*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.*
45 N Station Plaza Unit 207
Great Neck, New York 11021
YYL CPA team have been filing our annual tax return for more than 5 years. The firm is knowledgeable in both Federal and California tax laws and have been highly professional in meeting our needs. In addition, Elaine gives us thoughtful advices on tax plan and reminded us of time-sensitive deadlines whenever we needed to pay attention. Highly recommend Elaine and her team!
As a long time client of the YYL CPA P.C. family, we have been working with Yanlin and the team for many years. Their quality of work and professionalism is really impressive. They are not only knowledgeable but also truly care about their clients? well-being. If you?re looking for a dependable, experienced CPA who will guide you through the complexities of taxes, accounting, and financial planning, I truly recommend YYL CPA P.C. They make financial management stress-free, and their expertise is invaluabl
We have had exceptional experiences working with YYL CPA in the past years (more than 8 years). Their team is highly professional, knowledgeable, and detail-oriented, making complex financial and tax matters easy to navigate. From the initial consultation to the final delivery of services, they demonstrated a deep understanding of tax regulations and provided tailored solutions that perfectly aligned with my needs. What truly sets YYL CPA apart is their commitment to client service. They were always respon
Elaine is thoughtful, thorough and highly effective. She is detail-oriented and proactive. She takes full ownership of assisting clients with all aspects of their finances, ensuring they receive comprehensive and reliable support.
Elain has been providing me a professional tax service for years. Elain and her team at YYL CPA PC are meticulous and precise, and fast. I am happy with their reliable work. If anyone is seeking for a professional service, I highly recommend YYL CPA PC.
I highly recommend Elaine's professional knowledge in tax and accounting. I known Elaine for more than 10 years and we work for a same accounting professional organization. Elaine is always updating her knowledge and skills by attending various conferences and seminars. And she considers her clients long term best of interest even at the cost of losing business.
I know Elaine for years, The team at YYL CPA is both highly professional and exceptionally friendly. I felt comfortable asking questions, and they patiently explained everything in a way that was easy to understand. This is why I decided to put my personal and two small business tax related issue to her, highly recommendation for everyone
Elaine is young and energetic. She invests in the newest technology (both hardware and software) to make communication easier for clients. She always thinks how to improve and do things better.
I?ve been using YYL CPA's services for a few years, and they consistently deliver top-notch results. Their team is professional, knowledgeable, and always willing to go the extra mile to ensure everything is handled smoothly. I highly recommend them for anyone looking for reliable and high-quality service!
I know Elaine for years. And I referred several client to her. She is very responsive, care and diligent to peoples? tax issue. Also, she is a certified financial planner professional. She can help people mitigate future tax risk. I highly recommend her to anyone need a professional service.
Elaine and I are both members of several of the same professional accounting organizations. She is currently serving on the board of the Nassau/Suffolk chapter of NCCPAP and is always willing to volunteer and assist in the organization. We met at a seminar years ago and became friends through shared experiences. We are planning to attened the upcomming NCCPAP ATS annual tax sympiosium in November where we will sit together during those sessions we are both signed up for. Elaine and I have discussed tax la
Filed taxes: Fast, good communication, in time, precise
Thanks for the great help with my business!
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.