damon is very personable easy to contact and responds to our questions very quick. Damon is always up to date on all the new tax changes and new tax laws. I am impressed and I highly recommend Damons services. Laura Nunes .

Damon is a wonderful CPA! He really cares about his clients and their success. He is professional without being cold, very responsive, and very conscientious. I highly recommend working with him!

I recommend Damon without reservation. He has helped us focus on our numbers, increase revenue, and increase profit for our business. Damon recognizes what is important to us in both the quality and goals of our firm, and keeps in line with our values. Thanks, Damon!

I've been working with Damon for about 2 years as my Profit First coach, and he's been fantastic. I've gained peace of mind knowing the pulse of my business finances at all times. Highly recommend Damon.

Yudichak CPA has been our accounting firm for nearly two decades. Damon is a consummate professional that we highly recommend and value as an asset to our businesses.

Edited today as I?m still trying to recover close to 16k his oversight let the irs keep on my returns over the years. I hope his new endeavors into real estate bring more knowledge of that field than his failures in proper deductions for me over the years. . Only got the second star because his past work was outstanding. Fired today as he made an error, omitting filing instructions for Year End Reports to the state, admitted to it and then took no responsibility for the fees incurred to correct it. Change

Lacks integrity and competency. Made many promises, paid in advance, and his "tax solutions," ultimately will cost tens of thousands of dollars in penalties, interest and payments. Made promise to "make it right," initially took responsibility and then stopped responding to emails, while leaving me to deal with the mess he created over many years. The trauma continues. This man ought not have the confidence of the public, he is a danger. Avoid at all costs, or it will cost you plenty in money, stress

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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